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Institutional Ownership

Spdr Index Shs Fds

CUSIP 78463X475PORTFLI MSCI GBLSPGMQ1 2026

13D / 13G Filings
4
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
16.5%
Max % of class reported
Institutional Holders
169
13F filers (latest quarter)

Beneficial Owners — Schedule 13D / 13G

4 filings · latest Feb 12, 2025

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#FiledReporting PersonForm% of ClassSharesFiling
1Feb 12, 2025Sequoia Financial Advisors, LLC13G/A——SEC
2Feb 11, 2022Sequoia Financial Advisors, LLC13G/A10.6%1.25MSEC
3Feb 12, 2021Sequoia Financial Advisors, LLC13G/A8.0%809.0KSEC
4Feb 18, 2020Sequoia Financial Advisors, LLC13G/A16.5%709.1KSEC

Top Institutional Holders (13F)

Largest reported positions · latest quarter

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#FundSharesValue
1Lpl Financial LLC2.20M$166.22M
2Sequoia Financial Advisors, LLC2.00M$151.77M
3Independent Advisor Alliance370.7K$28.07M
4Peak Financial Management, Inc.364.4K$27.59M
5Private Advisor Group, LLC258.2K$19.55M
6Schaeffer Financial LLC251.2K$19.02M
7Mariner, LLC247.3K$18.72M
8Commerce Bank239.8K$18.15M
9Osaic Holdings, Inc.216.2K$16.37M
10Wealth Enhancement Advisory Services, LLC181.3K$13.83M