Vault-13

SPDR INDEX SHS FDS GNR

GLB NAT RESRCE · ETP · CUSIP 78463X541

238 institutional holders -1 vs Q4 2024
35,222,94035.2m shares reported held*
$1.9bnreported value*
24 new 66 added 82 reduced 23 sold out net sold ≈ $22.3m (-394.9k 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 ($427.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $53.21. Options: 1 managers hold calls ($26.6k notional), 1 hold puts ($47.9k).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 219Q4 22: 230Q1 23: 246Q2 23: 219Q3 23: 228Q4 23: 246Q1 24: 242Q2 24: 240Q3 24: 242Q4 24: 239Q1 25: 238238Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022219
Q4 2022230
Q1 2023246
Q2 2023219
Q3 2023228
Q4 2023246
Q1 2024242
Q2 2024240
Q3 2024242
Q4 2024239
Q1 2025238

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 23: 94 bought or addedQ2 23: 125 cut or sold outQ3 23: 97 bought or addedQ3 23: 97 cut or sold outQ3 23Q4 23: 118 bought or addedQ4 23: 102 cut or sold outQ1 24: 93 bought or addedQ1 24: 132 cut or sold outQ1 24Q2 24: 85 bought or addedQ2 24: 128 cut or sold outQ3 24: 93 bought or addedQ3 24: 101 cut or sold outQ3 24Q4 24: 100 bought or addedQ4 24: 115 cut or sold outQ1 25: 90 bought or addedQ1 25: 105 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 202394125
Q3 20239797
Q4 2023118102
Q1 202493132
Q2 202485128
Q3 202493101
Q4 2024100115
Q1 202590105

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ2 24 calls: $273.7kQ2 24 puts: $94.9kQ2 24P/C 0.35Q3 24 calls: $138.4kQ3 24 puts: $519.0kQ3 24P/C 3.75Q4 24 calls: $418.0kQ4 24 puts: $19.9kQ4 24P/C 0.05Q1 25 calls: $26.6kQ1 25 puts: $47.9kQ1 25P/C 1.80
Numbers
QuarterCallsPutsP/C
Q2 2024$273.7k$94.9k0.35
Q3 2024$138.4k$519.0k3.75
Q4 2024$418.0k$19.9k0.05
Q1 2025$26.6k$47.9k1.80

Biggest buyers

MORGAN STANLEY Added +203,151+203.2k
OLD MISSION CAPITAL LLC New +169,520+169.5k
Empowered Funds, LLC New +115,444+115.4k
Pure Financial Advisors, LLC Added +110,510+110.5k
OXFORD FINANCIAL GROUP, LTD. LLC Added +79,658+79.7k
IAG Wealth Partners, LLC Added +73,341+73.3k
GTS SECURITIES LLC New +50,173+50.2k
Sachetta, LLC Added +49,003+49.0k
LPL Financial LLC Added +44,731+44.7k
FIDUCIARY FINANCIAL GROUP, LLC Added +44,106+44.1k

Biggest sellers

1832 Asset Management L.P. Reduced -242,757-242.8k
Sendero Wealth Management, LLC Reduced -191,960-192.0k
BESSEMER GROUP INC Reduced -119,660-119.7k
ALLIANCEBERNSTEIN L.P. Reduced -117,743-117.7k
BANK OF AMERICA CORP /DE/ Reduced -109,406-109.4k
Longview Financial Advisors, Inc. Reduced -92,378-92.4k
Gunma Bank,Ltd. Reduced -88,000-88.0k
TOCQUEVILLE ASSET MANAGEMENT L.P. Sold out -87,080-87.1k
NWAM LLC Sold out -67,536-67.5k
Park Edge Advisors, LLC Sold out -52,038-52.0k

Biggest calls

CITADEL ADVISORS LLC Reduced $26.6k500 shares

Biggest puts

CITADEL ADVISORS LLC Added $47.9k900 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NORTHERN TRUST CORP 0.11% of their portfolio CHICAGO, IL 13,890,59613.9m $739.7m $739.7m 0.11% Reduced -29.6k -29,554
2 Pure Financial Advisors, LLC 2.12% of their portfolio SAN DIEGO, CA 1,899,3611.9m $101.1m $101.1m 2.12% Added +110.5k +110,510
3 Hackensack Meridian Health, Inc. 9.73% of their portfolio EDISON, NJ 1,606,0001.6m $85.5m $85.5m 9.73% Unchanged
4 Johns Hopkins University 3.16% of their portfolio BALTIMORE, MD 1,572,0881.6m $83.7m $83.7m 3.16% Unchanged
5 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,431,0501.4m $76.2m $76.2m 0.01% Added +203.2k +203,151
6 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,061,6451.1m $56.5m $56.5m 0.00% Unchanged
7 1832 Asset Management L.P. 0.09% of their portfolio TORONTO, A6 857,727857.7k $45.7m $45.7m 0.09% Reduced -242.8k -242,757
8 NEPC LLC 1.08% of their portfolio Boston, MA 730,890730.9k $38.9m $38.9m 1.08% Added +37.9k +37,850
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 682,229682.2k $36.3m $36.3m 0.00% Reduced -109.4k -109,406
10 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 578,450578.5k $30.8m $30.8m 0.00% Reduced -43.8k -43,765
11 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 488,986489.0k $26.0m $26.0m 0.01% Reduced -117.7k -117,743
12 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 459,733459.7k $24.5m $24.5m 0.01% Added +21.0k +21,033
13 Sendero Wealth Management, LLC 3.19% of their portfolio SAN ANTONIO, TX 432,317432.3k $23.0m $23.0m 3.19% Reduced -192.0k -191,960
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 406,085406.1k $21.6m $21.6m 0.00% Added +38.5k +38,499
15 AMG National Trust Bank 0.58% of their portfolio GREENWOOD VILLAGE, CO 386,185386.2k $20.6m $20.6m 0.58% Added +23.4k +23,380
16 FMR LLC 0.00% of their portfolio BOSTON, MA 383,415383.4k $20.4m $20.4m 0.00% Added +11.5k +11,469
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 354,648354.6k $18.9m $18.9m 0.00% Reduced -7.4k -7,444
18 CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 39.10% of their portfolio CHARLOTTESVILLE, VA 352,374352.4k $18.8m $18.8m 39.10% Unchanged
19 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 0.47% of their portfolio BOSTON, MA 309,990310.0k $16.5m $16.5m 0.47% Reduced -3.4k -3,437
20 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 304,867304.9k $16.2m $16.2m 0.00% Reduced -3.8k -3,753
21 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 274,454274.5k $14.6m $14.6m 0.00% Reduced -49.1k -49,115
22 Prairiewood Capital, LLC 4.72% of their portfolio FARGO, ND 217,706217.7k $11.6m $11.6m 4.72% Added +12.9k +12,912
23 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 211,897211.9k $11.3m $11.3m 0.01% Reduced -30.3k -30,275
24 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 202,937202.9k $10.8m $10.8m 0.00% Added +44.7k +44,731
25 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 181,382181.4k $9.7m $9.7m 0.00% Reduced -9.5k -9,525
26 Sachetta, LLC 3.72% of their portfolio LYNNFIELD, MA 170,565170.6k $9.1m $9.1m 3.72% Added +49.0k +49,003
27 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 169,892169.9k $9.0m $9.0m 0.00% Reduced -31.4k -31,414
28 OLD MISSION CAPITAL LLC 0.17% of their portfolio CHICAGO, IL 169,520169.5k $9.0m $9.0m 0.17% New
29 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 166,231166.2k $8.9m $8.9m 0.02% Reduced -18.4k -18,372
30 STRATEGIC INVESTMENT MANAGEMENT, LLC 3.54% of their portfolio ARLINGTON, VA 165,400165.4k $8.8m $8.8m 3.54% Unchanged
31 Warren Street Wealth Advisors, LLC 3.29% of their portfolio IRVINE, CA 157,625157.6k $8.4m $8.4m 3.29% Added +13.7k +13,722
32 TOWNSQUARE CAPITAL LLC 0.09% of their portfolio Lehi, UT 157,134157.1k $8.4m $8.4m 0.09% Added +13.9k +13,918
33 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 151,504151.5k $8.1m $8.1m 0.00% Reduced -12.4k -12,398
34 OXFORD FINANCIAL GROUP, LTD. LLC 0.56% of their portfolio INDIANAPOLIS, IN 150,113150.1k $8.0m $8.0m 0.56% Added +79.7k +79,658
35 Versant Capital Management, Inc 1.32% of their portfolio PHOENIX, AZ 147,730147.7k $7.9m $7.9m 1.32% Reduced -536 -536
36 PACK Private Wealth, LLC 4.55% of their portfolio WAYZATA, MN 143,732143.7k $7.7m $7.7m 4.55% Reduced -1.3k -1,318
37 SATOVSKY ASSET MANAGEMENT LLC 1.61% of their portfolio NEW YORK, NY 134,766134.8k $7.2m $7.2m 1.61% Reduced -3.0k -3,004
38 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 122,418122.4k $6.5m $6.5m 0.01% Reduced -5.1k -5,137
39 M&T Bank Corp 0.02% of their portfolio BUFFALO, NY 121,431121.4k $6.5m $6.5m 0.02% Unchanged
40 STERLING INVESTMENT ADVISORS LLC /ADV 3.52% of their portfolio BOLIVAR, MO 117,439117.4k $6.3m $6.3m 3.52% Added +4.5k +4,524
41 Empowered Funds, LLC 0.09% of their portfolio NEWTOWN SQUARE, PA 115,444115.4k $6.1m $6.1m 0.09% New
42 FIDUCIARY FINANCIAL GROUP, LLC 1.06% of their portfolio SAN RAFAEL, CA 101,626101.6k $4.9m $4.9m 1.06% Added +44.1k +44,106
43 SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio London, X0 100,106100.1k $5.3m $5.3m 0.01% Unchanged
44 Treasure Coast Financial Planning 3.22% of their portfolio VERO BEACH, FL 97,52197.5k $5.2m $5.2m 3.22% Added +7.4k +7,441
45 BESSEMER GROUP INC 0.01% of their portfolio WOODBRIDGE, NJ 88,75688.8k $4.7m $4.7m 0.01% Reduced -119.7k -119,660
46 Valmark Advisers, Inc. 0.07% of their portfolio AKRON, OH 88,63288.6k $4.7m $4.7m 0.07% Reduced -3.1k -3,098
47 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 88,03788.0k $4.7m $4.7m 0.01% Reduced -1.9k -1,920
48 FIDUCIENT ADVISORS LLC 0.58% of their portfolio Chicago, IL 86,93186.9k $4.6m $4.6m 0.58% Added +24.1k +24,134
49 EVOKE WEALTH, LLC 0.12% of their portfolio Los Angeles, CA 83,65583.7k $4.5m $4.5m 0.12% Reduced -25.6k -25,614
50 IAG Wealth Partners, LLC 0.69% of their portfolio WAUKESHA, WI 83,52183.5k $4.4m $4.4m 0.69% Added +73.3k +73,341
51 VPR Management LLC 2.01% of their portfolio HOUSTON, TX 77,55077.5k $4.1m $4.1m 2.01% Unchanged
52 Mariner, LLC 0.01% of their portfolio Overland Park, KS 75,66475.7k $4.0m $4.0m 0.01% Reduced -2.8k -2,754
53 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 75,03075.0k $4.0m $4.0m 0.01% Reduced -7.1k -7,074
54 Gunma Bank,Ltd. 1.20% of their portfolio GUNMA, M0 70,00070.0k $3.7m $3.7m 1.20% Reduced -88.0k -88,000
55 Summit Financial, LLC 0.10% of their portfolio PARSIPPANY, NJ 68,68468.7k $3.7m $3.7m 0.10% Added +2.1k +2,136
56 Cadence Wealth Management LLC 2.61% of their portfolio WESTBOROUGH, MA 66,21966.2k $3.5m $3.5m 2.61% Added +19.2k +19,209
57 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 62,14562.1k $3.3m $3.3m 0.01% Added +12.5k +12,496
58 Schechter Investment Advisors, LLC 0.26% of their portfolio BIRMINGHAM, MI 60,13360.1k $3.2m $3.2m 0.26% Reduced -2.1k -2,084
59 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.24% of their portfolio FORT WAYNE, IN 58,37758.4k $3.1m $3.1m 0.24% Reduced -89 -89
60 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 57,74057.7k $3.1m $3.1m 0.02% Added +600 +600
61 White & Co Financial Planning Inc 2.61% of their portfolio SUNNYSIDE, WA 56,72656.7k $3.0m $3.0m 2.61% Added +148 +148
62 Palisades Hudson Asset Management, L.P. 1.34% of their portfolio FORT LAUDERDALE, FL 55,61155.6k $3.0m $3.0m 1.34% Reduced -4.9k -4,893
63 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 53,23653.2k $2.8m $2.8m 0.00% Added +5.6k +5,575
64 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 51,01451.0k $2.7m $2.7m 0.00% Added +3.3k +3,326
65 Boltwood Capital Management 0.82% of their portfolio WALNUT CREEK, CA 50,86550.9k $2.7m $2.7m 0.82% Reduced -8.4k -8,371
66 GTS SECURITIES LLC 0.12% of their portfolio NEW YORK, NY 50,17350.2k $2.7m $2.7m 0.12% New
67 Regal Investment Advisors LLC 0.21% of their portfolio KENTWOOD, MI 49,05149.1k $2.6m $2.6m 0.21% Added +6.7k +6,715
68 Crescent Grove Advisors, LLC 0.25% of their portfolio LAKE FOREST, IL 45,18045.2k $2.4m $2.4m 0.25% Added +3.2k +3,196
69 STEPH & CO 0.83% of their portfolio MARINETTE, WI 43,11943.1k $2.3m $2.3m 0.83% Reduced -6.8k -6,770
70 Wealthfront Advisers LLC 0.01% of their portfolio Palo Alto, CA 42,90042.9k $2.3m $2.3m 0.01% Reduced -759 -759
71 SOL Capital Management CO 0.24% of their portfolio ROCKVILLE, MD 41,69041.7k $2.2m $2.2m 0.24% Reduced -5.3k -5,279
72 Conservest Capital Advisors, Inc. 0.22% of their portfolio WYNNEWOOD, PA 39,86239.9k $2.1m $2.1m 0.22% Reduced -11.1k -11,145
73 Landmark Wealth Management, LLC 0.87% of their portfolio MELVILLE, NY 36,97537.0k $2.0m $2.0m 0.87% Added +164 +164
74 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 36,20036.2k $1.9m $1.9m 0.00% Reduced -14.4k -14,400
75 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 35,57235.6k $1.9m $1.9m 0.00% Reduced -1.4k -1,449
76 ONE PLUS ONE WEALTH MANAGEMENT, LLC 0.98% of their portfolio JUPITER, FL 33,78133.8k $1.8m $1.8m 0.98% Added +8.6k +8,571
77 Chemistry Wealth Management LLC 0.42% of their portfolio NEW YORK, NY 33,66933.7k $1.8m $1.8m 0.42% Added +2.7k +2,708
78 Gotham Asset Management, LLC 0.01% of their portfolio NEW YORK, NY 32,47232.5k $1.7m $1.7m 0.01% New
79 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 32,41232.4k $1.7m $1.7m 0.00% Added +50 +50
80 Lynx Investment Advisory 1.09% of their portfolio WASHINGTON, DC, DC 30,83930.8k $1.6m $1.6m 1.09% Reduced -3.7k -3,665
81 Global Strategic Investment Solutions, LLC 0.18% of their portfolio Scottsdale, AZ 29,52029.5k $1.6m $1.6m 0.18% Reduced -2.5k -2,550
82 DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.02% of their portfolio CHICAGO, IL 29,45029.4k $1.6m $1.6m 0.02% Added +1.9k +1,900
83 Longview Financial Advisors, Inc. 1.30% of their portfolio HUNTSVILLE, AL 28,47328.5k $1.5m $1.5m 1.30% Reduced -92.4k -92,378
84 SAGE RHINO CAPITAL LLC 0.35% of their portfolio MENLO PARK, CA 28,44428.4k $1.5m $1.5m 0.35% Reduced -81 -81
85 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 28,17528.2k $1.5m $1.5m 0.01% Added +4.8k +4,814
86 Money Design Co.,Ltd. 0.07% of their portfolio TOKYO, M0 28,09928.1k $1.5m $1.5m 0.07% Added +499 +499
87 Perritt Capital Management Inc 0.81% of their portfolio Chicago, IL 27,67527.7k $1.5m $1.5m 0.81% Reduced -444 -444
88 W1M Asset Management Ltd 0.12% of their portfolio London, X0 27,28827.3k $1.5m $1.5m 0.12% New
89 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 26,13526.1k $1.4m $1.4m 0.00% Added +17.7k +17,737
90 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 25,71225.7k $1.4m $1.4m 0.00% Reduced -574 -574
91 MEKETA INVESTMENT GROUP INC /ADV 0.93% of their portfolio WESTWOOD, MA 25,35225.4k $692.6k $692.6k 0.93% Added +12.3k +12,345
92 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 24,11024.1k $1.3m $1.3m 0.01% Unchanged
93 Allen Capital Group, LLC 0.14% of their portfolio GRAND ISLAND, NE 23,60923.6k $1.3m $1.3m 0.14% Added +276 +276
94 CHOREO, LLC 0.02% of their portfolio ROCKFORD, IL 23,46923.5k $1.2m $1.2m 0.02% Unchanged
95 OneAscent Financial Services LLC 0.08% of their portfolio BIRMINGHAM, AL 23,29323.3k $1.2m $1.2m 0.08% Added +1.7k +1,687
96 FMB WEALTH MANAGEMENT 0.64% of their portfolio WESTLAKE VILLAGE, CA 21,79921.8k $1.2m $1.2m 0.64% Unchanged
97 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 21,58721.6k $1.1m $1.1m 0.00% Reduced -37.4k -37,386
98 Perigon Wealth Management, LLC 0.03% of their portfolio SAN FRANCISCO, CA 20,88820.9k $1.1m $1.1m 0.03% Unchanged
99 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 20,55320.6k $1.1m $1.1m 0.00% Added +5.9k +5,851
100 Factor Wealth Management LTD 0.32% of their portfolio CHICAGO, IL 19,58819.6k $1.0m $1.0m 0.32% Added +1.7k +1,733