SPDR INDEX SHS FDS (EFAX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
95
Reporting holders
$219.2M
Reported value
0.0%
Held as options
+8
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 |
|---|---|---|---|---|---|
| Gemmer Asset Management LLC | $38.6M | 713,531 | 2.60% | 16q | +2.7%+$1.0M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $17.9M | 331,505 | 0.21% | 29q | -5.1%-$960.3K |
| BANK OF AMERICA CORP /DE/ | $13.8M | 254,535 | 0.00% | 31q | +8.5%+$1.1M |
| BAILARD, INC. | $13.6M | 251,570 | 0.28% | 15q | +7.0%+$895.5K |
| Windmill Hill Asset Management Ltd | $12.3M | 227,939 | 2.75% | 3q | HELD |
| Leith Wheeler Investment Counsel Ltd. | $12.2M | 225,900 | 0.93% | new | NEW |
| Rockefeller Capital Management L.P. | $9.0M | 166,460 | 0.01% | 21q | HELD |
| Kingsview Wealth Management, LLC | $8.9M | 164,976 | 0.11% | new | NEW |
| SCS Capital Management LLC | $7.5M | 138,932 | 0.07% | 6q | +1947.6%+$7.2M |
| LPL Financial LLC | $6.6M | 122,389 | 0.00% | 24q | +2.2%+$141.5K |
| Cerity Partners LLC | $6.6M | 121,860 | 0.01% | 4q | HELD |
| SEI INVESTMENTS CO | $6.6M | 121,421 | 0.01% | 20q | +0.9%+$60.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $5.1M | 93,652 | 0.00% | 2q | +203.2%+$3.4M |
| Composition Wealth, LLC | $4.9M | 90,908 | 0.06% | 30q | -2.2%-$111.5K |
| ROYAL BANK OF CANADA | $4.0M | 73,578 | 0.00% | 31q | -1.5%-$62.1K |
| Mariner, LLC | $3.3M | 61,234 | 0.00% | 16q | -16.6%-$658.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.0M | 56,085 | 0.00% | 11q | -41.6%-$2.2M |
| NEPC LLC | $2.9M | 53,260 | 0.05% | 4q | HELD |
| JANE STREET GROUP, LLC | $2.8M | 52,617 | 0.00% | 3q | -0.6%-$18.0K |
| Values Added Financial LLC | $2.7M | 50,519 | 0.99% | 7q | -11.5%-$354.6K |
| XPONANCE LLC | $2.7M | 49,141 | 0.02% | 4q | +19.4%+$431.7K |
| HARBOUR INVESTMENTS, INC. | $2.0M | 36,772 | 0.03% | 20q | -0.7%-$13.9K |
| TIFF ADVISORY SERVICES, LLC | $1.8M | 33,093 | 0.44% | 4q | +4.3%+$73.9K |
| OXFORD FINANCIAL GROUP, LTD. LLC | $1.7M | 31,689 | 0.09% | 26q | +62.2%+$657.4K |
| AGF MANAGEMENT LTD | $1.4M | 25,525 | 0.01% | 13q | +1.2%+$17.0K |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $1.4M | 25,484 | 0.93% | 11q | +22.3%+$251.4K |
| MARQUETTE ASSOCIATES, INC. | $1.2M | 23,041 | 0.91% | 7q | -4.1%-$53.1K |
| BRADLEY FOSTER & SARGENT INC/CT | $1.2M | 22,131 | 0.02% | 19q | HELD |
| PROFFITT & GOODSON INC | $1.1M | 20,814 | 0.15% | 27q | +4.2%+$45.5K |
| Equitable Holdings, Inc. | $1.1M | 19,840 | 0.01% | 15q | -8.8%-$103.8K |
| Whipplewood Advisors, LLC | $1.1M | 19,623 | 0.71% | 7q | +2.2%+$22.8K |
| JPMORGAN CHASE & CO | $988.7K | 18,343 | 0.00% | 11q | -1.1%-$10.8K |
| HighTower Advisors, LLC | $934.9K | 17,274 | 0.00% | 9q | -4.9%-$48.4K |
| OSAIC HOLDINGS, INC. | $876.2K | 16,185 | 0.00% | 26q | -1.0%-$9.3K |
| Bond & Devick Financial Network, Inc. | $807.2K | 14,915 | 0.20% | 23q | +29.9%+$185.8K |
| Beacon Pointe Advisors, LLC | $723.9K | 13,376 | 0.00% | 31q | HELD |
| MASECO LLP | $664.6K | 12,275 | 0.02% | 2q | HELD |
| NewEdge Advisors, LLC | $658.5K | 12,168 | 0.00% | new | NEW |
| Advisory Solutions Group, LLC | $628.2K | 11,608 | 0.21% | new | FIRST |
| GGM Financial LLC | $608.1K | 11,236 | 0.23% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $543.8K | 10,049 | 0.00% | 4q | HELD |
| RETIREMENT INCOME SOLUTIONS, INC | $523.8K | 10,525 | 0.09% | 9q | HELD |
| Operose Advisors LLC | $518.9K | 9,587 | 0.10% | 13q | +1.5%+$7.8K |
| Arax Advisory Partners | $476.5K | 8,805 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $457.8K | 8,458 | 0.00% | 2q | -4.7%-$22.5K |
| Hobbs Group Advisors, LLC | $453.4K | 8,377 | 0.12% | 10q | -5.1%-$24.5K |
| Choate Investment Advisors | $453.3K | 8,375 | 0.01% | 13q | +13.5%+$54.0K |
| Bridgewater Advisors Inc. | $445.4K | 8,106 | 0.02% | 14q | -2.0%-$9.0K |
| Insight Advisors, LLC/ PA | $437.6K | 8,085 | 0.08% | 15q | +6.9%+$28.4K |
| Parkwoods Wealth Partners, LLC | $431.0K | 7,963 | 0.07% | new | NEW |
| Boyd Wealth Management, LLC | $416.0K | 7,687 | 0.16% | 8q | -5.8%-$25.8K |
| William Mack & Associates, Inc. | $401.1K | 7,412 | 0.14% | 3q | +11.2%+$40.5K |
| eCIO, Inc. | $399.4K | 7,379 | 0.11% | 6q | +1.2%+$4.9K |
| Key Financial Inc | $390.4K | 7,214 | 0.06% | 10q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $388.4K | 7,177 | 0.00% | 30q | +0.6%+$2.4K |
| Aufman Associates Inc | $382.8K | 7,073 | 0.15% | 15q | +1.5%+$5.7K |
| Creative Planning | $379.8K | 7,017 | 0.00% | 17q | +1.7%+$6.4K |
| SteelPeak Wealth, LLC | $353.1K | 6,524 | 0.01% | 4q | HELD |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | $325.1K | 6,007 | 0.15% | 11q | -13.3%-$50.1K |
| Clarion Wealth Managment Partners, LLC | $317.7K | 5,870 | 0.26% | 5q | HELD |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | $308.4K | 5,699 | 0.02% | 11q | HELD |
| CITADEL ADVISORS LLC | $306.2K | 5,657 | 0.00% | 5q | -94.8%-$5.6M |
| Diversified Enterprises, LLC | $305.0K | 5,636 | 0.01% | 2q | +3.4%+$10.1K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $299.0K | 5,525 | 0.07% | 6q | +2.9%+$8.4K |
| Ethic Inc. | $278.2K | 5,140 | 0.00% | new | NEW |
| GenTrust, LLC | $255.9K | 4,727 | 0.01% | 6q | -2.3%-$6.0K |
| First Bancorp, Inc /ME/ | $247.3K | 4,570 | 0.10% | 10q | HELD |
| Blue Zone Wealth Advisors, LLC | $246.8K | 4,560 | 0.04% | 5q | HELD |
| BURNS J W & CO INC/NY | $246.3K | 4,550 | 0.03% | 2q | HELD |
| Wealthfront Advisers LLC | $228.1K | 4,214 | 0.00% | new | NEW |
| ARCADIA INVESTMENT ADVISORS LLC | $212.0K | 3,917 | 0.09% | 28q | HELD |
| Stonehearth Capital Management, LLC | $209.4K | 3,869 | 0.07% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $205.1K | 3,789 | 0.00% | 17q | -36.1%-$116.1K |
| PNC Financial Services Group, Inc. | $203.2K | 3,755 | 0.00% | 31q | -36.9%-$119.0K |
| FMR LLC | $198.1K | 3,660 | 0.00% | 9q | +104.5%+$101.2K |
| Sankala Group LLC | $167.0K | 3,001 | 0.11% | 3q | HELD |
| Robinswood Financial LLC | $128.1K | 2,367 | 0.04% | 3q | +19.1%+$20.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $98.6K | 1,821 | 0.00% | 10q | +9.0%+$8.1K |
| MORGAN STANLEY | $92.2K | 1,704 | 0.00% | 19q | HELD |
| N.E.W. Advisory Services LLC | $87.3K | 1,614 | 0.01% | 6q | -11.9%-$11.8K |
| Institute for Wealth Management, LLC. | $83.0K | 1,533 | 0.01% | new | NEW |
| Betterment LLC | $79.8K | 1,474,589 | 0.13% | 23q | +3.0%+$2.3K |
| AdvisorNet Financial, Inc | $47.2K | 872 | 0.00% | 18q | +4.6%+$2.1K |
| Golden State Wealth Management, LLC | $41.2K | 761 | 0.00% | 3q | +1.5% |
| Brooklyn FI, LLC | $39.5K | 731 | 0.01% | new | NEW |
| TD Waterhouse Canada Inc. | $25.8K | 479 | 0.00% | 10q | -33.3%-$12.9K |
| EVERMAY WEALTH MANAGEMENT LLC | $22.8K | 421 | 0.00% | 21q | HELD |
| UBS Group AG | $21.2K | 392 | 0.00% | 15q | -75.7%-$65.9K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $19.1K | 355 | 0.00% | 3q | +1.4% |
| Cedar Mountain Advisors, LLC | $17.3K | 320 | 0.00% | 4q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $16.2K | 300 | 0.00% | 19q | HELD |
| Cranbrook Wealth Management, LLC | $12.3K | 228 | 0.00% | 14q | HELD |
| Farther Finance Advisors, LLC | $11.4K | 210 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $4.2K | 77,175 | 0.17% | 6q | +107.6%+$2.2K |
| Continuum Advisory, LLC | $3.7K | 68 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $1.8K | 34 | 0.00% | 11q | HELD |
| Dunhill Financial, LLC | $811 | 15 | 0.00% | 5q | HELD |
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 | 95 | $219.2M | 4,051,588 | 13 | 31 | 25 | 0.0% |
| Q1 2026 | 87 | $174.5M | 3,506,872 | 8 | 27 | 16 | 0.0% |
| Q4 2025 | 87 | $184.3M | 3,652,087 | 10 | 39 | 18 | 0.0% |
| Q3 2025 | 82 | $201.4M | 4,179,810 | 12 | 20 | 20 | 0.0% |
| Q2 2025 | 81 | $139.7M | 2,940,440 | 8 | 35 | 16 | 0.0% |
| Q1 2025 | 78 | $115.3M | 2,683,046 | 7 | 23 | 25 | 0.0% |
| Q4 2024 | 73 | $127.7M | 3,206,559 | 5 | 29 | 20 | 0.0% |
| Q3 2024 | 72 | $131.2M | 3,001,094 | 3 | 22 | 15 | 0.0% |
| Q2 2024 | 71 | $121.2M | 2,970,069 | 6 | 31 | 16 | 0.0% |
| Q1 2024 | 65 | $124.0M | 2,983,082 | 8 | 29 | 11 | 0.0% |
| Q4 2023 | 61 | $116.0M | 2,974,791 | 5 | 23 | 15 | 0.0% |
| Q3 2023 | 57 | $101.1M | 2,850,027 | 2 | 22 | 8 | 0.0% |
| Q2 2023 | 58 | $74.5M | 1,975,638 | 6 | 21 | 16 | 0.0% |
| Q1 2023 | 55 | $92.8M | 2,504,760 | 8 | 46 | 1 | 0.0% |
| Q4 2022 | 46 | $77.2M | 1,144,189 | 7 | 17 | 11 | 0.0% |
| Q3 2022 | 58 | $143.4M | 2,384,414 | 5 | 18 | 13 | 0.0% |
| Q2 2022 | 63 | $164.7M | 2,478,579 | 5 | 24 | 8 | 0.0% |
| Q1 2022 | 65 | $204.5M | 2,658,799 | 11 | 23 | 13 | 0.0% |
| Q4 2021 | 60 | $157.9M | 1,916,613 | 9 | 25 | 4 | 0.0% |
| Q3 2021 | 52 | $130.7M | 1,581,333 | 4 | 16 | 11 | 0.0% |
| Q2 2021 | 53 | $118.2M | 1,408,672 | 9 | 16 | 11 | 0.0% |
| Q1 2021 | 46 | $93.5M | 1,164,524 | 4 | 19 | 9 | 0.0% |
| Q4 2020 | 44 | $82.1M | 1,044,716 | 6 | 17 | 7 | 0.0% |
| Q3 2020 | 38 | $74.8M | 780,848 | 8 | 12 | 8 | 0.0% |
| Q2 2020 | 35 | $45.3M | 698,067 | 4 | 12 | 6 | 0.0% |
| Q1 2020 | 37 | $32.4M | 569,937 | 9 | 15 | 5 | 0.0% |
| Q4 2019 | 30 | $30.6M | 421,986 | 8 | 11 | 4 | 0.0% |
| Q3 2019 | 28 | $22.2M | 327,589 | 3 | 9 | 5 | 0.0% |
| Q2 2019 | 26 | $12.9M | 190,515 | 2 | 7 | 6 | 0.0% |
| Q1 2019 | 26 | $12.3M | 185,145 | 8 | 3 | 7 | 0.0% |
| Q4 2018 | 17 | $18.1M | 300,434 | 0 | 0 | 0 | 0.0% |