Vault-13

SPDR INDEX SHS FDS GNR

GLB NAT RESRCE · ETP · CUSIP 78463X541

287 institutional holders -5 vs Q1 2026
50,836,73650.8m shares reported held*
$3.4bnreported value*
35 new 129 added 72 reduced 37 sold out net sold ≈ $1.3m (-21.6k 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 ($7.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $67.40. Options: 1 managers hold calls ($1.9m notional), 0 hold puts (—).

Trends to Q2 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: 292Q2 26: 287287Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026287

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 147 bought or addedQ1 26: 98 cut or sold outQ2 26: 164 bought or addedQ2 26: 109 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202493101
Q4 2024100115
Q1 202590105
Q2 202586110
Q3 20259785
Q4 202511985
Q1 202614798
Q2 2026164109

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5m$2mQ3 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 0.00Q2 26 calls: $1.9mQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$59$00.00
Q4 2025$211.3k$00.00
Q1 2026$881.1k$00.00
Q2 2026$1.9m$00.00

Biggest buyers

Zurcher Kantonalbank (Zurich Cantonalbank) New +431,270+431.3k
Hackensack Meridian Health, Inc. Added +269,000+269.0k
BANK OF AMERICA CORP /DE/ Added +154,827+154.8k
MAI Capital Management Added +107,144+107.1k
ENVESTNET ASSET MANAGEMENT INC Added +82,044+82.0k
FMR LLC Added +81,445+81.4k
BIP Wealth, LLC New +72,599+72.6k
WELLS FARGO & COMPANY/MN Added +60,713+60.7k
AMG National Trust Bank Added +60,244+60.2k
Cetera Investment Advisers Added +58,307+58.3k

Biggest sellers

JANE STREET GROUP, LLC Sold out -530,949-530.9k
NORTHERN TRUST CORP Reduced -309,037-309.0k
1832 Asset Management L.P. Sold out -196,358-196.4k
First Command Advisory Services, Inc. Reduced -180,458-180.5k
GTS SECURITIES LLC Sold out -145,578-145.6k
Tradewinds Capital Management, LLC Reduced -132,345-132.3k
EVOKE WEALTH, LLC Sold out -105,657-105.7k
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Reduced -78,334-78.3k
PRINCIPAL FINANCIAL GROUP INC Reduced -55,175-55.2k
OXFORD FINANCIAL GROUP, LTD. LLC Reduced -49,331-49.3k

Biggest calls

CITADEL ADVISORS LLC Added $1.9m28.7k 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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NORTHERN TRUST CORP 0.11% of their portfolio CHICAGO, IL 13,491,31413.5m $908.1m $908.1m 0.11% Reduced -309.0k -309,037
2 First Command Advisory Services, Inc. 2.04% of their portfolio FORT WORTH, TX 5,101,3625.1m $343.4m $343.4m 2.04% Reduced -180.5k -180,458
3 ENVESTNET ASSET MANAGEMENT INC 0.08% of their portfolio Berwyn, PA 4,956,0555.0m $333.6m $333.6m 0.08% Added +82.0k +82,044
4 Pure Financial Advisors, LLC 1.80% of their portfolio SAN DIEGO, CA 2,099,6862.1m $141.3m $141.3m 1.80% Reduced -12.4k -12,385
5 Hackensack Meridian Health, Inc. 8.52% of their portfolio EDISON, NJ 1,875,0001.9m $126.2m $126.2m 8.52% Added +269.0k +269,000
6 OXFORD FINANCIAL GROUP, LTD. LLC 6.18% of their portfolio INDIANAPOLIS, IN 1,813,1681.8m $122.0m $122.0m 6.18% Reduced -49.3k -49,331
7 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 1,725,0001.7m $116.1m $116.1m 0.01% Unchanged
8 Johns Hopkins University 7.08% of their portfolio BALTIMORE, MD 1,572,0881.6m $105.8m $105.8m 7.08% Unchanged
9 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,186,4561.2m $79.9m $79.9m 0.01% Added +154.8k +154,827
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,090,2591.1m $73.4m $73.4m 0.00% Added +20.7k +20,672
11 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,074,7571.1m $72.3m $72.3m 0.00% Added +12.4k +12,402
12 AMG National Trust Bank 1.07% of their portfolio GREENWOOD VILLAGE, CO 776,274776.3k $52.3m $52.3m 1.07% Added +60.2k +60,244
13 NEPC LLC 0.92% of their portfolio Boston, MA 731,730731.7k $49.3m $49.3m 0.92% Unchanged
14 FMR LLC 0.00% of their portfolio BOSTON, MA 695,842695.8k $46.8m $46.8m 0.00% Added +81.4k +81,445
15 SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio London, X0 681,811681.8k $45.7m $45.7m 0.03% Reduced -24.9k -24,896
16 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 559,785559.8k $41.8m $41.8m 0.01% Added +22.7k +22,712
17 UBS Group AG 0.01% of their portfolio ZURICH, V8 480,086480.1k $32.3m $32.3m 0.01% Reduced -11.9k -11,865
18 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 433,946433.9k $29.2m $29.2m 0.01% Added +60.7k +60,713
19 Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% of their portfolio ZURICH, V8 431,270431.3k $28.9m $28.9m 0.06% New
20 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 427,329427.3k $28.8m $28.8m 0.01% Added +32.0k +31,964
21 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 408,073408.1k $27.4m $27.4m 0.00% Reduced -10.1k -10,112
22 Tradewinds Capital Management, LLC 4.64% of their portfolio BELLINGHAM, WA 387,837387.8k $26.1m $26.1m 4.64% Reduced -132.3k -132,345
23 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 340,181340.2k $22.9m $22.9m 0.02% Added +58.3k +58,307
24 CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 63.69% of their portfolio CHARLOTTESVILLE, VA 325,320325.3k $21.9m $21.9m 63.69% Reduced -27.1k -27,054
25 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 318,128318.1k $21.4m $21.4m 0.00% Reduced -9.1k -9,100
26 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 301,900301.9k $20.3m $20.3m 0.01% Reduced -55.2k -55,175
27 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 290,157290.2k $19.5m $19.5m 0.00% Added +30.2k +30,178
28 Prairiewood Capital, LLC 4.47% of their portfolio FARGO, ND 256,478256.5k $17.3m $17.3m 4.47% Added +4.6k +4,637
29 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 0.22% of their portfolio BOSTON, MA 229,803229.8k $15.5m $15.5m 0.22% Reduced -78.3k -78,334
30 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 219,836219.8k $14.8m $14.8m 0.01% Added +15.8k +15,771
31 Sachetta, LLC 6.72% of their portfolio LYNNFIELD, MA 205,252205.3k $13.8m $13.8m 6.72% Added +2.0k +2,006
32 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 202,370202.4k $13.6m $13.6m 0.00% Reduced -41.5k -41,511
33 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 195,071195.1k $13.1m $13.1m 0.02% Added +12.7k +12,735
34 FIDUCIARY FINANCIAL GROUP, LLC 1.36% of their portfolio SAN RAFAEL, CA 178,050178.1k $12.0m $12.0m 1.36% Added +23.8k +23,778
35 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 169,120169.1k $11.4m $11.4m 0.02% Reduced -4.9k -4,859
36 Versant Capital Management, Inc 0.97% of their portfolio PHOENIX, AZ 160,997161.0k $10.8m $10.8m 0.97% Added +3.5k +3,537
37 PACK Private Wealth, LLC 4.48% of their portfolio WAYZATA, MN 160,639160.6k $10.8m $10.8m 4.48% Added +454 +454
38 Warren Street Wealth Advisors, LLC 2.35% of their portfolio IRVINE, CA 154,548154.5k $10.4m $10.4m 2.35% Added +4.5k +4,502
39 SATOVSKY ASSET MANAGEMENT LLC 1.50% of their portfolio NEW YORK, NY 140,180140.2k $9.4m $9.4m 1.50% Added +467 +467
40 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 136,346136.3k $9.2m $9.2m 0.00% Added +9.1k +9,099
41 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 135,862135.9k $9.1m $9.1m 0.00% Added +11.6k +11,580
42 M&T Bank Corp 0.02% of their portfolio BUFFALO, NY 123,251123.3k $8.3m $8.3m 0.02% Unchanged
43 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 118,056118.1k $7.9m $7.9m 0.01% Added +2.7k +2,651
44 Treasure Coast Financial Planning 3.72% of their portfolio VERO BEACH, FL 113,200113.2k $7.6m $7.6m 3.72% Added +873 +873
45 MAI Capital Management 0.03% of their portfolio INDEPENDENCE, OH 107,842107.8k $7.3m $7.3m 0.03% Added +107.1k +107,144
46 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 104,979105.0k $7.1m $7.1m 0.01% Added +1.9k +1,878
47 Valmark Advisers, Inc. 0.07% of their portfolio AKRON, OH 99,94299.9k $6.7m $6.7m 0.07% Reduced -2.0k -2,021
48 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 98,91498.9k $6.7m $6.7m 0.00% Added +41.9k +41,914
49 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 93,98894.0k $6.3m $6.3m 0.01% Reduced -2.5k -2,502
50 Cadence Wealth Management LLC 2.70% of their portfolio WESTBOROUGH, MA 89,48589.5k $6.0m $6.0m 2.70% Reduced -647 -647
51 STERLING INVESTMENT ADVISORS LLC /ADV 2.45% of their portfolio BOLIVAR, MO 81,02381.0k $5.5m $5.5m 2.45% Added +1.9k +1,901
52 VPR Management LLC 2.10% of their portfolio HOUSTON, TX 77,55077.5k $5.2m $5.2m 2.10% Unchanged
53 CX Institutional 0.15% of their portfolio AUBURN, IN 77,43077.4k $5.2m $5.2m 0.15% Reduced -3.1k -3,074
54 Mariner, LLC 0.01% of their portfolio Overland Park, KS 74,53974.5k $5.0m $5.0m 0.01% Reduced -8.8k -8,757
55 Summit Financial, LLC 0.05% of their portfolio PARSIPPANY, NJ 72,91772.9k $4.9m $4.9m 0.05% Added +246 +246
56 BIP Wealth, LLC 0.14% of their portfolio ATLANTA, GA 72,59972.6k $4.9m $4.9m 0.14% New
57 Callan Family Office, LLC 0.09% of their portfolio RADNOR, PA 71,74371.7k $4.8m $4.8m 0.09% Reduced -21 -21
58 IAG Wealth Partners, LLC 0.47% of their portfolio WAUKESHA, WI 71,00171.0k $4.8m $4.8m 0.47% Added +467 +467
59 TMB Capital Partners, LLC 1.47% of their portfolio LITTLE ROCK, AR 70,19470.2k $4.7m $4.7m 1.47% Added +2.6k +2,563
60 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 68,19468.2k $4.6m $4.6m 0.00% Added +13.4k +13,370
61 Boltwood Capital Management 1.04% of their portfolio WALNUT CREEK, CA 67,20267.2k $4.5m $4.5m 1.04% Added +18.1k +18,127
62 Crescent Grove Advisors, LLC 0.38% of their portfolio LAKE FOREST, IL 66,61966.6k $4.5m $4.5m 0.38% Added +4.1k +4,115
63 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 64,46764.5k $4.3m $4.3m 0.02% Reduced -240 -240
64 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 64,39264.4k $4.3m $4.3m 0.01% Reduced -19.6k -19,631
65 Fiduciary Alliance LLC 0.28% of their portfolio GREENVILLE, SC 60,73460.7k $4.1m $4.1m 0.28% Added +1.5k +1,545
66 White & Co Financial Planning Inc 2.47% of their portfolio SUNNYSIDE, WA 59,11659.1k $4.0m $4.0m 2.47% Added +213 +213
67 W1M Asset Management Ltd 0.04% of their portfolio London, X0 58,00958.0k $3.9m $3.9m 0.04% Unchanged
68 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.28% of their portfolio FORT WAYNE, IN 57,69457.7k $3.9m $3.9m 0.28% Added +2.6k +2,559
69 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 56,46356.5k $3.8m $3.8m 0.02% New
70 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 55,78055.8k $4.0m $4.0m 0.01% Added +41.2k +41,202
71 DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.03% of their portfolio CHICAGO, IL 53,10053.1k $3.6m $3.6m 0.03% Reduced -1.8k -1,800
72 Cambria Investment Management, L.P. 0.18% of their portfolio Manhattan Beach, CA 52,75552.8k $3.6m $3.6m 0.18% Added +1.0k +1,008
73 Empowered Funds, LLC 0.02% of their portfolio NEWTOWN SQUARE, PA 52,75552.8k $3.6m $3.6m 0.02% Added +1.0k +1,008
74 Wealthfront Advisers LLC 0.01% of their portfolio Palo Alto, CA 51,48951.5k $3.5m $3.5m 0.01% Added +1.7k +1,697
75 FLOW TRADERS U.S. LLC 0.14% of their portfolio NEW YORK, NY 50,55050.5k $3.4m $3.4m 0.14% Added +30.0k +29,963
76 Gotham Asset Management, LLC 0.01% of their portfolio NEW YORK, NY 50,45650.5k $3.4m $3.4m 0.01% Added +151 +151
77 Bristlecone Value Partners, LLC 2.62% of their portfolio LOS ANGELES, CA 48,46948.5k $3.3m $3.3m 2.62% Reduced -577 -577
78 Conservest Capital Advisors, Inc. 0.25% of their portfolio WYNNEWOOD, PA 47,16247.2k $3.2m $3.2m 0.25% Added +1.7k +1,741
79 Regal Investment Advisors LLC 0.16% of their portfolio KENTWOOD, MI 46,29246.3k $3.1m $3.1m 0.16% Added +798 +798
80 Hills Bank & Trust Co 0.13% of their portfolio North Liberty, IA 45,55345.6k $3.1m $3.1m 0.13% Added +586 +586
81 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 44,46744.5k $3.0m $3.0m 0.02% Added +1.6k +1,581
82 Landmark Wealth Management, LLC 0.66% of their portfolio MELVILLE, NY 41,23441.2k $2.8m $2.8m 0.66% Added +2.6k +2,553
83 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 40,65240.7k $2.7m $2.7m 0.00% Added +17.7k +17,687
84 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 40,31840.3k $2.7m $2.7m 0.00% Added +4.6k +4,561
85 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 40,27240.3k $2.7m $2.7m 0.00% New
86 Palisades Hudson Asset Management, L.P. 0.94% of their portfolio FORT LAUDERDALE, FL 40,00140.0k $2.7m $2.7m 0.94% Reduced -231 -231
87 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 39,91439.9k $2.7m $2.7m 0.00% Added +1.8k +1,808
88 Catalyst Investment Management LLC 2.36% of their portfolio WINDHAM, NH 38,65038.6k $2.6m $2.6m 2.36% Added +5.7k +5,695
89 CAMBIENT FAMILY OFFICE, LLC 0.31% of their portfolio ADA, MI 37,24937.2k $2.5m $2.5m 0.31% Added +5.1k +5,127
90 Chemistry Wealth Management LLC 0.40% of their portfolio NEW YORK, NY 36,90136.9k $2.5m $2.5m 0.40% Added +484 +484
91 Permanens Capital L.P. 0.24% of their portfolio NEW YORK, NY 34,00034.0k $2.3m $2.3m 0.24% New
92 HB Wealth Management, LLC 0.01% of their portfolio Atlanta, GA 33,98134.0k $2.3m $2.3m 0.01% Reduced -715 -715
93 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 30,29830.3k $2.0m $2.0m 0.00% Reduced -283 -283
94 STEPH & CO 0.51% of their portfolio MARINETTE, WI 30,02930.0k $2.0m $2.0m 0.51% Added +204 +204
95 SAGE RHINO CAPITAL LLC 0.33% of their portfolio MENLO PARK, CA 29,78629.8k $2.0m $2.0m 0.33% Added +1.0k +1,013
96 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 28,69928.7k $1.9m $1.9m 0.00% Added +2.7k +2,746
97 SILVER OAK SECURITIES, INCORPORATED 0.12% of their portfolio JACKSON, TN 28,34128.3k $1.9m $1.9m 0.12% New
98 Rothschild Wealth LLC 0.15% of their portfolio OAK BROOK, IL 27,38127.4k $1.8m $1.8m 0.15% Reduced -714 -714
99 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 27,13527.1k $1.8m $1.8m 0.01% Reduced -710 -710
100 Brio Consultants, LLC 0.21% of their portfolio SAN FRANCISCO, CA 26,62426.6k $1.8m $1.8m 0.21% Added +65 +65