QEMM institutional holders

SPDR INDEX SHS FDS · 13F, 2026Q2

Managers holding34
Shares held446,747
Reported value$35.7m
Quarter flows4 new, 14 added, 6 trimmed, 2 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC182,997$14.6m0.0%
CABOT WEALTH MANAGEMENT INC74,171$5.9m0.6%
Premier Path Wealth Partners, LLC44,797$3.6m0.4%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC20,214$1.6m0.0%
GOLDMAN SACHS GROUP INC14,286$1.1m0.0%
Capital Advisors, Ltd. LLC12,573$1.0m0.1%
ASPIRIANT, LLC12,092$966,3930.0%
APPLETON PARTNERS INC/MA11,229$897,0000.1%
Ariadne Wealth Management, LP7,935$634,1960.3%
Equitable Holdings, Inc.7,611$608,2540.0%
BANK OF AMERICA CORP /DE/6,111$488,3910.0%
Ethic Inc.5,778$461,7780.0%
Keystone Financial Group5,717$456,8630.0%
Western Wealth Management, LLC5,382$430,1250.0%
Lutz Financial Services LLC5,015$400,7950.0%
MORGAN STANLEY4,688$374,6870.0%
KWB Wealth4,370$349,2500.0%
COMMONWEALTH EQUITY SERVICES, LLC4,031$322,1800.0%
Strategic Financial Partners, Ltd.3,954$316,0110.1%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC3,604$285,3270.0%
Portland Financial Advisors Inc3,033$242,3970.4%
SENTINEL PENSION ADVISORS, LLC3,161$241,1060.0%
LANARK FINANCIAL, INC.1,229$98,2290.0%
Geneos Wealth Management Inc.597$47,6940.0%
Medallion Wealth Advisors, LLC589$47,0730.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("QEMM"). QEMM price history · All 13F data

Get a free API keySee history bundlesDownload free samples