SPDR INDEX SHARES FUNDS - NZAC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STATE STREET CORP | History | Added to | 978,300 | 39,763 | 0.0% | 0.0% | 1 | +3,200 | 0.33% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 190,081 | 7,725 | 0.0% | 0.0% | 2 | +2,164 | 1.15% | Q1 2026 | May 08, 2026 |
| Betterment LLC | History | Added to | 136,723 | 5,558 | 0.01% | 0.0% | 3 | +129,074 | 1687.46% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 70,293 | 2,857 | 0.0% | 0.0% | 4 | -57 | -0.08% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 69,208 | 2,812 | 0.0% | 0.0% | 5 | +14,219 | 25.86% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 57,973 | 2,356 | 0.0% | 0.0% | 6 | -11,958 | -17.1% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 52,231 | 2,122 | 0.0% | 0.0% | 7 | +4,118 | 8.56% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 40,111 | 1,630 | 0.0% | 0.0% | 8 | +16,369 | 68.95% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 39,545 | 1,607 | 0.0% | — | 9 | +39,545 | New | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 36,564 | 1,486 | 0.0% | 0.0% | 10 | +4,196 | 12.96% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 34,387 | 1,397 | 0.0% | 0.0% | 11 | +368 | 1.08% | Q1 2026 | Apr 27, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | No change | 23,470 | 953 | 0.14% | 0.14% | 12 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 18,711 | 760 | 0.0% | 0.0% | 13 | -22 | -0.12% | Q1 2026 | May 15, 2026 |
| Invera Wealth Advisors, LLC | History | Reduced | 16,406 | 666 | 0.43% | 3.07% | 14 | -96,786 | -85.51% | Q1 2026 | Apr 22, 2026 |
| UBS Group AG | History | Reduced | 16,056 | 652 | 0.0% | 0.0% | 15 | -3,360 | -17.31% | Q1 2026 | May 05, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 11,711 | 476 | 0.32% | 0.33% | 16 | -289 | -2.41% | Q1 2026 | Apr 21, 2026 |
| CWC Advisors, LLC. | History | No change | 10,005 | 406 | 0.19% | 0.21% | 17 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Wealth Analytics Partners, LLC | History | Reduced | 9,674 | 393 | 0.16% | 0.16% | 18 | -30 | -0.31% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,569 | 377 | 0.0% | 0.0% | 19 | +1,343 | 16.33% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 8,850 | 359 | 0.0% | 0.0% | 20 | +3,320 | 60.04% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 8,224 | 334 | 0.0% | 0.0% | 21 | +274 | 3.45% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | No change | 8,086 | 328 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 7,600 | 308 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 6,444 | 261 | 0.01% | 0.01% | 24 | -4 | -0.06% | Q1 2026 | Apr 14, 2026 |
| Monument Group Wealth Advisors, LLC | History | No change | 5,840 | 237 | 0.13% | 0.14% | 25 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MATHER GROUP, LLC. | History | Added to | 5,400 | 219 | 0.0% | 0.0% | 26 | +246 | 4.77% | Q1 2026 | Apr 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,372 | 218 | 0.0% | 0.0% | 27 | +87 | 1.65% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 5,100 | 207 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,935 | 159 | 0.0% | 0.0% | 29 | +1,204 | 44.09% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 3,445 | 140 | 0.0% | 0.0% | 30 | +599 | 21.05% | Q1 2026 | May 14, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 3,004 | 122 | 0.1% | 0.01% | 31 | +2,811 | 1456.48% | Q1 2026 | Apr 22, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 2,192 | 86 | 0.0% | 0.01% | 32 | -3,143 | -58.91% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,618 | 65 | 0.0% | 0.0% | 33 | +74 | 4.79% | Q1 2026 | May 11, 2026 |
| BALLAST ADVISORS LLC | History | No change | 948 | 39 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 645 | 26 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| FMR LLC | History | Added to | 618 | 25 | 0.0% | 0.0% | 36 | +238 | 62.63% | Q1 2026 | May 15, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 526 | 21 | 0.01% | 0.02% | 37 | -1,111 | -67.87% | Q1 2026 | Apr 23, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 280 | 11 | 0.0% | 0.0% | 38 | -115 | -29.11% | Q1 2026 | Apr 28, 2026 |
| AdvisorNet Financial, Inc | History | New | 159 | 6 | 0.0% | — | 39 | +159 | New | Q1 2026 | Apr 17, 2026 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -7,335 | -100.0% | Q1 2026 | Apr 23, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,732 | -100.0% | Q1 2026 | Apr 29, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,295 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,005 | -100.0% | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |