Who Owns SPDR INDEX SHS FDS (QEMM)? -- Institutional Holders (2026-06-30)

34 institutions reported holding $35.6M of SPDR INDEX SHS FDS (QEMM) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($14.6M), CABOT WEALTH MANAGEMENT INC ($5.9M), Premier Path Wealth Partners, LLC ($3.6M), O'SHAUGHNESSY ASSET MANAGEMENT, LLC ($1.6M), GOLDMAN SACHS GROUP INC ($1.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$14.6M182,997Added
2CABOT WEALTH MANAGEMENT INC$5.9M74,171Added
3Premier Path Wealth Partners, LLC$3.6M44,797Added
4O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.6M20,214Added
5GOLDMAN SACHS GROUP INC$1.1M14,286New
6Capital Advisors, Ltd. LLC$1.0M12,573Added
7ASPIRIANT, LLC$966,39312,092Hold
8APPLETON PARTNERS INC/MA$897,00011,229Trimmed
9Ariadne Wealth Management, LP$634,1967,935Trimmed
10Equitable Holdings, Inc.$608,2547,611Added
11BANK OF AMERICA CORP /DE/$488,3916,111Added
12Ethic Inc.$461,7785,778Added
13Keystone Financial Group$456,8635,717Added
14Western Wealth Management, LLC$430,1255,382Trimmed
15Lutz Financial Services LLC$400,7955,015Hold
16MORGAN STANLEY$374,6874,688Trimmed
17KWB Wealth$349,2504,370Hold
18COMMONWEALTH EQUITY SERVICES, LLC$322,1804,031Added
19Strategic Financial Partners, Ltd.$316,0113,954Added
20WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$285,3273,604Added
21Portland Financial Advisors Inc$242,3973,033Hold
22SENTINEL PENSION ADVISORS, LLC$241,1063,161Added
23NBC SECURITIES, INC.$98,2291,229Hold
24Geneos Wealth Management Inc.$47,694597Added
25Medallion Wealth Advisors, LLC$47,073589Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30