SPDR INDEX SHS FDS (EDIV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
207
Reporting holders
$836.6M
Reported value
0.0%
Held as options
+11
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $87.9M | 2,147,252 | 0.02% | 31q | +23.1%+$16.5M |
| BANK OF AMERICA CORP /DE/ | $81.7M | 1,993,638 | 0.01% | 31q | +13.4%+$9.7M |
| MORGAN STANLEY | $58.9M | 1,437,964 | 0.00% | 35q | +6.0%+$3.4M |
| Trust Co | $57.4M | 1,400,471 | 5.18% | 6q | -0.7%-$418.6K |
| WELLS FARGO & COMPANY/MN | $54.2M | 1,322,184 | 0.01% | 31q | -47.0%-$48.0M |
| Comprehensive Wealth Management, LLC | $28.3M | 690,557 | 12.92% | 6q | +8.2%+$2.1M |
| OLD MISSION CAPITAL LLC | $23.3M | 567,745 | 0.37% | 3q | +146.4%+$13.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $21.7M | 529,570 | 0.01% | 23q | -5.8%-$1.3M |
| AMERIPRISE FINANCIAL INC | $20.1M | 490,614 | 0.00% | 31q | -45.8%-$17.0M |
| ROYAL BANK OF CANADA | $18.0M | 438,821 | 0.00% | 31q | +13.5%+$2.1M |
| RAYMOND JAMES FINANCIAL INC | $16.8M | 410,325 | 0.00% | 7q | +3.1%+$511.5K |
| Drake & Associates, LLC | $16.5M | 402,997 | 2.78% | 9q | +11.4%+$1.7M |
| Cetera Investment Advisers | $16.1M | 393,938 | 0.01% | 10q | -74.1%-$46.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $14.5M | 354,516 | 0.02% | 13q | +8.3%+$1.1M |
| UBS Group AG | $13.0M | 318,312 | 0.00% | 31q | +8.9%+$1.1M |
| ENVESTNET ASSET MANAGEMENT INC | $12.8M | 311,928 | 0.00% | 31q | -0.7%-$95.1K |
| Keudell/Morrison Wealth Management | $12.4M | 303,249 | 2.35% | 2q | +43.6%+$3.8M |
| swisspartners Advisors Ltd | $11.6M | 283,700 | 7.83% | 8q | HELD |
| JANE STREET GROUP, LLC | $11.1M | 271,579 | 0.00% | 31q | +82.7%+$5.0M |
| Bond & Devick Financial Network, Inc. | $10.9M | 265,297 | 2.68% | 8q | +3.5%+$370.2K |
| M&T Bank Corp | $10.8M | 264,304 | 0.03% | 31q | -1.5%-$166.2K |
| Plan Group Financial, LLC | $10.6M | 260,012 | 2.19% | 6q | +14.3%+$1.3M |
| MML INVESTORS SERVICES, LLC | $10.5M | 255,221 | 0.02% | 13q | +16.6%+$1.5M |
| Kingsview Wealth Management, LLC | $10.3M | 250,887 | 0.12% | 4q | +564.2%+$8.7M |
| WCG Wealth Advisors LLC | $10.0M | 245,009 | 0.24% | 3q | +6.4%+$604.0K |
| Concurrent Investment Advisors, LLC | $8.8M | 214,873 | 0.07% | 11q | -3.4%-$314.0K |
| Three Cord True Wealth Management, LLC | $8.6M | 210,909 | 4.11% | 7q | +7.3%+$586.0K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $8.1M | 197,794 | 0.09% | 9q | +5.3%+$410.7K |
| AE Wealth Management LLC | $7.8M | 191,018 | 0.04% | 31q | -4.0%-$323.2K |
| TITLEIST ASSET MANAGEMENT, LLC | $7.4M | 179,521 | 0.49% | 10q | +4.9%+$340.6K |
| Tower Wealth Partners, Inc. | $7.1M | 172,907 | 3.50% | 9q | +2.2%+$151.6K |
| Ameritas Advisory Services, LLC | $6.2M | 150,952 | 0.12% | 5q | +269.9%+$4.5M |
| Anderson Financial Strategies, LLC | $5.8M | 138,195 | 3.02% | 7q | +4.4%+$243.9K |
| Fifth Third Securities, Inc. | $5.5M | 133,735 | 0.31% | 2q | +9.3%+$467.1K |
| Cyr Financial Inc. | $5.1M | 123,882 | 2.64% | 3q | +7.3%+$347.3K |
| Redhawk Wealth Advisors, Inc. | $5.0M | 122,331 | 0.49% | 13q | -4.0%-$209.8K |
| HighTower Advisors, LLC | $5.0M | 121,711 | 0.00% | 4q | +6.5%+$303.2K |
| CITADEL ADVISORS LLC | $4.4M | 108,274 | 0.00% | 4q | +620.6%+$3.8M |
| Cassia Capital Partners, LLC | $4.2M | 103,332 | 2.05% | 4q | +0.9%+$38.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.9M | 91,936 | 0.01% | 5q | +9.4%+$331.0K |
| OSAIC HOLDINGS, INC. | $3.7M | 91,224 | 0.00% | 26q | +22.2%+$679.9K |
| IFP Advisors, Inc | $3.7M | 90,190 | 0.07% | 28q | -6.3%-$247.6K |
| Premier Path Wealth Partners, LLC | $3.6M | 88,432 | 0.42% | 11q | +31.8%+$873.1K |
| Cornerstone National Bank & Trust Co | $3.4M | 82,708 | 1.14% | 2q | +99.3%+$1.7M |
| JPMORGAN CHASE & CO | $3.2M | 78,830 | 0.00% | 4q | +5.1%+$155.0K |
| First Heartland Consultants, Inc. | $3.2M | 78,382 | 0.21% | 8q | +10.2%+$296.3K |
| Vise Technologies, Inc. | $2.9M | 70,368 | 0.03% | 3q | +191.0%+$1.9M |
| JONES FINANCIAL COMPANIES LLLP | $2.8M | 70,051 | 0.00% | 9q | +19.2%+$457.8K |
| PRINCIPAL SECURITIES, INC. | $2.7M | 67,008 | 0.03% | 9q | +84.7%+$1.3M |
| &PARTNERS | $2.6M | 64,556 | 0.01% | 8q | +21.9%+$475.3K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $2.6M | 64,544 | 0.13% | 9q | -65.8%-$5.1M |
| Equitable Holdings, Inc. | $2.5M | 60,851 | 0.01% | 11q | +44.4%+$766.1K |
| Atria Investments, Inc | $2.4M | 57,615 | 0.02% | 9q | +5.3%+$119.3K |
| Old Port Advisors | $2.2M | 53,664 | 0.43% | 30q | -4.4%-$100.3K |
| Farther Finance Advisors, LLC | $2.2M | 53,139 | 0.02% | 13q | +60.8%+$822.7K |
| MANCHESTER FINANCIAL INC | $2.0M | 48,673 | 0.35% | 6q | +4.0%+$76.1K |
| Gladstone Institutional Advisory LLC | $1.9M | 46,005 | 0.06% | 15q | +6.9%+$120.9K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.8M | 43,765 | 0.01% | 11q | +776.9%+$1.6M |
| RDA Financial Network | $1.7M | 42,567 | 0.38% | 9q | +4.6%+$76.9K |
| Able Wealth Management LLC | $1.7M | 40,636 | 0.38% | 10q | -29.8%-$708.1K |
| IFG Advisory, LLC | $1.6M | 39,005 | 0.06% | new | NEW |
| Mariner, LLC | $1.6M | 38,795 | 0.00% | 13q | -1.1%-$17.0K |
| Focus Partners Wealth | $1.5M | 37,629 | 0.00% | 7q | -3.2%-$50.7K |
| TRUIST FINANCIAL CORP | $1.5M | 37,126 | 0.00% | 27q | -36.5%-$874.4K |
| Cordoba Advisory Partners LLC | $1.5M | 35,431 | 0.31% | 3q | +7.4%+$99.6K |
| Altura Wealth Advisors Inc. | $1.4M | 34,798 | 0.48% | 10q | HELD |
| Johnson Financial Group, Inc. | $1.4M | 34,700 | 0.05% | 5q | +40.5%+$409.6K |
| Fiduciary Trust Co | $1.4M | 34,406 | 0.02% | 8q | HELD |
| Savvy Advisors, Inc. | $1.2M | 28,418 | 0.02% | 3q | +12.4%+$128.2K |
| US BANCORP \DE\ | $1.1M | 27,168 | 0.00% | 11q | +14.5%+$141.3K |
| INSIGNEO ADVISORY SERVICES, LLC | $1.1M | 26,934 | 0.04% | 2q | +9.5%+$95.7K |
| SILVER OAK SECURITIES, INCORPORATED | $1.1M | 25,974 | 0.06% | 9q | -2.0%-$21.4K |
| Powerhouse Assets LLC | $1.0M | 25,205 | 0.84% | 3q | +7.7%+$73.6K |
| INTEGRITY ALLIANCE, LLC. | $930.4K | 22,715 | 0.03% | 2q | +14.4%+$117.4K |
| Kestra Advisory Services, LLC | $910.4K | 22,228 | 0.00% | 4q | +15.0%+$118.6K |
| DEUTSCHE BANK AG\ | $892.2K | 21,782 | 0.00% | 11q | +7.4%+$61.6K |
| Advisory Services Network, LLC | $889.8K | 21,725 | 0.01% | 3q | -12.1%-$122.9K |
| Foundations Investment Advisors, LLC | $886.4K | 21,643 | 0.01% | 13q | +27.5%+$191.4K |
| IRON Financial LLC | $846.6K | 20,670 | 0.35% | 2q | +1.3%+$10.5K |
| Asset Dedication, LLC | $768.8K | 18,771 | 0.05% | 31q | -0.6%-$5.0K |
| AlTi Global, Inc. | $745.4K | 18,200 | 0.02% | 8q | HELD |
| PERSPECTIVE WEALTH ADVISORS LLC | $691.2K | 16,876 | 0.38% | 3q | +5.7%+$37.0K |
| EARNED WEALTH ADVISORS, LLC | $688.7K | 16,816 | 0.04% | 3q | +1.1%+$7.7K |
| Smartleaf Asset Management LLC | $687.3K | 16,806 | 0.02% | 11q | HELD |
| Capital Investment Advisory Services, LLC | $684.5K | 16,712 | 0.04% | 9q | +1.8%+$11.9K |
| Invesco Ltd. | $672.9K | 16,429 | 0.00% | 31q | -3.0%-$21.0K |
| MMA ASSET MANAGEMENT LLC | $667.6K | 16,299 | 0.21% | 7q | +4.9%+$31.2K |
| Rodgers & Associates, LTD | $585.7K | 14,301 | 0.05% | 11q | -73.4%-$1.6M |
| Qube Research & Technologies Ltd | $578.4K | 14,122 | 0.00% | 3q | -2.3%-$13.8K |
| Perigon Wealth Management, LLC | $575.3K | 14,046 | 0.01% | 4q | -7.6%-$47.3K |
| Avior Wealth Management, LLC | $562.4K | 13,732 | 0.01% | 10q | HELD |
| RETIREMENT INCOME SOLUTIONS, INC | $559.4K | 14,169 | 0.10% | 10q | HELD |
| Coppell Advisory Solutions LLC | $550.5K | 26,036 | 0.05% | new | NEW |
| American Trust | $539.8K | 13,178 | 0.04% | 3q | +2.2%+$11.6K |
| Cambridge Financial Group, LLC | $513.9K | 12,546 | 0.16% | 11q | HELD |
| Creative Planning | $504.2K | 12,309 | 0.00% | 8q | +56.1%+$181.3K |
| MARYLAND CAPITAL ADVISORS INC. | $501.0K | 12,231 | 0.16% | 18q | -3.9%-$20.3K |
| Stratos Wealth Partners, LTD. | $497.6K | 12,148 | 0.01% | 7q | +2.6%+$12.6K |
| RFG - Bristol Wealth Advisors, LLC | $491.8K | 12,007 | 0.12% | 5q | HELD |
| Simplicity Wealth,LLC | $488.8K | 11,933 | 0.02% | 4q | -13.8%-$78.4K |
Showing the largest 100 of 216 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 | 207 | $836.6M | 20,435,058 | 23 | 90 | 51 | 0.0% |
| Q1 2026 | 196 | $844.9M | 21,388,419 | 26 | 76 | 42 | 0.1% |
| Q4 2025 | 183 | $652.1M | 16,646,712 | 24 | 69 | 36 | 0.0% |
| Q3 2025 | 159 | $564.9M | 14,542,488 | 23 | 70 | 26 | 0.0% |
| Q2 2025 | 147 | $498.8M | 13,083,934 | 19 | 65 | 32 | 0.0% |
| Q1 2025 | 141 | $400.7M | 11,250,967 | 18 | 49 | 38 | 0.0% |
| Q4 2024 | 137 | $317.4M | 9,010,443 | 19 | 42 | 32 | 0.0% |
| Q3 2024 | 117 | $256.2M | 6,833,715 | 18 | 50 | 26 | 0.0% |
| Q2 2024 | 113 | $225.1M | 6,367,148 | 25 | 33 | 28 | 0.0% |
| Q1 2024 | 97 | $211.3M | 6,303,263 | 14 | 26 | 27 | 0.0% |
| Q4 2023 | 97 | $205.7M | 6,343,447 | 19 | 26 | 23 | 0.0% |
| Q3 2023 | 73 | $116.4M | 3,908,342 | 8 | 27 | 12 | 0.0% |
| Q2 2023 | 68 | $91.4M | 3,213,283 | 13 | 17 | 17 | 0.0% |
| Q1 2023 | 55 | $88.7M | 3,387,667 | 1 | 19 | 7 | 0.0% |
| Q4 2022 | 59 | $85.2M | 3,550,933 | 11 | 14 | 16 | 0.0% |
| Q3 2022 | 66 | $81.8M | 3,690,773 | 5 | 18 | 23 | 0.0% |
| Q2 2022 | 78 | $109.1M | 4,219,532 | 7 | 22 | 25 | 0.0% |
| Q1 2022 | 89 | $158.0M | 5,408,922 | 7 | 28 | 18 | 0.0% |
| Q4 2021 | 95 | $169.1M | 5,681,757 | 11 | 21 | 25 | 0.0% |
| Q3 2021 | 80 | $153.7M | 5,186,393 | 7 | 26 | 21 | 0.0% |
| Q2 2021 | 82 | $158.6M | 5,290,981 | 10 | 22 | 25 | 0.0% |
| Q1 2021 | 82 | $176.1M | 5,864,901 | 14 | 22 | 23 | 0.0% |
| Q4 2020 | 76 | $162.6M | 5,880,216 | 9 | 12 | 30 | 0.0% |
| Q3 2020 | 70 | $138.1M | 5,687,371 | 4 | 20 | 23 | 0.0% |
| Q2 2020 | 73 | $147.8M | 5,978,001 | 7 | 19 | 27 | 0.0% |
| Q1 2020 | 80 | $146.8M | 6,625,548 | 9 | 24 | 26 | 0.0% |
| Q4 2019 | 92 | $373.5M | 10,837,452 | 8 | 24 | 26 | 0.1% |
| Q3 2019 | 85 | $212.8M | 7,120,508 | 10 | 25 | 29 | 0.1% |
| Q2 2019 | 84 | $243.9M | 7,478,109 | 5 | 30 | 26 | 0.0% |
| Q1 2019 | 91 | $216.7M | 6,849,223 | 14 | 23 | 34 | 0.0% |
| Q4 2018 | 89 | $183.7M | 6,147,127 | 0 | 1 | 3 | 0.0% |