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Managing Your ETF Investments

Working with Link Market Services

To manage your institution’s SPDR ETF investments, simply register for access to  the Link Investor Centre portal. 

Once registered, you’ll need to provide Link with further details for your institution including email address, bank account details, Tax File Number (TFN) and Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS) details.

Link are there to help with all administration of SPDR ETF holdings including:

  • Updating personal details and communication preferences
  • Viewing distribution and annual tax statements
  • Updating distribution reinvestment plan (DRP) preferences (if available)

Register with Link

Setting up a Portfolio Login allows you to easily manage your institution’s holdings across issuers who use Link as their registrar.

  • If your institution doesn’t already have a Portfolio Login with Link, please set up a portfolio by going to the Link Investor Centre and selecting Register Now and follow the prompts
  • Enter the Issuer name or code: “State Street Global Advisors” or “SPDR” for all Australian SPDR ETFs or “SPY” for the SPDR S&P 500 ETF Trust
  • You will need your institution’s Holder Identification Number (HIN) or Security holder Reference Number (SRN)
  • Enter the postcode of the address used with your online broker or issuer sponsored account. If the registered address is overseas, select Outside Australia

Manage Link Account Preferences

Add/update your personal details and set your communication preferences in the Link Investor Centre portal.

We are committed to providing you with important communications regarding your institution’s investments in a timely manner. It’s important that we have a current email address on file. To update an email address, please visit the Link Investor Centre portal to manage your communication options. 

If you’d like to receive all communications from us electronically, please select Communications, click on Preferences and select ALL communications electronically.

Quick Reference

Questions about your institution’s SPDR ETF investments? Please contact us