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 | 2,060,741 | 18,690 | 0.0% | 0.0% | 1 | +17,462 | 0.85% | Q3 2026 | Nov 06, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 472,131 | 4,263 | 0.19% | 0.21% | 2 | -14,990 | -3.08% | Q3 2026 | Oct 09, 2026 |
| MORGAN STANLEY | History | No change | 242,777 | 2,276 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 233,333 | 2,188 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 172,978 | 1,568 | 0.0% | 0.0% | 5 | +415 | 0.24% | Q3 2026 | Nov 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 165,620 | 1,553 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 158,142 | 1,483 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 126,699 | 1,149 | 0.02% | 0.02% | 8 | -141 | -0.11% | Q3 2026 | Oct 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 114,517 | 1,038 | 0.0% | 0.0% | 9 | +496 | 0.44% | Q3 2026 | Nov 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 79,100 | 717 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 73,973 | 670 | 0.0% | 0.0% | 11 | +8,711 | 13.35% | Q3 2026 | Nov 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 68,723 | 644 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 38,741 | 351 | 0.0% | 0.0% | 13 | -7,206 | -15.68% | Q3 2026 | Nov 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 31,405 | 294 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 27,567 | 258 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 27,634 | 250 | 0.17% | 0.17% | 16 | +1,216 | 4.6% | Q3 2026 | Oct 20, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | New | 26,914 | 244 | 0.05% | — | 17 | +26,914 | New | Q3 2026 | Nov 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 25,399 | 230 | 0.0% | 0.0% | 18 | +324 | 1.29% | Q3 2026 | Nov 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 23,720 | 222 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 22,208 | 201 | 0.01% | 0.01% | 20 | -993 | -4.28% | Q3 2026 | Nov 04, 2026 |
| Ameritas Advisory Services, LLC | History | New | 17,550 | 159 | 0.0% | — | 21 | +17,550 | New | Q3 2026 | Nov 12, 2026 |
| Rossby Financial, LCC | History | New | 13,861 | 125 | 0.02% | — | 22 | +13,861 | New | Q3 2026 | Nov 05, 2026 |
| Key Capital Management, INC | History | Added to | 12,625 | 113 | 0.04% | 0.0% | 23 | +12,291 | 3679.94% | Q3 2026 | Nov 03, 2026 |
| GenWealth Group, Inc. | History | No change | 10,628 | 96 | 0.01% | 0.02% | 24 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 10,228 | 92 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| US BANCORP \DE\ | History | No change | 10,000 | 90 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 10,000 | 90 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Allworth Financial LP | History | No change | 8,323 | 78 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6,461 | 58 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| ROYAL BANK OF CANADA | History | No change | 5,854 | 55 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,200 | 29 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,489 | 22 | 0.0% | 0.0% | 32 | +7 | 0.28% | Q3 2026 | Oct 08, 2026 |
| Ankerstar Wealth, LLC | History | No change | 2,244 | 21 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Burnham & Co LLC | History | No change | 2,000 | 18 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q3 2026 | Nov 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,900 | 17 | 0.0% | 0.0% | 35 | -167 | -8.08% | Q3 2026 | Oct 21, 2026 |
| BFC Planning, Inc. | History | No change | 1,637 | 15 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| AE Wealth Management LLC | History | Added to | 1,203 | 10 | 0.0% | 0.0% | 37 | +15 | 1.26% | Q3 2026 | Nov 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,000 | 9 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,040 | 9 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| SHP Wealth Management | History | No change | 900 | 8 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Latitude Advisors, LLC | History | New | 622 | 5 | 0.0% | — | 41 | +622 | New | Q3 2026 | Oct 27, 2026 |
| Triumph Capital Management | History | No change | 500 | 4 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Fortis Group Advisors, LLC | History | No change | 500 | 4 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,017 | -100.0% | Q3 2026 | Nov 12, 2026 |
| Synergy Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,197 | -100.0% | Q3 2026 | Nov 10, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,733 | -100.0% | Q3 2026 | Nov 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,200 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Princeton Global Asset Management LLC | History | New | 76 | 0 | — | — | — | +76 | New | Q3 2026 | Oct 21, 2026 |