SPDR INDEX SHS FDS (QEMM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
34
Reporting holders
$35.7M
Reported value
0.0%
Calls
0.0%
Puts
+2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| Capital Advisors, Ltd. LLC | $1.0M | 12,573 | 0.10% | 31q | +6.0%+$56.8K |
| ASPIRIANT, LLC | $966.4K | 12,092 | 0.02% | 31q | HELD |
| APPLETON PARTNERS INC/MA | $897.0K | 11,229 | 0.05% | 31q | -2.3%-$21.6K |
| 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 |
| 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 | 34 | $35.7M | 446,747 | 3 | 11 | 6 | 0.0% |
| Q1 2026 | 32 | $24.5M | 353,218 | 1 | 9 | 9 | 0.0% |
| Q4 2025 | 35 | $24.9M | 375,864 | 2 | 12 | 9 | 0.0% |
| Q3 2025 | 37 | $24.0M | 361,242 | 5 | 6 | 10 | 0.0% |
| Q2 2025 | 38 | $22.3M | 353,688 | 6 | 8 | 12 | 0.0% |
| Q1 2025 | 36 | $21.6M | 374,454 | 4 | 8 | 13 | 0.0% |
| Q4 2024 | 35 | $25.7M | 448,948 | 3 | 11 | 11 | 0.0% |
| Q3 2024 | 35 | $29.9M | 476,615 | 2 | 10 | 12 | 0.0% |
| Q2 2024 | 34 | $27.6M | 472,894 | 2 | 7 | 15 | 0.0% |
| Q1 2024 | 35 | $29.4M | 508,945 | 2 | 10 | 10 | 0.0% |
| Q4 2023 | 35 | $31.3M | 546,366 | 7 | 9 | 8 | 0.0% |
| Q3 2023 | 31 | $21.5M | 397,435 | 4 | 12 | 5 | 0.0% |
| Q2 2023 | 29 | $29.5M | 555,510 | 4 | 8 | 7 | 0.0% |
| Q1 2023 | 32 | $21.6M | 388,787 | 4 | 7 | 9 | 0.0% |
| Q4 2022 | 32 | $19.6M | 364,563 | 3 | 7 | 12 | 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% |