SPDR INDEX SHS FDS (EWX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
180
Reporting holders
$521.3M
Reported value
0.5%
Held as options
-2
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 |
|---|---|---|---|---|---|
| Creative Planning | $126.4M | 1,701,158 | 0.07% | 31q | -3.4%-$4.4M |
| BANK OF AMERICA CORP /DE/ | $49.7M | 668,269 | 0.00% | 31q | -6.9%-$3.7M |
| MORGAN STANLEY | $26.5M | 355,981 | 0.00% | 35q | +3.8%+$968.8K |
| Mariner, LLC | $24.3M | 326,605 | 0.03% | 21q | -1.0%-$243.3K |
| LPL Financial LLC | $17.9M | 241,315 | 0.00% | 31q | +14.9%+$2.3M |
| WELLS FARGO & COMPANY/MN | $16.3M | 219,093 | 0.00% | 31q | -56.3%-$21.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $13.6M | 182,808 | 0.20% | 31q | +2.7%+$358.2K |
| OLD MISSION CAPITAL LLC | $13.1M | 176,585 | 0.21% | 8q | +131.9%+$7.5M |
| VICTORY CAPITAL MANAGEMENT INC | $12.2M | 164,766 | 0.01% | 28q | HELD |
| Apella Capital, LLC | $9.7M | 133,347 | 0.14% | 25q | -3.1%-$306.3K |
| AMERIPRISE FINANCIAL INC | $8.8M | 118,709 | 0.00% | 12q | -49.6%-$8.7M |
| RPg Family Wealth Advisory, LLC | $8.4M | 112,547 | 0.77% | 29q | +98.3%+$4.1M |
| Pure Financial Advisors, LLC | $8.3M | 112,298 | 0.11% | 31q | -1.9%-$160.2K |
| BIP Wealth, LLC | $7.1M | 95,321 | 0.20% | 14q | +13.7%+$854.4K |
| N.E.W. Advisory Services LLC | $6.7M | 89,770 | 0.45% | 26q | -10.2%-$758.8K |
| Welch Financial Planning, LLC | $6.5M | 87,734 | 3.80% | 3q | +4.1%+$257.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.7M | 43,008 | 0.00% | 6q | +29.8%+$1.3M |
| BlackRock, Inc. | $5.7M | 76,054 | 0.00% | 4q | +45.5%+$1.8M |
| WESCAP Management Group, Inc. | $5.2M | 69,663 | 0.97% | 31q | HELD |
| Transamerica Financial Advisors, LLC | $5.0M | 67,847 | 0.43% | 31q | -11.1%-$629.8K |
| Beacon Pointe Advisors, LLC | $5.0M | 67,611 | 0.02% | 6q | +24.1%+$974.7K |
| Merit Financial Group, LLC | $5.0M | 67,438 | 0.02% | 11q | +103.6%+$2.5M |
| Checchi Capital Advisers, LLC | $4.5M | 60,127 | 0.20% | 31q | HELD |
| Risk Paradigm Group, LLC | $4.2M | 57,119 | 3.33% | 4q | +0.8%+$32.2K |
| WADDELL & ASSOCIATES, LLC | $3.9M | 51,981 | 0.19% | 15q | -3.0%-$119.0K |
| Tortoise Investment Management, LLC | $3.7M | 49,974 | 0.28% | 31q | -2.9%-$110.6K |
| Focus Partners Advisor Solutions, LLC | $3.6M | 48,590 | 0.03% | 3q | +3.8%+$130.7K |
| Brady Martz Wealth Solutions, LLC | $3.6M | 48,460 | 0.54% | 3q | +4.1%+$142.0K |
| VISTA INVESTMENT MANAGEMENT | $3.6M | 48,283 | 1.08% | 14q | +0.8%+$26.7K |
| Johnson Financial Group, LLC | $3.5M | 46,657 | 0.19% | 13q | -11.9%-$467.1K |
| Bluespring Wealth Management, LLC | $3.4M | 45,681 | 0.07% | 15q | +66.0%+$1.3M |
| Equitable Holdings, Inc. | $3.3M | 44,805 | 0.02% | 27q | +1.0%+$30.9K |
| Texas Yale Capital Corp. | $3.3M | 43,934 | 0.07% | 31q | +0.6%+$18.1K |
| Sepio Capital, LP | $3.3M | 43,898 | 0.16% | 16q | HELD |
| MARTIN & CO INC /TN/ | $3.1M | 42,007 | 0.49% | 31q | +1.0%+$32.1K |
| CABOT WEALTH MANAGEMENT INC | $3.1M | 41,320 | 0.31% | 23q | HELD |
| Baird Financial Group, Inc. | $3.1M | 41,252 | 0.00% | 12q | -1.9%-$60.3K |
| Cascade Financial Partners, LLC | $3.0M | 40,368 | 0.26% | 10q | HELD |
| AE Wealth Management LLC | $2.8M | 37,551 | 0.01% | 24q | -11.9%-$375.4K |
| ENVESTNET ASSET MANAGEMENT INC | $2.8M | 37,461 | 0.00% | 31q | -36.6%-$1.6M |
| MML INVESTORS SERVICES, LLC | $2.6M | 34,735 | 0.01% | 25q | +24.5%+$508.5K |
| Cetera Investment Advisers | $2.6M | 34,635 | 0.00% | 11q | -29.9%-$1.1M |
| Quantinno Capital Management LP | $2.4M | 32,536 | 0.00% | 7q | +14.9%+$313.1K |
| NTV Asset Management LLC | $2.4M | 32,225 | 0.23% | 3q | -1.8%-$44.6K |
| Integrated Wealth Concepts LLC | $2.3M | 31,518 | 0.01% | 4q | +207.0%+$1.6M |
| MUSTICO FINANCIAL GROUP, INC. | $2.3M | 33,760 | 1.51% | 5q | +1.0%+$23.7K |
| CarsonAllaria Wealth Management, Ltd. | $2.3M | 31,155 | 1.00% | 19q | -2.2%-$53.1K |
| UBS Group AG | $2.1M | 28,930 | 0.00% | 31q | +10.4%+$202.4K |
| OneDigital Investment Advisors LLC | $2.1M | 28,553 | 0.02% | 31q | -1.1%-$24.2K |
| Stratos Wealth Partners, LTD. | $2.0M | 27,088 | 0.02% | 12q | +5.8%+$110.4K |
| Regal Investment Advisors LLC | $2.0M | 26,299 | 0.10% | 31q | HELD |
| OSAIC HOLDINGS, INC. | $1.8M | 24,139 | 0.00% | 26q | +20.4%+$303.7K |
| MARYLAND CAPITAL ADVISORS INC. | $1.7M | 23,550 | 0.56% | 18q | -2.4%-$43.9K |
| Michels Family Financial, LLC | $1.5M | 20,402 | 0.97% | 7q | +4.3%+$62.0K |
| JPMORGAN CHASE & CO | $1.4M | 18,687 | 0.00% | 19q | -8.0%-$119.0K |
| SMITH, MOORE & CO. | $1.2M | 16,503 | 0.08% | 26q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $1.2M | 16,036 | 0.00% | 10q | +99.8%+$595.2K |
| Greenspring Advisors, LLC | $1.2M | 15,975 | 0.07% | 7q | -5.0%-$62.9K |
| Advisory Services Network, LLC | $1.2M | 15,599 | 0.01% | 31q | -3.3%-$39.7K |
| RAYMOND JAMES FINANCIAL INC | $1.1M | 15,357 | 0.00% | 7q | -2.8%-$33.2K |
| Spire Wealth Management | $1.1M | 14,944 | 0.03% | 22q | +1.5%+$16.3K |
| TENET WEALTH PARTNERS, LLC | $1.1M | 15,891 | 0.81% | new | FIRST |
| Jacobs Equity LLC | $1.0M | 13,494 | 0.69% | 3q | HELD |
| Essex Financial Services, Inc. | $983.1K | 13,230 | 0.05% | 21q | HELD |
| Heartwood Wealth Advisors LLC | $975.6K | 13,130 | 0.08% | 2q | +13.0%+$112.5K |
| Cassaday & Co Wealth Management LLC | $948.1K | 12,760 | 0.02% | 15q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $931.1K | 12,531 | 0.00% | 14q | -58.1%-$1.3M |
| HANCOCK WHITNEY CORP | $900.4K | 12,117 | 0.02% | 5q | -31.0%-$405.2K |
| Powerhouse Assets LLC | $858.5K | 11,554 | 0.70% | 3q | -3.7%-$33.0K |
| Corient Private Wealth LP | $814.4K | 10,961 | 0.00% | 15q | +53.8%+$285.0K |
| ROYAL BANK OF CANADA | $751.0K | 10,110 | 0.00% | 31q | -12.0%-$102.8K |
| Rockingstone Advisors LLC | $739.6K | 9,954 | 0.30% | 15q | HELD |
| Alesco Advisors, LLC, An ESL Co | $711.8K | 9,579 | 0.02% | 31q | -9.5%-$74.6K |
| Omega Financial Group, LLC | $654.8K | 8,813 | 0.20% | 31q | -2.6%-$17.2K |
| HighRoad Wealth Advisors, LLC | $650.2K | 8,750 | 0.55% | 3q | HELD |
| Perigon Wealth Management, LLC | $642.3K | 8,644 | 0.01% | 8q | -2.9%-$19.2K |
| Cyr Financial Inc. | $629.4K | 8,471 | 0.33% | 9q | -8.3%-$57.3K |
| Compound Planning, Inc. | $627.9K | 8,450 | 0.02% | 14q | -2.3%-$14.8K |
| Index Fund Advisors, Inc. | $607.5K | 8,176 | 0.02% | 15q | -0.7%-$4.2K |
| Camelot Portfolios, LLC | $605.5K | 8,149 | 0.42% | 31q | -1.7%-$10.4K |
| Hyundai Investments Co., Ltd. | $604.0K | 8,247 | 0.65% | 3q | +209.7%+$409.0K |
| JONES FINANCIAL COMPANIES LLLP | $596.2K | 8,178 | 0.00% | 9q | +26.5%+$124.8K |
| WHITE PINE CAPITAL LLC | $587.8K | 7,910 | 0.14% | 34q | -46.6%-$512.0K |
| Bright Futures Wealth Management, LLC. | $582.4K | 7,838 | 0.38% | 4q | +9.8%+$51.8K |
| 180 WEALTH ADVISORS, LLC | $526.4K | 7,085 | 0.05% | 23q | -4.3%-$23.8K |
| AQR CAPITAL MANAGEMENT LLC | $485.2K | 6,530 | 0.00% | 4q | +44.7%+$149.9K |
| Shore Point Advisors, LLC | $477.0K | 6,419 | 0.16% | 15q | HELD |
| Focus Partners Wealth | $466.7K | 6,281 | 0.00% | 8q | +2.3%+$10.6K |
| PNC Financial Services Group, Inc. | $453.3K | 6,100 | 0.00% | new | NEW |
| Life Planning Partners, Inc | $445.8K | 6,000 | 0.33% | 15q | HELD |
| Geneos Wealth Management Inc. | $414.4K | 5,576 | 0.01% | 7q | -51.8%-$445.3K |
| WHITTIER TRUST CO | $401.5K | 5,383 | 0.00% | 31q | HELD |
| CENTRAL TRUST Co | $388.4K | 5,227 | 0.01% | 4q | HELD |
| Ipsen Advisor Group LLC | $375.2K | 5,050 | 0.24% | 7q | +0.8%+$2.9K |
| FIRST HORIZON CORP | $372.2K | 5,009 | 0.01% | 4q | -16.3%-$72.4K |
| FIFTH THIRD BANCORP | $367.7K | 4,948 | 0.00% | 2q | -3.1%-$11.8K |
| Rehmann Capital Advisory Group | $357.4K | 4,810 | 0.02% | 25q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $352.0K | 4,738 | 0.00% | 20q | -4.9%-$18.1K |
| Austin Wealth Management, LLC | $351.0K | 5,061 | 0.07% | 12q | HELD |
| CIBC WORLD MARKET INC. | $339.6K | 4,570 | 0.00% | 31q | HELD |
Showing the largest 100 of 186 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 | 180 | $521.3M | 6,990,017 | 12 | 47 | 59 | 0.5% |
| Q1 2026 | 182 | $519.7M | 7,827,559 | 13 | 64 | 48 | 0.1% |
| Q4 2025 | 188 | $524.1M | 7,980,993 | 20 | 57 | 47 | 0.0% |
| Q3 2025 | 161 | $509.8M | 7,522,162 | 16 | 40 | 48 | 0.0% |
| Q2 2025 | 156 | $467.4M | 7,529,797 | 10 | 52 | 51 | 0.1% |
| Q1 2025 | 151 | $425.8M | 7,526,199 | 9 | 43 | 40 | 0.0% |
| Q4 2024 | 163 | $466.5M | 7,958,809 | 14 | 54 | 42 | 0.0% |
| Q3 2024 | 160 | $513.0M | 8,221,238 | 17 | 39 | 49 | 0.0% |
| Q2 2024 | 152 | $488.6M | 8,433,260 | 12 | 42 | 46 | 0.0% |
| Q1 2024 | 149 | $647.3M | 11,583,726 | 17 | 58 | 41 | 0.0% |
| Q4 2023 | 145 | $631.4M | 11,184,980 | 23 | 51 | 36 | 0.0% |
| Q3 2023 | 129 | $566.8M | 10,597,622 | 13 | 34 | 41 | 0.0% |
| Q2 2023 | 125 | $574.6M | 10,941,681 | 9 | 38 | 43 | 0.0% |
| Q1 2023 | 118 | $426.3M | 8,416,367 | 8 | 37 | 34 | 0.0% |
| Q4 2022 | 114 | $425.0M | 8,682,592 | 21 | 39 | 25 | 0.0% |
| Q3 2022 | 116 | $353.2M | 7,749,375 | 11 | 33 | 34 | 0.0% |
| Q2 2022 | 121 | $355.8M | 7,315,732 | 8 | 43 | 38 | 0.0% |
| Q1 2022 | 126 | $427.6M | 7,515,730 | 15 | 29 | 43 | 0.6% |
| Q4 2021 | 131 | $432.6M | 7,198,378 | 10 | 45 | 22 | 1.3% |
| Q3 2021 | 117 | $409.8M | 6,944,981 | 11 | 29 | 43 | 0.6% |
| Q2 2021 | 119 | $426.8M | 6,905,926 | 15 | 37 | 36 | 0.8% |
| Q1 2021 | 123 | $388.9M | 6,937,259 | 14 | 28 | 46 | 1.0% |
| Q4 2020 | 120 | $389.0M | 7,467,533 | 16 | 33 | 37 | 0.9% |
| Q3 2020 | 104 | $338.4M | 7,624,882 | 13 | 25 | 41 | 0.1% |
| Q2 2020 | 104 | $321.8M | 7,867,800 | 15 | 24 | 46 | 0.2% |
| Q1 2020 | 110 | $268.2M | 8,089,627 | 12 | 30 | 43 | 0.1% |
| Q4 2019 | 126 | $334.7M | 7,251,051 | 16 | 40 | 31 | 0.2% |
| Q3 2019 | 108 | $307.0M | 7,058,288 | 9 | 30 | 41 | 0.1% |
| Q2 2019 | 116 | $286.2M | 6,403,440 | 10 | 27 | 44 | 0.0% |
| Q1 2019 | 134 | $274.2M | 5,843,186 | 19 | 38 | 44 | 0.1% |
| Q4 2018 | 125 | $243.7M | 5,947,331 | 2 | 2 | 6 | 0.0% |