DaveManuel.com · Institutional Ownership · Who Owns It
SPDR INDEX SHS FDS (GMF)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
80
Reporting holders
$231.7M
Reported value
0.0%
Calls
0.0%
Puts
+4
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 |
|---|---|---|---|---|---|
| Stairway Partners, LLC | $34.6M | 220,174 | 1.63% | 31q | -1.2%-$416.8K |
| RAINEY & RANDALL WEALTH ADVISORS INC. | $29.7M | 189,028 | 4.24% | 24q | +2.4%+$682.0K |
| First Pacific Financial | $28.2M | 179,562 | 3.36% | 7q | +2.8%+$779.7K |
| Vontobel Holding Ltd. | $26.1M | 166,503 | 0.08% | 20q | +1.7%+$443.0K |
| WELLS FARGO & COMPANY/MN | $15.4M | 97,971 | 0.00% | 31q | +12.2%+$1.7M |
| Federation des caisses Desjardins du Quebec | $11.5M | 73,069 | 0.04% | 38q | +8.0%+$853.8K |
| FINANCIAL CONSULATE, INC | $10.5M | 67,180 | 1.17% | 31q | HELD |
| HRT FINANCIAL LP | $8.9M | 56,443 | 0.02% | new | NEW |
| MORGAN STANLEY | $8.0M | 51,142 | 0.00% | 35q | -12.9%-$1.2M |
| LPL Financial LLC | $6.0M | 38,534 | 0.00% | 24q | -41.1%-$4.2M |
| Beacon Pointe Advisors, LLC | $4.0M | 25,428 | 0.02% | 21q | +6.7%+$251.2K |
| COMMERCE BANK | $3.2M | 20,294 | 0.01% | 31q | HELD |
| GOLDMAN SACHS GROUP INC | $3.2M | 20,285 | 0.00% | new | NEW |
| Equitable Holdings, Inc. | $3.2M | 20,733 | 0.02% | 27q | +0.9%+$27.3K |
| Bank Julius Baer & Co. Ltd, Zurich | $2.9M | 18,300 | 0.01% | 26q | HELD |
| HighTower Advisors, LLC | $2.9M | 18,257 | 0.00% | 31q | HELD |
| OneDigital Investment Advisors LLC | $2.1M | 13,686 | 0.02% | 31q | -2.1%-$45.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 12,529 | 0.00% | 7q | +48.4%+$641.5K |
| Cetera Investment Advisers | $1.8M | 11,303 | 0.00% | 10q | +397.3%+$1.4M |
| PGIM Custom Harvest LLC | $1.7M | 10,693 | 0.02% | 3q | +18.9%+$267.3K |
| Quantinno Capital Management LP | $1.7M | 10,680 | 0.00% | 10q | -2.8%-$48.2K |
| UBS Group AG | $1.6M | 10,132 | 0.00% | 31q | -0.5%-$8.0K |
| NORTHBRIDGE FINANCIAL GROUP, LLC | $1.4M | 8,693 | 0.52% | 3q | +7.6%+$96.7K |
| RAYMOND JAMES FINANCIAL INC | $1.3M | 8,018 | 0.00% | 7q | -1.8%-$23.4K |
| Sowell Financial Services LLC | $1.2M | 7,339 | 0.04% | 6q | HELD |
| Creative Planning | $1.1M | 7,322 | 0.00% | 24q | HELD |
| AMERIPRISE FINANCIAL INC | $1.0M | 6,658 | 0.00% | 3q | HELD |
| BANK OF AMERICA CORP /DE/ | $952.9K | 6,071 | 0.00% | 31q | HELD |
| Rockefeller Capital Management L.P. | $844.2K | 5,377 | 0.00% | 4q | HELD |
| Addison Advisors LLC | $837.6K | 5,336 | 0.40% | 22q | -67.3%-$1.7M |
| L. Roy Papp & Associates, LLP | $808.4K | 5,150 | 0.08% | 31q | HELD |
| ROYAL BANK OF CANADA | $725.0K | 4,616 | 0.00% | 31q | -1.2%-$8.5K |
| Waverly Advisors, LLC | $699.0K | 4,453 | 0.00% | 7q | +4.0%+$27.2K |
| BROWN ADVISORY INC | $693.5K | 4,418 | 0.00% | 31q | -1.3%-$8.8K |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $659.3K | 4,200 | 0.01% | 31q | HELD |
| Banco Santander, S.A. | $614.2K | 3,913 | 0.00% | 31q | -67.5%-$1.3M |
| MAGNOLIA CAPITAL MANAGEMENT LTD | $606.0K | 3,860 | 0.42% | 27q | -30.1%-$260.6K |
| Yoffe Investment Management, LLC | $582.3K | 3,710 | 0.67% | 7q | HELD |
| K2 Financial Inc. | $564.9K | 3,598 | 0.40% | 7q | -0.5%-$3.0K |
| Bank of New York Mellon Corp | $530.9K | 3,382 | 0.00% | 3q | -0.6%-$3.3K |
| Pathstone Holdings, LLC | $517.9K | 3,299 | 0.00% | new | NEW |
| OLD MISSION CAPITAL LLC | $511.1K | 3,256 | 0.01% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $448.0K | 2,852 | 0.00% | new | NEW |
| Stratos Wealth Partners, LTD. | $441.4K | 2,811 | 0.00% | 4q | HELD |
| Great Waters Wealth Management | $407.2K | 2,594 | 0.04% | 15q | -1.1%-$4.4K |
| Freestone Capital Holdings, LLC | $386.1K | 2,460 | 0.01% | new | NEW |
| Private Advisor Group, LLC | $370.3K | 2,359 | 0.00% | 4q | -4.3%-$16.8K |
| TWO SIGMA SECURITIES, LLC | $313.8K | 1,999 | 0.03% | new | NEW |
| Nicholas Hoffman & Company, LLC. | $313.6K | 1,998 | 0.01% | 11q | HELD |
| Allie Family Office LLC | $293.5K | 1,870 | 0.11% | 9q | HELD |
| JPMORGAN CHASE & CO | $274.1K | 1,774 | 0.00% | 22q | +800.5%+$243.7K |
| CIBC Bancorp USA Inc. | $247.5K | 1,577 | 0.00% | 2q | -13.8%-$39.7K |
| Janney Montgomery Scott LLC | $246.0K | 1,566 | 0.00% | 3q | -16.1%-$47.1K |
| Farther Finance Advisors, LLC | $238.5K | 1,519 | 0.00% | 6q | HELD |
| OneAscent Financial Services LLC | $231.1K | 1,472 | 0.01% | 6q | HELD |
| Birch Hill Investment Advisors LLC | $229.3K | 1,461 | 0.01% | new | NEW |
| Kestra Advisory Services, LLC | $221.7K | 1,413 | 0.00% | new | NEW |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | $214.3K | 1,365 | 0.01% | new | NEW |
| DEUTSCHE BANK AG\ | $210.3K | 1,340 | 0.00% | 32q | HELD |
| Corient Private Wealth LP | $202.5K | 1,290 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $152.4K | 971 | 0.00% | 10q | -15.3%-$27.5K |
| OSAIC HOLDINGS, INC. | $151.8K | 966 | 0.00% | 26q | HELD |
| Rialto Wealth Management, LLC | $147.9K | 942 | 0.03% | 7q | HELD |
| SBI Securities Co., Ltd. | $128.1K | 816 | 0.00% | 7q | -0.6% |
| BLAIR WILLIAM & CO/IL | $93.7K | 597 | 0.00% | 8q | HELD |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | $89.1K | 1,000 | 0.04% | new | NEW |
| WHITTIER TRUST CO OF NEVADA INC | $87.9K | 574 | 0.00% | 31q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $86.8K | 553 | 0.00% | 10q | +4.1%+$3.5K |
| Strategic Wealth Partners, Ltd. | $75.3K | 479 | 0.00% | 4q | -2.0%-$1.6K |
| FMR LLC | $70.5K | 449 | 0.00% | 31q | HELD |
| PNC Financial Services Group, Inc. | $66.7K | 425 | 0.00% | 23q | HELD |
| BANK OF MONTREAL /CAN/ | $41.0K | 261 | 0.00% | 13q | HELD |
| Ascentis Wealth Management, LLC | $40.7K | 259 | 0.01% | 2q | HELD |
| Blue Trust, Inc. | $39.2K | 250 | 0.00% | 6q | HELD |
| Global Retirement Partners, LLC | $14.4K | 92 | 0.00% | 16q | HELD |
| US BANCORP \DE\ | $8.6K | 55 | 0.00% | 31q | HELD |
| Aptus Capital Advisors, LLC | $8.3K | 53 | 0.00% | 8q | HELD |
| Bullock Wealth Management Group | $3.9K | 25 | 0.00% | 14q | HELD |
| Central Pacific Bank - Trust Division | $2.2K | 14 | 0.00% | 10q | HELD |
| AE Wealth Management LLC | $785 | 5 | 0.00% | 7q | HELD |
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 | 20 | $135.4M | 866,993 | 2 | 4 | 5 | 0.0% |
| Q2 2026 | 80 | $231.7M | 1,477,101 | 12 | 14 | 21 | 0.0% |
| Q1 2026 | 76 | $196.5M | 1,442,468 | 4 | 18 | 19 | 0.0% |
| Q4 2025 | 84 | $223.8M | 1,612,970 | 11 | 22 | 23 | 0.0% |
| Q3 2025 | 79 | $221.7M | 1,594,928 | 9 | 10 | 21 | 0.0% |
| Q2 2025 | 75 | $213.3M | 1,687,145 | 0 | 21 | 20 | 0.0% |
| Q1 2025 | 83 | $199.2M | 1,723,272 | 11 | 20 | 19 | 0.0% |
| Q4 2024 | 77 | $186.2M | 1,609,996 | 9 | 15 | 19 | 0.0% |
| Q3 2024 | 70 | $175.2M | 1,421,365 | 9 | 13 | 16 | 0.0% |
| Q2 2024 | 67 | $160.3M | 1,437,426 | 5 | 18 | 21 | 0.0% |
| Q1 2024 | 74 | $166.1M | 1,602,295 | 7 | 10 | 28 | 0.0% |
| Q4 2023 | 74 | $166.6M | 1,648,518 | 5 | 17 | 30 | 0.0% |
| Q3 2023 | 72 | $177.9M | 1,829,244 | 8 | 18 | 25 | 0.0% |
| Q2 2023 | 72 | $188.7M | 1,902,344 | 6 | 18 | 27 | 0.0% |
| Q1 2023 | 74 | $189.2M | 1,883,596 | 7 | 21 | 21 | 0.0% |
| Q4 2022 | 74 | $161.8M | 1,684,612 | 11 | 12 | 32 | 0.0% |
| Q3 2022 | 64 | $160.8M | 1,791,109 | 2 | 17 | 26 | 0.0% |
| Q2 2022 | 72 | $241.1M | 2,342,066 | 6 | 17 | 29 | 0.0% |
| Q1 2022 | 81 | $378.8M | 3,429,877 | 4 | 26 | 23 | 0.0% |
| Q4 2021 | 89 | $372.0M | 3,059,872 | 12 | 25 | 25 | 0.0% |
| Q3 2021 | 85 | $298.4M | 2,402,065 | 6 | 26 | 27 | 0.1% |
| Q2 2021 | 96 | $395.5M | 2,935,352 | 8 | 28 | 25 | 0.2% |
| Q1 2021 | 94 | $463.8M | 3,525,667 | 11 | 30 | 25 | 0.1% |
| Q4 2020 | 87 | $393.4M | 3,093,725 | 14 | 25 | 21 | 0.3% |
| Q3 2020 | 74 | $5.2B | 46,392,456 | 13 | 15 | 21 | 0.0% |
| Q2 2020 | 72 | $4.4B | 44,506,972 | 11 | 9 | 28 | 0.0% |
| Q1 2020 | 73 | $3.9B | 45,507,620 | 6 | 27 | 22 | 0.0% |
| Q4 2019 | 80 | $4.4B | 42,542,339 | 7 | 26 | 14 | 0.0% |
| Q3 2019 | 75 | $7.0B | 75,207,454 | 8 | 16 | 23 | 0.0% |
| Q2 2019 | 72 | $6.9B | 70,410,649 | 7 | 18 | 19 | 0.0% |
| Q1 2019 | 77 | $6.8B | 68,512,286 | 13 | 20 | 18 | 0.0% |
| Q4 2018 | 75 | $3.6B | 40,706,438 | 0 | 1 | 2 | 0.0% |