CUSIP 78463X863
SPDR INDEX SHS FDS
165 institutions · $202.0M total · 7,472,828 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1,148,055 | $32.1M | 15.36% | 2025-12-31 |
| 2 | MORGAN STANLEY | 811,339 | $22.7M | 10.85% | 2025-12-31 |
| 3 | STATE STREET CORP | 774,013 | $21.7M | 10.35% | 2025-12-31 |
| 4 | NORTHERN TRUST CORP | 591,820 | $16.6M | 7.91% | 2025-12-31 |
| 5 | Envestnet Portfolio Solutions, Inc. | 515,868 | $14.1M | 6.90% | 2025-06-30 |
| 6 | Baker Avenue Asset Management, LP | 379,759 | $10.6M | 5.08% | 2025-12-31 |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 387,405 | $10.6M | 5.18% | 2025-06-30 |
| 8 | WELLS FARGO & COMPANY/MN | 192,556 | $5.4M | 2.57% | 2025-12-31 |
| 9 | JANE STREET GROUP, LLC | 188,460 | $5.3M | 2.52% | 2025-12-31 |
| 10 | M&T Bank Corp | 20,991 | $4.8M | 0.28% | 2025-12-31 |
| 11 | Innova Wealth Partners | 147,455 | $4.1M | 1.97% | 2025-12-31 |
| 12 | AWM CAPITAL, LLC | 133,847 | $3.7M | 1.79% | 2025-12-31 |
| 13 | Idaho Trust Co | 106,954 | $3.0M | 1.43% | 2025-12-31 |
| 14 | Risk Paradigm Group, LLC | 93,257 | $2.6M | 1.24% | 2025-12-31 |
| 15 | Schoolcraft Capital LLC | 92,116 | $2.6M | 1.23% | 2025-12-31 |
| 16 | ASSETMARK, INC | 90,366 | $2.5M | 1.20% | 2025-12-31 |
| 17 | RPg Family Wealth Advisory, LLC | 86,882 | $2.4M | 1.16% | 2025-12-31 |
| 18 | Austin Private Wealth, LLC | 65,043 | $1.8M | 0.87% | 2025-06-30 |
| 19 | Florin Court Capital LLP | 64,023 | $1.8M | 0.85% | 2025-09-30 |
| 20 | Ballentine Partners, LLC | 60,710 | $1.7M | 0.81% | 2025-12-31 |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 60,143 | $1.7M | 0.80% | 2025-12-31 |
| 22 | Kestra Advisory Services, LLC | 54,402 | $1.5M | 0.72% | 2025-12-31 |
| 23 | UBS Group AG | 46,730 | $1.3M | 0.62% | 2025-12-31 |
| 24 | BANK OF AMERICA CORP /DE/ | 46,125 | $1.3M | 0.61% | 2025-12-31 |
| 25 | Aspire Private Capital, LLC | 42,411 | $1.2M | 0.56% | 2025-09-30 |
| 26 | Upper Left Wealth Management, LLC | 39,664 | $1.1M | 0.53% | 2025-12-31 |
| 27 | Mutual Advisors, LLC | 32,900 | $921.2K | 0.44% | 2025-12-31 |
| 28 | GOLDMAN SACHS GROUP INC | 33,503 | $918.0K | 0.44% | 2025-06-30 |
| 29 | OLD MISSION CAPITAL LLC | 31,042 | $863.3K | 0.41% | 2025-09-30 |
| 30 | Rockefeller Capital Management L.P. | 30,753 | $861.1K | 0.41% | 2025-12-31 |
| 31 | Aletheian Wealth Advisors LLC | 30,823 | $857.2K | 0.41% | 2025-09-30 |
| 32 | LANDMARK WEALTH MANAGEMENT, INC. | 28,849 | $790.5K | 0.38% | 2025-06-30 |
| 33 | BANK OF MONTREAL /CAN/ | 28,098 | $786.7K | 0.37% | 2025-12-31 |
| 34 | Cetera Investment Advisers | 26,977 | $739.2K | 0.36% | 2025-06-30 |
| 35 | Sanctuary Advisors, LLC | 26,511 | $726.4K | 0.35% | 2025-12-31 |
| 36 | Signal Advisors Wealth, LLC | 26,247 | $719.2K | 0.35% | 2025-06-30 |
| 37 | New England Private Wealth Advisors LLC | 24,219 | $678.1K | 0.32% | 2025-12-31 |
| 38 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 23,497 | $663.6K | 0.31% | 2025-12-31 |
| 39 | LPL Financial LLC | 23,676 | $662.9K | 0.31% | 2025-12-31 |
| 40 | HARBOUR INVESTMENTS, INC. | 23,340 | $639.5K | 0.31% | 2025-06-30 |
| 41 | Savant Capital, LLC | 21,674 | $606.9K | 0.29% | 2025-12-31 |
| 42 | HighTower Advisors, LLC | 21,633 | $592.7K | 0.28% | 2025-06-30 |
| 43 | Investors Research Corp | 19,037 | $533.0K | 0.25% | 2025-12-31 |
| 44 | CITADEL ADVISORS LLC | 18,740 | $513.5K | 0.25% | 2025-06-30 |
| 45 | MISSION WEALTH MANAGEMENT, LP | 17,083 | $478.3K | 0.22% | 2025-12-31 |
| 46 | MERCER GLOBAL ADVISORS INC /ADV | 16,116 | $451.2K | 0.21% | 2025-12-31 |
| 47 | CreativeOne Wealth, LLC | 15,527 | $425.4K | 0.20% | 2025-06-30 |
| 48 | FIDUCIENT ADVISORS LLC | 15,345 | $420.5K | 0.20% | 2025-06-30 |
| 49 | MARYLAND CAPITAL ADVISORS INC. | 14,837 | $415.4K | 0.19% | 2025-12-31 |
| 50 | Savvy Advisors, Inc. | 14,995 | $410.9K | 0.20% | 2025-06-30 |
| 51 | Focus Partners Wealth | 14,369 | $402.4K | 0.19% | 2025-12-31 |
| 52 | Royal Bank of Canada | 13,488 | $378.0K | 0.18% | 2025-12-31 |
| 53 | Lexington Hill Partners, LLC | 12,349 | $345.8K | 0.16% | 2025-12-31 |
| 54 | Parallel Advisors, LLC | 11,760 | $329.3K | 0.15% | 2025-12-31 |
| 55 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 11,660 | $326.5K | 0.15% | 2025-12-31 |
| 56 | ASPIRIANT, LLC | 11,657 | $326.4K | 0.15% | 2025-12-31 |
| 57 | Valmark Advisers, Inc. | 11,631 | $325.7K | 0.15% | 2025-12-31 |
| 58 | Private Advisor Group, LLC | 11,041 | $309.1K | 0.14% | 2025-12-31 |
| 59 | Balefire, LLC | 11,131 | $305.0K | 0.14% | 2025-06-30 |
| 60 | Spire Wealth Management | 10,261 | $287.3K | 0.13% | 2025-12-31 |
| 61 | Logan Stone Capital, LLC | 10,317 | $282.7K | 0.13% | 2025-06-30 |
| 62 | AMERIPRISE FINANCIAL INC | 10,064 | $281.8K | 0.13% | 2025-12-31 |
| 63 | GeoWealth Management, LLC | 10,124 | $277.4K | 0.13% | 2025-06-30 |
| 64 | COMERICA BANK | 8,798 | $246.3K | 0.11% | 2025-12-31 |
| 65 | NOVUS ADVISORS, LLC | 8,563 | $234.6K | 0.11% | 2025-06-30 |
| 66 | Ascent Group, LLC | 8,558 | $234.5K | 0.11% | 2025-06-30 |
| 67 | Caldwell Trust Co | 5,990 | $232.4K | 0.08% | 2025-09-30 |
| 68 | Global Financial Private Client, LLC | 8,217 | $225.1K | 0.10% | 2025-06-30 |
| 69 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,914 | $221.6K | 0.10% | 2025-12-31 |
| 70 | D. E. Shaw & Co., Inc. | 7,893 | $221.0K | 0.10% | 2025-12-31 |
| 71 | SBI Securities Co., Ltd. | 7,278 | $203.8K | 0.09% | 2025-12-31 |
| 72 | BANK OF NOVA SCOTIA | 7,155 | $201.1K | 0.09% | 2025-12-31 |
| 73 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6,962 | $194.9K | 0.09% | 2025-12-31 |
| 74 | Corient Private Wealth LLC | 6,982 | $191.3K | 0.09% | 2025-06-30 |
| 75 | US BANCORP \DE\ | 6,334 | $177.4K | 0.08% | 2025-12-31 |
| 76 | EASTERN BANK | 5,000 | $140.0K | 0.06% | 2025-12-31 |
| 77 | Bear Mountain Capital, Inc. | 4,833 | $138.7K | 0.06% | 2025-12-31 |
| 78 | JPMORGAN CHASE & CO | 3,227 | $90.4K | 0.04% | 2025-12-31 |
| 79 | OSAIC HOLDINGS, INC. | 3,152 | $88.3K | 0.04% | 2025-12-31 |
| 80 | CITIGROUP INC | 2,391 | $66.9K | 0.03% | 2025-12-31 |
| 81 | FIFTH THIRD BANCORP | 2,119 | $59.3K | 0.02% | 2025-12-31 |
| 82 | PRINCIPAL SECURITIES, INC. | 1,953 | $53.5K | 0.02% | 2025-06-30 |
| 83 | RAYMOND JAMES FINANCIAL INC | 1,569 | $43.0K | 0.02% | 2025-06-30 |
| 84 | Richard W. Paul & Associates, LLC | 1,378 | $37.8K | 0.01% | 2025-06-30 |
| 85 | RICHARDSON FINANCIAL SERVICES INC. | 1,189 | $33.3K | 0.01% | 2025-12-31 |
| 86 | CIBC Private Wealth Group LLC | 1,140 | $31.9K | 0.01% | 2025-12-31 |
| 87 | Kohmann Bosshard Financial Services, LLC | 1,009 | $28.3K | 0.01% | 2025-12-31 |
| 88 | Pinnacle Bancorp, Inc. | 1,000 | $28.0K | 0.01% | 2025-12-31 |
| 89 | PNC Financial Services Group, Inc. | 995 | $27.9K | 0.01% | 2025-12-31 |
| 90 | Geneos Wealth Management Inc. | 897 | $25.1K | 0.01% | 2025-12-31 |
| 91 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 873 | $24.3K | 0.01% | 2025-09-30 |
| 92 | CITY HOLDING CO | 725 | $20.3K | 0.00% | 2025-12-31 |
| 93 | Smartleaf Asset Management LLC | 669 | $18.3K | 0.00% | 2025-06-30 |
| 94 | PRIVATE TRUST CO NA | 632 | $17.7K | 0.00% | 2025-12-31 |
| 95 | Cullen/Frost Bankers, Inc. | 617 | $17.3K | 0.00% | 2025-12-31 |
| 96 | BARCLAYS PLC | 600 | $16.8K | 0.00% | 2025-12-31 |
| 97 | Camelot Portfolios, LLC | 546 | $15.3K | 0.00% | 2025-12-31 |
| 98 | FARMERS & MERCHANTS INVESTMENTS INC | 539 | $15.1K | 0.00% | 2025-12-31 |
| 99 | Capital Investment Advisory Services, LLC | 528 | $14.8K | 0.00% | 2025-12-31 |
| 100 | EverSource Wealth Advisors, LLC | 525 | $14.7K | 0.00% | 2025-12-31 |
| 101 | Breakwater Investment Management | 477 | $13.4K | 0.00% | 2025-12-31 |
| 102 | CONSULTIVA WEALTH MANAGEMENT, CORP. | 450 | $12.6K | 0.00% | 2025-12-31 |
| 103 | BLAIR WILLIAM & CO/IL | 434 | $12.2K | 0.00% | 2025-12-31 |
| 104 | Qube Research & Technologies Ltd | 427 | $12.0K | 0.00% | 2025-12-31 |
| 105 | UMB Bank, n.a. | 424 | $11.9K | 0.00% | 2025-12-31 |
| 106 | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 398 | $11.1K | 0.00% | 2025-12-31 |
| 107 | JONES FINANCIAL COMPANIES LLLP | 396 | $11.1K | 0.00% | 2025-12-31 |
| 108 | Beacon Capital Management, Inc. | 395 | $11.1K | 0.00% | 2025-12-31 |
| 109 | EVOLUTION WEALTH MANAGEMENT INC. | 342 | $9.6K | 0.00% | 2025-12-31 |
| 110 | Allworth Financial LP | 322 | $9.0K | 0.00% | 2025-12-31 |
| 111 | Moisand Fitzgerald Tamayo, LLC | 309 | $8.6K | 0.00% | 2025-12-31 |
| 112 | MOTCO | 242 | $6.8K | 0.00% | 2025-12-31 |
| 113 | Triumph Capital Management | 240 | $6.7K | 0.00% | 2025-09-30 |
| 114 | Private Wealth Asset Management, LLC | 219 | $6.1K | 0.00% | 2025-12-31 |
| 115 | Jackson Hole Capital Partners, LLC | 200 | $5.6K | 0.00% | 2025-12-31 |
| 116 | Cape Investment Advisory, Inc. | 198 | $5.6K | 0.00% | 2025-12-31 |
| 117 | FRANKLIN RESOURCES INC | 184 | $5.2K | 0.00% | 2025-12-31 |
| 118 | Transce3nd, LLC | 183 | $5.0K | 0.00% | 2025-06-30 |
| 119 | Quent Capital, LLC | 175 | $4.9K | 0.00% | 2025-12-31 |
| 120 | Money Design Co.,Ltd. | 160,839 | $4.4K | 2.15% | 2025-06-30 |
| 121 | Farther Finance Advisors, LLC | 157 | $4.4K | 0.00% | 2025-12-31 |
| 122 | MATHER GROUP, LLC. | 157 | $4.4K | 0.00% | 2025-09-30 |
| 123 | Front Row Advisors LLC | 142 | $4.0K | 0.00% | 2025-12-31 |
| 124 | SALEM INVESTMENT COUNSELORS INC | 142 | $4.0K | 0.00% | 2025-09-30 |
| 125 | NATIONAL BANK OF CANADA /FI/ | 141 | $3.9K | 0.00% | 2025-09-30 |
| 126 | Smallwood Wealth Investment Management, LLC | 134 | $3.8K | 0.00% | 2025-12-31 |
| 127 | Federation des caisses Desjardins du Quebec | 115 | $3.2K | 0.00% | 2025-12-31 |
| 128 | Sunbelt Securities, Inc. | 115 | $3.2K | 0.00% | 2025-12-31 |
| 129 | PARK AVENUE SECURITIES LLC | 116,413 | $3.2K | 1.55% | 2025-06-30 |
| 130 | MAI Capital Management | 109 | $3.1K | 0.00% | 2025-12-31 |
| 131 | NewSquare Capital LLC | 111 | $3.0K | 0.00% | 2025-06-30 |
| 132 | Gould Capital, LLC | 71 | $2.0K | 0.00% | 2025-09-30 |
| 133 | FLOW TRADERS U.S. LLC | 70,336 | $2.0K | 0.94% | 2025-12-31 |
| 134 | Ameritas Advisory Services, LLC | 70 | $1.9K | 0.00% | 2025-06-30 |
| 135 | CREATIVE FINANCIAL DESIGNS INC /ADV | 62 | $1.7K | 0.00% | 2025-12-31 |
| 136 | Quest 10 Wealth Builders, Inc. | 60 | $1.7K | 0.00% | 2025-12-31 |
| 137 | AE Wealth Management LLC | 53 | $1.5K | 0.00% | 2025-12-31 |
| 138 | Bellwether Advisors, LLC | 53 | $1.5K | 0.00% | 2025-06-30 |
| 139 | Advisory Services Network, LLC | 50 | $1.4K | 0.00% | 2025-09-30 |
| 140 | Pacific Center for Financial Services | 47 | $1.3K | 0.00% | 2025-12-31 |
| 141 | Arax Advisory Partners | 33 | $924 | 0.00% | 2025-12-31 |
| 142 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 32 | $896 | 0.00% | 2025-12-31 |
| 143 | Steward Partners Investment Advisory, LLC | 29 | $795 | 0.00% | 2025-06-30 |
| 144 | Salomon & Ludwin, LLC | 27 | $765 | 0.00% | 2025-12-31 |
| 145 | HOLLENCREST CAPITAL MANAGEMENT | 26 | $728 | 0.00% | 2025-12-31 |
| 146 | Global Retirement Partners, LLC | 26 | $720 | 0.00% | 2025-12-31 |
| 147 | Copia Wealth Management | 23 | $644 | 0.00% | 2025-12-31 |
| 148 | Frazier Financial Advisors, LLC | 22 | $616 | 0.00% | 2025-12-31 |
| 149 | Hilton Head Capital Partners, LLC | 19 | $532 | 0.00% | 2025-12-31 |
| 150 | Virtu Financial LLC | 17,347 | $486 | 0.23% | 2025-12-31 |
| 151 | Provenance Wealth Advisors, LLC | 17 | $469 | 0.00% | 2025-06-30 |
| 152 | Westside Investment Management, Inc. | 12 | $336 | 0.00% | 2025-12-31 |
| 153 | Cambridge Investment Research Advisors, Inc. | 11,209 | $307 | 0.14% | 2025-06-30 |
| 154 | CoreCap Advisors, LLC | 7 | $196 | 0.00% | 2025-12-31 |
| 155 | Tower Research Capital LLC (TRC) | 6 | $168 | 0.00% | 2025-12-31 |
| 156 | NewEdge Advisors, LLC | 4 | $114 | 0.00% | 2025-12-31 |
| 157 | FMR LLC | 4 | $112 | 0.00% | 2025-12-31 |
| 158 | Strategic Wealth Advisors LLC | 3,324 | $93 | 0.04% | 2025-12-31 |
| 159 | Raleigh Capital Management Inc. | 1 | $21 | 0.00% | 2025-12-31 |
| 160 | CWM, LLC | 511 | $14 | 0.00% | 2025-09-30 |
| 161 | IFP Advisors, Inc | 0 | $12 | 0.00% | 2025-12-31 |
| 162 | HORIZON BANCORP INC /IN/ | 208 | $6 | 0.00% | 2025-12-31 |
| 163 | Covestor Ltd | 84 | $2 | 0.00% | 2025-06-30 |
| 164 | PIN OAK INVESTMENT ADVISORS INC | 47 | $1 | 0.00% | 2025-12-31 |
| 165 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |