Funds holding SPDR Index Shares Funds
ISIN US78463X7729 · United States · LEI 549300ZZCTLBRXQKF293
- Fund holders
- 2
- Of which ETFs
- 1 1 other fund
- Value held
- 3.9M $
2 tracked funds declare this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| State Street(R)Income Allocation ETF SSGA Active Trust | 75,481 | 3.4M $ | 5.01 % | as of Mar 31, 2026 ↗ |
| AlphaCentric Symmetry Strategy Fund MUTUAL FUND SERIES TRUST | 9,861 | 449.7K $ | 0.87 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| State Street(R)Income Allocation ETF SSGA Active Trust | 5.01 % | as of Mar 31, 2026 ↗ |
| AlphaCentric Symmetry Strategy Fund MUTUAL FUND SERIES TRUST | 0.87 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 2 | 0 | 85,342 | +49.4 % |
| 2026Q1 | 2 | 0 | 57,123 | +35.0 % |
| 2025Q4 | 2 | +1 | 42,308 | +378.8 % |
| 2025Q3 | 1 | -2 | 8,836 | -97.1 % |
| 2025Q2 | 3 | 0 | 303,110 | +294.4 % |
| 2025Q1 | 3 | 0 | 76,862 | -17.6 % |
| 2024Q4 | 3 | 0 | 93,248 | -50.8 % |
| 2024Q3 | 3 | 0 | 189,433 | +56.5 % |
| 2024Q2 | 3 | 0 | 121,042 | -21.7 % |
| 2024Q1 | 3 | 0 | 154,673 | -10.5 % |
| 2023Q4 | 3 | 172,910 |
Institutional managers
137 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 852,233 | 38.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 706,691 | 32.2M $ | as of Mar 31, 2026 |
| UBS Group AG | 391,580 | 17.9M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 356,605 | 16.3M $ | as of Mar 31, 2026 |
| Columbia River Financial Group, LLC | 293,503 | 13.4K $ | as of Mar 31, 2026 |
| Baker Avenue Asset Management, LP | 260,457 | 11.9M $ | as of Mar 31, 2026 |
| Concord Wealth Partners | 254,362 | 11.6M $ | as of Mar 31, 2026 |
| Concord Asset Management, LLC/VA | 248,172 | 11.3M $ | as of Mar 31, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 220,321 | 10M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 189,918 | 8.7M $ | as of Mar 31, 2026 |
| Focus Partners Wealth | 148,928 | 6.8M $ | as of Mar 31, 2026 |
| Allen Capital Group, LLC | 139,179 | 6.3M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 118,699 | 5.4M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 105,203 | 4.8M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 103,394 | 4.7M $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 81,633 | 3.7M $ | as of Mar 31, 2026 |
| MML INVESTORS SERVICES, LLC | 76,133 | 3.5M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 68,559 | 3.1M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 67,595 | 3.1M $ | as of Mar 31, 2026 |
| Mount Lucas Management LP | 64,345 | 2.9M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 56,980 | 2.6M $ | as of Mar 31, 2026 |
| Red Tortoise LLC | 48,930 | 2.2M $ | as of Mar 31, 2026 |
| WealthShield Partners, LLC | 47,215 | 2.2M $ | as of Mar 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | 46,177 | 2.1M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 43,251 | 2M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding SPDR Index Shares Funds". https://titelia.com/en/stocks/spdr-index-shares-funds-US78463X7729