Who Owns SPDR INDEX SHS FDS (GII)? -- Institutional Holders (2026-03-31)
131 institutions reported holding $391.2M of SPDR INDEX SHS FDS (GII) in SEC 13F filings for 2026-03-31. Largest institutional holders: Hills Bank & Trust Co ($57.9M), Wealth Architects, LLC ($49.6M), LPL Financial LLC ($38.3M), Mariner, LLC ($24.7M), Wharton Business Group, LLC ($19.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Hills Bank & Trust Co | $57.9M | 762,289 | Added |
| 2 | Wealth Architects, LLC | $49.6M | 652,712 | Added |
| 3 | LPL Financial LLC | $38.3M | 503,882 | Trimmed |
| 4 | Mariner, LLC | $24.7M | 324,868 | Added |
| 5 | Wharton Business Group, LLC | $19.4M | 254,990 | Added |
| 6 | TOWER TRUST & INVESTMENT Co | $14.6M | 192,047 | Added |
| 7 | Baker Avenue Asset Management, LP | $11.9M | 155,983 | Added |
| 8 | Warren Street Wealth Advisors, LLC | $11.5M | 151,298 | Trimmed |
| 9 | STATE STREET CORP | $10.8M | 142,200 | Added |
| 10 | MORGAN STANLEY | $10.4M | 136,914 | Added |
| 11 | Ironsides Asset Advisors, LLC | $7.3M | 96,276 | Added |
| 12 | Clark Capital Management Group, Inc. | $6.8M | 89,798 | Added |
| 13 | Beacon Pointe Advisors, LLC | $5.9M | 77,363 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $5.7M | 75,343 | Added |
| 15 | CITIZENS FINANCIAL GROUP INC/RI | $5.6M | 73,435 | Added |
| 16 | CX Institutional | $5.4M | 70,962 | Added |
| 17 | CIBC WORLD MARKET INC. | $5.3M | 69,255 | Added |
| 18 | MAI Capital Management | $4.8M | 62,536 | Added |
| 19 | WELLS FARGO & COMPANY/MN | $4.4M | 58,208 | Added |
| 20 | SCOTIA CAPITAL INC. | $4.3M | 56,301 | Trimmed |
| 21 | OXFORD FINANCIAL GROUP, LTD. LLC | $4.1M | 54,336 | Trimmed |
| 22 | BANK OF AMERICA CORP /DE/ | $3.5M | 45,558 | Added |
| 23 | FMR LLC | $3.5M | 45,546 | Added |
| 24 | HighTower Advisors, LLC | $3.4M | 44,197 | Trimmed |
| 25 | Sequoia Financial Advisors, LLC | $3.3M | 43,914 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31