Vault-13

SPDR INDEX SHS FDS RWO

DJ GLB RL ES ETF · ETP · CUSIP 78463X749

210 institutional holders -1 vs Q1 2026
18,214,77618.2m shares reported held*
$985.4mreported value*
17 new 78 added 63 reduced 17 sold out net bought ≈ $16.5m (+323.7k 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 ($7.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $54.10.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 219Q4 22: 219Q1 23: 220Q2 23: 219Q3 23: 214Q4 23: 225Q1 24: 220Q2 24: 215Q3 24: 212Q4 24: 213Q1 25: 211Q2 25: 219Q3 25: 207Q4 25: 217Q1 26: 211Q2 26: 210210Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022219
Q4 2022219
Q1 2023220
Q2 2023219
Q3 2023214
Q4 2023225
Q1 2024220
Q2 2024215
Q3 2024212
Q4 2024213
Q1 2025211
Q2 2025219
Q3 2025207
Q4 2025217
Q1 2026211
Q2 2026210

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 24: 76 bought or addedQ3 24: 118 cut or sold outQ4 24: 90 bought or addedQ4 24: 95 cut or sold outQ4 24Q1 25: 77 bought or addedQ1 25: 109 cut or sold outQ2 25: 83 bought or addedQ2 25: 96 cut or sold outQ2 25Q3 25: 90 bought or addedQ3 25: 95 cut or sold outQ4 25: 98 bought or addedQ4 25: 76 cut or sold outQ4 25Q1 26: 100 bought or addedQ1 26: 82 cut or sold outQ2 26: 95 bought or addedQ2 26: 80 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202476118
Q4 20249095
Q1 202577109
Q2 20258396
Q3 20259095
Q4 20259876
Q1 202610082
Q2 20269580

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +209,652+209.7k
Cambridge Investment Research Advisors, Inc. Added +92,893+92.9k
Foster Victor Wealth Advisors, LLC New +83,132+83.1k
Bank of New York Mellon Corp Added +47,028+47.0k
LPL Financial LLC Added +40,205+40.2k
IFG Advisory, LLC New +25,270+25.3k
Quent Capital, LLC Added +25,144+25.1k
M&T Bank Corp Added +24,804+24.8k
Savant Capital, LLC Added +18,843+18.8k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC New +17,246+17.2k

Biggest sellers

STATE STREET CORP Reduced -108,865-108.9k
WLTH Capital Management, LLC Reduced -70,907-70.9k
JANE STREET GROUP, LLC Sold out -35,000-35.0k
BANK OF MONTREAL /CAN/ Reduced -34,666-34.7k
GOLDMAN SACHS GROUP INC Reduced -29,103-29.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -23,225-23.2k
WELLS FARGO & COMPANY/MN Reduced -16,751-16.8k
RAYMOND JAMES FINANCIAL INC Reduced -10,951-11.0k
Lunt Capital Management, Inc. Sold out -10,209-10.2k
GLENMEDE TRUST CO NA Reduced -9,459-9.5k

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
Bank of New York Mellon Corp 13G · institution filed 2026-07-29 6.3% 1.6m≈ $79.2m 2026-07-29

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 6,029,6486.0m $299.7m $299.7m 0.01% Reduced -108.9k -108,865
2 HUNTINGTON NATIONAL BANK 0.39% of their portfolio COLUMBUS, OH 1,603,8121.6m $79.7m $79.7m 0.39% Added +7.5k +7,536
3 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,593,5391.6m $79.2m $79.2m 0.01% Added +47.0k +47,028
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,569,6381.6m $78.0m $78.0m 0.01% Reduced -371 -371
5 GLENMEDE TRUST CO NA 0.16% of their portfolio PHILADELPHIA, PA 739,570739.6k $36.8m $36.8m 0.16% Reduced -9.5k -9,459
6 Quent Capital, LLC 1.89% of their portfolio NEW YORK, NY 618,775618.8k $30.8m $30.8m 1.89% Added +25.1k +25,144
7 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 568,290568.3k $28.2m $28.2m 0.01% Added +209.7k +209,652
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 507,082507.1k $25.2m $25.2m 0.00% Added +6.7k +6,741
9 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 471,704471.7k $23.4m $23.4m 0.01% Reduced -11.0k -10,951
10 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 396,342396.3k $19.7m $19.7m 0.00% Reduced -29.1k -29,103
11 Mariner, LLC 0.02% of their portfolio Overland Park, KS 305,084305.1k $15.2m $15.2m 0.02% Reduced -3.4k -3,433
12 BRIGHTON JONES LLC 0.26% of their portfolio SEATTLE, WA 282,843282.8k $14.1m $14.1m 0.26% Added +1.3k +1,334
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 268,246268.2k $13.3m $13.3m 0.00% Added +40.2k +40,205
14 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 237,463237.5k $11.8m $11.8m 0.01% Added +11.4k +11,439
15 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 218,126218.1k $11.0m $11.0m 0.00% Added +4.8k +4,798
16 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 212,429212.4k $10.6m $10.6m 0.01% Added +565 +565
17 Modera Wealth Management, LLC 0.10% of their portfolio WESTWOOD, NJ 197,929197.9k $9.8m $9.8m 0.10% Reduced -6.1k -6,144
18 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 174,328174.3k $8.7m $8.7m 0.01% Added +92.9k +92,893
19 Avidian Wealth Enterprises, LLC 0.21% of their portfolio Houston, TX 153,219153.2k $7.6m $7.6m 0.21% Added +1.5k +1,526
20 Addis & Hill, Inc 3.99% of their portfolio WAYNE, PA 145,643145.6k $7.2m $7.2m 3.99% Reduced -1.7k -1,728
21 Odyssey Group, LLC 1.80% of their portfolio LANCASTER, PA 133,745133.7k $6.6m $6.6m 1.80% First filing
22 White & Co Financial Planning Inc 4.04% of their portfolio SUNNYSIDE, WA 131,163131.2k $6.5m $6.5m 4.04% Added +2.7k +2,722
23 Orin Green Financial, LLC 2.14% of their portfolio SAN DIEGO, CA 116,451116.5k $5.8m $5.8m 2.14% Reduced -1.4k -1,362
24 Valmark Advisers, Inc. 0.06% of their portfolio AKRON, OH 105,432105.4k $5.2m $5.2m 0.06% Reduced -223 -223
25 Waldron Private Wealth LLC 0.18% of their portfolio BRIDGEVILLE, PA 103,511103.5k $5.1m $5.1m 0.18% Reduced -2.2k -2,208
26 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 103,257103.3k $5.1m $5.1m 0.00% Reduced -3.4k -3,434
27 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 102,355102.4k $5.1m $5.1m 0.01% Added +6.1k +6,138
28 OneAscent Financial Services LLC 0.23% of their portfolio BIRMINGHAM, AL 96,03896.0k $4.8m $4.8m 0.23% Added +694 +694
29 JFS WEALTH ADVISORS, LLC 0.23% of their portfolio HERMITAGE, PA 94,53894.5k $4.7m $4.7m 0.23% Added +2.7k +2,664
30 Brooklyn FI, LLC 0.86% of their portfolio NEW YORK, NY 91,93691.9k $4.7m $4.7m 0.86% Reduced -1.3k -1,273
31 Hills Bank & Trust Co 0.19% of their portfolio North Liberty, IA 89,55489.6k $4.5m $4.5m 0.19% Added +893 +893
32 Foster Victor Wealth Advisors, LLC 0.22% of their portfolio GREENVILLE, SC 83,13283.1k $4.2m $4.2m 0.22% New
33 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 80,25980.3k $4.0m $4.0m 0.02% Added +2.5k +2,538
34 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 72,84072.8k $3.6m $3.6m 0.02% Reduced -1.7k -1,723
35 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 70,13870.1k $3.5m $3.5m 0.00% Added +416 +416
36 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 69,78469.8k $3.5m $3.5m 0.00% Added +277 +277
37 M&T Bank Corp 0.01% of their portfolio BUFFALO, NY 67,31667.3k $3.3m $3.3m 0.01% Added +24.8k +24,804
38 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 65,99766.0k $3.3m $3.3m 0.02% Added +1.7k +1,696
39 Capstone Financial Advisors, Inc. 0.15% of their portfolio DOWNERS GROVE, IL 63,13463.1k $3.1m $3.1m 0.15% Reduced -3.1k -3,078
40 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 59,27759.3k $2.9m $2.9m 0.00% Reduced -2.7k -2,741
41 EP Wealth Advisors, LLC 0.01% of their portfolio TORRANCE, CA 55,82655.8k $2.8m $2.8m 0.01% Added +8.2k +8,182
42 Moss Adams Wealth Advisors LLC 0.17% of their portfolio SEATTLE, WA 55,78355.8k $2.8m $2.8m 0.17% Reduced -900 -900
43 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 54,99555.0k $2.7m $2.7m 0.00% Reduced -4.8k -4,763
44 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 54,24954.2k $2.7m $2.7m 0.00% Reduced -518 -518
45 Banque Cantonale Vaudoise 0.10% of their portfolio LAUSANNE, V8 53,31753.3k $2.6m $2.6m 0.10% Added +2.3k +2,254
46 Capital Investment Management, Inc. 0.72% of their portfolio LEES SUMMIT, MO 47,10747.1k $2.3m $2.3m 0.72% Added +612 +612
47 FSM Wealth Advisors, LLC 0.24% of their portfolio CLEVELAND, OH 45,66845.7k $2.3m $2.3m 0.24% Reduced -1.4k -1,447
48 Simplicity Wealth,LLC 0.07% of their portfolio SUMMIT, NJ 42,31942.3k $2.1m $2.1m 0.07% Added +3.7k +3,702
49 ALTFEST L J & CO INC 0.19% of their portfolio NEW YORK, NY 39,81739.8k $2.0m $2.0m 0.19% Added +468 +468
50 GREAT VALLEY ADVISOR GROUP, INC. 0.03% of their portfolio WILMINGTON, DE 39,65239.7k $2.0m $2.0m 0.03% Added +837 +837
51 Columbia River Financial Group, LLC 1.03% of their portfolio VANCOUVER, WA 38,73338.7k $1.9m $1.9m 1.03% Added +3.5k +3,471
52 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 38,04438.0k $1.8m $1.8m 0.01% Added +18.8k +18,843
53 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 36,88136.9k $1.8m $1.8m 0.00% Reduced -1.4k -1,350
54 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 35,87135.9k $1.8m $1.8m 0.00% Added +9.1k +9,093
55 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 35,29135.3k $1.8m $1.8m 0.00% Reduced -587 -587
56 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 31,37131.4k $1.6m $1.6m 0.00% Reduced -2.4k -2,431
57 Boltwood Capital Management 0.35% of their portfolio WALNUT CREEK, CA 30,92530.9k $1.5m $1.5m 0.35% Added +2.5k +2,505
58 Abacus Planning Group, Inc. 0.18% of their portfolio COLUMBIA, SC 28,97529.0k $1.4m $1.4m 0.18% Reduced -1.9k -1,926
59 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 28,74728.7k $1.4m $1.4m 0.00% Reduced -16.8k -16,751
60 New England Private Wealth Advisors LLC 0.13% of their portfolio WELLESLEY, MA 26,37226.4k $1.3m $1.3m 0.13% Added +231 +231
61 Brand Asset Management Group, Inc. 0.29% of their portfolio CHESTERFIELD, MO 26,08926.1k $1.3m $1.3m 0.29% Added +95 +95
62 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 25,85825.9k $1.3m $1.3m 0.01% Added +2.5k +2,471
63 IFG Advisory, LLC 0.04% of their portfolio ATLANTA, GA 25,27025.3k $1.3m $1.3m 0.04% New
64 UBS Group AG 0.00% of their portfolio ZURICH, V8 24,41824.4k $1.2m $1.2m 0.00% Added +371 +371
65 WLTH Capital Management, LLC 0.78% of their portfolio CHANDLER, AZ 24,41724.4k $1.2m $1.2m 0.78% Reduced -70.9k -70,907
66 LANARK FINANCIAL, INC. 0.08% of their portfolio BIRMINGHAM, AL 23,44923.4k $1.2m $1.2m 0.08% Added +944 +944
67 Lester Murray Antman dba SimplyRich 0.27% of their portfolio CARLSBAD, CA 23,23723.2k $1.2m $1.2m 0.27% Unchanged
68 HHM Wealth Advisors, LLC 0.11% of their portfolio CHATTANOOGA, TN 22,49422.5k $1.1m $1.1m 0.11% Reduced -711 -711
69 Independent Advisor Alliance 0.03% of their portfolio CHARLOTTE, NC 22,00722.0k $1.1m $1.1m 0.03% Reduced -105 -105
70 BIP Wealth, LLC 0.03% of their portfolio ATLANTA, GA 21,70121.7k $1.1m $1.1m 0.03% Added +814 +814
71 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 20,88220.9k $1.0m $1.0m 0.02% Added +47 +47
72 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 20,80220.8k $1.0m $1.0m 0.00% Reduced -640 -640
73 Aspire Private Capital, LLC 0.21% of their portfolio Cornelius, NC 20,45420.5k $1.0m $1.0m 0.21% Added +728 +728
74 MATRIX PRIVATE CAPITAL GROUP LLC 0.43% of their portfolio NEW YORK, NY 20,05020.1k $996.7k $996.7k 0.43% Added +21 +21
75 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 19,42519.4k $965.6k $965.6k 0.01% Added +961 +961
76 ORBA Wealth Advisors, L.L.C. 0.82% of their portfolio CHICAGO, IL 19,20319.2k $954.6k $954.6k 0.82% Added +4.0k +3,996
77 One Capital Management, LLC 0.02% of their portfolio WESTLAKE VILLAGE, CA 18,33018.3k $839.0k $839.0k 0.02% Unchanged
78 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 17,32617.3k $861.3k $861.3k 0.00% Added +4.0k +4,035
79 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 17,24617.2k $866.1k $866.1k 0.00% New
80 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 16,20216.2k $805.4k $805.4k 0.00% Reduced -535 -535
81 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 15,74015.7k $782.4k $782.4k 0.00% New
82 XML Financial, LLC 0.05% of their portfolio BETHESDA, MD 15,07615.1k $749.4k $749.4k 0.05% Reduced -656 -656
83 Arkos Global Advisors 0.09% of their portfolio HOUSTON, TX 14,70114.7k $731.0k $731.0k 0.09% Reduced -221 -221
84 FSB PREMIER WEALTH MANAGEMENT, INC. 0.20% of their portfolio WATERLOO, IA 14,19114.2k $705.4k $705.4k 0.20% Reduced -272 -272
85 Apella Capital, LLC 0.01% of their portfolio WEST HARTFORD, CT 13,79413.8k $700.0k $700.0k 0.01% Reduced -600 -600
86 Family Office Research LLC 0.26% of their portfolio Bethesda, MD 13,67813.7k $679.9k $679.9k 0.26% Added +61 +61
87 FIDUCIARY FINANCIAL GROUP, LLC 0.08% of their portfolio SAN RAFAEL, CA 13,63513.6k $677.8k $677.8k 0.08% Reduced -849 -849
88 OLD NATIONAL BANCORP /IN/ 0.01% of their portfolio EVANSVILLE, IN 13,30313.3k $661.3k $661.3k 0.01% Unchanged
89 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 12,65012.7k $628.8k $628.8k 0.00% Reduced -634 -634
90 MPS Loria Financial Planners, LLC 0.14% of their portfolio Burr Ridge, IL 12,49312.5k $621.0k $621.0k 0.14% Added +708 +708
91 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 11,52811.5k $573.0k $573.0k 0.01% Added +1.6k +1,609
92 FDx Advisors, Inc. 0.16% of their portfolio BERWYN, PA 10,96111.0k $545.0k $545.0k 0.16% Added +14 +14
93 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 10,34410.3k $514.2k $514.2k 0.00% Added +3.0k +3,033
94 COURIER CAPITAL LLC 0.03% of their portfolio BUFFALO, NY 10,12510.1k $503.3k $503.3k 0.03% Unchanged
95 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 10,06010.1k $500.1k $500.1k 0.02% Reduced -727 -727
96 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 10,05310.1k $499.8k $499.8k 0.01% Added +1.5k +1,468
97 SageView Advisory Group, LLC 0.02% of their portfolio Newport Beach, CA 9,2559.3k $460.0k $460.0k 0.02% Added +493 +493
98 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 9,1699.2k $455.8k $455.8k 0.00% Added +344 +344
99 INNEALTA CAPITAL, LLC 0.24% of their portfolio AUSTIN, TX 9,1579.2k $455.2k $455.2k 0.24% Added +93 +93
100 Sincerus Advisory, LLC 0.29% of their portfolio NEW YORK, NY 8,5618.6k $425.6k $425.6k 0.29% Added +2.1k +2,138