GLOBAL X FDS (SPFF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
41
Reporting holders
$39.6M
Reported value
0.0%
Held as options
-3
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 | $19.2M | 2,043,279 | 0.00% | 31q | +206.5%+$12.9M |
| Sound Income Strategies, LLC | $4.6M | 487,121 | 0.21% | 17q | -3.2%-$150.1K |
| MORGAN STANLEY | $2.3M | 242,777 | 0.00% | 35q | +6.3%+$134.0K |
| BANK OF AMERICA CORP /DE/ | $2.2M | 233,333 | 0.00% | 31q | +8.7%+$175.5K |
| UBS Group AG | $1.6M | 172,563 | 0.00% | 31q | +4.0%+$61.8K |
| WELLS FARGO & COMPANY/MN | $1.6M | 165,620 | 0.00% | 31q | -38.0%-$952.7K |
| ENVESTNET ASSET MANAGEMENT INC | $1.5M | 158,142 | 0.00% | 22q | +13.1%+$171.9K |
| Perigon Wealth Management, LLC | $1.2M | 126,840 | 0.02% | 9q | +10.1%+$109.3K |
| RAYMOND JAMES FINANCIAL INC | $1.1M | 114,021 | 0.00% | 7q | -2.1%-$23.3K |
| Global Retirement Partners, LLC | $741.8K | 79,100 | 0.01% | 12q | +20.0%+$123.8K |
| NewEdge Advisors, LLC | $644.5K | 68,723 | 0.00% | new | NEW |
| SEI INVESTMENTS CO | $612.0K | 65,262 | 0.00% | 7q | +30.1%+$141.7K |
| AMERIPRISE FINANCIAL INC | $294.5K | 31,405 | 0.00% | 4q | -59.7%-$436.8K |
| Advisory Services Network, LLC | $258.5K | 27,567 | 0.00% | 15q | HELD |
| Whipplewood Advisors, LLC | $247.7K | 26,418 | 0.17% | 7q | -0.9%-$2.2K |
| OSAIC HOLDINGS, INC. | $235.2K | 25,075 | 0.00% | 26q | -3.7%-$9.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $222.4K | 23,720 | 0.00% | 9q | -70.8%-$538.6K |
| Cornerstone Wealth Management, LLC | $217.6K | 23,201 | 0.01% | 9q | +5.5%+$11.4K |
| CARY STREET PARTNERS FINANCIAL LLC | $178.3K | 19,017 | 0.00% | 3q | HELD |
| GenWealth Group, Inc. | $99.7K | 10,628 | 0.02% | 27q | HELD |
| PINNACLE ASSOCIATES LTD | $95.9K | 10,228 | 0.00% | 31q | HELD |
| US BANCORP \DE\ | $93.8K | 10,000 | 0.00% | 3q | HELD |
| WealthBridge Capital Management, LLC | $93.8K | 10,000 | 0.02% | 15q | HELD |
| Allworth Financial LP | $78.1K | 8,323 | 0.00% | 5q | HELD |
| HARBOUR INVESTMENTS, INC. | $60.6K | 6,461 | 0.00% | 21q | HELD |
| ROYAL BANK OF CANADA | $55.0K | 5,854 | 0.00% | 31q | +182.5%+$35.5K |
| Synergy Investment Management, LLC | $39.4K | 4,197 | 0.01% | 2q | +1.6% |
| FIFTH THIRD BANCORP | $30.0K | 3,200 | 0.00% | 2q | -35.4%-$16.4K |
| Farther Finance Advisors, LLC | $23.3K | 2,482 | 0.00% | 4q | HELD |
| Ankerstar Wealth, LLC | $21.0K | 2,244 | 0.02% | 3q | HELD |
| SBI Securities Co., Ltd. | $19.4K | 2,067 | 0.00% | 7q | -6.6%-$1.4K |
| Burnham & Co LLC | $18.8K | 2,000 | 0.02% | new | FIRST |
| FMR LLC | $16.3K | 1,733 | 0.00% | 2q | +10.4%+$1.5K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $11.1K | 1,200 | 0.00% | 3q | HELD |
| AE Wealth Management LLC | $11.1K | 1,188 | 0.00% | 16q | +1.3% |
| Founders Financial Alliance, LLC | $9.8K | 1,040 | 0.00% | 24q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $9.4K | 1,000 | 0.00% | 2q | -44.1%-$7.4K |
| SHP Wealth Management | $8.4K | 900 | 0.00% | 3q | +80.0%+$3.8K |
| Triumph Capital Management | $4.7K | 500 | 0.00% | 3q | -10.7% |
| Fortis Group Advisors, LLC | $4.7K | 500 | 0.00% | 12q | HELD |
| Key Capital Management, INC | $3.1K | 334 | 0.00% | 3q | -67.8%-$6.6K |
| Cambridge Investment Research Advisors, Inc. | $862 | 91,894 | 0.00% | 31q | +103.7% |
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 | 41 | $39.6M | 4,219,263 | 1 | 14 | 12 | 0.0% |
| Q1 2026 | 44 | $26.0M | 2,925,377 | 6 | 16 | 7 | 0.0% |
| Q4 2025 | 46 | $25.4M | 2,709,216 | 6 | 13 | 12 | 0.0% |
| Q3 2025 | 46 | $26.5M | 2,862,753 | 8 | 14 | 11 | 0.0% |
| Q2 2025 | 42 | $26.0M | 2,894,375 | 3 | 13 | 9 | 0.0% |
| Q1 2025 | 41 | $25.6M | 2,853,111 | 3 | 12 | 8 | 0.0% |
| Q4 2024 | 41 | $26.6M | 2,872,469 | 1 | 9 | 9 | 0.0% |
| Q3 2024 | 38 | $27.7M | 2,840,340 | 1 | 11 | 12 | 0.0% |
| Q2 2024 | 41 | $26.8M | 2,911,949 | 6 | 4 | 10 | 0.0% |
| Q1 2024 | 39 | $32.8M | 3,469,262 | 4 | 11 | 10 | 0.0% |
| Q4 2023 | 43 | $37.0M | 4,017,318 | 1 | 14 | 11 | 1.4% |
| Q3 2023 | 44 | $38.8M | 4,421,469 | 5 | 13 | 12 | 0.0% |
| Q2 2023 | 45 | $39.0M | 4,309,104 | 5 | 17 | 9 | 0.0% |
| Q1 2023 | 46 | $32.0M | 3,345,949 | 6 | 20 | 9 | 1.9% |
| Q4 2022 | 44 | $37.0M | 3,694,144 | 11 | 10 | 12 | 0.0% |
| Q3 2022 | 45 | $38.7M | 3,914,023 | 6 | 15 | 8 | 0.0% |
| Q2 2022 | 45 | $31.0M | 3,010,251 | 6 | 9 | 17 | 0.0% |
| Q1 2022 | 45 | $35.1M | 3,143,758 | 3 | 10 | 15 | 0.0% |
| Q4 2021 | 49 | $39.6M | 3,375,161 | 10 | 18 | 6 | 0.0% |
| Q3 2021 | 44 | $37.3M | 3,066,851 | 4 | 15 | 6 | 0.0% |
| Q2 2021 | 41 | $30.6M | 2,537,930 | 0 | 18 | 7 | 0.0% |
| Q1 2021 | 49 | $29.6M | 2,469,016 | 4 | 15 | 14 | 0.0% |
| Q4 2020 | 45 | $24.7M | 2,086,652 | 5 | 11 | 11 | 0.0% |
| Q3 2020 | 45 | $22.1M | 1,996,997 | 7 | 11 | 12 | 0.0% |
| Q2 2020 | 42 | $20.2M | 1,915,444 | 1 | 10 | 13 | 0.0% |
| Q1 2020 | 49 | $23.6M | 2,419,865 | 3 | 8 | 18 | 0.0% |
| Q4 2019 | 51 | $25.9M | 2,203,679 | 6 | 12 | 13 | 0.0% |
| Q3 2019 | 48 | $25.4M | 2,164,738 | 8 | 11 | 14 | 0.0% |
| Q2 2019 | 49 | $20.1M | 1,726,449 | 7 | 16 | 11 | 0.0% |
| Q1 2019 | 49 | $22.1M | 1,830,871 | 3 | 13 | 18 | 0.0% |
| Q4 2018 | 52 | $19.8M | 1,797,776 | 2 | 3 | 0 | 0.0% |