Stock ownership · SEC 13F · Q4 2025
SPDR INDEX SHS FDS
Who owns SPDR INDEX SHS FDS (CUSIP 78463X889)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.
- $57.9M
- Reported value
- 13
- Institutions
- 94%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, SPDR INDEX SHS FDS ranks #214 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 13 institutions report $57.9M as of Q4 2025, with ownership dominated by its top few institutional owners.
- 13
- institutions hold it
- $57.9M
- reported 13F value
- 94%
- held by top 5
- #214
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, SPDR INDEX SHS FDS ranks #214 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 78463X889 · Q4 2025 $58M reported
VALUE-MID · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-HOT · BOOK-FULL
- VALUE-MID #214/775
- HOLDERS-NARROW 13 filers
- CONC-DOM 94% top-5
- PHOTO-FINISH EXELIXIS
- ACTIVITY-HOT 13 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: EXELIXIS INC
Read with: Ownership concentration guide - SPDR INDEX SHS FDS's top-five holders account for 94% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · SPDR INDEX SHS FDS
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
SPDR INDEX SHS FDS vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
13 Top 51% higher than 49% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · Q4 2025
Institutional ownership over time
The number of institutions reporting a SPDR INDEX SHS FDS position has risen from 4 to 13 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Astoria Portfolio Advisors LLC. | 514,403 | $25.3M | 43.6% |
| 2 | Clear Retirement Advice LLC | 279,687 | $13.3M | 22.9% |
| 3 | Macco Financial Group, Inc. | 253,511 | $11.3M | 19.4% |
| 4 | WLTH Capital Management, LLC | 65,443 | $3.2M | 5.5% |
| 5 | Barnes Wealth Management Group, Inc | 37,020 | $1.6M | 2.8% |
| 6 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 18,385 | $816K | 1.4% |
| 7 | Coastline Complete Wealth LLC | 14,269 | $634K | 1.1% |
| 8 | Anchor Investment Management, LLC | 13,667 | $607K | 1.0% |
| 9 | OakTrust Wealth Advisors, LLC | 11,000 | $489K | 0.8% |
| 10 | BDFS Capital LLC | 8,199 | $364K | 0.6% |
| 11 | DGS Capital Management, LLC | 5,078 | $226K | 0.4% |
| 12 | SSA SWISS ADVISORS AG | 1,800 | $80K | 0.1% |
| 13 | Compass Financial Services Inc | 1,400 | $62K | 0.1% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SPDR INDEX SHS FDS's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (13)
Complete exits (12)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for SPDR INDEX SHS FDS: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($57.9M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (13 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.