DaveManuel.com · Institutional Ownership · Who Owns It
SPDR INDEX SHS FDS (EWX)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
189
Reporting holders
$521.0M
Reported value
0.5%
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 |
|---|---|---|---|---|---|
| Creative Planning | $126.4M | 1,701,158 | 0.07% | 31q | -3.4%-$4.4M |
| BANK OF AMERICA CORP /DE/ | $49.7M | 668,269 | 0.00% | 31q | -6.9%-$3.7M |
| MORGAN STANLEY | $26.5M | 355,981 | 0.00% | 35q | +3.8%+$968.8K |
| Mariner, LLC | $24.3M | 326,605 | 0.03% | 21q | -1.0%-$243.3K |
| LPL Financial LLC | $17.9M | 241,315 | 0.00% | 31q | +14.9%+$2.3M |
| WELLS FARGO & COMPANY/MN | $16.3M | 219,093 | 0.00% | 31q | -12.7%-$2.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $13.6M | 182,808 | 0.20% | 31q | +2.7%+$358.2K |
| OLD MISSION CAPITAL LLC | $13.1M | 176,585 | 0.21% | 8q | +131.9%+$7.5M |
| VICTORY CAPITAL MANAGEMENT INC | $12.2M | 164,766 | 0.01% | 28q | HELD |
| Apella Capital, LLC | $9.7M | 133,347 | 0.14% | 25q | -3.1%-$306.3K |
| AMERIPRISE FINANCIAL INC | $8.8M | 118,709 | 0.00% | 12q | +0.7%+$62.3K |
| RPg Family Wealth Advisory, LLC | $8.4M | 112,547 | 0.77% | 29q | +98.3%+$4.1M |
| Pure Financial Advisors, LLC | $8.3M | 112,298 | 0.11% | 31q | -1.9%-$160.2K |
| BIP Wealth, LLC | $7.1M | 95,321 | 0.20% | 14q | +13.7%+$854.4K |
| N.E.W. Advisory Services LLC | $6.7M | 89,770 | 0.45% | 26q | -10.2%-$758.8K |
| Welch Financial Planning, LLC | $6.5M | 87,734 | 3.80% | 3q | +4.1%+$257.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.7M incl. $2.5M options CALL | 43,008 | 0.00% | 6q | +29.8%+$1.3M |
| BlackRock, Inc. | $5.7M | 76,054 | 0.00% | 4q | +45.5%+$1.8M |
| WESCAP Management Group, Inc. | $5.2M | 69,663 | 0.97% | 31q | HELD |
| Transamerica Financial Advisors, LLC | $5.0M | 67,847 | 0.43% | 31q | -11.1%-$629.8K |
| Beacon Pointe Advisors, LLC | $5.0M | 67,611 | 0.02% | 6q | +24.1%+$974.7K |
| Checchi Capital Advisers, LLC | $4.5M | 60,127 | 0.20% | 31q | HELD |
| Risk Paradigm Group, LLC | $4.2M | 57,119 | 3.33% | 4q | +0.8%+$32.2K |
| WADDELL & ASSOCIATES, LLC | $3.9M | 51,981 | 0.19% | 15q | -3.0%-$119.0K |
| Tortoise Investment Management, LLC | $3.7M | 49,974 | 0.28% | 31q | -2.9%-$110.6K |
| Focus Partners Advisor Solutions, LLC | $3.6M | 48,590 | 0.03% | 3q | +3.8%+$130.7K |
| Brady Martz Wealth Solutions, LLC | $3.6M | 48,460 | 0.54% | 3q | +4.1%+$142.0K |
| VISTA INVESTMENT MANAGEMENT | $3.6M | 48,283 | 1.08% | 14q | +0.8%+$26.7K |
| Johnson Financial Group, LLC | $3.5M | 46,657 | 0.19% | 13q | -11.9%-$467.1K |
| Bluespring Wealth Management, LLC | $3.4M | 45,681 | 0.07% | 15q | +66.0%+$1.3M |
| Equitable Holdings, Inc. | $3.3M | 44,805 | 0.02% | 27q | +1.0%+$30.9K |
| Texas Yale Capital Corp. | $3.3M | 43,934 | 0.07% | 31q | +0.6%+$18.1K |
| Sepio Capital, LP | $3.3M | 43,898 | 0.16% | 16q | HELD |
| MARTIN & CO INC /TN/ | $3.1M | 42,007 | 0.49% | 31q | +1.0%+$32.1K |
| CABOT WEALTH MANAGEMENT INC | $3.1M | 41,320 | 0.31% | 23q | HELD |
| Baird Financial Group, Inc. | $3.1M | 41,252 | 0.00% | 12q | -1.9%-$60.3K |
| Cascade Financial Partners, LLC | $3.0M | 40,368 | 0.26% | 10q | HELD |
| AE Wealth Management LLC | $2.8M | 37,551 | 0.01% | 24q | -11.9%-$375.4K |
| ENVESTNET ASSET MANAGEMENT INC | $2.8M | 37,461 | 0.00% | 31q | -36.6%-$1.6M |
| MML INVESTORS SERVICES, LLC | $2.6M | 34,735 | 0.01% | 25q | +24.5%+$508.5K |
| Cetera Investment Advisers | $2.6M | 34,635 | 0.00% | 11q | -29.9%-$1.1M |
| Merit Financial Group, LLC | $2.5M | 33,719 | 0.02% | 11q | +1.8%+$44.2K |
| Quantinno Capital Management LP | $2.4M | 32,536 | 0.00% | 7q | +14.9%+$313.1K |
| NTV Asset Management LLC | $2.4M | 32,225 | 0.23% | 3q | -1.8%-$44.6K |
| MUSTICO FINANCIAL GROUP, INC. | $2.3M | 33,760 | 1.51% | 5q | +1.0%+$23.7K |
| CarsonAllaria Wealth Management, Ltd. | $2.3M | 31,155 | 1.00% | 19q | -2.2%-$53.1K |
| UBS Group AG | $2.1M | 28,930 | 0.00% | 31q | +10.4%+$202.4K |
| OneDigital Investment Advisors LLC | $2.1M | 28,553 | 0.02% | 31q | -1.1%-$24.2K |
| Altar Rock LLC | $2.1M | 28,145 | 3.06% | 3q | +0.8%+$17.0K |
| Stratos Wealth Partners, LTD. | $2.0M | 27,088 | 0.02% | 12q | +5.8%+$110.4K |
| Regal Investment Advisors LLC | $2.0M | 26,299 | 0.10% | 31q | HELD |
| OSAIC HOLDINGS, INC. | $1.8M | 24,139 | 0.00% | 26q | +20.4%+$303.7K |
| MARYLAND CAPITAL ADVISORS INC. | $1.7M | 23,550 | 0.56% | 18q | -2.4%-$43.9K |
| Integrated Wealth Concepts LLC | $1.5M | 20,499 | 0.01% | 4q | +99.7%+$760.4K |
| Michels Family Financial, LLC | $1.5M | 20,402 | 0.97% | 7q | +4.3%+$62.0K |
| JPMORGAN CHASE & CO | $1.4M | 18,687 | 0.00% | 19q | -8.0%-$119.0K |
| SMITH, MOORE & CO. | $1.2M | 16,503 | 0.08% | 26q | HELD |
| Greenspring Advisors, LLC | $1.2M | 15,975 | 0.07% | 7q | -5.0%-$62.9K |
| Advisory Services Network, LLC | $1.2M | 15,599 | 0.01% | 31q | -3.3%-$39.7K |
| RAYMOND JAMES FINANCIAL INC | $1.1M | 15,357 | 0.00% | 7q | -2.8%-$33.2K |
| Spire Wealth Management | $1.1M | 14,944 | 0.03% | 22q | +1.5%+$16.3K |
| TENET WEALTH PARTNERS, LLC | $1.1M | 15,891 | 0.81% | new | FIRST |
| Jacobs Equity LLC | $1.0M | 13,494 | 0.69% | 3q | HELD |
| Essex Financial Services, Inc. | $983.1K | 13,230 | 0.05% | 21q | HELD |
| Heartwood Wealth Advisors LLC | $975.6K | 13,130 | 0.08% | 2q | +13.0%+$112.5K |
| Cassaday & Co Wealth Management LLC | $948.1K | 12,760 | 0.02% | 15q | HELD |
| Cambridge Investment Research Advisors, Inc. | $948.0K | 12,768 | 0.00% | 22q | +25.2%+$190.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $931.1K | 12,531 | 0.00% | 14q | -58.1%-$1.3M |
| HANCOCK WHITNEY CORP | $900.4K | 12,117 | 0.02% | 5q | -31.0%-$405.2K |
| Powerhouse Assets LLC | $858.5K | 11,554 | 0.70% | 3q | -3.7%-$33.0K |
| ROYAL BANK OF CANADA | $751.0K | 10,110 | 0.00% | 31q | -12.0%-$102.8K |
| Rockingstone Advisors LLC | $739.6K | 9,954 | 0.30% | 15q | HELD |
| Alesco Advisors, LLC, An ESL Co | $711.8K | 9,579 | 0.02% | 31q | -9.5%-$74.6K |
| Omega Financial Group, LLC | $654.8K | 8,813 | 0.20% | 31q | -2.6%-$17.2K |
| HighRoad Wealth Advisors, LLC | $650.2K | 8,750 | 0.55% | 3q | HELD |
| Perigon Wealth Management, LLC | $642.3K | 8,644 | 0.01% | 8q | -2.9%-$19.2K |
| HRT FINANCIAL LP | $639.0K | 8,603 | 0.00% | new | NEW |
| Cyr Financial Inc. | $629.4K | 8,471 | 0.33% | 9q | -8.3%-$57.3K |
| Compound Planning, Inc. | $627.9K | 8,450 | 0.02% | 14q | -2.3%-$14.8K |
| Index Fund Advisors, Inc. | $607.5K | 8,176 | 0.02% | 15q | -0.7%-$4.2K |
| Camelot Portfolios, LLC | $605.5K | 8,149 | 0.42% | 31q | -1.7%-$10.4K |
| Hyundai Investments Co., Ltd. | $604.0K | 8,247 | 0.65% | 3q | +209.7%+$409.0K |
| JONES FINANCIAL COMPANIES LLLP | $596.2K | 8,178 | 0.00% | 9q | +26.5%+$124.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $595.8K | 8,018 | 0.00% | 10q | HELD |
| WHITE PINE CAPITAL LLC | $587.8K | 7,910 | 0.14% | 34q | -46.6%-$512.0K |
| Bright Futures Wealth Management, LLC. | $582.4K | 7,838 | 0.38% | 4q | +9.8%+$51.8K |
| 180 WEALTH ADVISORS, LLC | $526.4K | 7,085 | 0.05% | 23q | -4.3%-$23.8K |
| AQR CAPITAL MANAGEMENT LLC | $485.2K | 6,530 | 0.00% | 4q | +44.7%+$149.9K |
| Shore Point Advisors, LLC | $477.0K | 6,419 | 0.16% | 15q | HELD |
| Focus Partners Wealth | $466.7K | 6,281 | 0.00% | 8q | +2.3%+$10.6K |
| PNC Financial Services Group, Inc. | $453.3K | 6,100 | 0.00% | new | NEW |
| Life Planning Partners, Inc | $445.8K | 6,000 | 0.33% | 15q | HELD |
| Geneos Wealth Management Inc. | $414.4K | 5,576 | 0.01% | 7q | -51.8%-$445.3K |
| WHITTIER TRUST CO | $401.5K | 5,383 | 0.00% | 31q | HELD |
| CENTRAL TRUST Co | $388.4K | 5,227 | 0.01% | 4q | HELD |
| Ipsen Advisor Group LLC | $375.2K | 5,050 | 0.24% | 7q | +0.8%+$2.9K |
| FIRST HORIZON CORP | $372.2K | 5,009 | 0.01% | 4q | -16.3%-$72.4K |
| FIFTH THIRD BANCORP | $367.7K | 4,948 | 0.00% | 2q | -3.1%-$11.8K |
| Rehmann Capital Advisory Group | $357.4K | 4,810 | 0.02% | 25q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $352.0K | 4,738 | 0.00% | 20q | -4.9%-$18.1K |
Showing the largest 100 of 189 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 | 49 | $47.2M | 663,691 | 4 | 9 | 15 | 0.0% |
| Q2 2026 | 189 | $521.0M | 6,986,123 | 14 | 51 | 58 | 0.5% |
| Q1 2026 | 191 | $498.5M | 7,507,291 | 14 | 66 | 48 | 0.1% |
| Q4 2025 | 196 | $527.3M | 8,029,638 | 20 | 56 | 50 | 0.0% |
| Q3 2025 | 172 | $514.1M | 7,587,021 | 18 | 42 | 50 | 0.0% |
| Q2 2025 | 166 | $474.8M | 7,649,237 | 11 | 55 | 52 | 0.1% |
| Q1 2025 | 162 | $437.3M | 7,729,830 | 9 | 47 | 42 | 0.0% |
| Q4 2024 | 174 | $478.8M | 8,167,587 | 14 | 60 | 44 | 0.0% |
| Q3 2024 | 173 | $530.1M | 8,495,963 | 19 | 43 | 52 | 0.0% |
| Q2 2024 | 163 | $502.5M | 8,673,546 | 12 | 46 | 49 | 0.0% |
| Q1 2024 | 165 | $660.6M | 11,820,847 | 22 | 64 | 45 | 0.0% |
| Q4 2023 | 154 | $641.6M | 11,365,274 | 23 | 56 | 39 | 0.0% |
| Q3 2023 | 140 | $577.3M | 10,794,234 | 15 | 38 | 43 | 0.0% |
| Q2 2023 | 136 | $585.2M | 11,145,060 | 9 | 44 | 46 | 0.0% |
| Q1 2023 | 131 | $449.0M | 8,865,807 | 11 | 40 | 40 | 0.0% |
| Q4 2022 | 136 | $449.8M | 9,190,447 | 24 | 43 | 32 | 0.0% |
| Q3 2022 | 115 | $641.9M | 14,087,025 | 11 | 33 | 34 | 0.0% |
| Q2 2022 | 119 | $648.6M | 13,335,175 | 8 | 42 | 38 | 0.0% |
| Q1 2022 | 126 | $4.2B | 74,350,828 | 15 | 30 | 44 | 0.1% |
| Q4 2021 | 131 | $3.2B | 54,102,427 | 10 | 45 | 22 | 0.2% |
| Q3 2021 | 117 | $3.1B | 53,158,721 | 11 | 29 | 43 | 0.1% |
| Q2 2021 | 119 | $3.3B | 53,074,711 | 15 | 37 | 36 | 0.1% |
| Q1 2021 | 122 | $740.3M | 13,280,877 | 13 | 28 | 46 | 0.5% |
| Q4 2020 | 120 | $2.8B | 53,734,220 | 16 | 33 | 37 | 0.1% |
| Q3 2020 | 104 | $2.4B | 53,949,511 | 13 | 25 | 41 | 0.0% |
| Q2 2020 | 104 | $2.2B | 53,757,864 | 15 | 25 | 46 | 0.0% |
| Q1 2020 | 110 | $1.5B | 46,769,908 | 12 | 30 | 44 | 0.0% |
| Q4 2019 | 126 | $2.7B | 57,769,482 | 16 | 40 | 31 | 0.0% |
| Q3 2019 | 108 | $2.2B | 49,888,415 | 9 | 30 | 41 | 0.0% |
| Q2 2019 | 116 | $2.2B | 48,695,106 | 10 | 27 | 44 | 0.0% |
| Q1 2019 | 134 | $2.8B | 63,196,775 | 19 | 38 | 44 | 0.0% |
| Q4 2018 | 125 | $1.7B | 40,626,617 | 2 | 2 | 6 | 0.0% |