# SPDR INDEX SHS FDS (QEMM)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/QEMM/

- Reporting holders: 34
- Reported value: $35.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $14.6M | 182,997 | 0.0% | 31 |
| [CABOT WEALTH MANAGEMENT INC](https://holderbook.com/funds/1016683-cabot-wealth-management-inc/) | $5.9M | 74,171 | 0.6% | 25 |
| [Premier Path Wealth Partners, LLC](https://holderbook.com/funds/1999925-premier-path-wealth-partners-llc/) | $3.6M | 44,797 | 0.4% | 11 |
| [O'SHAUGHNESSY ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1423442-o-shaughnessy-asset-management-llc/) | $1.6M | 20,214 | 0.0% | 6 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $1.1M | 14,286 | 0.0% | 1 |
| [Capital Advisors, Ltd. LLC](https://holderbook.com/funds/1597878-capital-advisors-ltd-llc/) | $1.0M | 12,573 | 0.1% | 31 |
| [ASPIRIANT, LLC](https://holderbook.com/funds/1433541-aspiriant-llc/) | $966.4K | 12,092 | 0.0% | 31 |
| [APPLETON PARTNERS INC/MA](https://holderbook.com/funds/1055290-appleton-partners-inc-ma/) | $897.0K | 11,229 | 0.1% | 31 |
| [Ariadne Wealth Management, LP](https://holderbook.com/funds/2034793-ariadne-wealth-management-lp/) | $634.2K | 7,935 | 0.3% | 9 |
| [Equitable Holdings, Inc.](https://holderbook.com/funds/1333986-equitable-holdings-inc/) | $608.3K | 7,611 | 0.0% | 11 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $488.4K | 6,111 | 0.0% | 31 |
| [Ethic Inc.](https://holderbook.com/funds/1780570-ethic-inc/) | $461.8K | 5,778 | 0.0% | 2 |
| [Keystone Financial Group](https://holderbook.com/funds/1729299-keystone-financial-group/) | $456.9K | 5,717 | 0.0% | 4 |
| [Western Wealth Management, LLC](https://holderbook.com/funds/1767902-western-wealth-management-llc/) | $430.1K | 5,382 | 0.0% | 3 |
| [Lutz Financial Services LLC](https://holderbook.com/funds/1737112-lutz-financial-services-llc/) | $400.8K | 5,015 | 0.0% | 31 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $374.7K | 4,688 | 0.0% | 35 |
| [KWB Wealth](https://holderbook.com/funds/1822236-kwb-wealth/) | $349.2K | 4,370 | 0.0% | 15 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $322.2K | 4,031 | 0.0% | 5 |
| [Strategic Financial Partners, Ltd.](https://holderbook.com/funds/2027921-strategic-financial-partners-ltd/) | $316.0K | 3,954 | 0.1% | 6 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://holderbook.com/funds/1632972-wealth-enhancement-advisory-services-llc/) | $285.3K | 3,604 | 0.0% | 16 |
| [Portland Financial Advisors Inc](https://holderbook.com/funds/2054942-portland-financial-advisors-inc/) | $242.4K | 3,033 | 0.4% | 4 |
| [SENTINEL PENSION ADVISORS, LLC](https://holderbook.com/funds/1802290-sentinel-pension-advisors-llc/) | $241.1K | 3,161 | 0.0% | 4 |
| [LANARK FINANCIAL, INC.](https://holderbook.com/funds/791540-lanark-financial-inc/) | $98.2K | 1,229 | 0.0% | 12 |
| [Geneos Wealth Management Inc.](https://holderbook.com/funds/1764754-geneos-wealth-management-inc/) | $47.7K | 597 | 0.0% | 32 |
| [Medallion Wealth Advisors, LLC](https://holderbook.com/funds/2131139-medallion-wealth-advisors-llc/) | $47.1K | 589 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 34 | $35.7M |
| Q1 2026 | 32 | $24.5M |
| Q4 2025 | 35 | $24.9M |
| Q3 2025 | 37 | $24.0M |
| Q2 2025 | 38 | $22.3M |
| Q1 2025 | 36 | $21.6M |
| Q4 2024 | 35 | $25.7M |
| Q3 2024 | 35 | $29.9M |
| Q2 2024 | 34 | $27.6M |
| Q1 2024 | 35 | $29.4M |
| Q4 2023 | 35 | $31.3M |
| Q3 2023 | 31 | $21.5M |