SPDR INDEX SHS FDS (QEMM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
32
Reporting holders
$33.8M
Reported value
0.0%
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $14.6M | 182,997 | 0.00% | 31q | +31.4%+$3.5M |
| CABOT WEALTH MANAGEMENT INC | $5.9M | 74,171 | 0.60% | 25q | +53.9%+$2.1M |
| Premier Path Wealth Partners, LLC | $3.6M | 44,797 | 0.41% | 11q | +12.8%+$406.3K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.6M | 20,214 | 0.01% | 6q | +491.7%+$1.3M |
| GOLDMAN SACHS GROUP INC | $1.1M | 14,286 | 0.00% | new | NEW |
| ASPIRIANT, LLC | $966.4K | 12,092 | 0.02% | 31q | HELD |
| Ariadne Wealth Management, LP | $634.2K | 7,935 | 0.28% | 9q | -9.0%-$62.7K |
| Equitable Holdings, Inc. | $608.3K | 7,611 | 0.00% | 11q | +7.1%+$40.4K |
| BANK OF AMERICA CORP /DE/ | $488.4K | 6,111 | 0.00% | 31q | +68.3%+$198.2K |
| Ethic Inc. | $461.8K | 5,778 | 0.01% | 2q | HELD |
| Keystone Financial Group | $456.9K | 5,717 | 0.03% | 4q | +2.4%+$10.7K |
| Western Wealth Management, LLC | $430.1K | 5,382 | 0.01% | 3q | -21.0%-$114.4K |
| Lutz Financial Services LLC | $400.8K | 5,015 | 0.02% | 31q | HELD |
| MORGAN STANLEY | $374.7K | 4,688 | 0.00% | 35q | HELD |
| KWB Wealth | $349.2K | 4,370 | 0.03% | 15q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $322.2K | 4,031 | 0.00% | 5q | +1.0%+$3.2K |
| Strategic Financial Partners, Ltd. | $316.0K | 3,954 | 0.12% | 6q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $285.3K | 3,604 | 0.00% | 16q | HELD |
| Portland Financial Advisors Inc | $242.4K | 3,033 | 0.44% | 4q | HELD |
| SENTINEL PENSION ADVISORS, LLC | $241.1K | 3,161 | 0.03% | 4q | +0.7%+$1.6K |
| LANARK FINANCIAL, INC. | $98.2K | 1,229 | 0.01% | 12q | HELD |
| Geneos Wealth Management Inc. | $47.7K | 597 | 0.00% | 32q | +1.0% |
| Medallion Wealth Advisors, LLC | $47.1K | 589 | 0.01% | 7q | HELD |
| Integrated Wealth Concepts LLC | $27.0K | 338 | 0.00% | new | NEW |
| VSM Wealth Advisory, LLC | $25.3K | 488 | 0.01% | new | NEW |
| Asset Dedication, LLC | $22.1K | 277 | 0.00% | 31q | -5.8%-$1.4K |
| AdvisorNet Financial, Inc | $12.7K | 159 | 0.00% | 30q | HELD |
| ROYAL BANK OF CANADA | $12.0K | 153 | 0.00% | 31q | -14.0%-$2.0K |
| Global Retirement Partners, LLC | $7.0K | 87 | 0.00% | 4q | HELD |
| Golden State Wealth Management, LLC | $5.8K | 72 | 0.00% | 7q | HELD |
| Capital Advisors, Ltd. LLC | $1.0K | 12,573 | 0.10% | 31q | +6.0% |
| APPLETON PARTNERS INC/MA | $897 | 11,229 | 0.05% | 31q | -2.3% |
| RED REEF ADVISORS LLC | $659 | 8 | 0.00% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $55 | 1 | 0.00% | 22q | -50.0% |
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 | 32 | $33.8M | 422,945 | 3 | 10 | 5 | 0.0% |
| Q1 2026 | 30 | $22.8M | 329,857 | 1 | 8 | 8 | 0.0% |
| Q4 2025 | 31 | $22.5M | 338,299 | 2 | 10 | 8 | 0.0% |
| Q3 2025 | 32 | $21.4M | 323,020 | 5 | 6 | 7 | 0.0% |
| Q2 2025 | 32 | $19.7M | 312,728 | 5 | 6 | 10 | 0.0% |
| Q1 2025 | 30 | $19.3M | 335,030 | 4 | 6 | 11 | 0.0% |
| Q4 2024 | 30 | $21.8M | 380,749 | 2 | 10 | 9 | 0.0% |
| Q3 2024 | 30 | $25.8M | 411,395 | 2 | 9 | 9 | 0.0% |
| Q2 2024 | 29 | $24.1M | 412,779 | 2 | 6 | 13 | 0.0% |
| Q1 2024 | 29 | $26.0M | 449,589 | 2 | 8 | 7 | 0.0% |
| Q4 2023 | 27 | $27.0M | 471,187 | 3 | 8 | 6 | 0.0% |
| Q3 2023 | 26 | $18.4M | 340,641 | 4 | 10 | 3 | 0.0% |
| Q2 2023 | 25 | $26.4M | 500,078 | 4 | 7 | 6 | 0.0% |
| Q1 2023 | 27 | $16.1M | 290,678 | 4 | 5 | 7 | 0.0% |
| Q4 2022 | 25 | $14.5M | 269,965 | 2 | 5 | 8 | 0.0% |
| Q3 2022 | 34 | $21.5M | 431,270 | 3 | 7 | 14 | 0.0% |
| Q2 2022 | 33 | $40.8M | 730,758 | 1 | 10 | 13 | 0.0% |
| Q1 2022 | 34 | $45.9M | 723,870 | 4 | 10 | 9 | 0.0% |
| Q4 2021 | 37 | $52.0M | 770,418 | 3 | 12 | 11 | 0.0% |
| Q3 2021 | 33 | $49.7M | 734,414 | 1 | 9 | 9 | 0.0% |
| Q2 2021 | 35 | $54.5M | 776,465 | 4 | 8 | 11 | 0.0% |
| Q1 2021 | 31 | $55.0M | 818,472 | 4 | 11 | 8 | 0.0% |
| Q4 2020 | 33 | $52.2M | 797,803 | 2 | 8 | 13 | 0.0% |
| Q3 2020 | 36 | $63.7M | 1,126,012 | 3 | 10 | 11 | 0.0% |
| Q2 2020 | 34 | $62.4M | 1,183,853 | 4 | 10 | 15 | 0.0% |
| Q1 2020 | 37 | $54.1M | 1,156,357 | 5 | 10 | 15 | 0.0% |
| Q4 2019 | 38 | $77.9M | 1,280,648 | 5 | 11 | 10 | 0.0% |
| Q3 2019 | 31 | $66.4M | 1,156,946 | 3 | 10 | 11 | 0.0% |
| Q2 2019 | 40 | $80.5M | 1,357,981 | 2 | 17 | 9 | 0.0% |
| Q1 2019 | 43 | $78.2M | 1,321,596 | 7 | 14 | 13 | 0.0% |
| Q4 2018 | 39 | $66.2M | 1,216,792 | 1 | 1 | 2 | 0.0% |