SPDR INDEX SHARES FUNDS - QEMM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 124,313 | 8,223 | 0.0% | 0.0% | 1 | +7,066 | 6.03% | Q4 2025 | Feb 11, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 45,414 | 3,004 | 0.39% | 0.4% | 2 | -1,701 | -3.61% | Q4 2025 | Jan 22, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 35,075 | 2,320 | 0.26% | 0.23% | 3 | +3,397 | 10.72% | Q4 2025 | Feb 03, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 29,386 | 1,943 | 0.04% | 0.04% | 4 | -3,509 | -10.67% | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | Added to | 17,783 | 1,176 | 0.05% | 0.05% | 5 | +4,023 | 29.24% | Q4 2025 | Feb 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 12,438 | 850 | 0.0% | 0.0% | 6 | +78 | 0.63% | Q4 2025 | Jan 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 12,611 | 834 | 0.0% | 0.0% | 7 | +9,169 | 266.39% | Q4 2025 | Feb 12, 2026 |
| ASPIRIANT, LLC | History | No change | 12,092 | 799 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 11,874 | 785 | 0.05% | 0.06% | 9 | -1,223 | -9.34% | Q4 2025 | Jan 09, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 8,720 | 631 | 0.26% | 0.3% | 10 | -1,019 | -10.46% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 7,761 | 513 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 7,212 | 477 | 0.0% | 0.0% | 12 | -6 | -0.08% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | New | 6,813 | 450 | 0.02% | — | 13 | +6,813 | New | Q4 2025 | Feb 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 6,635 | 438 | 0.0% | 0.0% | 14 | +301 | 4.75% | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Group | History | Added to | 5,184 | 342 | 0.03% | 0.02% | 15 | +465 | 9.85% | Q4 2025 | Feb 06, 2026 |
| Lutz Financial Services LLC | History | No change | 5,015 | 331 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KWB Wealth | History | No change | 4,370 | 289 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 3,941 | 260 | 0.11% | 0.12% | 18 | +34 | 0.87% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 3,850 | 254 | 0.0% | 0.0% | 19 | -2,563 | -39.97% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,569 | 236 | 0.0% | 0.0% | 20 | +107 | 3.09% | Q4 2025 | Feb 12, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 3,140 | 207 | 0.03% | 0.03% | 21 | +58 | 1.88% | Q4 2025 | Jan 12, 2026 |
| Portland Financial Advisors Inc | History | No change | 3,033 | 200 | 0.43% | 0.43% | 22 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,224 | 147 | 0.0% | 0.0% | 23 | +603 | 37.2% | Q4 2025 | Feb 11, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,229 | 81 | 0.01% | 0.01% | 24 | -18 | -1.44% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 573 | 37 | 0.0% | 0.0% | 25 | -41 | -6.68% | Q4 2025 | Jan 28, 2026 |
| Asset Dedication, LLC | History | No change | 298 | 19 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 212 | 14 | 0.0% | — | 27 | +212 | New | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 159 | 10 | 0.0% | 0.0% | 28 | -100 | -38.61% | Q4 2025 | Jan 20, 2026 |
| CWM, LLC | History | Added to | 147 | 10 | 0.0% | 0.0% | 29 | +5 | 3.52% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | No change | 87 | 5 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 72 | 4 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 36 | 2 | 0.0% | — | 32 | +36 | New | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,654 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Edge Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,587 | -100.0% | Q3 2025 | Oct 31, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |