SPDR INDEX SHARES FUNDS - EFAX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Betterment LLC | History | Reduced | 1,431,679 | 71,255 | 0.13% | 0.14% | 1 | -3,874 | -0.27% | Q1 2026 | May 14, 2026 |
| Gemmer Asset Management LLC | History | Added to | 694,484 | 34,561 | 2.73% | 2.57% | 2 | +32,577 | 4.92% | Q1 2026 | Apr 22, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 349,248 | 17,380 | 0.26% | 0.23% | 3 | +30,586 | 9.6% | Q1 2026 | May 05, 2026 |
| BAILARD, INC. | History | Added to | 235,024 | 11,696 | 0.27% | 0.22% | 4 | +37,199 | 18.8% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 234,628 | 11,676 | 0.0% | 0.0% | 5 | -44,917 | -16.07% | Q1 2026 | May 15, 2026 |
| Windmill Hill Asset Management Ltd | History | No change | 227,939 | 11,343 | 3.54% | 2.69% | 6 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 166,460 | 8,284 | 0.01% | 0.02% | 7 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 121,736 | 6,058 | 0.01% | 0.01% | 8 | +1,092 | 0.91% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 120,310 | 5,987 | 0.01% | 0.01% | 9 | -3,079 | -2.5% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 119,774 | 5,960 | 0.0% | 0.0% | 10 | -30 | -0.03% | Q1 2026 | May 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 109,545 | 5,451 | 0.0% | 0.0% | 11 | +37,332 | 51.7% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 95,995 | 4,777 | 0.0% | 0.0% | 12 | -20,699 | -17.74% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 92,969 | 4,626 | 0.06% | 0.07% | 13 | -9,504 | -9.27% | Q1 2026 | Apr 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 74,726 | 3,719 | 0.0% | 0.0% | 14 | +2,314 | 3.2% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 73,404 | 3,653 | 0.0% | 0.0% | 15 | +14,181 | 23.95% | Q1 2026 | May 13, 2026 |
| Values Added Financial LLC | History | Reduced | 57,071 | 2,840 | 1.19% | 1.32% | 16 | -4,686 | -7.59% | Q1 2026 | Apr 20, 2026 |
| NEPC LLC | History | No change | 53,260 | 2,650 | 0.05% | 0.06% | 17 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 52,949 | 2,635 | 0.0% | 0.0% | 18 | +33,149 | 167.42% | Q1 2026 | May 12, 2026 |
| XPONANCE LLC | History | Added to | 41,164 | 2,048 | 0.01% | 0.02% | 19 | +992 | 2.47% | Q1 2026 | May 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 37,172 | 1,850 | 0.06% | 0.07% | 20 | -7,660 | -17.09% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 37,029 | 1,842 | 0.03% | 0.04% | 21 | +1,355 | 3.8% | Q1 2026 | May 15, 2026 |
| TIFF ADVISORY SERVICES, LLC | History | Reduced | 31,728 | 1,578 | 0.36% | 0.28% | 22 | -792 | -2.44% | Q1 2026 | May 12, 2026 |
| SB Capital Management Inc | History | No change | 31,053 | 1,567 | 0.57% | 0.57% | 23 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 30,884 | 1,536 | 0.0% | — | 24 | +30,884 | New | Q1 2026 | May 15, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 25,210 | 1,254 | 0.01% | 0.01% | 25 | +75 | 0.3% | Q1 2026 | May 07, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | Added to | 24,023 | 1,195 | 1.3% | 1.47% | 26 | +1,292 | 5.68% | Q1 2026 | May 15, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 22,131 | 1,101 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 21,757 | 1,097 | 0.01% | 0.01% | 28 | +28 | 0.13% | Q1 2026 | May 15, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 20,839 | 1,037 | 0.75% | 0.75% | 29 | +882 | 4.42% | Q1 2026 | Apr 09, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 19,974 | 994 | 0.15% | 0.14% | 30 | -591 | -2.87% | Q1 2026 | May 06, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 19,542 | 972 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 19,201 | 955 | 0.5% | 0.64% | 32 | -669 | -3.37% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 18,169 | 904 | 0.0% | 0.0% | 33 | +3,039 | 20.09% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 18,543 | 892 | 0.0% | 0.0% | 34 | -62 | -0.33% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 16,356 | 814 | 0.0% | 0.0% | 35 | +3,272 | 25.01% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 13,336 | 663 | 0.0% | 0.0% | 36 | +6,619 | 98.54% | Q1 2026 | May 15, 2026 |
| MASECO LLP | History | New | 12,275 | 610 | 0.02% | — | 37 | +12,275 | New | Q1 2026 | Apr 21, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 11,482 | 571 | 0.16% | 0.16% | 38 | +267 | 2.38% | Q1 2026 | Apr 08, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 10,525 | 523 | 0.09% | 0.09% | 39 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 10,049 | 500 | 0.0% | 0.0% | 40 | +1,244 | 14.13% | Q1 2026 | May 15, 2026 |
| Operose Advisors LLC | History | No change | 9,443 | 469 | 0.11% | 0.11% | 41 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 8,873 | 441 | 0.0% | — | 43 | +8,873 | New | Q1 2026 | May 14, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 8,270 | 441 | 0.03% | 0.03% | 42 | -1,104 | -11.78% | Q1 2026 | May 14, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 8,829 | 439 | 0.13% | 0.13% | 44 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Boyd Wealth Management, LLC | History | Reduced | 8,163 | 406 | 0.17% | 0.18% | 45 | -146 | -1.76% | Q1 2026 | Apr 20, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 7,561 | 376 | 0.07% | 0.06% | 46 | +105 | 1.41% | Q1 2026 | May 11, 2026 |
| Choate Investment Advisors | History | Added to | 7,378 | 367 | 0.01% | 0.01% | 47 | +335 | 4.76% | Q1 2026 | May 13, 2026 |
| eCIO, Inc. | History | Added to | 7,288 | 362 | 0.16% | 0.17% | 48 | +253 | 3.6% | Q1 2026 | Apr 14, 2026 |
| Key FInancial Inc | History | No change | 7,214 | 359 | 0.06% | 0.07% | 49 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 7,208 | 358 | 0.03% | 0.03% | 50 | -43 | -0.59% | Q1 2026 | May 19, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,132 | 354 | 0.0% | 0.0% | 51 | -186 | -2.54% | Q1 2026 | Apr 27, 2026 |
| Aufman Associates Inc | History | No change | 6,967 | 346 | 0.17% | 0.18% | 52 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 6,932 | 344 | 0.17% | 0.17% | 53 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | No change | 6,898 | 343 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SCS Capital Management LLC | History | No change | 6,785 | 337 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| William Mack & Associates, Inc. | History | Added to | 6,664 | 331 | 0.19% | 0.11% | 56 | +2,001 | 42.91% | Q1 2026 | Apr 14, 2026 |
| SteelPeak Wealth, LLC | History | No change | 6,524 | 324 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,953 | 296 | 0.0% | 0.0% | 58 | -2,190 | -26.89% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,934 | 295 | 0.0% | 0.0% | 59 | -2,436 | -29.1% | Q1 2026 | May 04, 2026 |
| Clarion Wealth Managment Partners, LLC | History | No change | 5,845 | 290 | 0.26% | 0.27% | 60 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 5,699 | 283 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Diversified Enterprises, LLC | History | New | 5,450 | 271 | 0.01% | — | 62 | +5,450 | New | Q1 2026 | May 14, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 5,370 | 267 | 0.08% | 0.07% | 63 | +280 | 5.5% | Q1 2026 | Apr 30, 2026 |
| GenTrust, LLC | History | No change | 4,837 | 240 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 4,570 | 227 | 0.11% | 0.12% | 65 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BURNS J W & CO INC/NY | History | New | 4,550 | 226 | 0.03% | — | 67 | +4,550 | New | Q1 2026 | Apr 17, 2026 |
| Blue Zone Wealth Advisors, LLC | History | No change | 4,560 | 226 | 0.05% | 0.04% | 66 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Added to | 3,917 | 194 | 0.09% | 0.09% | 68 | +38 | 0.98% | Q1 2026 | Apr 13, 2026 |
| Sankala Group LLC | History | Added to | 2,996 | 145 | 0.12% | 0.11% | 69 | +430 | 16.76% | Q1 2026 | Mar 31, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,832 | 91 | 0.01% | 0.01% | 70 | +49 | 2.75% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Added to | 1,790 | 89 | 0.0% | 0.0% | 71 | +517 | 40.61% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | No change | 1,704 | 84 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,671 | 83 | 0.0% | 0.0% | 73 | +3 | 0.18% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Reduced | 1,610 | 80 | 0.0% | 0.0% | 74 | -45,890 | -96.61% | Q1 2026 | May 05, 2026 |
| GW&K Investment Management, LLC | History | New | 962 | 48 | 0.0% | — | 75 | +962 | New | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 834 | 41 | 0.0% | 0.0% | 76 | +37 | 4.64% | Q1 2026 | Apr 17, 2026 |
| Golden State Wealth Management, LLC | History | No change | 750 | 37 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 718 | 36 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 421 | 20 | 0.0% | 0.0% | 79 | -165 | -28.16% | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | New | 355 | 17 | 0.0% | — | 81 | +355 | New | Q1 2026 | May 19, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 350 | 17 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 320 | 15 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 296 | 14 | 0.0% | — | 84 | +296 | New | Q1 2026 | May 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 300 | 14 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 228 | 11 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | New | 96 | 4 | 0.0% | — | 86 | +96 | New | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 34 | 1 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | Closed out | 0 | 0 | — | 0.83% | — | -219,527 | -100.0% | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,054 | -100.0% | Q1 2026 | May 15, 2026 |
| Stonehearth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -8,808 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Wealthfront Advisers LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,387 | -100.0% | Q1 2026 | May 05, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,971 | -100.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,966 | -100.0% | Q1 2026 | Apr 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -518 | -100.0% | Q1 2026 | Apr 28, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q1 2026 | May 06, 2026 |
| VANGUARD ADVISERS INC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 08, 2026 |
| Dunhill Financial, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |