13F Insight
DOSSIER · 13F Holders · Q2 2026
SPGM

SPDR INDEX SHS FDS

187 institutions still hold SPDR INDEX SHS FDS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78463X475·187 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$880M
visible holders
Holders
187
filers reporting
Concentration
22.05%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

187 institutions reported SPGM in Q2 2026. LPL Financial LLC leads at 22.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$194M2.3M0.04%Q2 202602
Sequoia Financial Advisors, LLC
CIK 0001599900
$190M2.2M0.95%Q2 202603
BANK OF NOVA SCOTIA
CIK 0000009631
$106M1.2M0.16%Q2 202604
HighTower Advisors, LLC
CIK 0001462245
$73M846K0.07%Q2 202605
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$69M913K2.19%Q1 202606
Private Advisor Group, LLC
CIK 0001567755
$36M424K0.17%Q2 202607
Peak Financial Management, Inc.
CIK 0001669662
$31M365K7.18%Q2 202608
COMMERCE BANK
CIK 0001009076
$21M242K0.09%Q2 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$20M233K0.02%Q2 202610
Goldstone Financial Group, LLC
CIK 0002040021
$20M230K1.80%Q2 202611
Schaeffer Financial LLC
CIK 0001898838
$19M227K15.03%Q2 202612
MORGAN STANLEY
CIK 0000895421
$16M183K0.00%Q2 202613
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$13M177K0.00%Q1 202614
Advance Capital Management, Inc.
CIK 0001536029
$13M148K0.41%Q2 202615
BANK OF AMERICA CORP /DE/
CIK 0000070858
$13M147K0.00%Q2 202616
NewEdge Advisors, LLC
CIK 0001633516
$11M130K0.03%Q2 202617
Ethos Financial Group, LLC
CIK 0001954242
$10M123K0.68%Q2 202618
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$9M109K0.01%Q2 202619
Belpointe Asset Management LLC
CIK 0001721242
$9M102K0.29%Q2 202620
Clearstead Advisors, LLC
CIK 0000842775
$8M96K0.08%Q2 2026
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