DaveManuel.com · Institutional Ownership · Who Owns It
SPDR INDEX SHS FDS (DWX)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
140
Reporting holders
$282.9M
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $40.6M | 884,037 | 0.00% | 35q | +3.7%+$1.5M |
| BANK OF AMERICA CORP /DE/ | $33.3M | 724,900 | 0.00% | 31q | +2.6%+$836.9K |
| UBS Group AG | $17.6M | 382,023 | 0.00% | 31q | -2.4%-$439.2K |
| WELLS FARGO & COMPANY/MN | $14.3M | 312,212 | 0.00% | 31q | -12.4%-$2.0M |
| Columbia River Financial Group, LLC | $13.6M | 294,945 | 7.28% | 7q | HELD |
| Concord Wealth Partners | $12.1M | 263,359 | 1.39% | 23q | +3.5%+$413.5K |
| Baker Avenue Asset Management, LP | $11.8M | 255,937 | 0.22% | 13q | -1.7%-$207.7K |
| Concord Asset Management, LLC/VA | $11.6M | 251,768 | 1.79% | 19q | +1.4%+$165.3K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $10.2M | 221,483 | 0.15% | 31q | +0.5%+$53.4K |
| LPL Financial LLC | $9.8M | 212,224 | 0.00% | 31q | +11.7%+$1.0M |
| OSAIC HOLDINGS, INC. | $6.7M | 144,636 | 0.01% | 26q | +21.9%+$1.2M |
| Focus Partners Wealth | $6.4M | 138,583 | 0.01% | 3q | -6.9%-$475.5K |
| Allen Capital Group, LLC | $6.4M | 138,398 | 0.52% | 14q | -0.6%-$35.9K |
| MML INVESTORS SERVICES, LLC | $5.5M | 119,072 | 0.01% | 31q | +56.4%+$2.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.5M | 98,768 | 0.00% | 31q | +21.0%+$787.5K |
| STIFEL FINANCIAL CORP | $4.5M | 98,670 | 0.00% | 31q | -6.2%-$300.3K |
| ROYAL BANK OF CANADA | $4.5M | 97,165 | 0.00% | 31q | -6.0%-$286.4K |
| ENVESTNET ASSET MANAGEMENT INC | $3.9M | 84,134 | 0.00% | 31q | +47.7%+$1.2M |
| Mount Lucas Management LP | $3.1M | 67,917 | 1.11% | 14q | +5.6%+$164.2K |
| Cetera Investment Advisers | $3.1M | 67,907 | 0.00% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $3.0M | 65,729 | 0.00% | 7q | -4.1%-$130.1K |
| BIP Wealth, LLC | $2.3M | 49,647 | 0.06% | new | NEW |
| Private Advisor Group, LLC | $2.1M | 46,166 | 0.01% | 31q | +6.7%+$134.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $2.1M | 45,764 | 0.00% | 29q | -0.9%-$19.0K |
| JONES FINANCIAL COMPANIES LLLP | $2.0M | 42,772 | 0.00% | 9q | +7.5%+$136.8K |
| Equitable Holdings, Inc. | $1.9M | 42,143 | 0.01% | 5q | +3.6%+$67.3K |
| McAdam, LLC | $1.7M | 37,478 | 0.07% | 19q | +0.7%+$11.4K |
| Farther Finance Advisors, LLC | $1.7M | 36,485 | 0.01% | 5q | +72870.0%+$1.7M |
| FDx Advisors, Inc. | $1.6M | 34,244 | 0.47% | 2q | +1.1%+$16.5K |
| Invesco Ltd. | $1.3M | 29,219 | 0.00% | 31q | -5.7%-$80.8K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $1.3M | 28,019 | 0.02% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.2M | 26,392 | 0.00% | 31q | +62.2%+$464.7K |
| Parallel Advisors, LLC | $1.2M | 26,119 | 0.02% | 31q | -3.0%-$37.7K |
| AlTi Global, Inc. | $1.2M | 25,634 | 0.02% | new | NEW |
| Heartwood Wealth Advisors LLC | $1.1M | 24,906 | 0.09% | 15q | HELD |
| FLOW TRADERS U.S. LLC | $1.1M | 24,711 | 0.05% | new | NEW |
| Key Financial Inc | $1.1M | 24,280 | 0.18% | 16q | HELD |
| HBK Sorce Advisory LLC | $1.1M | 22,369 | 0.02% | 31q | +23.7%+$204.0K |
| PARTNERS WEALTH MANAGEMENT, LLC | $1.1M | 23,104 | 1.04% | 7q | +4.3%+$43.4K |
| BRANDYWINE OAK PRIVATE WEALTH LLC | $975.5K | 21,226 | 0.07% | 31q | HELD |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $943.8K | 20,535 | 0.57% | 7q | HELD |
| Novak & Powell Financial Services, Inc. | $932.6K | 20,292 | 0.44% | 11q | +1.5%+$13.4K |
| TRUIST FINANCIAL CORP | $908.1K | 19,758 | 0.00% | 17q | -11.8%-$121.7K |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | $900.4K | 19,591 | 0.20% | 31q | -1.2%-$10.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $871.6K | 18,965 | 0.00% | 31q | -33.2%-$432.2K |
| JPMORGAN CHASE & CO | $845.6K | 18,319 | 0.00% | 31q | HELD |
| HighTower Advisors, LLC | $798.1K | 17,366 | 0.00% | 31q | +5.6%+$42.2K |
| CITADEL ADVISORS LLC | $784.4K | 17,068 | 0.00% | 2q | +49.0%+$257.9K |
| Janney Montgomery Scott LLC | $717.0K | 15,601 | 0.00% | 31q | -1.4%-$9.8K |
| HRT FINANCIAL LP | $716.0K | 15,594 | 0.00% | 2q | +247.4%+$509.9K |
| Fifth Third Securities, Inc. | $710.1K | 15,451 | 0.04% | 11q | -1.8%-$13.1K |
| Global Retirement Partners, LLC | $680.2K | 14,800 | 0.01% | 15q | +100.0%+$340.1K |
| Manske Wealth Management | $615.5K | 13,392 | 0.15% | 7q | -1.6%-$10.0K |
| Savant Capital, LLC | $591.9K | 12,926 | 0.00% | 11q | +100.8%+$297.1K |
| Hyundai Investments Co., Ltd. | $584.5K | 12,662 | 0.63% | 3q | +125.5%+$325.3K |
| Composition Wealth, LLC | $567.7K | 12,353 | 0.01% | 2q | +0.5%+$2.9K |
| NewEdge Advisors, LLC | $554.3K | 12,060 | 0.00% | 5q | -26.2%-$197.2K |
| Creative Planning | $543.7K | 11,830 | 0.00% | 4q | +19.1%+$87.1K |
| Capital Analysts, LLC | $537.0K | 11,688 | 0.01% | 11q | HELD |
| Phillip James Consulting Co. | $520.6K | 11,896 | 0.35% | new | NEW |
| Curbstone Financial Management Corp | $489.8K | 10,658 | 0.08% | 6q | HELD |
| AlphaCentric Advisors LLC | $484.8K | 10,549 | 0.41% | 11q | +7.0%+$31.6K |
| Kestra Advisory Services, LLC | $484.8K | 10,548 | 0.00% | 24q | -10.0%-$54.0K |
| Rockefeller Capital Management L.P. | $471.2K | 10,251 | 0.00% | 4q | +7.4%+$32.5K |
| Integrated Wealth Concepts LLC | $445.7K | 9,697 | 0.00% | 15q | HELD |
| Treasure Coast Financial Planning | $424.0K | 9,225 | 0.21% | 2q | +57.2%+$154.3K |
| PFG Investments, LLC | $411.7K | 8,957 | 0.02% | 14q | -9.0%-$40.7K |
| WealthPoint Financial, LLC | $410.9K | 8,941 | 0.30% | 3q | +12.7%+$46.4K |
| FIFTH THIRD BANCORP | $380.0K | 8,269 | 0.00% | 2q | HELD |
| Mariner, LLC | $377.9K | 8,223 | 0.00% | 12q | -2.6%-$10.0K |
| JANE STREET GROUP, LLC | $374.2K | 8,142 | 0.00% | 2q | -73.8%-$1.1M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $355.7K | 7,740 | 0.00% | 31q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $352.6K | 7,672 | 0.00% | 8q | +39.7%+$100.2K |
| Wealthcare Advisory Partners LLC | $349.1K | 7,595 | 0.01% | 8q | +1.2%+$4.1K |
| Rehmann Capital Advisory Group | $347.5K | 7,560 | 0.02% | 26q | HELD |
| TMB Capital Partners, LLC | $341.9K | 7,439 | 0.11% | 3q | -0.7%-$2.5K |
| D.A. DAVIDSON & CO. | $328.4K | 7,145 | 0.00% | 31q | -43.5%-$252.8K |
| MB Generational Wealth, LLC | $318.4K | 6,928 | 0.16% | 5q | HELD |
| Creekside Partners | $308.0K | 6,703 | 0.11% | 9q | HELD |
| Counterweight Ventures, LLC | $306.8K | 6,675 | 0.15% | 11q | HELD |
| Balentine LLC | $303.7K | 6,607 | 0.01% | 16q | -12.4%-$42.9K |
| Fairfield Financial Advisors, LTD | $292.7K | 6,369 | 0.12% | new | NEW |
| MAI Capital Management | $280.3K | 6,099 | 0.00% | 10q | +3.4%+$9.1K |
| Southland Equity Partners LLC | $278.4K | 6,058 | 0.05% | 21q | -3.0%-$8.7K |
| Cerity Partners LLC | $277.0K | 6,028 | 0.00% | 2q | -1.1%-$3.2K |
| Stablepoint Partners, LLC | $268.8K | 5,848 | 0.04% | 11q | HELD |
| Sequent Planning LLC | $254.9K | 5,545 | 0.05% | 2q | +19.9%+$42.3K |
| ASSETMARK, INC | $250.6K | 5,453 | 0.00% | 31q | -1.0%-$2.4K |
| Pinnacle Financial Partners, Inc. | $240.7K | 5,237 | 0.00% | 3q | -0.6%-$1.6K |
| KOM Wealth Management Group, LLC | $225.1K | 4,897 | 0.14% | 4q | +1.5%+$3.2K |
| Hardin Capital Partners, LLC | $223.8K | 4,866 | 0.10% | 5q | HELD |
| Milestone Investment Advisors LLC | $220.8K | 4,805 | 0.05% | 15q | HELD |
| MYECFO, LLC | $217.4K | 4,731 | 0.08% | 4q | -0.6%-$1.2K |
| B. Riley Wealth Advisors, Inc. | $211.2K | 4,575 | 0.01% | 5q | HELD |
| CIBC WORLD MARKET INC. | $209.3K | 4,555 | 0.00% | new | NEW |
| Infinity Wealth Counsel, LLC | $206.8K | 4,500 | 0.17% | 2q | HELD |
| Facet Wealth, Inc. | $203.0K | 4,417 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $196.3K | 4,270 | 0.00% | 17q | +15.6%+$26.5K |
| NATIONAL BANK OF CANADA /FI/ | $185.8K | 4,050 | 0.00% | 19q | -6.9%-$13.8K |
| ARVEST INVESTMENTS, INC. | $165.0K | 3,590 | 0.02% | 11q | +2.2%+$3.5K |
Showing the largest 100 of 140 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 36 | $33.7M | 737,229 | 1 | 17 | 7 | 0.0% |
| Q2 2026 | 140 | $282.9M | 6,154,312 | 10 | 48 | 35 | 0.0% |
| Q1 2026 | 138 | $272.9M | 5,987,778 | 17 | 24 | 35 | 0.0% |
| Q4 2025 | 140 | $281.4M | 6,402,578 | 6 | 48 | 31 | 0.0% |
| Q3 2025 | 142 | $266.0M | 6,224,996 | 10 | 48 | 34 | 0.0% |
| Q2 2025 | 143 | $275.6M | 6,542,749 | 25 | 31 | 36 | 0.0% |
| Q1 2025 | 131 | $219.1M | 5,701,569 | 13 | 30 | 40 | 0.0% |
| Q4 2024 | 136 | $199.0M | 5,692,062 | 7 | 32 | 36 | 0.0% |
| Q3 2024 | 132 | $209.5M | 5,456,327 | 12 | 23 | 47 | 0.0% |
| Q2 2024 | 129 | $193.5M | 5,620,083 | 4 | 30 | 50 | 0.0% |
| Q1 2024 | 135 | $302.7M | 8,613,010 | 9 | 33 | 46 | 0.0% |
| Q4 2023 | 134 | $291.3M | 8,193,125 | 9 | 23 | 54 | 0.0% |
| Q3 2023 | 135 | $248.6M | 7,558,186 | 7 | 33 | 44 | 0.0% |
| Q2 2023 | 137 | $249.3M | 7,252,445 | 9 | 47 | 40 | 0.0% |
| Q1 2023 | 145 | $245.9M | 7,175,487 | 12 | 34 | 51 | 0.0% |
| Q4 2022 | 143 | $230.8M | 7,140,042 | 20 | 45 | 45 | 0.0% |
| Q3 2022 | 138 | $2.8B | 96,437,829 | 17 | 44 | 36 | 0.0% |
| Q2 2022 | 146 | $3.2B | 93,623,659 | 13 | 43 | 43 | 0.0% |
| Q1 2022 | 147 | $2.2B | 56,134,375 | 11 | 31 | 41 | 0.0% |
| Q4 2021 | 148 | $2.3B | 59,679,302 | 9 | 38 | 33 | 0.0% |
| Q3 2021 | 145 | $2.0B | 51,476,570 | 10 | 45 | 42 | 0.0% |
| Q2 2021 | 145 | $2.0B | 51,304,130 | 10 | 42 | 41 | 0.0% |
| Q1 2021 | 137 | $1.8B | 46,352,183 | 15 | 40 | 36 | 0.0% |
| Q4 2020 | 138 | $1.7B | 47,416,086 | 13 | 26 | 52 | 0.0% |
| Q3 2020 | 129 | $1.7B | 50,038,424 | 7 | 31 | 51 | 0.0% |
| Q2 2020 | 127 | $1.8B | 55,067,570 | 11 | 27 | 54 | 0.0% |
| Q1 2020 | 140 | $2.0B | 65,862,490 | 14 | 43 | 43 | 0.0% |
| Q4 2019 | 159 | $2.3B | 56,185,674 | 17 | 45 | 38 | 0.0% |
| Q3 2019 | 143 | $1.7B | 45,152,137 | 13 | 34 | 55 | 0.0% |
| Q2 2019 | 145 | $2.3B | 55,346,375 | 11 | 32 | 49 | 0.0% |
| Q1 2019 | 150 | $2.3B | 60,131,116 | 24 | 31 | 51 | 0.0% |
| Q4 2018 | 140 | $1.9B | 54,129,614 | 3 | 1 | 4 | 0.0% |