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 | 182,997 | 14,625 | 0.0% | 0.0% | 1 | +43,749 | 31.42% | Q2 2026 | Aug 07, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 74,171 | 5,927 | 0.6% | 0.38% | 2 | +25,964 | 53.86% | Q2 2026 | Jul 31, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 44,797 | 3,580 | 0.41% | 0.36% | 3 | +5,084 | 12.8% | Q2 2026 | Jul 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 20,214 | 1,615 | 0.01% | 0.0% | 4 | +16,798 | 491.74% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 14,286 | 1,141 | 0.0% | — | 5 | +14,286 | New | Q2 2026 | Aug 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 12,573 | 1,005 | 0.1% | 0.09% | 6 | +711 | 5.99% | Q2 2026 | Jul 16, 2026 |
| ASPIRIANT, LLC | History | No change | 12,092 | 966 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 11,229 | 897 | 0.05% | 0.06% | 8 | -270 | -2.35% | Q2 2026 | Jul 21, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 7,935 | 634 | 0.28% | 0.27% | 9 | -785 | -9.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 7,611 | 608 | 0.0% | 0.0% | 10 | +505 | 7.11% | Q2 2026 | Aug 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 6,111 | 488 | 0.0% | 0.0% | 11 | +2,480 | 68.3% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Added to | 5,778 | 461 | 0.01% | 0.01% | 12 | +3 | 0.05% | Q2 2026 | Jul 29, 2026 |
| Keystone Financial Group | History | Added to | 5,717 | 456 | 0.03% | 0.03% | 13 | +134 | 2.4% | Q2 2026 | Jul 29, 2026 |
| Western Wealth Management, LLC | History | Reduced | 5,382 | 430 | 0.01% | 0.02% | 14 | -1,431 | -21.0% | Q2 2026 | Aug 14, 2026 |
| Lutz Financial Services LLC | History | No change | 5,015 | 400 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | Reduced | 4,688 | 374 | 0.0% | 0.0% | 16 | -19 | -0.4% | Q2 2026 | Aug 13, 2026 |
| KWB Wealth | History | No change | 4,370 | 349 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 4,031 | 322 | 0.0% | 0.0% | 18 | +40 | 1.0% | Q2 2026 | Jul 29, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 3,954 | 316 | 0.12% | 0.12% | 19 | +13 | 0.33% | Q2 2026 | Aug 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,604 | 285 | 0.0% | 0.0% | 20 | +2 | 0.06% | Q2 2026 | Jul 15, 2026 |
| Portland Financial Advisors Inc | History | No change | 3,033 | 242 | 0.44% | 0.44% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 3,161 | 241 | 0.03% | 0.03% | 22 | +21 | 0.67% | Q2 2026 | Jul 23, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,229 | 98 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 597 | 47 | 0.0% | 0.0% | 24 | +6 | 1.02% | Q2 2026 | Aug 06, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 589 | 47 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VSM Wealth Advisory, LLC | History | New | 488 | 25 | 0.01% | — | 26 | +488 | New | Q2 2026 | Jul 22, 2026 |
| Asset Dedication, LLC | History | Reduced | 277 | 22 | 0.0% | 0.0% | 27 | -17 | -5.78% | Q2 2026 | Jul 30, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 153 | 12 | 0.0% | 0.0% | 28 | -25 | -14.04% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 159 | 12 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CWM, LLC | History | No change | 128 | 8 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | New | 87 | 6 | 0.0% | — | 31 | +87 | New | Q2 2026 | Aug 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 72 | 5 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,504 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RED REEF ADVISORS LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |