SPDR INDEX SHS FDS (GII)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
130
Reporting holders
$417.3M
Reported value
0.0%
Held as options
+13
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 |
|---|---|---|---|---|---|
| Hills Bank & Trust Co | $56.7M | 749,512 | 2.41% | 14q | -1.7%-$967.3K |
| Wealth Architects, LLC | $49.7M | 656,485 | 3.93% | 30q | +0.6%+$285.7K |
| LPL Financial LLC | $40.8M | 538,474 | 0.01% | 31q | +6.9%+$2.6M |
| Mariner, LLC | $25.0M | 329,563 | 0.03% | 31q | +1.4%+$355.5K |
| Wharton Business Group, LLC | $19.3M | 254,990 | 0.65% | 8q | HELD |
| JANE STREET GROUP, LLC | $18.7M | 247,119 | 0.00% | new | NEW |
| TOWER TRUST & INVESTMENT Co | $14.2M | 188,099 | 8.64% | 6q | -2.1%-$298.9K |
| Warren Street Wealth Advisors, LLC | $11.8M | 155,331 | 2.62% | 19q | +2.7%+$305.3K |
| Baker Avenue Asset Management, LP | $11.5M | 152,505 | 0.22% | 12q | -2.2%-$263.3K |
| STATE STREET CORP | $10.8M | 142,200 | 0.00% | 9q | HELD |
| MORGAN STANLEY | $9.1M | 120,143 | 0.00% | 35q | -12.2%-$1.3M |
| Clark Capital Management Group, Inc. | $7.0M | 92,524 | 0.04% | 5q | +3.0%+$206.4K |
| CITIZENS FINANCIAL GROUP INC/RI | $6.7M | 88,437 | 0.08% | 11q | +20.4%+$1.1M |
| Ironsides Asset Advisors, LLC | $6.5M | 86,166 | 1.53% | 7q | -10.5%-$765.4K |
| ENVESTNET ASSET MANAGEMENT INC | $6.4M | 84,924 | 0.00% | 24q | +12.7%+$725.4K |
| Beacon Pointe Advisors, LLC | $6.2M | 81,484 | 0.03% | 24q | +5.3%+$312.0K |
| CIBC WORLD MARKET INC. | $5.8M | 76,812 | 0.01% | 31q | +10.9%+$572.1K |
| WELLS FARGO & COMPANY/MN | $5.8M | 76,584 | 0.00% | 31q | -34.2%-$3.0M |
| CITADEL ADVISORS LLC | $5.5M | 72,256 | 0.00% | new | NEW |
| MAI Capital Management | $5.2M | 69,263 | 0.02% | 3q | +10.8%+$509.3K |
| HighTower Advisors, LLC | $4.3M | 57,313 | 0.00% | 7q | +29.7%+$993.0K |
| OXFORD FINANCIAL GROUP, LTD. LLC | $4.1M | 53,774 | 0.21% | 15q | -1.0%-$42.5K |
| FMR LLC | $4.1M | 53,745 | 0.00% | 22q | +18.0%+$620.7K |
| SCOTIA CAPITAL INC. | $4.0M | 53,355 | 0.02% | 17q | -5.2%-$223.0K |
| BANK OF AMERICA CORP /DE/ | $3.8M | 50,033 | 0.00% | 31q | +9.8%+$338.8K |
| NAPLES GLOBAL ADVISORS, LLC | $3.4M | 44,640 | 0.21% | 15q | +1.9%+$64.0K |
| D.A. DAVIDSON & CO. | $3.4M | 44,507 | 0.02% | 8q | +4.3%+$138.3K |
| Sequoia Financial Advisors, LLC | $3.3M | 44,122 | 0.02% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $3.1M | 41,585 | 0.00% | 7q | -1.2%-$39.1K |
| Newport Capital Group, LLC | $3.1M | 41,282 | 1.75% | 11q | +14.1%+$385.8K |
| Orion Porfolio Solutions, LLC | $3.0M | 40,000 | 0.02% | 11q | +10.3%+$282.3K |
| Rathbones Group PLC | $2.9M | 38,474 | 0.01% | 31q | -7.2%-$226.1K |
| Cetera Investment Advisers | $2.9M | 38,071 | 0.00% | 10q | +8.5%+$226.1K |
| UBS Group AG | $2.8M | 36,436 | 0.00% | 31q | -7.9%-$237.9K |
| TABLEAUX LLC | $2.7M | 35,655 | 1.14% | new | NEW |
| Hedeker Wealth, LLC | $2.7M | 35,363 | 0.51% | 18q | +0.7%+$18.6K |
| Prime Buchholz LLC | $2.3M | 30,032 | 0.82% | 7q | -1.7%-$38.9K |
| Breakwater Investment Management | $2.2M | 28,941 | 0.75% | 10q | -5.4%-$126.1K |
| Pathstone Holdings, LLC | $2.1M | 27,091 | 0.01% | 11q | -0.6%-$12.4K |
| Kestra Advisory Services, LLC | $1.8M | 23,668 | 0.01% | 2q | -4.5%-$85.1K |
| Global Retirement Partners, LLC | $1.5M | 19,414 | 0.02% | 29q | -51.6%-$1.6M |
| Ameritas Advisory Services, LLC | $1.4M | 19,073 | 0.03% | 12q | +52.9%+$499.5K |
| MML INVESTORS SERVICES, LLC | $1.4M | 18,144 | 0.00% | 5q | +35.9%+$362.7K |
| AlTi Global, Inc. | $1.3M | 16,763 | 0.03% | new | NEW |
| Nikulski Financial, Inc. | $1.2M | 16,295 | 0.27% | 3q | +14.7%+$158.2K |
| Provenance Wealth Advisors, LLC | $1.2M | 16,032 | 0.12% | 5q | HELD |
| Waldron Private Wealth LLC | $1.2M | 15,770 | 0.04% | 11q | HELD |
| Comprehensive Money Management Services LLC | $1.2M | 15,683 | 0.75% | 7q | -0.8%-$9.9K |
| OSAIC HOLDINGS, INC. | $1.1M | 14,162 | 0.00% | 26q | +5.3%+$54.1K |
| KEYBANK NATIONAL ASSOCIATION/OH | $992.6K | 13,110 | 0.00% | 20q | +2.6%+$25.1K |
| JONES FINANCIAL COMPANIES LLLP | $935.9K | 12,172 | 0.00% | 9q | +75.0%+$401.0K |
| JPMORGAN CHASE & CO | $887.4K | 11,574 | 0.00% | 10q | HELD |
| Arax Advisory Partners | $873.8K | 11,542 | 0.01% | 3q | +12.3%+$95.5K |
| Farther Finance Advisors, LLC | $859.1K | 11,347 | 0.01% | 15q | +1.0%+$8.9K |
| EFG International AG | $844.5K | 11,155 | 0.02% | 3q | +0.9%+$7.3K |
| Stratos Wealth Partners, LTD. | $805.8K | 10,643 | 0.01% | 3q | +6.2%+$47.4K |
| Amundi | $785.4K | 10,374 | 0.00% | 2q | +154.6%+$476.9K |
| ROYAL BANK OF CANADA | $686.0K | 9,071 | 0.00% | 31q | -66.6%-$1.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $658.2K | 8,694 | 0.00% | 15q | +19.2%+$106.2K |
| PRINCIPAL SECURITIES, INC. | $632.5K | 8,354 | 0.01% | 11q | +17.4%+$93.7K |
| WealthPoint Financial, LLC | $621.7K | 8,211 | 0.45% | 3q | +35.4%+$162.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $591.8K | 7,816 | 0.00% | 26q | +10.4%+$55.9K |
| NorthCoast Asset Management LLC | $585.7K | 7,736 | 0.01% | 5q | +1.0%+$5.8K |
| Sincerus Advisory, LLC | $574.7K | 7,590 | 0.39% | 6q | +2.1%+$11.6K |
| BANK OF MONTREAL /CAN/ | $526.7K | 6,957 | 0.00% | 21q | +1.3%+$6.9K |
| Wescott Financial Advisory Group, LLC | $517.6K | 6,836 | 0.04% | 3q | +2.2%+$11.3K |
| Mutual Advisors, LLC | $469.0K | 6,195 | 0.01% | new | NEW |
| Steward Partners Investment Advisory, LLC | $449.3K | 5,935 | 0.00% | 21q | +8.0%+$33.3K |
| Cerity Partners LLC | $434.2K | 5,735 | 0.00% | 2q | +1.8%+$7.6K |
| WMG Financial Advisors, LLC | $424.0K | 5,600 | 0.16% | new | NEW |
| Private Advisor Group, LLC | $414.2K | 5,471 | 0.00% | new | NEW |
| SAGE FINANCIAL GROUP INC | $413.2K | 5,458 | 0.02% | 11q | HELD |
| Hilltop Holdings Inc. | $377.9K | 4,991 | 0.03% | 10q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $376.5K | 4,973 | 0.00% | 3q | -87.9%-$2.7M |
| Visionary Wealth Advisors | $375.3K | 4,957 | 0.01% | 4q | -6.3%-$25.1K |
| Paragon Capital Management Ltd | $354.7K | 4,685 | 0.07% | 15q | -4.1%-$15.2K |
| GTS SECURITIES LLC | $329.3K | 4,350 | 0.01% | new | NEW |
| Castle Rock Wealth Management, LLC | $289.0K | 3,860 | 0.06% | 23q | HELD |
| Boltwood Capital Management | $280.1K | 3,700 | 0.06% | 8q | +2.2%+$6.1K |
| Focus Partners Wealth | $276.3K | 3,649 | 0.00% | 5q | +38.5%+$76.9K |
| FSM Wealth Advisors, LLC | $273.6K | 3,613 | 0.03% | 2q | +5.7%+$14.7K |
| Sanctuary Advisors, LLC | $259.5K | 3,427 | 0.00% | 2q | +23.5%+$49.4K |
| LIBERTY WEALTH MANAGEMENT LLC | $249.4K | 3,281 | 0.03% | 5q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $237.6K | 3,138 | 0.00% | 2q | +7.4%+$16.3K |
| Worth Financial Advisory Group, LLC | $217.1K | 2,867 | 0.09% | new | NEW |
| EHRLICH FINANCIAL GROUP | $213.2K | 2,816 | 0.11% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $208.4K | 2,741 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $207.8K | 2,745 | 0.00% | 2q | HELD |
| Austin Wealth Management, LLC | $201.3K | 2,640 | 0.04% | 2q | HELD |
| TD Waterhouse Canada Inc. | $181.3K | 2,420 | 0.00% | 19q | +1.2%+$2.1K |
| EP Wealth Advisors, LLC | $123.6K | 1,632 | 0.00% | new | NEW |
| Godfrey Financial Associates, Inc. | $112.5K | 1,486 | 0.09% | 3q | +24.8%+$22.3K |
| AE Wealth Management LLC | $86.7K | 1,145 | 0.00% | 3q | +1.1% |
| NATIONAL BANK OF CANADA /FI/ | $85.2K | 1,125 | 0.00% | 19q | HELD |
| SIMPLEX TRADING, LLC | $83.1K | 1,098 | 0.00% | 3q | +1009.1%+$75.6K |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | $81.4K | 1,075 | 0.18% | 5q | +25.0%+$16.3K |
| BlackRock, Inc. | $64.4K | 850 | 0.00% | 3q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $64.0K | 845 | 0.00% | new | NEW |
| NBT BANK, N.A. | $60.6K | 801 | 0.00% | 11q | +80000.0%+$60.6K |
| Ashton Thomas Private Wealth, LLC | $58.3K | 770 | 0.00% | 4q | HELD |
Showing the largest 100 of 137 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 | 130 | $417.3M | 5,511,091 | 23 | 58 | 23 | 0.0% |
| Q1 2026 | 117 | $386.3M | 5,081,601 | 17 | 40 | 29 | 0.0% |
| Q4 2025 | 109 | $310.2M | 4,445,404 | 15 | 44 | 21 | 0.0% |
| Q3 2025 | 98 | $283.7M | 4,076,588 | 12 | 37 | 18 | 0.0% |
| Q2 2025 | 95 | $243.9M | 3,622,672 | 14 | 39 | 23 | 0.0% |
| Q1 2025 | 87 | $213.4M | 3,438,883 | 8 | 31 | 19 | 0.0% |
| Q4 2024 | 89 | $204.1M | 3,440,383 | 10 | 40 | 17 | 0.0% |
| Q3 2024 | 86 | $181.3M | 2,938,418 | 9 | 28 | 27 | 0.0% |
| Q2 2024 | 83 | $147.1M | 2,689,641 | 11 | 32 | 22 | 0.0% |
| Q1 2024 | 76 | $141.1M | 2,606,010 | 12 | 17 | 30 | 0.0% |
| Q4 2023 | 76 | $131.4M | 2,455,170 | 14 | 19 | 28 | 0.0% |
| Q3 2023 | 69 | $149.2M | 3,025,695 | 5 | 24 | 23 | 0.0% |
| Q2 2023 | 77 | $165.7M | 3,101,226 | 5 | 30 | 22 | 0.0% |
| Q1 2023 | 79 | $149.6M | 2,745,982 | 14 | 24 | 22 | 0.0% |
| Q4 2022 | 71 | $133.2M | 2,550,628 | 21 | 23 | 15 | 0.0% |
| Q3 2022 | 63 | $142.9M | 2,979,613 | 6 | 23 | 19 | 0.0% |
| Q2 2022 | 68 | $153.1M | 2,863,293 | 6 | 27 | 19 | 0.0% |
| Q1 2022 | 67 | $160.0M | 2,735,907 | 7 | 22 | 20 | 0.0% |
| Q4 2021 | 67 | $154.6M | 2,883,044 | 6 | 22 | 17 | 0.0% |
| Q3 2021 | 60 | $135.0M | 2,557,496 | 7 | 19 | 14 | 0.0% |
| Q2 2021 | 56 | $130.0M | 2,486,614 | 9 | 21 | 15 | 0.0% |
| Q1 2021 | 56 | $185.2M | 3,601,784 | 9 | 22 | 10 | 0.0% |
| Q4 2020 | 55 | $173.6M | 3,480,530 | 8 | 15 | 18 | 0.0% |
| Q3 2020 | 48 | $155.5M | 3,498,284 | 6 | 8 | 19 | 0.0% |
| Q2 2020 | 50 | $158.8M | 3,629,171 | 7 | 16 | 17 | 0.0% |
| Q1 2020 | 50 | $146.5M | 3,746,615 | 9 | 17 | 14 | 0.0% |
| Q4 2019 | 53 | $194.0M | 3,525,308 | 3 | 25 | 9 | 0.0% |
| Q3 2019 | 55 | $203.4M | 3,811,216 | 11 | 17 | 12 | 0.0% |
| Q2 2019 | 47 | $178.9M | 3,369,858 | 9 | 17 | 12 | 0.0% |
| Q1 2019 | 41 | $159.3M | 3,098,017 | 7 | 8 | 14 | 0.0% |
| Q4 2018 | 42 | $135.3M | 2,997,587 | 0 | 1 | 2 | 0.0% |