Vault-13

SPDR INDEX SHS FDS GNR

GLB NAT RESRCE · ETP · CUSIP 78463X541

292 institutional holders +37 vs Q4 2025
50,921,50850.9m shares reported held*
$3.8bnreported value*
56 new 91 added 81 reduced 17 sold out net bought ≈ $233.4m (+3.1m 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 ($4.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $74.50. Options: 2 managers hold calls ($881.1k notional), 0 hold puts (—).

Trends to Q1 2026

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: 255Q1 26: 292292Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026292

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q4 25: 119 bought or addedQ4 25: 85 cut or sold outQ1 26: 147 bought or addedQ1 26: 98 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202485128
Q3 202493101
Q4 2024100115
Q1 202590105
Q2 202586110
Q3 20259785
Q4 202511985
Q1 202614798

Calls vs puts

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

CallsPuts
$0$250k$500k$750k$1mQ2 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 0.00Q1 26 calls: $881.1kQ1 26 puts: $0Q1 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2025$54$00.00
Q3 2025$59$00.00
Q4 2025$211.3k$00.00
Q1 2026$881.1k$00.00

Biggest buyers

PRICE T ROWE ASSOCIATES INC /MD/ New +1,725,000+1.7m
NORTHERN TRUST CORP Added +1,040,155+1.0m
Tradewinds Capital Management, LLC New +520,182+520.2k
JANE STREET GROUP, LLC Added +496,895+496.9k
BANK OF AMERICA CORP /DE/ Added +227,633+227.6k
ENVESTNET ASSET MANAGEMENT INC Added +214,054+214.1k
Cetera Investment Advisers Added +213,197+213.2k
PRINCIPAL FINANCIAL GROUP INC Added +140,925+140.9k
GTS SECURITIES LLC Added +121,100+121.1k
FMR LLC Added +92,968+93.0k

Biggest sellers

SCHRODER INVESTMENT MANAGEMENT GROUP Reduced -1,784,979-1.8m
1832 Asset Management L.P. Reduced -263,467-263.5k
Sendero Wealth Management, LLC Sold out -241,194-241.2k
JPMORGAN CHASE & CO Reduced -143,933-143.9k
NEPC LLC Reduced -138,507-138.5k
First Command Advisory Services, Inc. Reduced -77,942-77.9k
Mirae Asset Global Investments Co., Ltd. Sold out -45,600-45.6k
SOL Capital Management CO Sold out -34,670-34.7k
Haverford Trust Co Sold out -30,101-30.1k
Warren Street Wealth Advisors, LLC Reduced -29,603-29.6k

Biggest calls

CITADEL ADVISORS LLC New $582.4k7.8k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $298.7k4.0k 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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NORTHERN TRUST CORP 0.14% of their portfolio CHICAGO, IL 13,800,35113.8m $1.0bn $1.0bn 0.14% Added +1.0m +1,040,155
2 First Command Advisory Services, Inc. 2.66% of their portfolio FORT WORTH, TX 5,281,8205.3m $394.4m $394.4m 2.66% Reduced -77.9k -77,942
3 ENVESTNET ASSET MANAGEMENT INC 0.10% of their portfolio Berwyn, PA 4,874,0114.9m $363.9m $363.9m 0.10% Added +214.1k +214,054
4 Pure Financial Advisors, LLC 2.26% of their portfolio SAN DIEGO, CA 2,112,0712.1m $157.7m $157.7m 2.26% Reduced -28.7k -28,723
5 OXFORD FINANCIAL GROUP, LTD. LLC 7.49% of their portfolio INDIANAPOLIS, IN 1,862,4991.9m $139.1m $139.1m 7.49% Added +275 +275
6 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 1,725,0001.7m $128.8m $128.8m 0.01% New
7 Hackensack Meridian Health, Inc. 11.32% of their portfolio EDISON, NJ 1,606,0001.6m $119.9m $119.9m 11.32% Unchanged
8 Johns Hopkins University 8.51% of their portfolio BALTIMORE, MD 1,572,0881.6m $117.4m $117.4m 8.51% Unchanged
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,069,5871.1m $79.9m $79.9m 0.00% Added +12.2k +12,201
10 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,062,3551.1m $79.3m $79.3m 0.00% Added +56 +56
11 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,031,6291.0m $77.0m $77.0m 0.01% Added +227.6k +227,633
12 NEPC LLC 1.09% of their portfolio Boston, MA 731,730731.7k $54.6m $54.6m 1.09% Reduced -138.5k -138,507
13 AMG National Trust Bank 1.16% of their portfolio GREENWOOD VILLAGE, CO 716,030716.0k $53.5m $53.5m 1.16% Added +54.6k +54,612
14 SCHRODER INVESTMENT MANAGEMENT GROUP 0.04% of their portfolio London, X0 706,707706.7k $51.6m $51.6m 0.04% Reduced -1.8m -1,784,979
15 FMR LLC 0.00% of their portfolio BOSTON, MA 614,397614.4k $45.9m $45.9m 0.00% Added +93.0k +92,968
16 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 537,073537.1k $33.4m $33.4m 0.01% Added +15.3k +15,269
17 JANE STREET GROUP, LLC 0.04% of their portfolio NEW YORK, NY 530,949530.9k $39.6m $39.6m 0.04% Added +496.9k +496,895
18 Tradewinds Capital Management, LLC 7.71% of their portfolio BELLINGHAM, WA 520,182520.2k $38.8m $38.8m 7.71% New
19 UBS Group AG 0.01% of their portfolio ZURICH, V8 491,951492.0k $36.7m $36.7m 0.01% Added +47.3k +47,298
20 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 418,185418.2k $30.6m $30.6m 0.00% Reduced -143.9k -143,933
21 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 395,365395.4k $29.5m $29.5m 0.01% Reduced -23.3k -23,324
22 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 373,233373.2k $27.9m $27.9m 0.01% Added +82.0k +81,989
23 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 357,075357.1k $26.7m $26.7m 0.01% Added +140.9k +140,925
24 CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 65.33% of their portfolio CHARLOTTESVILLE, VA 352,374352.4k $26.3m $26.3m 65.33% Unchanged
25 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 327,228327.2k $24.4m $24.4m 0.00% Reduced -8.2k -8,190
26 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 0.37% of their portfolio BOSTON, MA 308,137308.1k $23.0m $23.0m 0.37% Reduced -19.6k -19,610
27 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 281,874281.9k $21.0m $21.0m 0.02% Added +213.2k +213,197
28 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 259,979260.0k $19.4m $19.4m 0.00% Added +82.2k +82,234
29 Prairiewood Capital, LLC 5.44% of their portfolio FARGO, ND 251,841251.8k $18.8m $18.8m 5.44% Reduced -3.7k -3,678
30 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 243,881243.9k $18.2m $18.2m 0.00% Added +82.4k +82,416
31 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 204,065204.1k $15.2m $15.2m 0.01% Added +89.2k +89,152
32 Sachetta, LLC 8.23% of their portfolio LYNNFIELD, MA 203,246203.2k $15.2m $15.2m 8.23% Reduced -5.8k -5,798
33 1832 Asset Management L.P. 0.02% of their portfolio TORONTO, A6 196,358196.4k $14.7m $14.7m 0.02% Reduced -263.5k -263,467
34 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 182,336182.3k $13.6m $13.6m 0.02% Added +12.2k +12,202
35 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 173,979174.0k $13.0m $13.0m 0.02% Added +6.5k +6,523
36 PACK Private Wealth, LLC 5.49% of their portfolio WAYZATA, MN 160,185160.2k $12.0m $12.0m 5.49% Reduced -311 -311
37 Versant Capital Management, Inc 1.16% of their portfolio PHOENIX, AZ 157,460157.5k $11.8m $11.8m 1.16% Reduced -3.4k -3,368
38 FIDUCIARY FINANCIAL GROUP, LLC 1.53% of their portfolio SAN RAFAEL, CA 154,272154.3k $11.5m $11.5m 1.53% Added +16.5k +16,485
39 Warren Street Wealth Advisors, LLC 2.87% of their portfolio IRVINE, CA 150,046150.0k $11.2m $11.2m 2.87% Reduced -29.6k -29,603
40 GTS SECURITIES LLC 0.38% of their portfolio NEW YORK, NY 145,578145.6k $10.9m $10.9m 0.38% Added +121.1k +121,100
41 SATOVSKY ASSET MANAGEMENT LLC 1.84% of their portfolio NEW YORK, NY 139,713139.7k $10.4m $10.4m 1.84% Reduced -3.0k -2,957
42 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 127,247127.2k $9.5m $9.5m 0.00% Added +13.7k +13,671
43 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 124,282124.3k $9.3m $9.3m 0.00% Reduced -18.1k -18,088
44 M&T Bank Corp 0.03% of their portfolio BUFFALO, NY 123,251123.3k $9.2m $9.2m 0.03% Unchanged
45 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 115,405115.4k $8.6m $8.6m 0.01% Added +67.6k +67,584
46 Treasure Coast Financial Planning 4.32% of their portfolio VERO BEACH, FL 112,327112.3k $8.4m $8.4m 4.32% Reduced -11.0k -11,008
47 EVOKE WEALTH, LLC 0.15% of their portfolio Los Angeles, CA 105,657105.7k $7.9m $7.9m 0.15% Reduced -171 -171
48 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 103,101103.1k $7.7m $7.7m 0.01% Added +35.5k +35,451
49 Valmark Advisers, Inc. 0.09% of their portfolio AKRON, OH 101,963102.0k $7.6m $7.6m 0.09% Reduced -470 -470
50 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 96,49096.5k $7.2m $7.2m 0.01% Reduced -2.0k -2,017
51 Cadence Wealth Management LLC 2.81% of their portfolio WESTBOROUGH, MA 90,13290.1k $6.7m $6.7m 2.81% Added +1.5k +1,515
52 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 84,02384.0k $6.3m $6.3m 0.01% Reduced -976 -976
53 Mariner, LLC 0.01% of their portfolio Overland Park, KS 83,29683.3k $6.2m $6.2m 0.01% Added +9.3k +9,262
54 CX Institutional 0.18% of their portfolio AUBURN, IN 80,50480.5k $6.0m $6.0m 0.18% Added +80.3k +80,285
55 STERLING INVESTMENT ADVISORS LLC /ADV 2.83% of their portfolio BOLIVAR, MO 79,12279.1k $5.9m $5.9m 2.83% Reduced -9.2k -9,174
56 VPR Management LLC 2.31% of their portfolio HOUSTON, TX 77,55077.5k $5.8m $5.8m 2.31% Unchanged
57 Summit Financial, LLC 0.07% of their portfolio PARSIPPANY, NJ 72,67172.7k $5.4m $5.4m 0.07% Reduced -8.2k -8,194
58 Callan Family Office, LLC 0.12% of their portfolio RADNOR, PA 71,76471.8k $5.4m $5.4m 0.12% Reduced -241 -241
59 IAG Wealth Partners, LLC 0.59% of their portfolio WAUKESHA, WI 70,53470.5k $5.3m $5.3m 0.59% Added +2.1k +2,052
60 TMB Capital Partners, LLC 1.70% of their portfolio LITTLE ROCK, AR 67,63167.6k $5.0m $5.0m 1.70% Added +131 +131
61 D.A. DAVIDSON & CO. 0.03% of their portfolio GREAT FALLS, MT 64,70764.7k $4.8m $4.8m 0.03% Added +3.3k +3,315
62 Crescent Grove Advisors, LLC 0.46% of their portfolio LAKE FOREST, IL 62,50462.5k $4.7m $4.7m 0.46% Added +7.2k +7,163
63 Fiduciary Alliance LLC 0.27% of their portfolio GREENVILLE, SC 59,18959.2k $4.4m $4.4m 0.27% New
64 White & Co Financial Planning Inc 3.09% of their portfolio SUNNYSIDE, WA 58,90358.9k $4.4m $4.4m 3.09% Reduced -63 -63
65 W1M Asset Management Ltd 0.05% of their portfolio London, X0 58,00958.0k $4.3m $4.3m 0.05% New
66 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 57,00057.0k $4.3m $4.3m 0.00% New
67 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.30% of their portfolio FORT WAYNE, IN 55,13555.1k $4.1m $4.1m 0.30% Reduced -5.4k -5,383
68 DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.04% of their portfolio CHICAGO, IL 54,90054.9k $4.1m $4.1m 0.04% Reduced -1.5k -1,500
69 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 54,82454.8k $4.1m $4.1m 0.00% Reduced -9.0k -8,955
70 Cambria Investment Management, L.P. 0.22% of their portfolio Manhattan Beach, CA 51,74751.7k $3.9m $3.9m 0.22% Added +882 +882
71 Empowered Funds, LLC 0.02% of their portfolio NEWTOWN SQUARE, PA 51,74751.7k $3.9m $3.9m 0.02% Added +882 +882
72 Gotham Asset Management, LLC 0.01% of their portfolio NEW YORK, NY 50,30550.3k $3.8m $3.8m 0.01% Added +11.9k +11,926
73 Wealthfront Advisers LLC 0.01% of their portfolio Palo Alto, CA 49,79249.8k $3.7m $3.7m 0.01% Added +8.4k +8,445
74 Boltwood Capital Management 0.93% of their portfolio WALNUT CREEK, CA 49,07549.1k $3.7m $3.7m 0.93% Added +6.5k +6,500
75 Bristlecone Value Partners, LLC 3.22% of their portfolio LOS ANGELES, CA 49,04649.0k $3.7m $3.7m 3.22% Reduced -1.3k -1,323
76 Regal Investment Advisors LLC 0.20% of their portfolio KENTWOOD, MI 45,49445.5k $3.4m $3.4m 0.20% Reduced -2.8k -2,791
77 Conservest Capital Advisors, Inc. 0.31% of their portfolio WYNNEWOOD, PA 45,42145.4k $3.4m $3.4m 0.31% Added +1.0k +1,025
78 Hills Bank & Trust Co 0.16% of their portfolio North Liberty, IA 44,96745.0k $3.4m $3.4m 0.16% Unchanged
79 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 42,88642.9k $3.2m $3.2m 0.03% Added +29.4k +29,381
80 Palisades Hudson Asset Management, L.P. 1.17% of their portfolio FORT LAUDERDALE, FL 40,23240.2k $3.0m $3.0m 1.17% Reduced -590 -590
81 OLD MISSION CAPITAL LLC 0.07% of their portfolio CHICAGO, IL 40,01840.0k $3.0m $3.0m 0.07% Added +28.3k +28,346
82 Landmark Wealth Management, LLC 0.77% of their portfolio MELVILLE, NY 38,68138.7k $2.9m $2.9m 0.77% Added +2.8k +2,847
83 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 38,10638.1k $2.8m $2.8m 0.00% Reduced -6.3k -6,323
84 Chemistry Wealth Management LLC 0.48% of their portfolio NEW YORK, NY 36,41736.4k $2.7m $2.7m 0.48% Added +829 +829
85 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 35,75735.8k $2.7m $2.7m 0.00% Added +13.4k +13,431
86 HB Wealth Management, LLC 0.02% of their portfolio Atlanta, GA 34,69634.7k $2.6m $2.6m 0.02% Added +26.2k +26,194
87 Catalyst Investment Management LLC 2.72% of their portfolio WINDHAM, NH 32,95533.0k $2.5m $2.5m 2.72% Added +3.0k +3,041
88 CAMBIENT FAMILY OFFICE, LLC 0.33% of their portfolio ADA, MI 32,12232.1k $2.4m $2.4m 0.33% Added +20.8k +20,809
89 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 30,58130.6k $2.3m $2.3m 0.00% Reduced -6.1k -6,100
90 STEPH & CO 0.64% of their portfolio MARINETTE, WI 29,82529.8k $2.2m $2.2m 0.64% Reduced -5.2k -5,220
91 SAGE RHINO CAPITAL LLC 0.40% of their portfolio MENLO PARK, CA 28,77328.8k $2.1m $2.1m 0.40% Added +1.7k +1,656
92 Rothschild Wealth LLC 0.19% of their portfolio OAK BROOK, IL 28,09528.1k $2.1m $2.1m 0.19% Reduced -1.3k -1,263
93 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 27,84527.8k $2.1m $2.1m 0.01% Added +4.5k +4,463
94 Brio Consultants, LLC 0.24% of their portfolio SAN FRANCISCO, CA 26,55926.6k $2.0m $2.0m 0.24% Reduced -2.9k -2,909
95 INGALLS & SNYDER LLC 0.07% of their portfolio NEW YORK, NY 26,38526.4k $2.0m $2.0m 0.07% Added +920 +920
96 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 25,95326.0k $1.9m $1.9m 0.00% Added +114 +114
97 Kathmere Capital Management, LLC 0.12% of their portfolio WAYNE, PA 25,71725.7k $1.9m $1.9m 0.12% Added +2.6k +2,576
98 ONE PLUS ONE WEALTH MANAGEMENT, LLC 0.81% of their portfolio JUPITER, FL 25,58825.6k $1.9m $1.9m 0.81% Reduced -8.0k -7,976
99 STAR Financial Bank 0.90% of their portfolio FORT WAYNE, IN 25,52725.5k $1.9m $1.9m 0.90% New
100 Perigon Wealth Management, LLC 0.03% of their portfolio SAN FRANCISCO, CA 25,01025.0k $1.9m $1.9m 0.03% Added +17 +17