13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
SPGM

SPDR INDEX SHS FDS

181 institutions still hold SPDR INDEX SHS FDS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78463X475·181 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.0%
vs prior quarter
13F value held
$580M
70.0% inst. owned
of float
Holders
181
+102 QoQ
filers reporting
Activity
+8 / −41
+847 added · −823 reduced
this quarter
Concentration
28.64%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

181 institutions reported SPGM in Q1 2026. LPL Financial LLC leads at 28.6% of the visible book. +102 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$166M2.2M0.04%Q1 202602
Sequoia Financial Advisors, LLC
CIK 0001599900
$152M2.0M0.85%Q1 202603
Independent Advisor Alliance
CIK 0001696899
$28M371K0.30%Q1 202604
Peak Financial Management, Inc.
CIK 0001669662
$28M364K7.00%Q1 202605
Private Advisor Group, LLC
CIK 0001567755
$20M258K0.09%Q1 202606
Schaeffer Financial LLC
CIK 0001898838
$19M251K16.01%Q1 202607
Mariner, LLC
CIK 0001373442
$19M247K0.02%Q1 202608
COMMERCE BANK
CIK 0001009076
$18M240K0.09%Q1 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$16M216K0.02%Q1 202610
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$14M181K0.03%Q1 202611
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$13M177K0.00%Q1 202612
MORGAN STANLEY
CIK 0000895421
$13M171K0.00%Q1 202613
BANK OF AMERICA CORP /DE/
CIK 0000070858
$13M168K0.00%Q1 202614
Advance Capital Management, Inc.
CIK 0001536029
$11M145K0.42%Q1 202615
MEITAV INVESTMENT HOUSE LTD
CIK 0001398346
$11M144K0.12%Q1 202616
Ethos Financial Group, LLC
CIK 0001954242
$10M127K0.70%Q1 202617
Goldstone Financial Group, LLC
CIK 0002040021
$8M108K0.88%Q1 202618
Belpointe Asset Management LLC
CIK 0001721242
$8M103K0.29%Q1 202619
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$7M99K0.00%Q1 202620
UBS Group AG
CIK 0001610520
$7M94K0.00%Q1 2026
Page 1 of 10
161 more holders available. Log in →