Vault-13

SPDR INDEX SHS FDS GNR

GLB NAT RESRCE · ETP · CUSIP 78463X541

223 institutional holders -15 vs Q1 2025
35,574,39235.6m shares reported held*
$1.9bnreported value*
15 new 71 added 84 reduced 26 sold out net bought ≈ $24.1m (+430.9k 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 ($555.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $54.25. Options: 1 managers hold calls ($54 notional), 0 hold puts (—).

Trends to Q2 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: 238Q2 25: 223223Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025223

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 23: 97 bought or addedQ3 23: 97 cut or sold outQ4 23: 118 bought or addedQ4 23: 102 cut or sold outQ4 23Q1 24: 93 bought or addedQ1 24: 132 cut or sold outQ2 24: 85 bought or addedQ2 24: 128 cut or sold outQ2 24Q3 24: 93 bought or addedQ3 24: 101 cut or sold outQ4 24: 100 bought or addedQ4 24: 115 cut or sold outQ4 24Q1 25: 90 bought or addedQ1 25: 105 cut or sold outQ2 25: 86 bought or addedQ2 25: 110 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20239797
Q4 2023118102
Q1 202493132
Q2 202485128
Q3 202493101
Q4 2024100115
Q1 202590105
Q2 202586110

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ3 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 1.80Q2 25 calls: $54Q2 25 puts: $0Q2 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2024$138.4k$519.0k3.75
Q4 2024$418.0k$19.9k0.05
Q1 2025$26.6k$47.9k1.80
Q2 2025$54$00.00

Biggest buyers

OXFORD FINANCIAL GROUP, LTD. LLC Added +1,540,847+1.5m
BANK OF AMERICA CORP /DE/ Added +284,392+284.4k
NEPC LLC Added +130,243+130.2k
Rockefeller Capital Management L.P. Added +118,466+118.5k
ROYAL BANK OF CANADA Added +89,128+89.1k
FLOW TRADERS U.S. LLC New +86,380+86.4k
AMERIPRISE FINANCIAL INC Added +80,526+80.5k
PRINCIPAL FINANCIAL GROUP INC Added +65,100+65.1k
Pure Financial Advisors, LLC Added +53,241+53.2k
AMG National Trust Bank Added +42,529+42.5k

Biggest sellers

NORTHERN TRUST CORP Reduced -491,423-491.4k
1832 Asset Management L.P. Reduced -434,298-434.3k
MORGAN STANLEY Reduced -273,623-273.6k
OLD MISSION CAPITAL LLC Sold out -169,520-169.5k
STRATEGIC INVESTMENT MANAGEMENT, LLC Sold out -165,400-165.4k
TOWNSQUARE CAPITAL LLC Sold out -157,134-157.1k
Empowered Funds, LLC Sold out -115,444-115.4k
Sendero Wealth Management, LLC Reduced -70,035-70.0k
SCHRODER INVESTMENT MANAGEMENT GROUP Reduced -60,566-60.6k
GTS SECURITIES LLC Sold out -50,173-50.2k

Biggest calls

Brooklands Fund Management Ltd New $541 shares

Biggest puts

None

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NORTHERN TRUST CORP 0.10% of their portfolio CHICAGO, IL 13,399,17313.4m $726.8m $726.8m 0.10% Reduced -491.4k -491,423
2 Pure Financial Advisors, LLC 1.86% of their portfolio SAN DIEGO, CA 1,952,6022.0m $105.9m $105.9m 1.86% Added +53.2k +53,241
3 OXFORD FINANCIAL GROUP, LTD. LLC 5.45% of their portfolio INDIANAPOLIS, IN 1,690,9601.7m $91.7m $91.7m 5.45% Added +1.5m +1,540,847
4 Hackensack Meridian Health, Inc. 9.65% of their portfolio EDISON, NJ 1,606,0001.6m $87.1m $87.1m 9.65% Unchanged
5 Johns Hopkins University 4.51% of their portfolio BALTIMORE, MD 1,572,0881.6m $85.3m $85.3m 4.51% Unchanged
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,157,4271.2m $62.8m $62.8m 0.00% Reduced -273.6k -273,623
7 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,061,6451.1m $57.6m $57.6m 0.00% Unchanged
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 966,621966.6k $52.4m $52.4m 0.00% Added +284.4k +284,392
9 NEPC LLC 1.18% of their portfolio Boston, MA 861,133861.1k $46.7m $46.7m 1.18% Added +130.2k +130,243
10 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 563,243563.2k $30.6m $30.6m 0.00% Reduced -15.2k -15,207
11 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 485,649485.6k $26.3m $26.3m 0.01% Reduced -3.3k -3,337
12 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 468,126468.1k $25.4m $25.4m 0.01% Added +8.4k +8,393
13 AMG National Trust Bank 0.61% of their portfolio GREENWOOD VILLAGE, CO 428,714428.7k $23.3m $23.3m 0.61% Added +42.5k +42,529
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 427,262427.3k $23.2m $23.2m 0.00% Added +21.2k +21,177
15 1832 Asset Management L.P. 0.04% of their portfolio TORONTO, A6 423,429423.4k $23.0m $23.0m 0.04% Reduced -434.3k -434,298
16 FMR LLC 0.00% of their portfolio BOSTON, MA 370,890370.9k $20.1m $20.1m 0.00% Reduced -12.5k -12,525
17 Sendero Wealth Management, LLC 2.45% of their portfolio SAN ANTONIO, TX 362,282362.3k $19.7m $19.7m 2.45% Reduced -70.0k -70,035
18 CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 57.28% of their portfolio CHARLOTTESVILLE, VA 352,374352.4k $19.1m $19.1m 57.28% Unchanged
19 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 347,871347.9k $18.9m $18.9m 0.00% Reduced -6.8k -6,777
20 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 0.37% of their portfolio BOSTON, MA 309,990310.0k $16.8m $16.8m 0.37% Unchanged
21 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 286,493286.5k $15.5m $15.5m 0.00% Reduced -18.4k -18,374
22 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 276,997277.0k $15.0m $15.0m 0.01% Added +65.1k +65,100
23 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 268,304268.3k $14.6m $14.6m 0.00% Reduced -6.2k -6,150
24 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 240,632240.6k $13.1m $13.1m 0.00% Added +89.1k +89,128
25 Prairiewood Capital, LLC 4.57% of their portfolio FARGO, ND 227,104227.1k $12.3m $12.3m 4.57% Added +9.4k +9,398
26 Sachetta, LLC 4.37% of their portfolio LYNNFIELD, MA 203,795203.8k $11.1m $11.1m 4.37% Added +33.2k +33,230
27 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 182,197182.2k $9.9m $9.9m 0.00% Added +815 +815
28 Warren Street Wealth Advisors, LLC 3.11% of their portfolio IRVINE, CA 172,627172.6k $9.4m $9.4m 3.11% Added +15.0k +15,002
29 Versant Capital Management, Inc 1.38% of their portfolio PHOENIX, AZ 167,746167.7k $9.1m $9.1m 1.38% Added +20.0k +20,016
30 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 160,626160.6k $8.7m $8.7m 0.00% Reduced -42.3k -42,311
31 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 160,260160.3k $8.7m $8.7m 0.02% Reduced -6.0k -5,971
32 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 159,309159.3k $8.6m $8.6m 0.00% Reduced -10.6k -10,583
33 PACK Private Wealth, LLC 4.42% of their portfolio WAYZATA, MN 153,853153.9k $8.3m $8.3m 4.42% Added +10.1k +10,121
34 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 150,878150.9k $8.2m $8.2m 0.01% Added +118.5k +118,466
35 SATOVSKY ASSET MANAGEMENT LLC 1.59% of their portfolio NEW YORK, NY 138,051138.1k $7.5m $7.5m 1.59% Added +3.3k +3,285
36 STERLING INVESTMENT ADVISORS LLC /ADV 3.49% of their portfolio BOLIVAR, MO 123,462123.5k $6.7m $6.7m 3.49% Added +6.0k +6,023
37 M&T Bank Corp 0.02% of their portfolio BUFFALO, NY 121,431121.4k $6.6m $6.6m 0.02% Unchanged
38 FIDUCIARY FINANCIAL GROUP, LLC 1.17% of their portfolio SAN RAFAEL, CA 117,468117.5k $6.5m $6.5m 1.17% Added +15.8k +15,842
39 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 116,098116.1k $6.3m $6.3m 0.00% Added +80.5k +80,526
40 Valmark Advisers, Inc. 0.08% of their portfolio AKRON, OH 109,402109.4k $5.9m $5.9m 0.08% Added +20.8k +20,770
41 Treasure Coast Financial Planning 3.34% of their portfolio VERO BEACH, FL 105,613105.6k $5.7m $5.7m 3.34% Added +8.1k +8,092
42 EVOKE WEALTH, LLC 0.12% of their portfolio Los Angeles, CA 94,97495.0k $5.2m $5.2m 0.12% Added +11.3k +11,319
43 FIDUCIENT ADVISORS LLC 0.59% of their portfolio Chicago, IL 88,23888.2k $4.8m $4.8m 0.59% Added +1.3k +1,307
44 FLOW TRADERS U.S. LLC 0.17% of their portfolio NEW YORK, NY 86,38086.4k $4.7m $4.7m 0.17% New
45 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 83,39683.4k $4.5m $4.5m 0.01% Reduced -39.0k -39,022
46 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 82,26982.3k $4.5m $4.5m 0.01% Reduced -5.8k -5,768
47 Cadence Wealth Management LLC 2.89% of their portfolio WESTBOROUGH, MA 80,55480.6k $4.4m $4.4m 2.89% Added +14.3k +14,335
48 Summit Financial, LLC 0.10% of their portfolio PARSIPPANY, NJ 77,59577.6k $4.2m $4.2m 0.10% Added +8.9k +8,911
49 VPR Management LLC 1.97% of their portfolio HOUSTON, TX 77,55077.5k $4.2m $4.2m 1.97% Unchanged
50 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 76,81576.8k $4.2m $4.2m 0.01% Added +1.8k +1,785
51 Mariner, LLC 0.01% of their portfolio Overland Park, KS 76,00376.0k $4.1m $4.1m 0.01% Added +339 +339
52 Gunma Bank,Ltd. 1.24% of their portfolio GUNMA, M0 70,00070.0k $3.8m $3.8m 1.24% Unchanged
53 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.27% of their portfolio FORT WAYNE, IN 69,84869.8k $3.8m $3.8m 0.27% Added +11.5k +11,471
54 IAG Wealth Partners, LLC 0.48% of their portfolio WAUKESHA, WI 67,38167.4k $3.7m $3.7m 0.48% Reduced -16.1k -16,140
55 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 64,97965.0k $3.5m $3.5m 0.01% Added +2.8k +2,834
56 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 59,20259.2k $3.2m $3.2m 0.02% Added +1.5k +1,462
57 Palisades Hudson Asset Management, L.P. 1.23% of their portfolio FORT LAUDERDALE, FL 58,01358.0k $3.1m $3.1m 1.23% Added +2.4k +2,402
58 White & Co Financial Planning Inc 2.51% of their portfolio SUNNYSIDE, WA 57,93757.9k $3.1m $3.1m 2.51% Added +1.2k +1,211
59 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 52,51752.5k $2.8m $2.8m 0.00% Added +1.5k +1,503
60 DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.03% of their portfolio CHICAGO, IL 49,40049.4k $2.7m $2.7m 0.03% Added +19.9k +19,950
61 Regal Investment Advisors LLC 0.20% of their portfolio KENTWOOD, MI 48,13848.1k $2.6m $2.6m 0.20% Reduced -913 -913
62 Crescent Grove Advisors, LLC 0.25% of their portfolio LAKE FOREST, IL 46,80846.8k $2.5m $2.5m 0.25% Added +1.6k +1,628
63 Boltwood Capital Management 0.71% of their portfolio WALNUT CREEK, CA 46,20046.2k $2.5m $2.5m 0.71% Reduced -4.7k -4,665
64 Conservest Capital Advisors, Inc. 0.24% of their portfolio WYNNEWOOD, PA 45,73645.7k $2.5m $2.5m 0.24% Added +5.9k +5,874
65 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 45,15745.2k $2.4m $2.4m 0.00% Reduced -8.1k -8,079
66 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 43,29143.3k $2.3m $2.3m 0.00% Reduced -45.5k -45,465
67 SOL Capital Management CO 0.22% of their portfolio ROCKVILLE, MD 41,02041.0k $2.2m $2.2m 0.22% Reduced -670 -670
68 Hills Bank & Trust Co 0.14% of their portfolio North Liberty, IA 40,48540.5k $2.2m $2.2m 0.14% New
69 SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio London, X0 39,54039.5k $2.1m $2.1m 0.00% Reduced -60.6k -60,566
70 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 39,11139.1k $2.1m $2.1m 0.00% Added +30.7k +30,679
71 Landmark Wealth Management, LLC 0.84% of their portfolio MELVILLE, NY 36,58336.6k $2.0m $2.0m 0.84% Reduced -392 -392
72 STEPH & CO 0.64% of their portfolio MARINETTE, WI 36,57636.6k $2.0m $2.0m 0.64% Reduced -6.5k -6,543
73 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 33,42233.4k $1.8m $1.8m 0.00% Reduced -9.5k -9,478
74 Chemistry Wealth Management LLC 0.39% of their portfolio NEW YORK, NY 33,37533.4k $1.8m $1.8m 0.39% Reduced -294 -294
75 ONE PLUS ONE WEALTH MANAGEMENT, LLC 0.98% of their portfolio JUPITER, FL 33,21333.2k $1.8m $1.8m 0.98% Reduced -568 -568
76 Money Design Co.,Ltd. 0.08% of their portfolio TOKYO, M0 33,05133.1k $1.8m $1.8m 0.08% Added +5.0k +4,952
77 Gotham Asset Management, LLC 0.01% of their portfolio NEW YORK, NY 32,47232.5k $1.8m $1.8m 0.01% Unchanged
78 Brio Consultants, LLC 0.23% of their portfolio SAN FRANCISCO, CA 28,79928.8k $1.6m $1.6m 0.23% Added +13.8k +13,774
79 Perritt Capital Management Inc 0.80% of their portfolio Chicago, IL 28,67628.7k $1.6m $1.6m 0.80% Added +1.0k +1,001
80 SAGE RHINO CAPITAL LLC 0.32% of their portfolio MENLO PARK, CA 28,05428.1k $1.5m $1.5m 0.32% Reduced -390 -390
81 Global Strategic Investment Solutions, LLC 0.16% of their portfolio Scottsdale, AZ 27,38927.4k $1.5m $1.5m 0.16% Reduced -2.1k -2,131
82 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 26,35926.4k $1.4m $1.4m 0.00% Added +224 +224
83 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 25,16425.2k $1.4m $1.4m 0.00% Reduced -548 -548
84 Wealthcare Advisory Partners LLC 0.03% of their portfolio WEST CHESTER, PA 25,03825.0k $1.4m $1.4m 0.03% Added +14.4k +14,391
85 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 25,01925.0k $1.4m $1.4m 0.01% Reduced -3.2k -3,156
86 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 24,11024.1k $1.3m $1.3m 0.01% Unchanged
87 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 23,31623.3k $1.3m $1.3m 0.00% Added +1.7k +1,729
88 CHOREO, LLC 0.02% of their portfolio ROCKFORD, IL 23,09023.1k $1.3m $1.3m 0.02% Reduced -379 -379
89 Allen Capital Group, LLC 0.13% of their portfolio GRAND ISLAND, NE 23,02423.0k $1.2m $1.2m 0.13% Reduced -585 -585
90 FMB WEALTH MANAGEMENT 0.56% of their portfolio WESTLAKE VILLAGE, CA 21,79921.8k $1.2m $1.2m 0.56% Unchanged
91 Perigon Wealth Management, LLC 0.03% of their portfolio SAN FRANCISCO, CA 21,10321.1k $1.1m $1.1m 0.03% Added +215 +215
92 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 20,84720.8k $1.1m $1.1m 0.00% Added +4.6k +4,610
93 Longview Financial Advisors, Inc. 0.94% of their portfolio HUNTSVILLE, AL 20,33920.3k $1.1m $1.1m 0.94% Reduced -8.1k -8,134
94 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 20,13120.1k $1.1m $1.1m 0.00% Reduced -422 -422
95 Brookwood Investment Group LLC 0.17% of their portfolio PHOENIX, AZ 19,95420.0k $1.1m $1.1m 0.17% Added +3.2k +3,156
96 Factor Wealth Management LTD 0.29% of their portfolio CHICAGO, IL 19,26119.3k $1.0m $1.0m 0.29% Reduced -327 -327
97 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 19,01719.0k $1.0m $1.0m 0.00% Unchanged
98 INGALLS & SNYDER LLC 0.04% of their portfolio NEW YORK, NY 18,44018.4k $1.0m $1.0m 0.04% Reduced -125 -125
99 COMERICA BANK 0.00% of their portfolio DALLAS, TX 18,41618.4k $998.9k $998.9k 0.00% Reduced -24 -24
100 KANAWHA CAPITAL MANAGEMENT LLC 0.07% of their portfolio RICHMOND, VA 18,36018.4k $995.8k $995.8k 0.07% Unchanged