DOSSIER · 13F Holders · Q1 2026
XCNY

SPDR INDEX SHS FDS

9 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 78470E700·9 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$5M
visible holders
Holders
9
filers reporting
Concentration
40.68%
MONTAG A & ASSOCIATES INC #1
top holder share
AI Holders Summary · Q1 2026

9 institutions reported XCNY in Q1 2026. MONTAG A & ASSOCIATES INC leads at 40.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MONTAG A & ASSOCIATES INC
CIK 0000829407
$2M76K0.10%Q1 2026
02
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M63K0.00%Q1 2026
03
Private Wealth Advisors, LLC
CIK 0001787027
$562K20K0.16%Q1 2026
04
Savant Capital, LLC
CIK 0001482880
$332K12K0.00%Q1 2026
05
R. W. Roge & Company, Inc.
CIK 0001800745
$263K9K0.13%Q1 2026
06
Johnson Financial Group, Inc.
CIK 0001477024
$207K7K0.01%Q1 2026
07
Keating Financial Advisory Services, Inc.
CIK 0002103443
$39K1K0.01%Q1 2026
08
UBS Group AG
CIK 0001610520
$2K830.00%Q1 2026
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025