SPDR INDEX SHS FDS STATE STREET SPD is a security (CUSIP 78463X426) tracked across SEC portfolio filings. 37 institutional managers reported $27.2M on Form 13F as of 2026-06-30.
Showing 15 of 37 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| LPL Financial LLC | FORT MILL, SC | $9.7M | 139,248 |
| CABOT WEALTH MANAGEMENT INC | BEVERLY, MA | $5.9M | 74,171 |
| Premier Path Wealth Partners, LLC | MADISON, NJ | $3.6M | 44,797 |
| OLD MISSION CAPITAL LLC | CHICAGO, IL | $1.0M | 14,504 |
| ASPIRIANT, LLC | San Francisco, CA | $966K | 12,092 |
| Ariadne Wealth Management, LP | SANTA BARBARA, CA | $605K | 8,720 |
| Western Wealth Management, LLC | GOLDEN, CO | $472K | 6,813 |
| Equitable Holdings, Inc. | NEW YORK, NY | $470K | 7,106 |
| Ethic Inc. | NEW YORK, NY | $462K | 5,778 |
| Keystone Financial Group | LEXINGTON, KY | $457K | 5,717 |
| Lutz Financial Services LLC | OMAHA, NE | $401K | 5,015 |
| Sebold Capital Management, Inc. | LISLE, IL | $369K | 5,861 |
| KWB Wealth | REDLANDS, CA | $349K | 4,370 |
| MORGAN STANLEY | NEW YORK, NY | $326K | 4,707 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $322K | 4,031 |