SPDR INDEX SHS FDS (GWX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
256
Reporting holders
$594.3M
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $59.2M | 1,351,947 | 0.01% | 31q | +7.1%+$3.9M |
| ENVESTNET ASSET MANAGEMENT INC | $40.7M | 930,697 | 0.01% | 31q | +7.5%+$2.9M |
| Savant Capital, LLC | $28.2M | 656,349 | 0.08% | 31q | +98.6%+$14.0M |
| Envestnet Portfolio Solutions, Inc. | $27.7M | 633,085 | 0.13% | 12q | +7.2%+$1.9M |
| OSAIC HOLDINGS, INC. | $27.2M | 622,405 | 0.03% | 26q | +25.4%+$5.5M |
| Cetera Investment Advisers | $25.4M | 581,318 | 0.02% | 15q | +5.6%+$1.4M |
| BANK OF AMERICA CORP /DE/ | $24.1M | 550,651 | 0.00% | 31q | -5.0%-$1.3M |
| Wilmington Savings Fund Society, FSB | $22.0M | 503,359 | 0.49% | 12q | -7.5%-$1.8M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $19.9M | 455,686 | 0.07% | 2q | +8.7%+$1.6M |
| ASSETMARK, INC | $19.4M | 442,806 | 0.03% | 31q | -1.8%-$347.6K |
| Cerity Partners LLC | $14.8M | 338,835 | 0.02% | 28q | HELD |
| WELLS FARGO & COMPANY/MN | $14.5M | 330,645 | 0.00% | 31q | -50.6%-$14.8M |
| MORGAN STANLEY | $11.7M | 266,311 | 0.00% | 35q | HELD |
| Creative Planning | $11.3M | 259,010 | 0.01% | 31q | -5.6%-$671.3K |
| COMMERCE BANK | $10.4M | 238,197 | 0.05% | 31q | +9.0%+$859.2K |
| N.E.W. Advisory Services LLC | $9.8M | 223,623 | 0.65% | 26q | -2.1%-$213.5K |
| FMR LLC | $7.7M | 175,443 | 0.00% | 31q | +7.2%+$516.6K |
| JANE STREET GROUP, LLC | $7.2M | 163,857 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $6.1M | 140,220 | 0.00% | 4q | +8.8%+$496.4K |
| UBS Group AG | $6.0M | 137,293 | 0.00% | 31q | +2.4%+$139.0K |
| RTD Financial Advisors, Inc. | $5.5M | 124,894 | 0.60% | 19q | -0.6%-$32.4K |
| Arete Wealth Advisors, LLC | $5.4M | 123,354 | 0.12% | 11q | +97.8%+$2.7M |
| EP Wealth Advisors, LLC | $5.3M | 121,785 | 0.02% | new | NEW |
| MAI Capital Management | $5.2M | 119,445 | 0.02% | 31q | +8.6%+$413.6K |
| Equitable Holdings, Inc. | $4.9M | 111,608 | 0.03% | 27q | -0.6%-$30.0K |
| BIP Wealth, LLC | $4.7M | 107,412 | 0.13% | 14q | +7.8%+$339.8K |
| Eagle Bluffs Wealth Management LLC | $4.7M | 106,873 | 1.56% | 19q | +1.1%+$52.7K |
| Modera Wealth Management, LLC | $4.7M | 106,845 | 0.05% | 15q | HELD |
| CarsonAllaria Wealth Management, Ltd. | $4.6M | 104,256 | 1.98% | 19q | -0.5%-$23.5K |
| TOBIAS FINANCIAL ADVISORS, INC. | $3.9M | 89,497 | 0.50% | 18q | -1.3%-$51.3K |
| McAdam, LLC | $3.6M | 81,910 | 0.14% | 14q | -6.0%-$227.8K |
| NewEdge Advisors, LLC | $3.5M | 79,907 | 0.01% | 15q | +312.2%+$2.6M |
| LANDMARK WEALTH MANAGEMENT, INC. | $3.4M | 78,577 | 1.14% | 9q | +8.0%+$255.4K |
| Pure Financial Advisors, LLC | $3.4M | 77,030 | 0.04% | 31q | -2.7%-$92.4K |
| MISSION WEALTH MANAGEMENT, LP | $3.2M | 73,737 | 0.04% | 26q | +0.8%+$26.3K |
| Cullen/Frost Bankers, Inc. | $3.2M | 73,229 | 0.03% | 31q | -2.1%-$69.6K |
| Signal Advisors Wealth, LLC | $3.1M | 70,149 | 0.16% | 7q | +18.3%+$474.6K |
| Aspire Private Capital, LLC | $2.9M | 66,578 | 0.60% | 31q | HELD |
| HARBOUR INVESTMENTS, INC. | $2.8M | 64,107 | 0.04% | 21q | +10.1%+$258.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 63,748 | 0.00% | 31q | -14.6%-$476.5K |
| Capital Investment Management, Inc. | $2.7M | 61,018 | 0.82% | 3q | +1.5%+$38.5K |
| MML INVESTORS SERVICES, LLC | $2.4M | 55,596 | 0.00% | 23q | +42.0%+$719.6K |
| Ballentine Partners, LLC | $2.4M | 55,535 | 0.03% | 31q | HELD |
| Total Clarity Wealth Management, Inc. | $2.3M | 53,000 | 0.45% | 7q | +6.6%+$143.7K |
| WELLINGTON MANAGEMENT GROUP LLP | $2.2M | 51,141 | 0.00% | 23q | -52.5%-$2.5M |
| PNC Financial Services Group, Inc. | $2.2M | 49,863 | 0.00% | 31q | HELD |
| Simplicity Wealth,LLC | $2.2M | 49,632 | 0.07% | 5q | +9.7%+$191.2K |
| Concurrent Investment Advisors, LLC | $2.1M | 48,048 | 0.02% | 3q | +14.5%+$265.7K |
| Pathstone Holdings, LLC | $2.1M | 47,111 | 0.01% | new | NEW |
| HighTower Advisors, LLC | $2.0M | 46,723 | 0.00% | 26q | +5.7%+$110.8K |
| RAYMOND JAMES FINANCIAL INC | $2.0M | 46,411 | 0.00% | 7q | +17.3%+$298.9K |
| Portside Wealth Group, LLC | $2.0M | 46,267 | 0.24% | 13q | +29.4%+$459.7K |
| LMCG INVESTMENTS, LLC | $2.0M | 45,200 | 0.11% | 18q | HELD |
| AE Wealth Management LLC | $1.9M | 44,479 | 0.01% | 28q | +10.3%+$182.1K |
| PRINCIPAL SECURITIES, INC. | $1.9M | 42,676 | 0.02% | 11q | +116.5%+$1.0M |
| JONES FINANCIAL COMPANIES LLLP | $1.9M | 42,954 | 0.00% | 9q | +11.1%+$185.4K |
| Accredited Investors Inc. | $1.8M | 42,155 | 0.08% | 26q | -0.7%-$13.8K |
| Valmark Advisers, Inc. | $1.8M | 42,048 | 0.02% | 31q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M | 40,377 | 0.00% | 31q | +163.5%+$1.1M |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $1.8M | 40,225 | 1.41% | 7q | +0.6%+$9.7K |
| Raleigh Capital Management Inc. | $1.6M | 36,358 | 0.51% | 19q | +3.5%+$54.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.5M | 35,327 | 0.00% | 23q | +8.7%+$124.1K |
| Upper Left Wealth Management, LLC | $1.5M | 35,229 | 0.85% | 19q | +17.0%+$224.3K |
| RFG Advisory, LLC | $1.5M | 34,587 | 0.02% | 30q | HELD |
| SMITH, MOORE & CO. | $1.4M | 32,644 | 0.09% | 26q | HELD |
| Belpointe Asset Management LLC | $1.4M | 32,483 | 0.05% | 8q | HELD |
| Orion Porfolio Solutions, LLC | $1.4M | 32,475 | 0.01% | 25q | +10.9%+$140.0K |
| CARY STREET PARTNERS FINANCIAL LLC | $1.4M | 32,240 | 0.03% | 7q | HELD |
| Roan Capital Partners | $1.4M | 30,892 | 1.12% | 2q | +92.2%+$648.3K |
| IHT Wealth Management, LLC | $1.3M | 30,708 | 0.03% | 25q | -31.6%-$619.9K |
| Bryn Mawr Trust Advisors, LLC | $1.3M | 28,662 | 0.05% | 10q | -5.1%-$67.4K |
| Wealthcare Advisory Partners LLC | $1.2M | 28,547 | 0.02% | 16q | +2.5%+$30.8K |
| Probity Advisors, Inc. | $1.2M | 27,973 | 0.18% | 29q | -0.8%-$9.4K |
| Cresset Asset Management, LLC | $1.2M | 27,176 | 0.00% | 4q | HELD |
| MATHER GROUP, LLC. | $1.2M | 27,160 | 0.01% | 17q | -9.3%-$122.2K |
| Spire Wealth Management | $1.2M | 26,989 | 0.04% | 22q | HELD |
| Independent Advisor Alliance | $1.1M | 26,152 | 0.03% | 7q | +1.5%+$17.0K |
| NORTHERN TRUST CORP | $1.1M | 25,755 | 0.00% | 31q | -63.9%-$2.0M |
| Alesco Advisors, LLC, An ESL Co | $1.1M | 25,644 | 0.03% | 31q | -3.0%-$35.0K |
| Sanctuary Advisors, LLC | $1.1M | 24,106 | 0.00% | 9q | -15.6%-$194.3K |
| CULBERTSON A N & CO INC | $1.1M | 24,097 | 0.12% | 2q | HELD |
| Corient Private Wealth LP | $1.1M | 24,024 | 0.00% | 11q | +366.0%+$825.7K |
| Cassaday & Co Wealth Management LLC | $1.0M | 23,168 | 0.02% | 15q | HELD |
| Balefire, LLC | $988.4K | 22,586 | 0.16% | 5q | +2.6%+$24.7K |
| Legacy Wealth Partners, LLC | $947.5K | 21,653 | 0.21% | 3q | +8.6%+$75.4K |
| BLAIR WILLIAM & CO/IL | $920.2K | 21,028 | 0.00% | 31q | HELD |
| CreativeOne Wealth, LLC | $914.8K | 20,904 | 0.02% | 25q | -43.5%-$705.4K |
| Global Financial Private Client, LLC | $878.4K | 20,073 | 0.24% | 19q | +8.1%+$65.5K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $865.7K | 19,783 | 0.24% | 23q | -2.1%-$18.3K |
| Walkner Condon Financial Advisors LLC | $828.0K | 18,922 | 0.10% | 18q | -9.3%-$84.6K |
| Wealthspire Advisors, LLC | $793.5K | 18,132 | 0.00% | 8q | +7.4%+$54.6K |
| RICHARDSON FINANCIAL SERVICES INC. | $766.7K | 17,521 | 0.43% | 11q | HELD |
| Werba Rubin Papier Wealth Management | $763.5K | 17,447 | 0.09% | 15q | +1.2%+$9.2K |
| BANK OF MONTREAL /CAN/ | $760.6K | 17,382 | 0.00% | 31q | HELD |
| Rothschild Wealth LLC | $740.4K | 16,920 | 0.06% | 12q | HELD |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $736.9K | 16,839 | 0.50% | 4q | -13.4%-$114.2K |
| Brand Asset Management Group, Inc. | $728.3K | 16,643 | 0.16% | 31q | HELD |
| NOVUS ADVISORS, LLC | $721.8K | 16,494 | 1.50% | 7q | -0.6%-$4.6K |
| Focus Partners Wealth | $711.4K | 16,257 | 0.00% | 8q | -1.4%-$9.9K |
| Advisor OS, LLC | $711.4K | 16,258 | 0.05% | new | NEW |
Showing the largest 100 of 264 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 | 256 | $594.3M | 13,587,956 | 31 | 86 | 72 | 0.0% |
| Q1 2026 | 243 | $540.4M | 12,762,384 | 21 | 56 | 88 | 0.0% |
| Q4 2025 | 239 | $501.2M | 12,313,185 | 19 | 81 | 65 | 0.0% |
| Q3 2025 | 219 | $495.2M | 12,347,891 | 23 | 55 | 74 | 0.0% |
| Q2 2025 | 204 | $447.6M | 12,051,213 | 27 | 41 | 85 | 0.0% |
| Q1 2025 | 191 | $389.6M | 12,189,391 | 20 | 48 | 75 | 0.0% |
| Q4 2024 | 196 | $396.1M | 12,780,466 | 13 | 66 | 54 | 0.0% |
| Q3 2024 | 204 | $452.9M | 13,266,100 | 16 | 51 | 69 | 0.0% |
| Q2 2024 | 196 | $401.6M | 12,584,022 | 10 | 63 | 69 | 0.0% |
| Q1 2024 | 196 | $425.6M | 13,105,745 | 14 | 52 | 78 | 0.0% |
| Q4 2023 | 199 | $471.6M | 15,142,568 | 17 | 56 | 67 | 0.0% |
| Q3 2023 | 186 | $447.2M | 15,344,880 | 9 | 51 | 70 | 0.0% |
| Q2 2023 | 192 | $448.6M | 14,685,388 | 12 | 64 | 63 | 0.1% |
| Q1 2023 | 196 | $462.4M | 14,930,951 | 17 | 59 | 63 | 0.0% |
| Q4 2022 | 182 | $424.1M | 14,385,109 | 25 | 59 | 56 | 0.0% |
| Q3 2022 | 201 | $411.8M | 15,773,894 | 13 | 67 | 63 | 0.0% |
| Q2 2022 | 212 | $438.8M | 15,156,968 | 15 | 76 | 66 | 0.0% |
| Q1 2022 | 221 | $528.6M | 15,018,415 | 19 | 56 | 74 | 0.0% |
| Q4 2021 | 225 | $525.8M | 14,270,449 | 18 | 76 | 57 | 0.0% |
| Q3 2021 | 206 | $509.1M | 13,216,792 | 8 | 50 | 71 | 0.0% |
| Q2 2021 | 214 | $530.4M | 13,737,163 | 19 | 66 | 57 | 0.0% |
| Q1 2021 | 209 | $534.6M | 14,278,138 | 24 | 49 | 80 | 0.0% |
| Q4 2020 | 189 | $485.5M | 13,697,392 | 20 | 37 | 69 | 0.0% |
| Q3 2020 | 171 | $423.1M | 13,922,020 | 18 | 26 | 71 | 0.0% |
| Q2 2020 | 168 | $408.1M | 14,782,162 | 15 | 38 | 84 | 0.0% |
| Q1 2020 | 171 | $344.2M | 15,036,298 | 21 | 60 | 63 | 0.0% |
| Q4 2019 | 188 | $537.7M | 16,884,416 | 25 | 57 | 53 | 0.0% |
| Q3 2019 | 162 | $485.7M | 16,156,287 | 15 | 53 | 53 | 0.0% |
| Q2 2019 | 165 | $503.0M | 16,320,188 | 14 | 49 | 54 | 0.0% |
| Q1 2019 | 176 | $525.9M | 16,419,073 | 19 | 58 | 50 | 0.0% |
| Q4 2018 | 173 | $494.3M | 17,490,315 | 0 | 3 | 2 | 0.0% |