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5%+ stakes · Schedule 13D and 13G

Spdr Index Shares Funds: 5%+ holders

Who has reported owning 5% or more of Spdr Index Shares Funds, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

At 5% or more3
Filings5
Latest filing2026-09-03

Spdr Index Shares Funds has 5 Schedule 13D or 13G filings on record since 2025-08-07. 3 holders' latest filing reports 5% or more of global natural resources etf. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
First Command Advisory Services, Inc.6.9%335,542,002SCHEDULE 13G, 2026-09-032026-08-31
Bank of New York Mellon Corp6.3%1,593,539SCHEDULE 13G/A, 2026-07-292026-06-30
Savant Capital, LLC6.13%12,267SCHEDULE 13G, 2025-08-072025-04-30

Timeline

FiledHolderPercentFiling
2025-08-07Savant Capital, LLC6.13%SCHEDULE 13G
2026-03-23First Command Advisory Services, Inc.5.3%SCHEDULE 13G
2026-03-26First Command Advisory Services, Inc.6.9%SCHEDULE 13G/A
2026-07-29Bank of New York Mellon Corp6.3%SCHEDULE 13G/A
2026-09-03First Command Advisory Services, Inc.6.9%SCHEDULE 13G

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/spdr-index-shares-funds
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Spdr Index Shares Funds 5%+ holders: 3 at 5% or more, largest First Command Advisory Services, Inc. 6.9%. MentionFox, 2026-09-27. https://mentionfox.com/stakes/spdr-index-shares-funds