DaveManuel.com · Institutional Ownership · Who Owns It
SPDR INDEX SHS FDS (GXC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
75
Reporting holders
$193.5M
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 |
|---|---|---|---|---|---|
| STATE STREET CORP | $49.5M | 571,688 | 0.00% | 6q | +29.0%+$11.1M |
| ASSETMARK, INC | $21.0M | 242,809 | 0.04% | 6q | +9.8%+$1.9M |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $17.1M | 198,188 | 0.95% | 22q | +1.4%+$244.3K |
| JPMORGAN CHASE & CO | $15.2M | 176,513 | 0.00% | 27q | +58.5%+$5.6M |
| swisspartners Advisors Ltd | $12.8M | 147,830 | 8.61% | 27q | HELD |
| Prism Advisors, Inc. | $8.4M | 96,887 | 2.04% | 5q | -1.6%-$132.0K |
| MORGAN STANLEY | $7.7M | 89,080 | 0.00% | 35q | HELD |
| AMERIPRISE FINANCIAL INC | $7.1M | 82,303 | 0.00% | 7q | -7.2%-$549.7K |
| Savant Capital, LLC | $5.8M | 64,142 | 0.02% | 31q | +98.3%+$2.9M |
| BANK OF AMERICA CORP /DE/ | $5.5M | 63,783 | 0.00% | 31q | -32.2%-$2.6M |
| UBS Group AG | $4.7M | 54,800 | 0.00% | 31q | -3.3%-$162.6K |
| ZACKS INVESTMENT MANAGEMENT | $4.3M | 49,824 | 0.03% | 31q | +10.4%+$406.4K |
| Focus Partners Wealth | $3.7M | 43,239 | 0.00% | 3q | -3.3%-$128.7K |
| Steward Partners Investment Advisory, LLC | $3.3M | 37,603 | 0.02% | 5q | -47.7%-$3.0M |
| Wealthcare Advisory Partners LLC | $2.9M | 33,465 | 0.05% | 6q | +7.6%+$203.3K |
| WELLS FARGO & COMPANY/MN | $2.3M | 26,706 | 0.00% | 31q | -0.7%-$17.0K |
| BlackRock, Inc. | $2.1M | 24,592 | 0.00% | 8q | HELD |
| Mittelman Wealth Management | $2.1M | 5,541 | 1.41% | 10q | -67.0%-$4.3M |
| Wealthfront Advisers LLC | $2.1M | 24,386 | 0.00% | 21q | +45.1%+$656.0K |
| Bleakley Financial Group, LLC | $1.8M | 21,330 | 0.02% | 2q | +31.6%+$443.2K |
| Michelson Medical Research Foundation, Inc. | $1.4M | 16,750 | 1.34% | 11q | HELD |
| NewEdge Wealth, LLC | $1.4M | 16,372 | 0.01% | 3q | +0.8%+$10.9K |
| Avestar Capital, LLC | $1.4M | 16,202 | 0.08% | 7q | +3.5%+$47.7K |
| FIRST TRUST ADVISORS LP | $970.3K | 11,215 | 0.00% | 7q | HELD |
| CITIGROUP INC | $875.3K | 10,117 | 0.00% | 31q | +8.3%+$67.3K |
| Yoffe Investment Management, LLC | $791.0K | 9,142 | 0.91% | 7q | HELD |
| ROYAL BANK OF CANADA | $733.0K | 8,473 | 0.00% | 31q | -0.5%-$3.9K |
| LPL Financial LLC | $715.6K | 8,270 | 0.00% | 31q | -8.7%-$67.8K |
| GOLDMAN SACHS GROUP INC | $564.7K | 6,527 | 0.00% | 4q | -62.1%-$924.6K |
| ENVESTNET ASSET MANAGEMENT INC | $461.4K | 5,333 | 0.00% | 31q | +11.9%+$49.0K |
| Cetera Investment Advisers | $432.7K | 5,001 | 0.00% | 9q | -5.1%-$23.4K |
| Cambridge Investment Research Advisors, Inc. | $416.0K | 4,808 | 0.00% | new | NEW |
| Upper Left Wealth Management, LLC | $343.6K | 3,971 | 0.19% | new | NEW |
| Sharper & Granite LLC | $326.2K | 3,770 | 0.10% | 15q | +1.3%+$4.3K |
| CoreCap Advisors, LLC | $311.0K | 3,595 | 0.01% | 18q | +10.0%+$28.2K |
| Russell Investments Group, Ltd. | $283.9K | 3,281 | 0.00% | 4q | +37.2%+$77.0K |
| Bellecapital International Ltd. | $232.7K | 2,690 | 0.04% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $210.1K | 2,428 | 0.00% | 31q | -28.8%-$85.1K |
| Parallel Advisors, LLC | $187.7K | 2,170 | 0.00% | 17q | -18.7%-$43.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $179.9K | 2,079 | 0.00% | 3q | HELD |
| Intesa Sanpaolo Wealth Management | $155.7K | 1,800 | 0.03% | 3q | HELD |
| SALEM INVESTMENT COUNSELORS INC | $119.9K | 1,386 | 0.00% | 2q | HELD |
| 4Thought Financial Group Inc. | $111.2K | 1,285 | 0.05% | 9q | -1.7%-$1.9K |
| Premier Financial Group | $107.5K | 1,243 | 0.02% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $100.3K | 1,159 | 0.00% | 3q | -13.8%-$16.0K |
| 3 FACTOR INDEXING, LLC | $96.0K | 1,110 | 0.08% | 2q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $93.6K | 1,090 | 0.00% | 8q | +359.9%+$73.3K |
| IAG Wealth Partners, LLC | $92.1K | 1,064 | 0.01% | 10q | HELD |
| SIGNATUREFD, LLC | $83.8K | 969 | 0.00% | 31q | +96800.0%+$83.7K |
| OSAIC HOLDINGS, INC. | $63.3K | 729 | 0.00% | 26q | +12.5%+$7.0K |
| Grey Ledge Advisors, LLC | $62.4K | 722 | 0.01% | 6q | +1.0% |
| Rockefeller Capital Management L.P. | $54.9K | 635 | 0.00% | 4q | -45.5%-$45.9K |
| Strengthening Families & Communities, LLC | $54.8K | 633 | 0.01% | 4q | +0.8% |
| BFC Planning, Inc. | $49.6K | 573 | 0.00% | 7q | +0.9% |
| WEBSTER BANK, N. A. | $48.9K | 565 | 0.00% | 31q | HELD |
| Activest Wealth Management | $42.5K | 491 | 0.01% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $36.3K | 420 | 0.00% | 19q | HELD |
| Federation des caisses Desjardins du Quebec | $31.9K | 369 | 0.00% | 38q | -3.7%-$1.2K |
| Qube Research & Technologies Ltd | $29.8K | 345 | 0.00% | 7q | -20.7%-$7.8K |
| FIFTH THIRD BANCORP | $24.6K | 284 | 0.00% | 2q | +111.9%+$13.0K |
| BANK OF MONTREAL /CAN/ | $21.1K | 244 | 0.00% | 31q | HELD |
| ACIMA PRIVATE WEALTH, LLC | $17.6K | 204 | 0.01% | 11q | -93.8%-$269.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $16.3K | 188 | 0.00% | new | NEW |
| FMR LLC | $15.2K | 176 | 0.00% | 31q | +36.4%+$4.1K |
| Indiana Trust & Investment Management Co | $13.0K | 150 | 0.00% | 12q | HELD |
| Institute for Wealth Management, LLC. | $13.0K | 150 | 0.00% | new | NEW |
| Smallwood Wealth Investment Management, LLC | $10.5K | 120 | 0.00% | 5q | +0.8% |
| TD Waterhouse Canada Inc. | $7.4K | 85 | 0.00% | 19q | HELD |
| Kilter Group LLC | $7.1K | 82 | 0.00% | 5q | HELD |
| Strategic Wealth Partners, Ltd. | $6.3K | 73 | 0.00% | 5q | HELD |
| AE Wealth Management LLC | $5.3K | 61 | 0.00% | 7q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $2.3K | 26 | 0.00% | 15q | HELD |
| UMB Bank, n.a. | $692 | 8 | 0.00% | 3q | HELD |
| Sarver Vrooman Wealth Advisors | $260 | 3 | 0.00% | 6q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $173 | 2 | 0.00% | 3q | 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 | 17 | $36.7M | 425,395 | 2 | 3 | 2 | 0.0% |
| Q2 2026 | 75 | $193.5M | 2,215,347 | 7 | 25 | 20 | 0.0% |
| Q1 2026 | 77 | $193.0M | 2,075,866 | 6 | 25 | 17 | 0.0% |
| Q4 2025 | 80 | $169.1M | 1,741,079 | 9 | 29 | 18 | 0.3% |
| Q3 2025 | 81 | $166.5M | 1,579,074 | 12 | 18 | 22 | 0.4% |
| Q2 2025 | 81 | $132.7M | 1,513,097 | 13 | 23 | 20 | 0.2% |
| Q1 2025 | 78 | $126.8M | 1,481,631 | 12 | 16 | 23 | 0.6% |
| Q4 2024 | 72 | $117.9M | 1,559,987 | 11 | 20 | 25 | 0.3% |
| Q3 2024 | 71 | $134.8M | 1,653,295 | 9 | 18 | 23 | 0.6% |
| Q2 2024 | 82 | $115.9M | 1,701,797 | 13 | 24 | 20 | 0.2% |
| Q1 2024 | 80 | $202.8M | 3,086,473 | 13 | 19 | 21 | 0.3% |
| Q4 2023 | 84 | $256.4M | 3,771,377 | 18 | 24 | 23 | 0.2% |
| Q3 2023 | 82 | $240.2M | 3,342,683 | 12 | 17 | 25 | 0.3% |
| Q2 2023 | 79 | $389.7M | 5,276,577 | 8 | 31 | 19 | 0.1% |
| Q1 2023 | 86 | $292.7M | 3,534,749 | 12 | 23 | 20 | 0.2% |
| Q4 2022 | 89 | $208.9M | 2,606,604 | 17 | 23 | 28 | 2.1% |
| Q3 2022 | 86 | $26.1B | 366,238,945 | 12 | 18 | 29 | 0.0% |
| Q2 2022 | 89 | $33.6B | 367,226,590 | 14 | 23 | 28 | 0.0% |
| Q1 2022 | 92 | $14.4B | 159,525,981 | 16 | 21 | 28 | 0.0% |
| Q4 2021 | 108 | $3.8B | 37,145,619 | 13 | 28 | 33 | 0.1% |
| Q3 2021 | 111 | $4.2B | 38,369,278 | 11 | 26 | 34 | 0.1% |
| Q2 2021 | 123 | $5.0B | 37,963,964 | 13 | 38 | 29 | 0.1% |
| Q1 2021 | 129 | $5.3B | 40,602,045 | 17 | 28 | 26 | 0.1% |
| Q4 2020 | 122 | $5.1B | 39,174,142 | 20 | 32 | 31 | 0.1% |
| Q3 2020 | 109 | $4.6B | 39,864,122 | 10 | 16 | 36 | 0.0% |
| Q2 2020 | 112 | $4.0B | 41,085,316 | 11 | 21 | 42 | 0.0% |
| Q1 2020 | 114 | $3.5B | 38,332,276 | 12 | 24 | 38 | 0.0% |
| Q4 2019 | 124 | $6.1B | 59,585,312 | 16 | 28 | 30 | 0.0% |
| Q3 2019 | 105 | $5.4B | 59,806,965 | 11 | 16 | 40 | 0.0% |
| Q2 2019 | 120 | $6.0B | 62,989,781 | 25 | 26 | 29 | 0.2% |
| Q1 2019 | 116 | $6.4B | 63,862,755 | 20 | 31 | 32 | 0.0% |
| Q4 2018 | 111 | $5.2B | 61,626,073 | 1 | 3 | 3 | 0.0% |