SPDR INDEX SHS FDS (DWX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
131
Reporting holders
$265.8M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $40.6M | 884,037 | 0.00% | 35q | +3.7%+$1.5M |
| BANK OF AMERICA CORP /DE/ | $33.3M | 724,900 | 0.00% | 31q | +2.6%+$836.9K |
| UBS Group AG | $17.6M | 382,023 | 0.00% | 31q | -2.4%-$439.2K |
| WELLS FARGO & COMPANY/MN | $14.3M | 312,212 | 0.00% | 31q | -56.2%-$18.4M |
| Concord Wealth Partners | $12.1M | 263,359 | 1.39% | 23q | +3.5%+$413.5K |
| Baker Avenue Asset Management, LP | $11.8M | 255,937 | 0.22% | 13q | -1.7%-$207.7K |
| Concord Asset Management, LLC/VA | $11.6M | 251,768 | 1.79% | 19q | +1.4%+$165.3K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $10.2M | 221,483 | 0.15% | 31q | +0.5%+$53.4K |
| LPL Financial LLC | $9.8M | 212,224 | 0.00% | 31q | +11.7%+$1.0M |
| OSAIC HOLDINGS, INC. | $6.7M | 144,636 | 0.01% | 26q | +21.9%+$1.2M |
| Focus Partners Wealth | $6.4M | 138,583 | 0.01% | 3q | -6.9%-$475.5K |
| Allen Capital Group, LLC | $6.4M | 138,398 | 0.52% | 14q | -0.6%-$35.9K |
| MML INVESTORS SERVICES, LLC | $5.5M | 119,072 | 0.01% | 31q | +56.4%+$2.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.5M | 98,768 | 0.00% | 31q | +21.0%+$787.5K |
| STIFEL FINANCIAL CORP | $4.5M | 98,670 | 0.00% | 31q | -6.2%-$300.3K |
| ROYAL BANK OF CANADA | $4.5M | 97,165 | 0.00% | 31q | -6.0%-$286.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $4.2M | 91,528 | 0.00% | 29q | +98.2%+$2.1M |
| ENVESTNET ASSET MANAGEMENT INC | $3.9M | 84,134 | 0.00% | 31q | +47.7%+$1.2M |
| Mount Lucas Management LP | $3.1M | 67,917 | 1.11% | 14q | +5.6%+$164.2K |
| Cetera Investment Advisers | $3.1M | 67,907 | 0.00% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $3.0M | 65,729 | 0.00% | 7q | -4.1%-$130.1K |
| BIP Wealth, LLC | $2.3M | 49,647 | 0.06% | new | NEW |
| Private Advisor Group, LLC | $2.1M | 46,166 | 0.01% | 31q | +6.7%+$134.0K |
| JONES FINANCIAL COMPANIES LLLP | $2.0M | 42,772 | 0.00% | 9q | +7.5%+$136.8K |
| Equitable Holdings, Inc. | $1.9M | 42,143 | 0.01% | 5q | +3.6%+$67.3K |
| McAdam, LLC | $1.7M | 37,478 | 0.07% | 19q | +0.7%+$11.4K |
| Farther Finance Advisors, LLC | $1.7M | 36,485 | 0.01% | 5q | +72870.0%+$1.7M |
| Invesco Ltd. | $1.3M | 29,219 | 0.00% | 31q | -5.7%-$80.8K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $1.3M | 28,019 | 0.02% | 2q | HELD |
| Parallel Advisors, LLC | $1.2M | 26,119 | 0.02% | 31q | -3.0%-$37.7K |
| AlTi Global, Inc. | $1.2M | 25,634 | 0.02% | new | NEW |
| Heartwood Wealth Advisors LLC | $1.1M | 24,906 | 0.09% | 15q | HELD |
| Key Financial Inc | $1.1M | 24,280 | 0.18% | 16q | HELD |
| HBK Sorce Advisory LLC | $1.1M | 22,369 | 0.02% | 31q | +23.7%+$204.0K |
| PARTNERS WEALTH MANAGEMENT, LLC | $1.1M | 23,104 | 1.04% | 7q | +4.3%+$43.4K |
| BRANDYWINE OAK PRIVATE WEALTH LLC | $975.5K | 21,226 | 0.07% | 31q | HELD |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $943.8K | 20,535 | 0.57% | 7q | HELD |
| Novak & Powell Financial Services, Inc. | $932.6K | 20,292 | 0.44% | 11q | +1.5%+$13.4K |
| TRUIST FINANCIAL CORP | $908.1K | 19,758 | 0.00% | 17q | -11.8%-$121.7K |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | $900.4K | 19,591 | 0.20% | 31q | -1.2%-$10.8K |
| Integrated Wealth Concepts LLC | $891.3K | 19,394 | 0.00% | 15q | +100.9%+$447.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $871.6K | 18,965 | 0.00% | 31q | -33.2%-$432.2K |
| JPMORGAN CHASE & CO | $845.6K | 18,319 | 0.00% | 31q | HELD |
| HighTower Advisors, LLC | $798.1K | 17,366 | 0.00% | 31q | +5.6%+$42.2K |
| CITADEL ADVISORS LLC | $784.4K | 17,068 | 0.00% | 2q | +49.0%+$257.9K |
| Fifth Third Securities, Inc. | $710.1K | 15,451 | 0.04% | 11q | -1.8%-$13.1K |
| Global Retirement Partners, LLC | $680.2K | 14,800 | 0.01% | 15q | +100.0%+$340.1K |
| Manske Wealth Management | $615.5K | 13,392 | 0.15% | 7q | -1.6%-$10.0K |
| Savant Capital, LLC | $591.9K | 12,926 | 0.00% | 11q | +100.8%+$297.1K |
| Hyundai Investments Co., Ltd. | $584.5K | 12,662 | 0.63% | 3q | +125.5%+$325.3K |
| Composition Wealth, LLC | $567.7K | 12,353 | 0.01% | 2q | +0.5%+$2.9K |
| NewEdge Advisors, LLC | $554.3K | 12,060 | 0.00% | 5q | +147.1%+$329.9K |
| Creative Planning | $543.7K | 11,830 | 0.00% | 4q | +19.1%+$87.1K |
| Phillip James Consulting Co. | $520.6K | 11,896 | 0.35% | new | NEW |
| Curbstone Financial Management Corp | $489.8K | 10,658 | 0.08% | 6q | HELD |
| AlphaCentric Advisors LLC | $484.8K | 10,549 | 0.41% | 11q | +7.0%+$31.6K |
| Kestra Advisory Services, LLC | $484.8K | 10,548 | 0.00% | 24q | -10.0%-$54.0K |
| Rockefeller Capital Management L.P. | $471.2K | 10,251 | 0.00% | 4q | +7.4%+$32.5K |
| Treasure Coast Financial Planning | $424.0K | 9,225 | 0.21% | 2q | +57.2%+$154.3K |
| PFG Investments, LLC | $411.7K | 8,957 | 0.02% | 14q | -9.0%-$40.7K |
| WealthPoint Financial, LLC | $410.9K | 8,941 | 0.30% | 3q | +35.2%+$106.9K |
| FIFTH THIRD BANCORP | $380.0K | 8,269 | 0.00% | 2q | HELD |
| Mariner, LLC | $377.9K | 8,223 | 0.00% | 12q | -2.6%-$10.0K |
| JANE STREET GROUP, LLC | $374.2K | 8,142 | 0.00% | 2q | -73.8%-$1.1M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $355.7K | 7,740 | 0.00% | 31q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $352.6K | 7,672 | 0.00% | 8q | +39.7%+$100.2K |
| Wealthcare Advisory Partners LLC | $349.1K | 7,595 | 0.01% | 8q | +1.2%+$4.1K |
| Rehmann Capital Advisory Group | $347.5K | 7,560 | 0.02% | 26q | HELD |
| TMB Capital Partners, LLC | $341.9K | 7,439 | 0.11% | 3q | -0.7%-$2.5K |
| D.A. DAVIDSON & CO. | $328.4K | 7,145 | 0.00% | 31q | -43.5%-$252.8K |
| MB Generational Wealth, LLC | $318.4K | 6,928 | 0.16% | 4q | HELD |
| Creekside Partners | $308.0K | 6,703 | 0.11% | 9q | HELD |
| Counterweight Ventures, LLC | $306.8K | 6,675 | 0.15% | 11q | HELD |
| Balentine LLC | $303.7K | 6,607 | 0.01% | 16q | -12.4%-$42.9K |
| Fairfield Financial Advisors, LTD | $292.7K | 6,369 | 0.12% | new | NEW |
| MAI Capital Management | $280.3K | 6,099 | 0.00% | 10q | +3.4%+$9.1K |
| Southland Equity Partners LLC | $278.4K | 6,058 | 0.05% | 21q | -3.0%-$8.7K |
| Cerity Partners LLC | $277.0K | 6,028 | 0.00% | 2q | -1.1%-$3.2K |
| Stablepoint Partners, LLC | $268.8K | 5,848 | 0.04% | 11q | HELD |
| Sequent Planning LLC | $254.9K | 5,545 | 0.05% | 2q | +19.9%+$42.3K |
| ASSETMARK, INC | $250.6K | 5,453 | 0.00% | 31q | -1.0%-$2.4K |
| Pinnacle Financial Partners, Inc. | $240.7K | 5,237 | 0.00% | 3q | -0.6%-$1.6K |
| KOM Wealth Management Group, LLC | $225.1K | 4,897 | 0.14% | 4q | +1.5%+$3.2K |
| Hardin Capital Partners, LLC | $223.8K | 4,866 | 0.10% | 5q | HELD |
| Milestone Investment Advisors LLC | $220.8K | 4,805 | 0.05% | 15q | HELD |
| MYECFO, LLC | $217.4K | 4,731 | 0.08% | 4q | -0.6%-$1.2K |
| B. Riley Wealth Advisors, Inc. | $211.2K | 4,575 | 0.01% | 5q | HELD |
| CIBC WORLD MARKET INC. | $209.3K | 4,555 | 0.00% | new | NEW |
| Infinity Wealth Counsel, LLC | $206.8K | 4,500 | 0.17% | 2q | HELD |
| Facet Wealth, Inc. | $203.0K | 4,417 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $196.3K | 4,270 | 0.00% | 17q | +15.6%+$26.5K |
| NATIONAL BANK OF CANADA /FI/ | $185.8K | 4,050 | 0.00% | 19q | -6.9%-$13.8K |
| ARVEST INVESTMENTS, INC. | $165.0K | 3,590 | 0.02% | 11q | +2.2%+$3.5K |
| FMR LLC | $147.6K | 3,211 | 0.00% | 30q | HELD |
| Larson Financial Group LLC | $143.6K | 3,124 | 0.00% | 9q | +1.5%+$2.1K |
| Continuum Advisory, LLC | $134.4K | 2,924 | 0.01% | new | NEW |
| Clearstead Trust, LLC | $133.6K | 2,907 | 0.02% | 13q | HELD |
| Crews Bank & Trust | $125.7K | 2,735 | 0.02% | 7q | HELD |
| Vanguard National Trust Co | $117.1K | 2,548 | 0.01% | 2q | HELD |
| Sage Mountain Advisors LLC | $94.7K | 2,060 | 0.01% | 4q | HELD |
Showing the largest 100 of 139 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 131 | $265.8M | 5,783,934 | 9 | 46 | 32 | 0.0% |
| Q1 2026 | 130 | $270.8M | 5,934,992 | 14 | 22 | 34 | 0.0% |
| Q4 2025 | 132 | $265.5M | 6,042,540 | 6 | 45 | 27 | 0.0% |
| Q3 2025 | 133 | $247.8M | 5,802,566 | 9 | 44 | 30 | 0.0% |
| Q2 2025 | 132 | $253.7M | 6,022,156 | 24 | 29 | 32 | 0.0% |
| Q1 2025 | 120 | $194.2M | 5,052,858 | 10 | 27 | 36 | 0.0% |
| Q4 2024 | 125 | $181.7M | 5,196,773 | 7 | 29 | 32 | 0.0% |
| Q3 2024 | 120 | $201.9M | 5,260,484 | 11 | 20 | 43 | 0.0% |
| Q2 2024 | 117 | $185.2M | 5,377,827 | 3 | 26 | 46 | 0.0% |
| Q1 2024 | 120 | $287.8M | 8,187,722 | 9 | 26 | 41 | 0.0% |
| Q4 2023 | 118 | $272.6M | 7,668,625 | 7 | 20 | 49 | 0.0% |
| Q3 2023 | 122 | $233.5M | 7,100,557 | 7 | 30 | 40 | 0.0% |
| Q2 2023 | 123 | $231.4M | 6,729,856 | 8 | 42 | 36 | 0.0% |
| Q1 2023 | 126 | $227.4M | 6,634,758 | 11 | 29 | 43 | 0.0% |
| Q4 2022 | 115 | $211.0M | 6,530,088 | 18 | 39 | 30 | 0.0% |
| Q3 2022 | 139 | $213.8M | 7,421,724 | 18 | 44 | 36 | 0.0% |
| Q2 2022 | 146 | $265.9M | 7,748,620 | 13 | 42 | 44 | 0.0% |
| Q1 2022 | 148 | $290.5M | 7,491,267 | 12 | 31 | 41 | 0.0% |
| Q4 2021 | 148 | $276.0M | 7,138,895 | 9 | 38 | 33 | 0.0% |
| Q3 2021 | 145 | $281.6M | 7,423,667 | 10 | 45 | 42 | 0.0% |
| Q2 2021 | 145 | $280.6M | 7,127,351 | 10 | 42 | 41 | 0.0% |
| Q1 2021 | 139 | $268.6M | 7,050,290 | 16 | 41 | 36 | 0.0% |
| Q4 2020 | 138 | $241.6M | 6,628,914 | 13 | 26 | 52 | 0.0% |
| Q3 2020 | 129 | $228.0M | 6,772,733 | 7 | 31 | 51 | 0.0% |
| Q2 2020 | 127 | $258.6M | 7,817,867 | 11 | 27 | 54 | 0.0% |
| Q1 2020 | 141 | $263.5M | 8,620,820 | 14 | 43 | 43 | 0.0% |
| Q4 2019 | 159 | $362.5M | 9,018,888 | 17 | 45 | 38 | 0.0% |
| Q3 2019 | 143 | $310.9M | 7,978,348 | 13 | 34 | 55 | 0.0% |
| Q2 2019 | 145 | $479.4M | 9,142,625 | 11 | 32 | 49 | 0.0% |
| Q1 2019 | 150 | $324.9M | 8,542,756 | 24 | 31 | 51 | 0.0% |
| Q4 2018 | 141 | $295.3M | 8,417,646 | 3 | 1 | 4 | 0.0% |