Vault-13

SPDR INDEX SHS FDS GNR

GLB NAT RESRCE · ETP · CUSIP 78463X541

255 institutional holders +27 vs Q3 2025
47,798,29147.8m shares reported held*
$3.0bnreported value*
31 new 88 added 74 reduced 11 sold out net bought ≈ $179.0m (+2.9m 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 ($3.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $62.16. Options: 1 managers hold calls ($211.3k notional), 0 hold puts (—).

Trends to Q4 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: 228Q4 25: 255255Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025255

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 25Q3 25: 97 bought or addedQ3 25: 85 cut or sold outQ4 25: 119 bought or addedQ4 25: 85 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202493132
Q2 202485128
Q3 202493101
Q4 2024100115
Q1 202590105
Q2 202586110
Q3 20259785
Q4 202511985

Calls vs puts

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

CallsPuts
$0$100k$200k$300kQ1 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 0.00Q4 25 calls: $211.3kQ4 25 puts: $0Q4 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2025$26.6k$47.9k1.80
Q2 2025$54$00.00
Q3 2025$59$00.00
Q4 2025$211.3k$00.00

Biggest buyers

SCHRODER INVESTMENT MANAGEMENT GROUP New +2,491,686+2.5m
1832 Asset Management L.P. New +459,825+459.8k
First Command Advisory Services, Inc. Added +292,774+292.8k
Thrivent Financial for Lutherans New +167,456+167.5k
NEPC LLC Added +139,347+139.3k
M&T Bank Corp Added +119,300+119.3k
AMG National Trust Bank Added +107,652+107.7k
Pure Financial Advisors, LLC Added +91,337+91.3k
Callan Family Office, LLC New +72,005+72.0k
OXFORD FINANCIAL GROUP, LTD. LLC Added +62,618+62.6k

Biggest sellers

JPMORGAN CHASE & CO Reduced -532,238-532.2k
NORTHERN TRUST CORP Reduced -261,023-261.0k
BANK OF AMERICA CORP /DE/ Reduced -169,350-169.3k
Bank of New York Mellon Corp Reduced -90,475-90.5k
FMR LLC Reduced -82,444-82.4k
NATIXIS ADVISORS, LLC Sold out -78,421-78.4k
CITADEL ADVISORS LLC Sold out -67,407-67.4k
JANE STREET GROUP, LLC Reduced -63,598-63.6k
Sendero Wealth Management, LLC Reduced -58,990-59.0k
FIDUCIENT ADVISORS LLC Reduced -49,277-49.3k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $211.3k3.4k 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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NORTHERN TRUST CORP 0.10% of their portfolio CHICAGO, IL 12,760,19612.8m $792.9m $792.9m 0.10% Reduced -261.0k -261,023
2 First Command Advisory Services, Inc. 2.32% of their portfolio FORT WORTH, TX 5,359,7625.4m $333.1m $333.1m 2.32% Added +292.8k +292,774
3 ENVESTNET ASSET MANAGEMENT INC 0.09% of their portfolio Berwyn, PA 4,659,9574.7m $289.6m $289.6m 0.09% Added +13.3k +13,307
4 SCHRODER INVESTMENT MANAGEMENT GROUP 0.12% of their portfolio London, X0 2,491,6862.5m $155.7m $155.7m 0.12% New
5 Pure Financial Advisors, LLC 1.96% of their portfolio SAN DIEGO, CA 2,140,7942.1m $133.0m $133.0m 1.96% Added +91.3k +91,337
6 OXFORD FINANCIAL GROUP, LTD. LLC 6.36% of their portfolio INDIANAPOLIS, IN 1,862,2241.9m $115.7m $115.7m 6.36% Added +62.6k +62,618
7 Hackensack Meridian Health, Inc. 9.10% of their portfolio EDISON, NJ 1,606,0001.6m $99.8m $99.8m 9.10% Unchanged
8 Johns Hopkins University 7.11% of their portfolio BALTIMORE, MD 1,572,0881.6m $97.7m $97.7m 7.11% Unchanged
9 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,062,2991.1m $66.0m $66.0m 0.00% Added +654 +654
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,057,3861.1m $65.7m $65.7m 0.00% Reduced -4.1k -4,122
11 NEPC LLC 1.15% of their portfolio Boston, MA 870,237870.2k $54.1m $54.1m 1.15% Added +139.3k +139,347
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 803,996804.0k $50.0m $50.0m 0.00% Reduced -169.3k -169,350
13 AMG National Trust Bank 0.97% of their portfolio GREENWOOD VILLAGE, CO 661,418661.4k $41.1m $41.1m 0.97% Added +107.7k +107,652
14 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 562,118562.1k $34.9m $34.9m 0.00% Reduced -532.2k -532,238
15 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 521,804521.8k $32.4m $32.4m 0.01% Added +20.5k +20,490
16 FMR LLC 0.00% of their portfolio BOSTON, MA 521,429521.4k $32.4m $32.4m 0.00% Reduced -82.4k -82,444
17 1832 Asset Management L.P. 0.04% of their portfolio TORONTO, A6 459,825459.8k $28.6m $28.6m 0.04% New
18 UBS Group AG 0.01% of their portfolio ZURICH, V8 444,653444.7k $27.6m $27.6m 0.01% Added +6.5k +6,479
19 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 418,689418.7k $26.0m $26.0m 0.01% Reduced -4.0k -3,969
20 CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 60.38% of their portfolio CHARLOTTESVILLE, VA 352,374352.4k $21.9m $21.9m 60.38% Unchanged
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 335,418335.4k $20.8m $20.8m 0.00% Reduced -8.8k -8,757
22 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 0.33% of their portfolio BOSTON, MA 327,747327.7k $20.4m $20.4m 0.33% Unchanged
23 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 291,244291.2k $18.1m $18.1m 0.00% Reduced -18.9k -18,877
24 Prairiewood Capital, LLC 4.93% of their portfolio FARGO, ND 255,519255.5k $15.9m $15.9m 4.93% Added +12.8k +12,800
25 Sendero Wealth Management, LLC 1.66% of their portfolio SAN ANTONIO, TX 241,194241.2k $15.0m $15.0m 1.66% Reduced -59.0k -58,990
26 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 216,150216.2k $13.4m $13.4m 0.01% Reduced -2.6k -2,597
27 Sachetta, LLC 7.11% of their portfolio LYNNFIELD, MA 209,044209.0k $13.0m $13.0m 7.11% Added +2.2k +2,222
28 Warren Street Wealth Advisors, LLC 3.21% of their portfolio IRVINE, CA 179,649179.6k $11.2m $11.2m 3.21% Added +2.0k +2,030
29 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 177,745177.7k $11.0m $11.0m 0.00% Reduced -90.5k -90,475
30 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 170,134170.1k $10.6m $10.6m 0.02% Added +5.3k +5,328
31 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 167,456167.5k $10.4m $10.4m 0.02% New
32 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 161,465161.5k $10.0m $10.0m 0.00% Added +9.6k +9,563
33 Versant Capital Management, Inc 1.25% of their portfolio PHOENIX, AZ 160,828160.8k $10.0m $10.0m 1.25% Reduced -75 -75
34 PACK Private Wealth, LLC 4.56% of their portfolio WAYZATA, MN 160,496160.5k $10.0m $10.0m 4.56% Added +2.1k +2,136
35 SATOVSKY ASSET MANAGEMENT LLC 1.72% of their portfolio NEW YORK, NY 142,670142.7k $8.9m $8.9m 1.72% Added +2.8k +2,777
36 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 142,370142.4k $8.8m $8.8m 0.00% Added +11.4k +11,368
37 FIDUCIARY FINANCIAL GROUP, LLC 1.21% of their portfolio SAN RAFAEL, CA 137,787137.8k $8.6m $8.6m 1.21% Added +11.1k +11,102
38 Treasure Coast Financial Planning 4.07% of their portfolio VERO BEACH, FL 123,335123.3k $7.7m $7.7m 4.07% Added +11.8k +11,825
39 M&T Bank Corp 0.02% of their portfolio BUFFALO, NY 123,251123.3k $7.7m $7.7m 0.02% Added +119.3k +119,300
40 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 114,913114.9k $7.1m $7.1m 0.00% Reduced -2.6k -2,635
41 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 113,576113.6k $7.1m $7.1m 0.00% Added +1.7k +1,657
42 EVOKE WEALTH, LLC 0.13% of their portfolio Los Angeles, CA 105,828105.8k $6.6m $6.6m 0.13% Added +4.3k +4,268
43 Valmark Advisers, Inc. 0.08% of their portfolio AKRON, OH 102,433102.4k $6.4m $6.4m 0.08% Reduced -6.4k -6,412
44 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 98,50798.5k $6.1m $6.1m 0.01% Added +6.3k +6,348
45 Cadence Wealth Management LLC 2.66% of their portfolio WESTBOROUGH, MA 88,61788.6k $5.5m $5.5m 2.66% Added +4.5k +4,512
46 STERLING INVESTMENT ADVISORS LLC /ADV 2.66% of their portfolio BOLIVAR, MO 88,29688.3k $5.5m $5.5m 2.66% Reduced -1.3k -1,278
47 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 84,99985.0k $5.3m $5.3m 0.01% Added +2.8k +2,840
48 Summit Financial, LLC 0.07% of their portfolio PARSIPPANY, NJ 80,86580.9k $5.0m $5.0m 0.07% Added +298 +298
49 VPR Management LLC 2.15% of their portfolio HOUSTON, TX 77,55077.5k $4.8m $4.8m 2.15% Unchanged
50 Mariner, LLC 0.01% of their portfolio Overland Park, KS 74,03474.0k $4.6m $4.6m 0.01% Added +429 +429
51 Callan Family Office, LLC 0.10% of their portfolio RADNOR, PA 72,00572.0k $4.5m $4.5m 0.10% New
52 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 68,67768.7k $4.3m $4.3m 0.00% Added +370 +370
53 IAG Wealth Partners, LLC 0.49% of their portfolio WAUKESHA, WI 68,48268.5k $4.3m $4.3m 0.49% Added +1.3k +1,306
54 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 67,65067.7k $4.2m $4.2m 0.01% Reduced -2.3k -2,291
55 TMB Capital Partners, LLC 1.43% of their portfolio LITTLE ROCK, AR 67,50067.5k $4.2m $4.2m 1.43% First filing
56 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 63,77963.8k $4.0m $4.0m 0.00% Added +11.2k +11,212
57 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 61,39261.4k $3.8m $3.8m 0.02% Added +1.3k +1,285
58 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.24% of their portfolio FORT WAYNE, IN 60,51860.5k $3.8m $3.8m 0.24% Reduced -10.1k -10,071
59 White & Co Financial Planning Inc 2.74% of their portfolio SUNNYSIDE, WA 58,96659.0k $3.7m $3.7m 2.74% Reduced -22 -22
60 DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.04% of their portfolio CHICAGO, IL 56,40056.4k $3.5m $3.5m 0.04% Added +9.2k +9,200
61 Crescent Grove Advisors, LLC 0.33% of their portfolio LAKE FOREST, IL 55,34155.3k $3.4m $3.4m 0.33% Added +6.5k +6,528
62 Cambria Investment Management, L.P. 0.18% of their portfolio Manhattan Beach, CA 50,86550.9k $3.2m $3.2m 0.18% New
63 Empowered Funds, LLC 0.05% of their portfolio NEWTOWN SQUARE, PA 50,86550.9k $3.2m $3.2m 0.05% New
64 Bristlecone Value Partners, LLC 3.61% of their portfolio LOS ANGELES, CA 50,36950.4k $3.1m $3.1m 3.61% First filing
65 Regal Investment Advisors LLC 0.18% of their portfolio KENTWOOD, MI 48,28548.3k $3.0m $3.0m 0.18% Added +326 +326
66 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 47,82147.8k $3.0m $3.0m 0.00% Reduced -1.5k -1,476
67 Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio SEOUL, M5 45,60045.6k $2.8m $2.8m 0.01% New
68 Hills Bank & Trust Co 0.16% of their portfolio North Liberty, IA 44,96745.0k $2.8m $2.8m 0.16% Added +11 +11
69 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 44,42944.4k $2.8m $2.8m 0.00% Added +498 +498
70 Conservest Capital Advisors, Inc. 0.25% of their portfolio WYNNEWOOD, PA 44,39644.4k $2.8m $2.8m 0.25% Reduced -1.1k -1,083
71 Boltwood Capital Management 0.69% of their portfolio WALNUT CREEK, CA 42,57542.6k $2.6m $2.6m 0.69% Reduced -2.2k -2,225
72 Wealthfront Advisers LLC 0.01% of their portfolio Palo Alto, CA 41,34741.3k $2.6m $2.6m 0.01% Added +4.3k +4,256
73 Palisades Hudson Asset Management, L.P. 0.98% of their portfolio FORT LAUDERDALE, FL 40,82240.8k $2.5m $2.5m 0.98% Reduced -17.8k -17,808
74 Gotham Asset Management, LLC 0.01% of their portfolio NEW YORK, NY 38,37938.4k $2.4m $2.4m 0.01% Added +128 +128
75 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 36,68136.7k $2.3m $2.3m 0.00% Reduced -12.0k -11,993
76 Landmark Wealth Management, LLC 0.85% of their portfolio MELVILLE, NY 35,83435.8k $2.2m $2.2m 0.85% Reduced -16 -16
77 Chemistry Wealth Management LLC 0.41% of their portfolio NEW YORK, NY 35,58835.6k $2.2m $2.2m 0.41% Added +1.3k +1,339
78 STEPH & CO 0.63% of their portfolio MARINETTE, WI 35,04535.0k $2.2m $2.2m 0.63% Reduced -284 -284
79 SOL Capital Management CO 0.19% of their portfolio ROCKVILLE, MD 34,67034.7k $2.2m $2.2m 0.19% Reduced -4.5k -4,500
80 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 34,05434.1k $2.1m $2.1m 0.00% Reduced -63.6k -63,598
81 ONE PLUS ONE WEALTH MANAGEMENT, LLC 0.96% of their portfolio JUPITER, FL 33,56433.6k $2.1m $2.1m 0.96% Reduced -1.4k -1,359
82 Haverford Trust Co 0.02% of their portfolio Radnor, PA 30,10130.1k $1.9m $1.9m 0.02% New
83 Catalyst Investment Management LLC 1.76% of their portfolio WINDHAM, NH 29,91429.9k $1.9m $1.9m 1.76% First filing
84 Brio Consultants, LLC 0.24% of their portfolio SAN FRANCISCO, CA 29,46829.5k $1.8m $1.8m 0.24% Added +90 +90
85 Rothschild Wealth LLC 0.18% of their portfolio OAK BROOK, IL 29,35829.4k $1.8m $1.8m 0.18% New
86 SAGE RHINO CAPITAL LLC 0.32% of their portfolio MENLO PARK, CA 27,11727.1k $1.7m $1.7m 0.32% Reduced -1.6k -1,581
87 Hilltop Holdings Inc. 0.10% of their portfolio DALLAS, TX 27,03427.0k $1.7m $1.7m 0.10% New
88 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 25,83925.8k $1.6m $1.6m 0.00% Reduced -520 -520
89 INGALLS & SNYDER LLC 0.06% of their portfolio NEW YORK, NY 25,46525.5k $1.6m $1.6m 0.06% Added +7.0k +7,025
90 Wealthcare Advisory Partners LLC 0.03% of their portfolio WEST CHESTER, PA 25,01925.0k $1.6m $1.6m 0.03% Reduced -19 -19
91 Perigon Wealth Management, LLC 0.03% of their portfolio SAN FRANCISCO, CA 24,99325.0k $1.6m $1.6m 0.03% Added +3.9k +3,890
92 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 24,97125.0k $1.6m $1.6m 0.00% Added +2.0k +2,045
93 GTS SECURITIES LLC 0.05% of their portfolio NEW YORK, NY 24,47824.5k $1.5m $1.5m 0.05% Added +15.2k +15,249
94 Global Strategic Investment Solutions, LLC 0.14% of their portfolio Scottsdale, AZ 23,74823.7k $1.5m $1.5m 0.14% Reduced -3.0k -2,971
95 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 23,38223.4k $1.5m $1.5m 0.01% Added +8 +8
96 Kathmere Capital Management, LLC 0.10% of their portfolio WAYNE, PA 23,14123.1k $1.4m $1.4m 0.10% New
97 FIDUCIENT ADVISORS LLC 0.18% of their portfolio Chicago, IL 22,95323.0k $1.4m $1.4m 0.18% Reduced -49.3k -49,277
98 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 22,78022.8k $1.4m $1.4m 0.01% Unchanged
99 Allen Capital Group, LLC 0.13% of their portfolio GRAND ISLAND, NE 22,63122.6k $1.4m $1.4m 0.13% Reduced -172 -172
100 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 22,32622.3k $1.4m $1.4m 0.00% Added +10.7k +10,706