45 institutions reported holding $77.2M of SPDR INDEX SHS FDS (NZAC) in SEC 13F filings for 2026-03-31. Largest institutional holders: STATE STREET CORP ($39.8M), PNC Financial Services Group, Inc. ($7.7M), Betterment LLC ($5.6M), MORGAN STANLEY ($2.9M), LPL Financial LLC ($2.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | STATE STREET CORP | $39.8M | 978,300 | Added |
| 2 | PNC Financial Services Group, Inc. | $7.7M | 190,081 | Added |
| 3 | Betterment LLC | $5.6M | 136,723 | Added |
| 4 | MORGAN STANLEY | $2.9M | 70,293 | Trimmed |
| 5 | LPL Financial LLC | $2.8M | 69,208 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $2.4M | 57,973 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $2.1M | 52,231 | Added |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 40,111 | Added |
| 9 | CITADEL ADVISORS LLC | $1.6M | 39,545 | New |
| 10 | RAYMOND JAMES FINANCIAL INC | $1.5M | 36,564 | Added |
| 11 | TRUIST FINANCIAL CORP | $1.4M | 34,387 | Added |
| 12 | LARCH CAPITAL PARTNERS LLC | $953,931 | 23,470 | Hold |
| 13 | Royal Bank of Canada | $760,000 | 18,711 | Trimmed |
| 14 | Invera Wealth Advisors, LLC | $666,830 | 16,406 | Trimmed |
| 15 | UBS Group AG | $652,596 | 16,056 | Trimmed |
| 16 | Fingerlakes Wealth Management, Inc. | $476,008 | 11,711 | Trimmed |
| 17 | CWC Advisors, LLC. | $406,647 | 10,005 | Hold |
| 18 | Wealth Analytics Partners, LLC | $393,205 | 9,674 | Trimmed |
| 19 | JONES FINANCIAL COMPANIES LLLP | $377,650 | 9,569 | Added |
| 20 | Integrated Wealth Concepts LLC | $359,727 | 8,850 | Added |
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $334,306 | 8,224 | Added |
| 22 | Mariner, LLC | $328,660 | 8,086 | Hold |
| 23 | AQR CAPITAL MANAGEMENT LLC | $308,906 | 7,600 | Hold |
| 24 | Wealthcare Advisory Partners LLC | $261,920 | 6,444 | Trimmed |
| 25 | Monument Group Wealth Advisors, LLC | $237,369 | 5,840 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31