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 | 139,248 | 9,656 | 0.0% | 0.0% | 1 | +14,935 | 12.01% | Q1 2026 | May 06, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 48,207 | 3,343 | 0.38% | 0.26% | 2 | +13,132 | 37.44% | Q1 2026 | Apr 24, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 39,713 | 2,754 | 0.36% | 0.39% | 3 | -5,701 | -12.55% | Q1 2026 | Apr 23, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 14,504 | 1,005 | 0.02% | 0.04% | 4 | -14,882 | -50.64% | Q1 2026 | May 15, 2026 |
| ASPIRIANT, LLC | History | No change | 12,092 | 838 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 11,862 | 823 | 0.09% | 0.06% | 6 | +4,101 | 52.84% | Q1 2026 | Apr 16, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 11,499 | 797 | 0.06% | 0.05% | 7 | -375 | -3.16% | Q1 2026 | Apr 28, 2026 |
| Ariadne Wealth Management, LP | History | No change | 8,720 | 604 | 0.27% | 0.26% | 8 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | No change | 6,813 | 472 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 7,106 | 470 | 0.0% | 0.0% | 10 | -106 | -1.47% | Q1 2026 | May 15, 2026 |
| Ethic Inc. | History | New | 5,775 | 400 | 0.01% | — | 11 | +5,775 | New | Q1 2026 | Apr 27, 2026 |
| Keystone Financial Group | History | Added to | 5,583 | 387 | 0.03% | 0.03% | 12 | +399 | 7.7% | Q1 2026 | May 13, 2026 |
| Lutz Financial Services LLC | History | No change | 5,015 | 347 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Added to | 4,707 | 326 | 0.0% | 0.0% | 14 | +857 | 22.26% | Q1 2026 | May 15, 2026 |
| KWB Wealth | History | No change | 4,370 | 289 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,991 | 276 | 0.0% | 0.0% | 16 | +422 | 11.82% | Q1 2026 | Apr 27, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 3,941 | 273 | 0.12% | 0.11% | 17 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,631 | 251 | 0.0% | 0.0% | 18 | -3,004 | -45.28% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 3,602 | 249 | 0.0% | 0.0% | 19 | -8,836 | -71.04% | Q1 2026 | Apr 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,416 | 236 | 0.0% | 0.0% | 20 | +1,192 | 53.6% | Q1 2026 | May 13, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 3,140 | 217 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Portland Financial Advisors Inc | History | No change | 3,033 | 210 | 0.44% | 0.43% | 22 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,229 | 85 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 591 | 40 | 0.0% | 0.0% | 24 | +18 | 3.14% | Q1 2026 | May 04, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 589 | 40 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q1 2026 | Apr 24, 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 | Reduced | 178 | 12 | 0.0% | 0.0% | 27 | -34 | -16.04% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 159 | 11 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CWM, LLC | History | Reduced | 128 | 8 | 0.0% | 0.0% | 29 | -19 | -12.93% | Q1 2026 | May 14, 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% | Q1 2026 | Apr 28, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -17,783 | -100.0% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,611 | -100.0% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RED REEF ADVISORS LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |