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

SPDR INDEX SHS FDS

180 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 78463X475·180 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$674M
visible holders
Holders
180
filers reporting
Concentration
28.13%
Sequoia Financial Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

180 institutions reported SPGM in Q2 2026. Sequoia Financial Advisors, LLC leads at 28.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Sequoia Financial Advisors, LLC
CIK 0001599900
$190M2.2M0.95%Q2 202602
LPL Financial LLC
CIK 0001403438
$166M2.2M0.04%Q1 202603
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$69M913K2.19%Q1 202604
Peak Financial Management, Inc.
CIK 0001669662
$31M365K7.18%Q2 202605
Independent Advisor Alliance
CIK 0001696899
$28M371K0.30%Q1 202606
Private Advisor Group, LLC
CIK 0001567755
$20M258K0.09%Q1 202607
Schaeffer Financial LLC
CIK 0001898838
$19M251K16.01%Q1 202608
Mariner, LLC
CIK 0001373442
$19M247K0.02%Q1 202609
COMMERCE BANK
CIK 0001009076
$18M240K0.09%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$16M216K0.02%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
Ethos Financial Group, LLC
CIK 0001954242
$10M127K0.70%Q1 202616
Goldstone Financial Group, LLC
CIK 0002040021
$8M108K0.88%Q1 202617
Belpointe Asset Management LLC
CIK 0001721242
$8M103K0.29%Q1 202618
FORONJY FINANCIAL LLC
CIK 0002040600
$8M91K2.87%Q2 202619
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$7M99K0.00%Q1 202620
UBS Group AG
CIK 0001610520
$7M94K0.00%Q1 2026
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