Global X Funds - SPFF
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 | 666,592 | 5,926 | 0.0% | 0.0% | 1 | +23,870 | 3.71% | Q1 2026 | May 06, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 503,122 | 4,457 | 0.22% | 0.24% | 2 | -25,770 | -4.87% | Q1 2026 | Apr 27, 2026 |
| MORGAN STANLEY | History | Added to | 228,487 | 2,031 | 0.0% | 0.0% | 3 | +14,664 | 6.86% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 214,622 | 1,907 | 0.0% | 0.0% | 4 | +18,508 | 9.44% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 165,968 | 1,475 | 0.0% | 0.0% | 5 | +1,667 | 1.01% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 139,816 | 1,242 | 0.0% | 0.0% | 6 | -8,209 | -5.55% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 133,604 | 1,187 | 0.0% | 0.0% | 7 | +6,655 | 5.24% | Q1 2026 | Jul 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 116,510 | 1,035 | 0.0% | 0.0% | 8 | +1,752 | 1.53% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 115,186 | 1,024 | 0.02% | 0.02% | 9 | -1,165 | -1.0% | Q1 2026 | Apr 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 81,157 | 721 | 0.0% | 0.0% | 10 | +66,214 | 443.11% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 65,900 | 614 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 50,148 | 445 | 0.0% | 0.0% | 12 | +10,614 | 26.85% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 45,112 | 401 | 0.0% | 0.0% | 13 | +1,093 | 2.48% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 39,858 | 354 | 0.0% | 0.0% | 14 | -15,055 | -27.42% | Q1 2026 | Jun 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 38,991 | 346 | 0.0% | 0.0% | 15 | +21,288 | 120.25% | Q1 2026 | Jul 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 32,039 | 284 | 0.0% | 0.0% | 16 | +14,795 | 85.8% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | New | 31,607 | 280 | 0.0% | — | 17 | +31,607 | New | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 28,363 | 252 | 0.0% | 0.0% | 18 | +2,299 | 8.82% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | No change | 27,567 | 245 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 26,649 | 236 | 0.12% | 0.16% | 20 | +59 | 0.22% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 26,042 | 231 | 0.0% | 0.0% | 21 | +4,145 | 18.93% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 21,982 | 195 | 0.01% | 0.01% | 22 | +3,893 | 21.52% | Q1 2026 | Apr 23, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 19,017 | 169 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| GenWealth Group, Inc. | History | No change | 10,628 | 94 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 10,228 | 90 | 0.0% | 0.0% | 25 | -3,500 | -25.5% | Q1 2026 | Apr 21, 2026 |
| US BANCORP \DE\ | History | No change | 10,000 | 88 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 10,000 | 88 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Allworth Financial LP | History | Added to | 8,287 | 73 | 0.0% | 0.0% | 28 | +5,447 | 191.8% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6,461 | 57 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 4,954 | 46 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 4,954 | 44 | 0.0% | — | 31 | +4,954 | New | Q1 2026 | May 01, 2026 |
| Synergy Investment Management, LLC | History | New | 4,129 | 36 | 0.01% | — | 32 | +4,129 | New | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,475 | 21 | 0.0% | 0.0% | 33 | -178 | -6.71% | Q1 2026 | Apr 07, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 2,244 | 19 | 0.02% | 0.01% | 35 | +974 | 76.69% | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,213 | 19 | 0.0% | 0.0% | 34 | +10 | 0.45% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,072 | 18 | 0.0% | 0.0% | 36 | -3,661 | -63.86% | Q1 2026 | May 15, 2026 |
| Trask Adam Roland | History | New | 2,000 | 17 | 0.02% | — | 37 | +2,000 | New | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,789 | 15 | 0.0% | — | 38 | +1,789 | New | Q1 2026 | May 13, 2026 |
| FMR LLC | History | New | 1,570 | 13 | 0.0% | — | 39 | +1,570 | New | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,173 | 10 | 0.0% | 0.0% | 40 | -3,416 | -74.44% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,200 | 10 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Key Capital Management, INC | History | Added to | 1,038 | 9 | 0.01% | — | 43 | +1,014 | 4225.0% | Q1 2026 | May 07, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,040 | 9 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | No change | 560 | 4 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | No change | 500 | 4 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Fortis Group Advisors, LLC | History | No change | 500 | 4 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AdvisorNet Financial, Inc | History | No change | 230 | 2 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -18,543 | -100.0% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | Apr 20, 2026 |
| PMV Capital Advisers, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q1 2026 | Apr 16, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |