DaveManuel.com · Institutional Ownership · Who Owns It
SPDR INDEX SHS FDS (GWX)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
268
Reporting holders
$615.5M
Reported value
0.0%
Calls
0.0%
Puts
+14
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 | $59.2M | 1,351,947 | 0.01% | 31q | +7.1%+$3.9M |
| ENVESTNET ASSET MANAGEMENT INC | $40.7M | 930,697 | 0.01% | 31q | +7.5%+$2.9M |
| Savant Capital, LLC | $28.2M | 656,349 | 0.08% | 31q | +98.6%+$14.0M |
| Envestnet Portfolio Solutions, Inc. | $27.7M | 633,085 | 0.13% | 12q | +7.2%+$1.9M |
| OSAIC HOLDINGS, INC. | $27.2M | 622,405 | 0.03% | 26q | +25.4%+$5.5M |
| Cetera Investment Advisers | $25.4M | 581,318 | 0.02% | 15q | +5.6%+$1.4M |
| BANK OF AMERICA CORP /DE/ | $24.1M | 550,651 | 0.00% | 31q | -5.0%-$1.3M |
| Wilmington Savings Fund Society, FSB | $22.0M | 503,359 | 0.49% | 12q | -7.5%-$1.8M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $19.9M | 455,686 | 0.07% | 2q | +8.7%+$1.6M |
| ASSETMARK, INC | $19.4M | 442,806 | 0.03% | 31q | -1.8%-$347.6K |
| Cerity Partners LLC | $14.8M | 338,835 | 0.02% | 28q | HELD |
| WELLS FARGO & COMPANY/MN | $14.5M | 330,645 | 0.00% | 31q | -1.1%-$168.0K |
| Cambridge Investment Research Advisors, Inc. | $13.6M | 310,684 | 0.02% | 31q | +154.4%+$8.3M |
| MORGAN STANLEY | $11.7M | 266,311 | 0.00% | 35q | HELD |
| Creative Planning | $11.3M | 259,010 | 0.01% | 31q | -5.6%-$671.3K |
| COMMERCE BANK | $10.4M | 238,197 | 0.05% | 31q | +9.0%+$859.2K |
| PARK AVENUE SECURITIES LLC | $10.3M | 235,610 | 0.06% | 28q | -0.8%-$88.2K |
| N.E.W. Advisory Services LLC | $9.8M | 223,623 | 0.65% | 26q | -2.1%-$213.5K |
| FMR LLC | $7.7M | 175,443 | 0.00% | 31q | +7.2%+$516.6K |
| JANE STREET GROUP, LLC | $7.2M | 163,857 | 0.00% | new | NEW |
| UBS Group AG | $6.0M | 137,293 | 0.00% | 31q | +2.4%+$139.0K |
| RTD Financial Advisors, Inc. | $5.5M | 124,894 | 0.60% | 19q | -0.6%-$32.4K |
| EP Wealth Advisors, LLC | $5.3M | 121,785 | 0.02% | new | NEW |
| MAI Capital Management | $5.2M | 119,445 | 0.02% | 31q | +8.6%+$413.6K |
| Equitable Holdings, Inc. | $4.9M | 111,608 | 0.03% | 27q | -0.6%-$30.0K |
| BIP Wealth, LLC | $4.7M | 107,412 | 0.13% | 14q | +7.8%+$339.8K |
| Eagle Bluffs Wealth Management LLC | $4.7M | 106,873 | 1.56% | 19q | +1.1%+$52.7K |
| Modera Wealth Management, LLC | $4.7M | 106,845 | 0.05% | 15q | HELD |
| CarsonAllaria Wealth Management, Ltd. | $4.6M | 104,256 | 1.98% | 19q | -0.5%-$23.5K |
| TOBIAS FINANCIAL ADVISORS, INC. | $3.9M | 89,497 | 0.50% | 18q | -1.3%-$51.3K |
| McAdam, LLC | $3.6M | 81,910 | 0.14% | 14q | -6.0%-$227.8K |
| NewEdge Advisors, LLC | $3.5M | 79,907 | 0.01% | 15q | +16.4%+$491.4K |
| LANDMARK WEALTH MANAGEMENT, INC. | $3.4M | 78,577 | 1.14% | 9q | +8.0%+$255.4K |
| Pure Financial Advisors, LLC | $3.4M | 77,030 | 0.04% | 31q | -2.7%-$92.4K |
| MISSION WEALTH MANAGEMENT, LP | $3.2M | 73,737 | 0.04% | 26q | +0.8%+$26.3K |
| Cullen/Frost Bankers, Inc. | $3.2M | 73,229 | 0.03% | 31q | -2.1%-$69.6K |
| Signal Advisors Wealth, LLC | $3.1M | 70,149 | 0.16% | 7q | +18.3%+$474.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $3.1M | 70,110 | 0.00% | 4q | -45.6%-$2.6M |
| Aspire Private Capital, LLC | $2.9M | 66,578 | 0.60% | 31q | HELD |
| HARBOUR INVESTMENTS, INC. | $2.8M | 64,107 | 0.04% | 21q | +10.1%+$258.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 63,748 | 0.00% | 31q | -14.6%-$476.5K |
| Arete Wealth Advisors, LLC | $2.7M | 61,677 | 0.18% | 11q | -1.1%-$29.8K |
| Capital Investment Management, Inc. | $2.7M | 61,018 | 0.82% | 3q | +1.5%+$38.5K |
| MML INVESTORS SERVICES, LLC | $2.4M | 55,596 | 0.00% | 23q | +42.0%+$719.6K |
| Ballentine Partners, LLC | $2.4M | 55,535 | 0.03% | 31q | HELD |
| Total Clarity Wealth Management, Inc. | $2.3M | 53,000 | 0.45% | 7q | +6.6%+$143.7K |
| WELLINGTON MANAGEMENT GROUP LLP | $2.2M | 51,141 | 0.00% | 23q | -52.5%-$2.5M |
| PNC Financial Services Group, Inc. | $2.2M | 49,863 | 0.00% | 31q | HELD |
| Simplicity Wealth,LLC | $2.2M | 49,632 | 0.07% | 5q | +9.7%+$191.2K |
| Concurrent Investment Advisors, LLC | $2.1M | 48,048 | 0.02% | 3q | +14.5%+$265.7K |
| Pathstone Holdings, LLC | $2.1M | 47,111 | 0.01% | new | NEW |
| HighTower Advisors, LLC | $2.0M | 46,723 | 0.00% | 26q | +5.7%+$110.8K |
| RAYMOND JAMES FINANCIAL INC | $2.0M | 46,411 | 0.00% | 7q | +17.3%+$298.9K |
| Portside Wealth Group, LLC | $2.0M | 46,267 | 0.24% | 13q | +29.4%+$459.7K |
| Gibbs Wealth Management | $2.0M | 46,255 | 0.24% | 2q | +20.9%+$350.3K |
| LMCG INVESTMENTS, LLC | $2.0M | 45,200 | 0.11% | 18q | HELD |
| AE Wealth Management LLC | $1.9M | 44,479 | 0.01% | 28q | +10.3%+$182.1K |
| PRINCIPAL SECURITIES, INC. | $1.9M | 42,676 | 0.02% | 11q | +116.5%+$1.0M |
| JONES FINANCIAL COMPANIES LLLP | $1.9M | 42,954 | 0.00% | 9q | +11.1%+$185.4K |
| Accredited Investors Inc. | $1.8M | 42,155 | 0.08% | 26q | -0.7%-$13.8K |
| Valmark Advisers, Inc. | $1.8M | 42,048 | 0.02% | 31q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M | 40,377 | 0.00% | 31q | +163.5%+$1.1M |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $1.8M | 40,225 | 1.41% | 7q | +0.6%+$9.7K |
| Raleigh Capital Management Inc. | $1.6M | 36,358 | 0.51% | 19q | +3.5%+$54.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.5M | 35,327 | 0.00% | 23q | +8.7%+$124.1K |
| Upper Left Wealth Management, LLC | $1.5M | 35,229 | 0.85% | 19q | +17.0%+$224.3K |
| RFG Advisory, LLC | $1.5M | 34,587 | 0.02% | 30q | HELD |
| SMITH, MOORE & CO. | $1.4M | 32,644 | 0.09% | 26q | HELD |
| Belpointe Asset Management LLC | $1.4M | 32,483 | 0.05% | 8q | HELD |
| Orion Porfolio Solutions, LLC | $1.4M | 32,475 | 0.01% | 25q | +10.9%+$140.0K |
| CARY STREET PARTNERS FINANCIAL LLC | $1.4M | 32,240 | 0.03% | 7q | HELD |
| Roan Capital Partners | $1.4M | 30,892 | 1.12% | 2q | +92.2%+$648.3K |
| IHT Wealth Management, LLC | $1.3M | 30,708 | 0.03% | 25q | -31.6%-$619.9K |
| Bryn Mawr Trust Advisors, LLC | $1.3M | 28,662 | 0.05% | 10q | -5.1%-$67.4K |
| Wealthcare Advisory Partners LLC | $1.2M | 28,547 | 0.02% | 16q | +2.5%+$30.8K |
| Probity Advisors, Inc. | $1.2M | 27,973 | 0.18% | 29q | -0.8%-$9.4K |
| Cresset Asset Management, LLC | $1.2M | 27,176 | 0.00% | 4q | HELD |
| MATHER GROUP, LLC. | $1.2M | 27,160 | 0.01% | 17q | -9.3%-$122.2K |
| Spire Wealth Management | $1.2M | 26,989 | 0.04% | 22q | HELD |
| Independent Advisor Alliance | $1.1M | 26,152 | 0.03% | 7q | +1.5%+$17.0K |
| NORTHERN TRUST CORP | $1.1M | 25,755 | 0.00% | 31q | -63.9%-$2.0M |
| Alesco Advisors, LLC, An ESL Co | $1.1M | 25,644 | 0.03% | 31q | -3.0%-$35.0K |
| Sanctuary Advisors, LLC | $1.1M | 24,106 | 0.00% | 9q | -15.6%-$194.3K |
| CULBERTSON A N & CO INC | $1.1M | 24,097 | 0.12% | 2q | HELD |
| Cassaday & Co Wealth Management LLC | $1.0M | 23,168 | 0.02% | 15q | HELD |
| Balefire, LLC | $988.4K | 22,586 | 0.16% | 5q | +2.6%+$24.7K |
| Legacy Wealth Partners, LLC | $947.5K | 21,653 | 0.21% | 3q | +8.6%+$75.4K |
| BLAIR WILLIAM & CO/IL | $920.2K | 21,028 | 0.00% | 31q | HELD |
| CreativeOne Wealth, LLC | $914.8K | 20,904 | 0.02% | 25q | -43.5%-$705.4K |
| Global Financial Private Client, LLC | $878.4K | 20,073 | 0.24% | 19q | +8.1%+$65.5K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $865.7K | 19,783 | 0.24% | 23q | -2.1%-$18.3K |
| Walkner Condon Financial Advisors LLC | $828.0K | 18,922 | 0.10% | 18q | -9.3%-$84.6K |
| Wealthspire Advisors, LLC | $793.5K | 18,132 | 0.00% | 8q | +7.4%+$54.6K |
| RICHARDSON FINANCIAL SERVICES INC. | $766.7K | 17,521 | 0.43% | 11q | HELD |
| Werba Rubin Papier Wealth Management | $763.5K | 17,447 | 0.09% | 15q | +1.2%+$9.2K |
| BANK OF MONTREAL /CAN/ | $760.6K | 17,382 | 0.00% | 31q | HELD |
| Rothschild Wealth LLC | $740.4K | 16,920 | 0.06% | 12q | HELD |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $736.9K | 16,839 | 0.50% | 4q | -13.4%-$114.2K |
| Brand Asset Management Group, Inc. | $728.3K | 16,643 | 0.16% | 31q | HELD |
| NOVUS ADVISORS, LLC | $721.8K | 16,494 | 1.50% | 7q | -0.6%-$4.6K |
Showing the largest 100 of 268 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 | 91 | $138.2M | 3,033,615 | 8 | 29 | 29 | 0.0% |
| Q2 2026 | 268 | $615.5M | 14,071,869 | 32 | 88 | 77 | 0.0% |
| Q1 2026 | 254 | $552.1M | 13,070,954 | 20 | 60 | 93 | 0.0% |
| Q4 2025 | 252 | $525.7M | 12,852,388 | 20 | 89 | 65 | 0.0% |
| Q3 2025 | 232 | $523.3M | 13,048,238 | 23 | 60 | 78 | 0.0% |
| Q2 2025 | 222 | $475.5M | 12,803,985 | 27 | 47 | 91 | 0.0% |
| Q1 2025 | 209 | $414.4M | 12,965,587 | 21 | 56 | 80 | 0.0% |
| Q4 2024 | 213 | $416.4M | 13,435,928 | 14 | 73 | 58 | 0.0% |
| Q3 2024 | 219 | $470.9M | 13,791,858 | 17 | 55 | 76 | 0.0% |
| Q2 2024 | 211 | $419.4M | 13,146,919 | 10 | 69 | 75 | 0.0% |
| Q1 2024 | 214 | $459.2M | 14,138,291 | 15 | 55 | 87 | 0.0% |
| Q4 2023 | 219 | $497.4M | 15,955,645 | 17 | 64 | 73 | 0.0% |
| Q3 2023 | 207 | $468.2M | 16,068,133 | 11 | 60 | 75 | 0.0% |
| Q2 2023 | 212 | $476.5M | 15,599,357 | 13 | 73 | 68 | 0.1% |
| Q1 2023 | 220 | $484.4M | 15,640,083 | 19 | 67 | 73 | 0.0% |
| Q4 2022 | 218 | $478.6M | 16,238,342 | 32 | 66 | 71 | 0.0% |
| Q3 2022 | 199 | $10.6B | 406,176,493 | 12 | 65 | 64 | 0.0% |
| Q2 2022 | 211 | $11.6B | 399,561,725 | 15 | 77 | 66 | 0.0% |
| Q1 2022 | 221 | $14.7B | 418,403,626 | 19 | 56 | 76 | 0.0% |
| Q4 2021 | 224 | $15.3B | 404,849,747 | 18 | 75 | 57 | 0.0% |
| Q3 2021 | 206 | $15.1B | 392,140,489 | 8 | 51 | 70 | 0.0% |
| Q2 2021 | 214 | $15.2B | 392,009,512 | 19 | 66 | 57 | 0.0% |
| Q1 2021 | 208 | $14.8B | 395,119,989 | 23 | 49 | 80 | 0.0% |
| Q4 2020 | 189 | $14.2B | 399,976,726 | 20 | 37 | 69 | 0.0% |
| Q3 2020 | 171 | $12.0B | 394,991,569 | 18 | 26 | 71 | 0.0% |
| Q2 2020 | 168 | $11.1B | 407,345,206 | 15 | 40 | 83 | 0.0% |
| Q1 2020 | 171 | $4.8B | 209,894,245 | 21 | 60 | 64 | 0.0% |
| Q4 2019 | 189 | $10.0B | 314,990,805 | 25 | 56 | 54 | 0.0% |
| Q3 2019 | 161 | $9.4B | 319,365,130 | 14 | 53 | 53 | 0.0% |
| Q2 2019 | 165 | $9.6B | 318,325,880 | 14 | 49 | 55 | 0.0% |
| Q1 2019 | 176 | $9.6B | 315,166,027 | 19 | 58 | 50 | 0.0% |
| Q4 2018 | 173 | $1.9B | 68,733,021 | 0 | 3 | 2 | 0.0% |