13FBOX
SPDR INDEX SHS FDS · 13F Institutional Holdings
Options Calculator Rankings
S

SPDR INDEX SHS FDS

QWLD
Institutions
58
Combined AUM (Q2 2026)
$97.3M
Combined Shares (Q2 2026)
640,138
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+49,103
31 · 6 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-165,353
16 · 4 Exit · ≈
⚖️ Net
-116,250
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$97.3M
Institutions
58
New Buys
6
Adds
25
Reduces
12
Exits
4
Unchanged
15
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
0.01%0.01%#24$26.5M174,372$44.4M310,449-136,077-43.83%Reduce
Steward Partners Investment Advisory, LLC
0.05%0.05%#10$10.1M66,302$9.5M66,299+3+0.00%Add
OSAIC HOLDINGS, INC.
0.01%0.01%#22$7.3M47,824$6.2M43,027+4,797+11.15%Add
ASSETMARK, INC
0.01%0.01%#19$7.0M46,047$5.2M36,045+10,002+27.75%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#34$6.0M39,631$5.4M37,715+1,916+5.08%Add
Fingerlakes Wealth Management, Inc.
2.74%2.95%#1$5.1M33,473$4.4M31,060+2,413+7.77%Add
SYM FINANCIAL Corp
0.29%0.34%#5$3.6M23,518$3.4M23,465+53+0.23%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#26$3.5M22,457$3.3M22,704-247-1.09%Reduce
Stratos Wealth Partners, LTD.
0.03%0.03%#15$3.4M22,091$3.0M20,648+1,443+6.99%Add
MORGAN STANLEY
<0.01%<0.01%#44$3.3M21,627$297,4942,118+19,509+921.10%Add
Wealthcare Advisory Partners LLC
0.04%0.04%#14$2.1M14,120$2.2M15,386-1,266-8.23%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#27$2.1M13,762$1.9M13,120+642+4.89%Add
Geneos Wealth Management Inc.
0.03%0.04%#16$1.6M10,792$1.5M10,749+43+0.40%Add
THOROUGHBRED FINANCIAL SERVICES, LLC
0.05%0.07%#9$1.2M7,905$1.1M7,938-33-0.42%Reduce
Palatine Hill Wealth Management, LLC
0.94%0.89%#2$1.2M7,688$1.0M7,133+555+7.78%Add
Cetera Investment Advisers
<0.01%<0.01%#35$1.2M7,587$1.2M8,389-802-9.56%Reduce
MCDONALD PARTNERS LLC
0.24%0.22%#6$1.0M6,635$949,7256,63500.00%Unchanged
New England Private Wealth Advisors LLC
0.09%0.1%#8$886,5145,800$828,0085,785+15+0.26%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#43$802,3855,282$699,6644,888+394+8.06%Add
Atlas Private Wealth Advisors
0.17%0.17%#7$796,9465,246$741,3125,179+67+1.29%Add
First Heartland Consultants, Inc.
0.04%0.05%#12$682,3784,492$622,7964,351+141+3.24%Add
Perigon Wealth Management, LLC
0.01%0.01%#20$670,2244,412$558,5173,902+510+13.07%Add
GATEWAY INVESTMENT ADVISERS LLC
0.01%0.01%#25$581,0663,825$547,5053,82500.00%Unchanged
Capital Analysts, LLC
0.01%0.02%#18$573,6223,776$538,0003,758+18+0.48%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#49$553,5703,644$1.9M12,987-9,343-71.94%Reduce
PRINCIPAL SECURITIES, INC.
0.01%0.01%#23$544,4553,584$460,4773,217+367+11.41%Add
HighTower Advisors, LLC
<0.01%<0.01%#39$509,8993,357$476,2473,327+30+0.90%Add
Focus Partners Wealth
<0.01%<0.01%#40$481,1943,167$624,0144,359-1,192-27.35%Reduce
GOLDMAN SACHS GROUP INC
<0.01%#50$468,9553,087$00+3,087New Buy
WILLNER & HELLER, LLC
0.29%0.32%#4$459,6983,026$429,5933,001+25+0.83%Add
Birchwood Financial Partners, Inc.
0.34%0.38%#3$421,2542,773$396,9232,77300.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%<0.01%#33$369,6742,435$323,6792,261+174+7.70%Add
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%<0.01%#41$295,7741,947$291,0002,036-89-4.37%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#51$271,4681,787$1.6M10,934-9,147-83.66%Reduce
FLAGSHIP HARBOR ADVISORS, LLC
0.01%0.01%#21$249,0091,639$232,9321,627+12+0.74%Add
CULLEN/FROST BANKERS, INC.
<0.01%<0.01%#32$235,3921,550$219,8571,536+14+0.91%Add
Empirical Asset Management, LLC
0.05%0.06%#11$215,5071,419$209,9761,467-48-3.27%Reduce
Prospera Financial Services Inc
<0.01%#29$212,0661,396$00+1,396New Buy
Golden State Wealth Management, LLC
0.02%0.03%#17$174,9311,151$272,2431,901-750-39.45%Reduce
GLENMEDE TRUST CO NA
<0.01%<0.01%#36$146,140962$137,69996200.00%Unchanged
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%0.01%#28$128,295845$120,846839+6+0.72%Add
Ameritas Advisory Services, LLC
<0.01%#31$115,571761$00+761New Buy
FMR LLC
<0.01%<0.01%#54$102,845677$71,569500+177+35.40%Add
AE Wealth Management LLC
<0.01%<0.01%#42$93,578616$88,17361600.00%Unchanged
UBS Group AG
<0.01%#53$67,601445$00+445New Buy
Collier Financial
0.04%0.04%#13$61,779407$58,21040700.00%Unchanged
BANK OF MONTREAL /CAN/
<0.01%<0.01%#52$52,410345$49,38334500.00%Unchanged
Triumph Capital Management
<0.01%0.01%#30$16,255107$32,063224-117-52.23%Reduce
Aptus Capital Advisors, LLC
<0.01%<0.01%#47$15,799104$14,88610400.00%Unchanged
HANTZ FINANCIAL SERVICES, INC.
<0.01%<0.01%#46$9,11560$9,0006000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow