SPDR INDEX SHS FDS (QEFA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
151
Reporting holders
$1.1B
Reported value
23.8%
Held as options
+7
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 |
|---|---|---|---|---|---|
| Optiver Holding B.V. | $183.7M | options only | 0.05% | 7q | OPTIONS |
| LPL Financial LLC | $125.1M | 1,302,470 | 0.03% | 31q | +0.8%+$982.0K |
| MORGAN STANLEY | $102.2M | 1,064,134 | 0.01% | 31q | +1.1%+$1.1M |
| IMC-Chicago, LLC | $61.0M | options only | 0.01% | 12q | OPTIONS |
| Intelligence Driven Advisers, LLC | $59.4M | 618,501 | 9.64% | 15q | +0.9%+$530.2K |
| AMERIPRISE FINANCIAL INC | $57.2M | 595,929 | 0.01% | 31q | -70.3%-$135.3M |
| ENVESTNET ASSET MANAGEMENT INC | $44.8M | 466,785 | 0.01% | 27q | +8.2%+$3.4M |
| GREAT VALLEY ADVISOR GROUP, INC. | $29.8M | 310,781 | 0.47% | 21q | +7.5%+$2.1M |
| SimpliFi, Inc. | $23.8M | 247,899 | 9.41% | 24q | +1.5%+$342.4K |
| Private Advisor Group, LLC | $22.0M | 229,378 | 0.10% | 28q | +8.4%+$1.7M |
| BANK OF AMERICA CORP /DE/ | $20.7M | 215,964 | 0.00% | 31q | +4.7%+$937.9K |
| KWB Wealth | $15.1M | 156,893 | 1.29% | 16q | -2.3%-$349.2K |
| Equitable Holdings, Inc. | $14.9M | 154,827 | 0.09% | 25q | +4.5%+$646.4K |
| Aptus Capital Advisors, LLC | $14.6M | 151,649 | 0.10% | 10q | +2.4%+$335.7K |
| Financial Guidance Group, Inc. | $14.6M | 151,649 | 5.45% | 18q | +2.4%+$335.7K |
| ARQ WEALTH ADVISORS, LLC | $14.5M | 149,024 | 1.80% | 18q | +8.6%+$1.1M |
| ARRIEN INVESTMENTS, INC. | $14.4M | 149,823 | 7.25% | 14q | +3.4%+$467.0K |
| SIMPLEX TRADING, LLC | $13.8M | options only | 0.01% | 31q | OPTIONS |
| Dynamic Advisor Solutions LLC | $13.7M | 143,056 | 0.39% | 16q | +11.4%+$1.4M |
| JANE STREET GROUP, LLC | $13.5M | 140,309 | 0.00% | 4q | +525.9%+$11.3M |
| FIRST HAWAIIAN BANK | $13.1M | 136,092 | 1.66% | 25q | -1.4%-$179.0K |
| Financial Enhancement Group LLC | $12.9M | 134,597 | 1.54% | 31q | -0.9%-$113.9K |
| Evergreen Private Wealth LLC | $10.7M | 109,830 | 3.94% | 11q | +0.7%+$72.1K |
| CAPTRUST FINANCIAL ADVISORS | $9.5M | 99,291 | 0.01% | 16q | +1.7%+$163.8K |
| Brio Consultants, LLC | $9.2M | 95,653 | 1.08% | 16q | -0.7%-$64.8K |
| NewEdge Advisors, LLC | $8.8M | 91,875 | 0.03% | 21q | -3.9%-$354.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.8M | 91,725 | 0.01% | 31q | -1.0%-$87.2K |
| Eagle Strategies LLC | $8.4M | 87,503 | 0.83% | 11q | -3.3%-$289.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.4M | 75,849 | 0.01% | 31q | -4.2%-$320.7K |
| HighTower Advisors, LLC | $7.2M | 75,374 | 0.01% | 31q | -12.5%-$1.0M |
| MERCER GLOBAL ADVISORS INC /ADV | $7.2M | 74,730 | 0.00% | 13q | +99.8%+$3.6M |
| PALLADIEM, LLC | $6.6M | 69,242 | 6.45% | 3q | -3.3%-$227.6K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $5.8M | 60,694 | 0.04% | 4q | -4.9%-$300.3K |
| MML INVESTORS SERVICES, LLC | $5.8M | 60,678 | 0.01% | 23q | +18.4%+$903.5K |
| Hobart Private Capital, LLC | $5.1M | 52,770 | 0.87% | 14q | -58.9%-$7.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.1M | 52,639 | 0.00% | 21q | +6.2%+$295.8K |
| Sage Mountain Advisors LLC | $4.9M | 50,581 | 0.30% | 23q | +2.1%+$97.8K |
| MANNING & NAPIER ADVISORS LLC | $4.8M | 50,096 | 0.06% | 8q | +33.6%+$1.2M |
| ROYAL BANK OF CANADA | $4.5M | 46,801 | 0.00% | 29q | +324.3%+$3.4M |
| 1620 INVESTMENT ADVISORS, INC. | $4.2M | 43,724 | 2.60% | 19q | +0.5%+$21.2K |
| Johnson & White Wealth Management, LLC | $4.0M | 41,527 | 1.49% | 14q | -1.1%-$45.5K |
| RHS Financial, LLC | $3.8M | 39,767 | 1.54% | new | NEW |
| ADAPT WEALTH ADVISORS, LLC | $3.6M | 37,049 | 1.16% | 10q | -4.5%-$166.0K |
| RESOLUTE WEALTH ADVISOR, INC. | $3.5M | 37,711 | 2.00% | 3q | HELD |
| STIFEL FINANCIAL CORP | $3.4M | 35,842 | 0.00% | 4q | HELD |
| Western Wealth Management, LLC | $3.4M | 35,111 | 0.11% | 22q | +10.6%+$323.7K |
| CITADEL ADVISORS LLC | $3.2M | 33,830 | 0.00% | new | NEW |
| IHT Wealth Management, LLC | $3.1M | 32,647 | 0.07% | 31q | +1.2%+$35.7K |
| NorthRock Partners, LLC | $2.7M | 28,534 | 0.04% | 11q | -2.3%-$65.6K |
| L & S Advisors Inc | $2.6M | 27,496 | 0.27% | 13q | +1.5%+$38.9K |
| 21 West Wealth Management LLC | $2.5M | 26,344 | 2.16% | 5q | -0.7%-$18.1K |
| Warren Street Wealth Advisors, LLC | $2.1M | 22,153 | 0.47% | 19q | +2.1%+$43.5K |
| BANK OF MONTREAL /CAN/ | $2.1M | 22,069 | 0.00% | 14q | +25.3%+$427.3K |
| NVWM, LLC | $2.1M | 22,063 | 0.43% | 13q | -4.4%-$98.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 21,458 | 0.00% | 2q | +758.7%+$1.8M |
| Wealthcare Advisory Partners LLC | $2.0M | 20,844 | 0.04% | 24q | -15.0%-$352.9K |
| Empowered Funds, LLC | $2.0M | 20,560 | 0.01% | 3q | +3.5%+$66.4K |
| GROUP ONE TRADING LLC | $1.9M | options only | 0.00% | 7q | OPTIONS |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $1.8M | 18,984 | 0.02% | 5q | HELD |
| Stanich Group LLC | $1.8M | 18,953 | 1.15% | 7q | +20.0%+$303.9K |
| Golden State Wealth Management, LLC | $1.5M | 16,034 | 0.14% | 7q | +12.0%+$165.1K |
| Element Wealth, LLC | $1.5M | 15,936 | 0.57% | 27q | HELD |
| IFP Advisors, Inc | $1.5M | 15,452 | 0.03% | 4q | -2.2%-$33.3K |
| Cornerstone Wealth Management, LLC | $1.4M | 15,002 | 0.06% | 25q | +7.6%+$101.6K |
| RAYMOND JAMES FINANCIAL INC | $1.4M | 14,342 | 0.00% | 5q | +65.2%+$543.7K |
| Farther Finance Advisors, LLC | $1.4M | 14,290 | 0.01% | 6q | -1.2%-$16.1K |
| B. Riley Wealth Advisors, Inc. | $1.2M | 11,973 | 0.06% | 8q | +1.7%+$19.1K |
| McAdam, LLC | $982.2K | 10,230 | 0.04% | 14q | -25.9%-$342.6K |
| Cerity Partners LLC | $968.1K | 10,083 | 0.00% | 4q | +2.0%+$19.4K |
| Stratos Wealth Partners, LTD. | $958.3K | 9,980 | 0.01% | 19q | +3.7%+$34.2K |
| Cetera Investment Advisers | $956.6K | 9,964 | 0.00% | 10q | +1.1%+$10.0K |
| TENET WEALTH PARTNERS, LLC | $842.0K | 8,623 | 0.63% | new | FIRST |
| PFG Advisors | $797.7K | 8,308 | 0.04% | 14q | -37.6%-$480.7K |
| Vise Technologies, Inc. | $625.9K | 6,519 | 0.01% | new | NEW |
| AE Wealth Management LLC | $603.6K | 6,287 | 0.00% | 3q | +12.3%+$66.1K |
| FMR LLC | $600.3K | 6,252 | 0.00% | 14q | +13.3%+$70.4K |
| Creative Planning | $587.5K | 6,119 | 0.00% | 8q | -1.1%-$6.8K |
| Keystone Financial Group | $579.2K | 6,033 | 0.03% | 8q | HELD |
| Sowell Financial Services LLC | $559.3K | 5,826 | 0.02% | 16q | -8.2%-$50.0K |
| VestGen Advisors, LLC | $535.8K | 5,580 | 0.02% | 6q | HELD |
| Investment Research Partners LLC | $524.2K | 5,460 | 0.18% | 4q | HELD |
| Avail Investment Partners, LLC | $524.2K | 5,460 | 0.40% | 2q | HELD |
| RED REEF ADVISORS LLC | $485.9K | 5,060 | 0.45% | 3q | +1.5%+$7.4K |
| Walkner Condon Financial Advisors LLC | $457.5K | 4,765 | 0.05% | 13q | -4.0%-$19.2K |
| WADDELL & ASSOCIATES, LLC | $421.9K | 4,394 | 0.02% | 14q | HELD |
| Flagship Private Wealth, LLC | $419.1K | 4,365 | 0.15% | 7q | +6.4%+$25.2K |
| Mariner, LLC | $417.4K | 4,347 | 0.00% | 15q | -78.0%-$1.5M |
| OneDigital Investment Advisors LLC | $416.4K | 4,337 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $373.3K | 3,887 | 0.03% | 17q | HELD |
| Opulen Financial Group LLC | $364.1K | 3,792 | 0.23% | 7q | +1.6%+$5.6K |
| Orgel Wealth Management, LLC | $357.8K | 3,727 | 0.01% | 17q | +6.0%+$20.3K |
| AQR CAPITAL MANAGEMENT LLC | $345.9K | 3,603 | 0.00% | 6q | -3.9%-$14.1K |
| ASSETMARK, INC | $335.4K | 3,494 | 0.00% | 16q | +2.1%+$7.0K |
| Valmark Advisers, Inc. | $328.3K | 3,419 | 0.00% | 9q | HELD |
| Collaborative Wealth Managment Inc. | $308.8K | 3,217 | 0.13% | 4q | +28.2%+$68.0K |
| Diversify Advisory Services, LLC | $306.6K | 3,140 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $306.6K | 3,140 | 0.01% | 2q | -30.0%-$131.2K |
| Kestra Advisory Services, LLC | $305.5K | 3,182 | 0.00% | new | NEW |
| KINGSWOOD WEALTH ADVISORS, LLC | $299.3K | 3,117 | 0.01% | 5q | HELD |
| Simplicity Wealth,LLC | $269.6K | 2,808 | 0.01% | 9q | HELD |
Showing the largest 100 of 158 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 | 151 | $1.1B | 8,675,758 | 17 | 54 | 40 | 23.8% |
| Q1 2026 | 144 | $1.2B | 10,081,344 | 14 | 43 | 45 | 19.6% |
| Q4 2025 | 138 | $958.0M | 8,814,938 | 14 | 47 | 44 | 16.5% |
| Q3 2025 | 131 | $868.4M | 8,578,286 | 15 | 44 | 43 | 13.2% |
| Q2 2025 | 124 | $835.9M | 8,365,881 | 12 | 51 | 30 | 14.8% |
| Q1 2025 | 120 | $854.8M | 8,907,280 | 17 | 32 | 47 | 17.8% |
| Q4 2024 | 114 | $856.4M | 10,628,851 | 11 | 45 | 31 | 9.8% |
| Q3 2024 | 114 | $832.9M | 10,204,627 | 15 | 29 | 40 | 2.0% |
| Q2 2024 | 107 | $868.0M | 10,508,025 | 11 | 33 | 40 | 9.4% |
| Q1 2024 | 110 | $1.1B | 13,448,620 | 13 | 34 | 29 | 5.3% |
| Q4 2023 | 107 | $1.1B | 12,357,762 | 10 | 29 | 40 | 17.6% |
| Q3 2023 | 104 | $934.0M | 11,807,730 | 10 | 35 | 38 | 15.4% |
| Q2 2023 | 103 | $1.1B | 13,474,378 | 13 | 43 | 23 | 12.6% |
| Q1 2023 | 96 | $1.2B | 12,247,160 | 18 | 29 | 28 | 30.0% |
| Q4 2022 | 84 | $878.6M | 11,693,539 | 19 | 23 | 26 | 13.9% |
| Q3 2022 | 94 | $829.5M | 10,594,416 | 11 | 32 | 28 | 28.4% |
| Q2 2022 | 96 | $852.1M | 11,526,388 | 14 | 35 | 27 | 16.1% |
| Q1 2022 | 97 | $907.6M | 9,867,372 | 16 | 34 | 27 | 21.8% |
| Q4 2021 | 88 | $759.6M | 9,775,932 | 10 | 37 | 16 | 1.3% |
| Q3 2021 | 78 | $642.4M | 8,443,440 | 7 | 40 | 12 | 1.0% |
| Q2 2021 | 78 | $579.7M | 7,577,179 | 10 | 32 | 20 | 1.1% |
| Q1 2021 | 77 | $460.3M | 6,215,291 | 19 | 25 | 20 | 2.5% |
| Q4 2020 | 63 | $368.3M | 5,155,705 | 3 | 29 | 14 | 2.1% |
| Q3 2020 | 67 | $254.7M | 3,996,968 | 10 | 23 | 20 | 2.5% |
| Q2 2020 | 59 | $219.2M | 3,568,589 | 11 | 25 | 15 | 2.7% |
| Q1 2020 | 64 | $218.2M | 3,787,752 | 15 | 21 | 16 | 6.3% |
| Q4 2019 | 60 | $273.0M | 4,258,317 | 7 | 21 | 13 | 4.1% |
| Q3 2019 | 55 | $258.9M | 3,587,386 | 9 | 21 | 11 | 12.6% |
| Q2 2019 | 48 | $208.1M | 3,172,132 | 8 | 16 | 11 | 3.9% |
| Q1 2019 | 42 | $199.3M | 3,022,927 | 7 | 19 | 7 | 5.5% |
| Q4 2018 | 44 | $160.7M | 2,632,830 | 3 | 0 | 1 | 6.8% |