Vault-13

SPDR INDEX SHS FDS GNR

GLB NAT RESRCE · ETP · CUSIP 78463X541

230 institutional holders +11 vs Q3 2022
47,851,61847.9m shares reported held*
$2.7bnreported value*
34 new 70 added 80 reduced 34 sold out net sold ≈ $133.9m (-2.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($844.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $57.04.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 219Q4 22: 230230Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022219
Q4 2022230

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$250k$500k$750k$1mQ3 22 calls: $455.0kQ3 22 puts: $930.0kQ3 22P/C 2.04Q4 22 calls: $0Q4 22 puts: $0Q4 22P/C —
Numbers
QuarterCallsPutsP/C
Q3 2022$455.0k$930.0k2.04
Q4 2022$0$0—

Biggest buyers

CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +845,414+845.4k
1832 Asset Management L.P. New +403,274+403.3k
NORTHERN TRUST CORP Added +287,053+287.1k
Bank of New York Mellon Corp Added +174,820+174.8k
DEUTSCHE BANK AG\ Added +91,072+91.1k
ENVESTNET ASSET MANAGEMENT INC Added +73,261+73.3k
MorganRosel Wealth Management, LLC Added +58,753+58.8k
Conservest Capital Advisors, Inc. New +58,204+58.2k
Pure Financial Advisors, LLC Added +56,672+56.7k
ALLIANCEBERNSTEIN L.P. Added +53,770+53.8k

Biggest sellers

Global Strategic Investment Solutions, LLC Reduced -2,482,054-2.5m
JANE STREET GROUP, LLC Sold out -614,457-614.5k
BESSEMER SECURITIES LLC Sold out -404,400-404.4k
PRINCIPAL FINANCIAL GROUP INC Reduced -226,003-226.0k
BANK OF AMERICA CORP /DE/ Reduced -224,404-224.4k
MORGAN STANLEY Reduced -178,032-178.0k
Laurel Wealth Advisors, Inc. Sold out -79,744-79.7k
BANK OF NOVA SCOTIA Sold out -77,199-77.2k
OLD MISSION CAPITAL LLC Sold out -72,645-72.6k
Money Design Co.,Ltd. Reduced -72,391-72.4k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
First Command Advisory Services, Inc. 13G · institution no change · filed 2026-09-03 6.9% no change 335.5m≈ $22.6bn 2026-09-03

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NORTHERN TRUST CORP 0.12% of their portfolio CHICAGO, IL 9,741,2339.7m $555.4m $555.4m 0.12% Added +287.1k +287,053
2 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.10% of their portfolio SAN FRANCISCO, CA 5,704,5475.7m $325.3m $325.3m 0.10% Added +845.4k +845,414
3 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 4,175,2064.2m $238.1m $238.1m 0.03% Reduced -224.4k -224,404
4 BANK OF MONTREAL /CAN/ 0.08% of their portfolio TORONTO, A6 3,000,3233.0m $171.9m $171.9m 0.08% Reduced -5.9k -5,937
5 Global Strategic Investment Solutions, LLC 9.53% of their portfolio Scottsdale, AZ 2,520,2122.5m $143.7m $143.7m 9.53% Reduced -2.5m -2,482,054
6 BESSEMER GROUP INC 0.33% of their portfolio WOODBRIDGE, NJ 2,381,2042.4m $135.8m $135.8m 0.33% Added +37.0k +37,008
7 BlackRock Inc. 0.00% of their portfolio New York, NY 1,770,2001.8m $100.9m $100.9m 0.00% Added +40.0k +40,043
8 Richard Bernstein Advisors LLC 2.05% of their portfolio NEW YORK, NY 1,608,5271.6m $91.7m $91.7m 2.05% Added +26.1k +26,077
9 Hackensack Meridian Health, Inc. 12.87% of their portfolio EDISON, NJ 1,606,0001.6m $91.6m $91.6m 12.87% Unchanged
10 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,133,5561.1m $64.6m $64.6m 0.01% Reduced -178.0k -178,032
11 Pure Financial Advisors, LLC 3.19% of their portfolio SAN DIEGO, CA 1,082,9011.1m $61.7m $61.7m 3.19% Added +56.7k +56,672
12 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 955,534955.5k $54.4m $54.4m 0.02% Reduced -42.8k -42,802
13 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 687,830687.8k $39.2m $39.2m 0.01% Added +14.9k +14,939
14 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 647,359647.4k $36.9m $36.9m 0.02% Added +73.3k +73,261
15 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 521,516521.5k $29.7m $29.7m 0.01% Added +53.8k +53,770
16 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 449,518449.5k $25.6m $25.6m 0.01% Added +174.8k +174,820
17 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 417,342417.3k $23.8m $23.8m 0.02% Reduced -3.0k -3,029
18 RAYMOND JAMES & ASSOCIATES 0.02% of their portfolio ST PETERSBURG, FL 409,768409.8k $23.4m $23.4m 0.02% Added +26.2k +26,200
19 1832 Asset Management L.P. 0.05% of their portfolio TORONTO, A6 403,274403.3k $23.0m $23.0m 0.05% New
20 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 384,123384.1k $21.9m $21.9m 0.01% Added +50.9k +50,910
21 Sendero Wealth Management, LLC 7.46% of their portfolio SAN ANTONIO, TX 367,832367.8k $21.0m $21.0m 7.46% Added +19.7k +19,698
22 CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 1.48% of their portfolio CHARLOTTESVILLE, VA 352,374352.4k $20.1m $20.1m 1.48% Unchanged
23 VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio San Antonio, TX 334,113334.1k $19.1m $19.1m 0.02% Not comparable
24 UBS Group AG 0.01% of their portfolio ZURICH, V8 333,750333.8k $19.0m $19.0m 0.01% Added +15.1k +15,092
25 Corrigan Financial, Inc. 6.85% of their portfolio MIDDLETOWN, RI 328,369328.4k $18.7m $18.7m 6.85% Reduced -19.4k -19,361
26 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 323,214323.2k $18.4m $18.4m 0.01% Reduced -226.0k -226,003
27 CAPTRUST FINANCIAL ADVISORS 0.09% of their portfolio RALEIGH, NC 308,112308.1k $17.6m $17.6m 0.09% Added +12.6k +12,557
28 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 258,228258.2k $14.7m $14.7m 0.00% Reduced -4.9k -4,872
29 J.P. Morgan Private Wealth Advisors LLC 0.03% of their portfolio SAN FRANCISCO, CA 211,020211.0k $12.0m $12.0m 0.03% Added +41.9k +41,936
30 JNBA Financial Advisors 1.59% of their portfolio BLOOMINGTON, MN 200,750200.8k $11.4m $11.4m 1.59% Reduced -2.6k -2,612
31 Dakota Wealth Management 0.74% of their portfolio PALM BEACH GARDENS, FL 181,855181.9k $10.4m $10.4m 0.74% Added +20.6k +20,615
32 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 0.80% of their portfolio BOSTON, MA 181,198181.2k $10.3m $10.3m 0.80% Unchanged
33 Moran Wealth Management, LLC 0.37% of their portfolio NAPLES, FL 168,647168.6k $9.6m $9.6m 0.37% First filing
34 WESCAP Management Group, Inc. 3.11% of their portfolio Glendale, CA 155,225155.2k $8.9m $8.9m 3.11% Reduced -6.8k -6,753
35 SENTINEL TRUST CO LBA 1.33% of their portfolio HOUSTON, TX 148,800148.8k $8.5m $8.5m 1.33% Unchanged
36 M&T Bank Corp 0.03% of their portfolio BUFFALO, NY 125,207125.2k $7.1m $7.1m 0.03% Added +311 +311
37 Prairiewood Capital, LLC 5.13% of their portfolio FARGO, ND 122,531122.5k $7.0m $7.0m 5.13% Reduced -19 -19
38 Great Diamond Partners, LLC 1.94% of their portfolio Portland, ME 110,662110.7k $6.3m $6.3m 1.94% Reduced -6.4k -6,439
39 MorganRosel Wealth Management, LLC 2.90% of their portfolio HIGHLANDS RANCH, CO 110,360110.4k $6.3m $6.3m 2.90% Added +58.8k +58,753
40 Capital Advisors Wealth Management, LLC 1.88% of their portfolio YAKIMA, WA 109,027109.0k $6.2m $6.2m 1.88% Added +15.5k +15,517
41 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 105,221105.2k $6.0m $6.0m 0.01% Added +3.7k +3,714
42 Warren Street Wealth Advisors, LLC 4.59% of their portfolio IRVINE, CA 100,221100.2k $5.7m $5.7m 4.59% Reduced -19.6k -19,580
43 PACK Private Wealth, LLC 4.82% of their portfolio WAYZATA, MN 98,56498.6k $5.6m $5.6m 4.82% Reduced -111 -111
44 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 91,50891.5k $5.2m $5.2m 0.00% Added +91.1k +91,072
45 STERLING INVESTMENT ADVISORS LLC /ADV 3.49% of their portfolio BOLIVAR, MO 89,46289.5k $5.1m $5.1m 3.49% Reduced -2.6k -2,645
46 NATIXIS ADVISORS, LLC 0.02% of their portfolio Boston, MA 88,32788.3k $5.0m $5.0m 0.02% Reduced -11.5k -11,477
47 Money Design Co.,Ltd. 0.17% of their portfolio TOKYO, M0 87,84587.8k $5.0m $5.0m 0.17% Reduced -72.4k -72,391
48 Valmark Advisers, Inc. 0.12% of their portfolio AKRON, OH 87,57987.6k $5.0m $5.0m 0.12% Reduced -2.6k -2,633
49 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 85,18585.2k $4.9m $4.9m 0.01% Reduced -24.4k -24,421
50 Cerity Partners LLC 0.03% of their portfolio NEW YORK, NY 81,64581.6k $4.7m $4.7m 0.03% Added +8.3k +8,293
51 VPR Management LLC 0.99% of their portfolio HOUSTON, TX 80,15080.2k $4.6m $4.6m 0.99% Unchanged
52 Treasure Coast Financial Planning 3.39% of their portfolio VERO BEACH, FL 79,77379.8k $4.5m $4.5m 3.39% Added +30 +30
53 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 78,61278.6k $4.5m $4.5m 0.01% Reduced -19.0k -18,965
54 Versant Capital Management, Inc 1.58% of their portfolio PHOENIX, AZ 76,55476.6k $4.4m $4.4m 1.58% Reduced -1.5k -1,476
55 Financial Guidance Group, Inc. 3.43% of their portfolio Palm Harbor, FL 73,91673.9k $4.2m $4.2m 3.43% Reduced -3.6k -3,584
56 Mariner, LLC 0.01% of their portfolio Overland Park, KS 71,21071.2k $4.1m $4.1m 0.01% Added +38.3k +38,345
57 SOL Capital Management CO 0.69% of their portfolio ROCKVILLE, MD 68,41468.4k $3.9m $3.9m 0.69% Reduced -2.0k -1,985
58 Gunma Bank,Ltd. 1.92% of their portfolio GUNMA, M0 68,00068.0k $3.9m $3.9m 1.92% Added +34.0k +34,000
59 Palisades Hudson Asset Management, L.P. 2.12% of their portfolio FORT LAUDERDALE, FL 67,38767.4k $3.8m $3.8m 2.12% Reduced -4.3k -4,267
60 OXFORD FINANCIAL GROUP, LTD. LLC 0.45% of their portfolio INDIANAPOLIS, IN 67,20567.2k $3.8m $3.8m 0.45% Added +29.0k +28,980
61 Summit Financial, LLC 0.34% of their portfolio PARSIPPANY, NJ 63,92763.9k $3.6m $3.6m 0.34% Added +2.2k +2,228
62 CAHILL FINANCIAL ADVISORS INC 0.70% of their portfolio EDINA, MN 63,90763.9k $3.6m $3.6m 0.70% Reduced -2.8k -2,823
63 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.36% of their portfolio FORT WAYNE, IN 62,53962.5k $3.6m $3.6m 0.36% Reduced -982 -982
64 AIFG Consultants Ltd. 3.27% of their portfolio HALFMOON, NY 58,91658.9k $3.4m $3.4m 3.27% First filing
65 Conservest Capital Advisors, Inc. 0.42% of their portfolio WYNNEWOOD, PA 58,20458.2k $3.3m $3.3m 0.42% New
66 D.A. DAVIDSON & CO. 0.04% of their portfolio GREAT FALLS, MT 54,10854.1k $3.1m $3.1m 0.04% Added +298 +298
67 Schechter Investment Advisors, LLC 0.27% of their portfolio BIRMINGHAM, MI 52,01852.0k $3.0m $3.0m 0.27% Reduced -8.7k -8,658
68 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 49,80449.8k $2.8m $2.8m 0.01% Added +14.9k +14,906
69 Wealthfront Advisers LLC 0.01% of their portfolio Palo Alto, CA 49,18849.2k $2.8m $2.8m 0.01% Added +2.2k +2,157
70 Chemistry Wealth Management LLC 1.05% of their portfolio NEW YORK, NY 47,06547.1k $2.7m $2.7m 1.05% Reduced -109 -109
71 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 46,04446.0k $2.6m $2.6m 0.00% Reduced -31.3k -31,257
72 Blue Edge Capital, LLC 0.60% of their portfolio RICHMOND, VA 45,90445.9k $2.6m $2.6m 0.60% Added +2.2k +2,154
73 Anson Capital, Inc. 3.39% of their portfolio TYRONE, GA 45,03245.0k $2.6m $2.6m 3.39% Added +5.5k +5,539
74 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 43,24743.2k $2.5m $2.5m 0.01% Added +121 +121
75 DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.03% of their portfolio CHICAGO, IL 40,85040.9k $2.3m $2.3m 0.03% Reduced -9.2k -9,200
76 Archford Capital Strategies, LLC 0.52% of their portfolio SWANSEA, IL 39,64339.6k $2.3m $2.3m 0.52% Added +1.4k +1,372
77 Dentgroup LLC 1.92% of their portfolio BATON ROUGE, LA 38,93938.9k $2.2m $2.2m 1.92% Reduced -4.5k -4,520
78 Orca Investment Management, LLC 2.70% of their portfolio LAKE OSWEGO, OR 37,31537.3k $2.1m $2.1m 2.70% Reduced -2.4k -2,390
79 Bensler, LLC 0.47% of their portfolio Bellevue, WA 36,81636.8k $2.1m $2.1m 0.47% Reduced -82 -82
80 Regal Investment Advisors LLC 0.19% of their portfolio KENTWOOD, MI 34,74034.7k $2.0m $2.0m 0.19% Reduced -1.8k -1,770
81 Bristlecone Advisors, LLC 0.20% of their portfolio BELLEVUE, WA 28,78728.8k $1.6m $1.6m 0.20% Added +1.9k +1,878
82 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 27,49827.5k $1.6m $1.6m 0.01% Added +19.5k +19,458
83 SVB WEALTH LLC 0.02% of their portfolio BOSTON, MA 25,83825.8k $1.5m $1.5m 0.02% Added +1.6k +1,577
84 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 25,64625.6k $1.5m $1.5m 0.00% Added +953 +953
85 TRANSCEND CAPITAL ADVISORS, LLC 0.15% of their portfolio MADISON, NJ 24,74024.7k $1.4m $1.4m 0.15% Reduced -106 -106
86 Veritable, L.P. 0.02% of their portfolio Newtown Square, PA 24,11024.1k $1.4m $1.4m 0.02% Unchanged
87 Firestone Capital Management 0.50% of their portfolio SOUTH MIAMI, FL 23,58223.6k $1.3m $1.3m 0.50% Added +145 +145
88 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 23,04823.0k $1.3m $1.3m 0.00% Reduced -20.2k -20,227
89 Claraphi Advisory Network, LLC 0.52% of their portfolio ALISO VIEJO, X1 23,03623.0k $1.3m $1.3m 0.52% New
90 Perigon Wealth Management, LLC 0.04% of their portfolio SAN FRANCISCO, CA 22,53822.5k $1.3m $1.3m 0.04% Reduced -1.5k -1,501
91 Old Port Advisors 0.47% of their portfolio PORTLAND, ME 21,89321.9k $1.2m $1.2m 0.47% Reduced -1.4k -1,402
92 FMB WEALTH MANAGEMENT 1.60% of their portfolio WESTLAKE VILLAGE, CA 21,79921.8k $1.2m $1.2m 1.60% First filing
93 Landmark Wealth Management, LLC 0.88% of their portfolio MELVILLE, NY 21,29021.3k $1.2m $1.2m 0.88% Reduced -1.6k -1,637
94 KANAWHA CAPITAL MANAGEMENT LLC 0.12% of their portfolio RICHMOND, VA 21,08921.1k $1.2m $1.2m 0.12% Added +129 +129
95 SAGE RHINO CAPITAL LLC 0.37% of their portfolio MENLO PARK, CA 20,31920.3k $1.2m $1.2m 0.37% Reduced -1.2k -1,156
96 Navalign, LLC 0.46% of their portfolio ENCINO, CA 19,54719.5k $1.1m $1.1m 0.46% Reduced -3.6k -3,581
97 Hedeker Wealth, LLC 0.41% of their portfolio Lincolnshire, IL 19,33019.3k $1.1m $1.1m 0.41% Reduced -3.3k -3,328
98 Boltwood Capital Management 0.44% of their portfolio WALNUT CREEK, CA 19,22019.2k $1.1m $1.1m 0.44% Reduced -1.0k -1,000
99 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 18,64918.6k $1.1m $1.1m 0.02% Added +244 +244
100 Sequoia Financial Advisors, LLC 0.03% of their portfolio Akron, OH 18,37418.4k $1.0m $1.0m 0.03% Added +9.6k +9,633