8 institutions reported holding $5.4M of SPDR INDEX SHS FDS (XCNY) in SEC 13F filings for 2026-03-31. Largest institutional holders: MONTAG A & ASSOCIATES INC ($2.2M), JANE STREET GROUP, LLC ($1.8M), Private Wealth Advisors, LLC ($562,222), Savant Capital, LLC ($332,209), R. W. Roge & Company, Inc. ($263,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MONTAG A & ASSOCIATES INC | $2.2M | 76,393 | New |
| 2 | JANE STREET GROUP, LLC | $1.8M | 62,560 | New |
| 3 | Private Wealth Advisors, LLC | $562,222 | 19,530 | Trimmed |
| 4 | Savant Capital, LLC | $332,209 | 11,540 | Hold |
| 5 | R. W. Roge & Company, Inc. | $263,000 | 9,164 | Trimmed |
| 6 | Johnson Financial Group, Inc. | $207,271 | 7,200 | New |
| 7 | Keating Financial Advisory Services, Inc. | $39,295 | 1,365 | New |
| 8 | UBS Group AG | $2,389 | 83 | Added |
Source: SEC Form 13F filings · as of 2026-03-31