Vault-13

SPDR INDEX SHS FDS GNR

GLB NAT RESRCE · ETP · CUSIP 78463X541

228 institutional holders +5 vs Q2 2025
44,776,61344.8m shares reported held*
$2.7bnreported value*
25 new 72 added 66 reduced 19 sold out net bought ≈ $546.6m (+9.2m 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 ($510.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $59.21. Options: 1 managers hold calls ($59 notional), 0 hold puts (—).

Trends to Q3 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: 223Q3 25: 228228Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025228

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 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 25Q2 25: 86 bought or addedQ2 25: 110 cut or sold outQ3 25: 97 bought or addedQ3 25: 85 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023118102
Q1 202493132
Q2 202485128
Q3 202493101
Q4 2024100115
Q1 202590105
Q2 202586110
Q3 20259785

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ4 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 0.00Q3 25 calls: $59Q3 25 puts: $0Q3 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q4 2024$418.0k$19.9k0.05
Q1 2025$26.6k$47.9k1.80
Q2 2025$54$00.00
Q3 2025$59$00.00

Biggest buyers

First Command Advisory Services, Inc. New +5,066,988+5.1m
ENVESTNET ASSET MANAGEMENT INC Added +4,464,453+4.5m
JPMORGAN CHASE & CO Added +531,113+531.1k
FMR LLC Added +232,983+233.0k
AMG National Trust Bank Added +125,052+125.1k
OXFORD FINANCIAL GROUP, LTD. LLC Added +108,646+108.6k
JANE STREET GROUP, LLC New +97,652+97.7k
Pure Financial Advisors, LLC Added +96,855+96.9k
CITADEL ADVISORS LLC Added +61,890+61.9k
WELLS FARGO & COMPANY/MN Added +41,817+41.8k

Biggest sellers

1832 Asset Management L.P. Sold out -423,429-423.4k
NORTHERN TRUST CORP Reduced -377,954-378.0k
NEPC LLC Reduced -130,243-130.2k
ROYAL BANK OF CANADA Reduced -128,713-128.7k
M&T Bank Corp Reduced -117,480-117.5k
MORGAN STANLEY Reduced -95,919-95.9k
FLOW TRADERS U.S. LLC Sold out -86,380-86.4k
Gunma Bank,Ltd. Sold out -70,000-70.0k
Sendero Wealth Management, LLC Reduced -62,098-62.1k
Rockefeller Capital Management L.P. Reduced -58,719-58.7k

Biggest calls

Brooklands Fund Management Ltd Unchanged $591 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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NORTHERN TRUST CORP 0.10% of their portfolio CHICAGO, IL 13,021,21913.0m $771.0m $771.0m 0.10% Reduced -378.0k -377,954
2 First Command Advisory Services, Inc. 2.17% of their portfolio FORT WORTH, TX 5,066,9885.1m $300.0m $300.0m 2.17% New
3 ENVESTNET ASSET MANAGEMENT INC 0.08% of their portfolio Berwyn, PA 4,646,6504.6m $275.1m $275.1m 0.08% Added +4.5m +4,464,453
4 Pure Financial Advisors, LLC 1.93% of their portfolio SAN DIEGO, CA 2,049,4572.0m $121.3m $121.3m 1.93% Added +96.9k +96,855
5 OXFORD FINANCIAL GROUP, LTD. LLC 6.03% of their portfolio INDIANAPOLIS, IN 1,799,6061.8m $106.6m $106.6m 6.03% Added +108.6k +108,646
6 Hackensack Meridian Health, Inc. 9.77% of their portfolio EDISON, NJ 1,606,0001.6m $95.1m $95.1m 9.77% Unchanged
7 Johns Hopkins University 5.19% of their portfolio BALTIMORE, MD 1,572,0881.6m $93.1m $93.1m 5.19% Unchanged
8 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,094,3561.1m $64.8m $64.8m 0.00% Added +531.1k +531,113
9 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,061,6451.1m $62.9m $62.9m 0.00% Unchanged
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,061,5081.1m $62.9m $62.9m 0.00% Reduced -95.9k -95,919
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 973,346973.3k $57.6m $57.6m 0.00% Added +6.7k +6,725
12 NEPC LLC 1.14% of their portfolio Boston, MA 730,890730.9k $43.3m $43.3m 1.14% Reduced -130.2k -130,243
13 FMR LLC 0.00% of their portfolio BOSTON, MA 603,873603.9k $35.8m $35.8m 0.00% Added +233.0k +232,983
14 AMG National Trust Bank 0.80% of their portfolio GREENWOOD VILLAGE, CO 553,766553.8k $32.8m $32.8m 0.80% Added +125.1k +125,052
15 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 501,314501.3k $29.7m $29.7m 0.01% Added +15.7k +15,665
16 UBS Group AG 0.01% of their portfolio ZURICH, V8 438,174438.2k $25.9m $25.9m 0.01% Added +10.9k +10,912
17 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 422,658422.7k $25.0m $25.0m 0.01% Reduced -45.5k -45,468
18 CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 60.42% of their portfolio CHARLOTTESVILLE, VA 352,374352.4k $20.9m $20.9m 60.42% Unchanged
19 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 344,175344.2k $20.4m $20.4m 0.00% Reduced -3.7k -3,696
20 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 0.36% of their portfolio BOSTON, MA 327,747327.7k $19.4m $19.4m 0.36% Added +17.8k +17,757
21 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 310,121310.1k $18.4m $18.4m 0.00% Added +41.8k +41,817
22 Sendero Wealth Management, LLC 2.08% of their portfolio SAN ANTONIO, TX 300,184300.2k $17.8m $17.8m 2.08% Reduced -62.1k -62,098
23 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 268,220268.2k $15.9m $15.9m 0.00% Reduced -18.3k -18,273
24 Prairiewood Capital, LLC 4.76% of their portfolio FARGO, ND 242,719242.7k $14.4m $14.4m 4.76% Added +15.6k +15,615
25 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 218,747218.7k $13.0m $13.0m 0.01% Reduced -58.2k -58,250
26 Sachetta, LLC 4.56% of their portfolio LYNNFIELD, MA 206,822206.8k $12.2m $12.2m 4.56% Added +3.0k +3,027
27 Warren Street Wealth Advisors, LLC 3.15% of their portfolio IRVINE, CA 177,619177.6k $10.5m $10.5m 3.15% Added +5.0k +4,992
28 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 164,806164.8k $9.8m $9.8m 0.02% Added +4.5k +4,546
29 Versant Capital Management, Inc 1.30% of their portfolio PHOENIX, AZ 160,903160.9k $9.5m $9.5m 1.30% Reduced -6.8k -6,843
30 PACK Private Wealth, LLC 4.42% of their portfolio WAYZATA, MN 158,360158.4k $9.4m $9.4m 4.42% Added +4.5k +4,507
31 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 151,902151.9k $9.0m $9.0m 0.00% Reduced -8.7k -8,724
32 SATOVSKY ASSET MANAGEMENT LLC 1.65% of their portfolio NEW YORK, NY 139,893139.9k $8.3m $8.3m 1.65% Added +1.8k +1,842
33 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 131,002131.0k $7.8m $7.8m 0.00% Added +14.9k +14,904
34 FIDUCIARY FINANCIAL GROUP, LLC 1.19% of their portfolio SAN RAFAEL, CA 126,685126.7k $7.5m $7.5m 1.19% Added +9.2k +9,217
35 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 117,548117.5k $7.0m $7.0m 0.00% Reduced -41.8k -41,761
36 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 111,919111.9k $6.6m $6.6m 0.00% Reduced -128.7k -128,713
37 Treasure Coast Financial Planning 3.68% of their portfolio VERO BEACH, FL 111,510111.5k $6.6m $6.6m 3.68% Added +5.9k +5,897
38 Valmark Advisers, Inc. 0.08% of their portfolio AKRON, OH 108,845108.8k $6.4m $6.4m 0.08% Reduced -557 -557
39 EVOKE WEALTH, LLC 0.13% of their portfolio Los Angeles, CA 101,560101.6k $6.0m $6.0m 0.13% Added +6.6k +6,586
40 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 97,65297.7k $5.8m $5.8m 0.01% New
41 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 92,15992.2k $5.5m $5.5m 0.01% Reduced -58.7k -58,719
42 STERLING INVESTMENT ADVISORS LLC /ADV 2.63% of their portfolio BOLIVAR, MO 89,57489.6k $5.3m $5.3m 2.63% Reduced -33.9k -33,888
43 Cadence Wealth Management LLC 2.61% of their portfolio WESTBOROUGH, MA 84,10584.1k $5.0m $5.0m 2.61% Added +3.6k +3,551
44 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 82,15982.2k $4.9m $4.9m 0.01% Reduced -1.2k -1,237
45 Summit Financial, LLC 0.07% of their portfolio PARSIPPANY, NJ 80,56780.6k $4.8m $4.8m 0.07% Added +3.0k +2,972
46 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 78,42178.4k $4.6m $4.6m 0.01% Reduced -3.8k -3,848
47 VPR Management LLC 2.09% of their portfolio HOUSTON, TX 77,55077.5k $4.6m $4.6m 2.09% Unchanged
48 Mariner, LLC 0.01% of their portfolio Overland Park, KS 73,60573.6k $4.4m $4.4m 0.01% Reduced -2.4k -2,398
49 FIDUCIENT ADVISORS LLC 0.50% of their portfolio Chicago, IL 72,23072.2k $4.3m $4.3m 0.50% Reduced -16.0k -16,008
50 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.28% of their portfolio FORT WAYNE, IN 70,58970.6k $4.2m $4.2m 0.28% Added +741 +741
51 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 69,94169.9k $4.1m $4.1m 0.01% Reduced -6.9k -6,874
52 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 68,30768.3k $4.0m $4.0m 0.00% Added +3.3k +3,328
53 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 67,40767.4k $4.0m $4.0m 0.00% Added +61.9k +61,890
54 IAG Wealth Partners, LLC 0.48% of their portfolio WAUKESHA, WI 67,17667.2k $4.0m $4.0m 0.48% Reduced -205 -205
55 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 60,10760.1k $3.6m $3.6m 0.02% Added +905 +905
56 White & Co Financial Planning Inc 2.63% of their portfolio SUNNYSIDE, WA 58,98859.0k $3.5m $3.5m 2.63% Added +1.1k +1,051
57 Palisades Hudson Asset Management, L.P. 1.26% of their portfolio FORT LAUDERDALE, FL 58,63058.6k $3.5m $3.5m 1.26% Added +617 +617
58 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 52,56752.6k $3.1m $3.1m 0.00% Added +50 +50
59 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 49,29749.3k $2.9m $2.9m 0.00% Added +10.2k +10,186
60 Crescent Grove Advisors, LLC 0.28% of their portfolio LAKE FOREST, IL 48,81348.8k $2.9m $2.9m 0.28% Added +2.0k +2,005
61 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 48,67448.7k $2.9m $2.9m 0.00% Added +5.4k +5,383
62 Regal Investment Advisors LLC 0.18% of their portfolio KENTWOOD, MI 47,95948.0k $2.8m $2.8m 0.18% Reduced -179 -179
63 DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.03% of their portfolio CHICAGO, IL 47,20047.2k $2.8m $2.8m 0.03% Reduced -2.2k -2,200
64 Conservest Capital Advisors, Inc. 0.25% of their portfolio WYNNEWOOD, PA 45,47945.5k $2.7m $2.7m 0.25% Reduced -257 -257
65 Hills Bank & Trust Co 0.16% of their portfolio North Liberty, IA 44,95645.0k $2.7m $2.7m 0.16% Added +4.5k +4,471
66 Boltwood Capital Management 0.71% of their portfolio WALNUT CREEK, CA 44,80044.8k $2.7m $2.7m 0.71% Reduced -1.4k -1,400
67 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 43,93143.9k $2.6m $2.6m 0.00% Reduced -1.2k -1,226
68 SOL Capital Management CO 0.21% of their portfolio ROCKVILLE, MD 39,17039.2k $2.3m $2.3m 0.21% Reduced -1.9k -1,850
69 Gotham Asset Management, LLC 0.01% of their portfolio NEW YORK, NY 38,25138.3k $2.3m $2.3m 0.01% Added +5.8k +5,779
70 Wealthfront Advisers LLC 0.01% of their portfolio Palo Alto, CA 37,09137.1k $2.2m $2.2m 0.01% Added +3.7k +3,669
71 Landmark Wealth Management, LLC 0.84% of their portfolio MELVILLE, NY 35,85035.9k $2.1m $2.1m 0.84% Reduced -733 -733
72 STEPH & CO 0.64% of their portfolio MARINETTE, WI 35,32935.3k $2.1m $2.1m 0.64% Reduced -1.2k -1,247
73 ONE PLUS ONE WEALTH MANAGEMENT, LLC 1.01% of their portfolio JUPITER, FL 34,92334.9k $2.1m $2.1m 1.01% Added +1.7k +1,710
74 Chemistry Wealth Management LLC 0.39% of their portfolio NEW YORK, NY 34,24934.2k $2.0m $2.0m 0.39% Added +874 +874
75 Brio Consultants, LLC 0.24% of their portfolio SAN FRANCISCO, CA 29,37829.4k $1.7m $1.7m 0.24% Added +579 +579
76 Perritt Capital Management Inc 0.81% of their portfolio Chicago, IL 28,77328.8k $1.7m $1.7m 0.81% Added +97 +97
77 SAGE RHINO CAPITAL LLC 0.33% of their portfolio MENLO PARK, CA 28,69828.7k $1.7m $1.7m 0.33% Added +644 +644
78 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 27,30027.3k $1.6m $1.6m 0.00% New
79 Global Strategic Investment Solutions, LLC 0.16% of their portfolio Scottsdale, AZ 26,71926.7k $1.6m $1.6m 0.16% Reduced -670 -670
80 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 26,35926.4k $1.6m $1.6m 0.00% Unchanged
81 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 25,40025.4k $1.5m $1.5m 0.00% Added +21.0k +21,000
82 Wealthcare Advisory Partners LLC 0.03% of their portfolio WEST CHESTER, PA 25,03825.0k $1.5m $1.5m 0.03% Unchanged
83 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 23,37423.4k $1.4m $1.4m 0.01% Reduced -1.6k -1,645
84 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 22,92622.9k $1.4m $1.4m 0.00% Reduced -390 -390
85 Allen Capital Group, LLC 0.13% of their portfolio GRAND ISLAND, NE 22,80322.8k $1.4m $1.4m 0.13% Reduced -221 -221
86 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 22,78022.8k $1.3m $1.3m 0.01% Reduced -1.3k -1,330
87 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 22,56822.6k $1.3m $1.3m 0.00% Added +1.7k +1,721
88 FMB WEALTH MANAGEMENT 0.55% of their portfolio WESTLAKE VILLAGE, CA 21,79921.8k $1.3m $1.3m 0.55% Unchanged
89 Perigon Wealth Management, LLC 0.03% of their portfolio SAN FRANCISCO, CA 21,10321.1k $1.2m $1.2m 0.03% Unchanged
90 Factor Wealth Management LTD 0.30% of their portfolio CHICAGO, IL 20,23220.2k $1.2m $1.2m 0.30% Added +971 +971
91 Longview Financial Advisors, Inc. 0.84% of their portfolio HUNTSVILLE, AL 19,82519.8k $1.2m $1.2m 0.84% Reduced -514 -514
92 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 19,26119.3k $1.1m $1.1m 0.00% Reduced -5.9k -5,903
93 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 19,01719.0k $1.1m $1.1m 0.00% Unchanged
94 COMERICA BANK 0.00% of their portfolio DALLAS, TX 18,46218.5k $1.1m $1.1m 0.00% Added +46 +46
95 INGALLS & SNYDER LLC 0.04% of their portfolio NEW YORK, NY 18,44018.4k $1.1m $1.1m 0.04% Unchanged
96 KANAWHA CAPITAL MANAGEMENT LLC 0.08% of their portfolio RICHMOND, VA 18,31018.3k $1.1m $1.1m 0.08% Reduced -50 -50
97 Firestone Capital Management 0.23% of their portfolio SOUTH MIAMI, FL 17,89217.9k $1.1m $1.1m 0.23% Added +690 +690
98 CHOREO, LLC 0.01% of their portfolio ROCKFORD, IL 17,29017.3k $1.0m $1.0m 0.01% Reduced -5.8k -5,800
99 SIMON QUICK ADVISORS, LLC 0.04% of their portfolio MORRISTOWN, NJ 16,45016.4k $974.0k $974.0k 0.04% New
100 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 16,29816.3k $965.0k $965.0k 0.03% New