Vault-13

SPDR INDEX SHS FDS RWO

DJ GLB RL ES ETF · ETP · CUSIP 78463X749

219 institutional holders -1 vs Q1 2023
21,199,33421.2m shares reported held*
$915.7mreported value*
19 new 71 added 87 reduced 20 sold out net bought ≈ $9.7m (+319.2k 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. Holder counts are more reliable. Implied quarter-end price ≈ $43.19.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 219Q4 22: 219Q1 23: 220Q2 23: 219219Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022219
Q4 2022219
Q1 2023220
Q2 2023219

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 22: 106 bought or addedQ4 22: 88 cut or sold outQ4 22Q1 23: 95 bought or addedQ1 23: 94 cut or sold outQ1 23Q2 23: 90 bought or addedQ2 23: 107 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 202210688
Q1 20239594
Q2 202390107

Calls vs puts

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

CallsPuts
$0$100k$200k$300kQ3 22 calls: $0Q3 22 puts: $0Q3 22P/C —Q4 22 calls: $0Q4 22 puts: $0Q4 22P/C —Q1 23 calls: $259.3kQ1 23 puts: $0Q1 23P/C 0.00Q2 23 calls: $0Q2 23 puts: $0Q2 23P/C —
Numbers
QuarterCallsPutsP/C
Q3 2022$0$0—
Q4 2022$0$0—
Q1 2023$259.3k$00.00
Q2 2023$0$0—

Biggest buyers

JANE STREET GROUP, LLC Added +652,856+652.9k
STATE STREET CORP Added +206,302+206.3k
OLD MISSION CAPITAL LLC New +152,325+152.3k
Bank of New York Mellon Corp Added +99,071+99.1k
Moss Adams Wealth Advisors LLC Added +57,979+58.0k
MEITAV INVESTMENT HOUSE LTD New +57,172+57.2k
ENVESTNET ASSET MANAGEMENT INC Added +27,934+27.9k
Quent Capital, LLC Added +24,004+24.0k
Great Waters Wealth Management Added +23,355+23.4k
FSM Wealth Advisors, LLC Added +20,912+20.9k

Biggest sellers

GOLDMAN SACHS GROUP INC Reduced -264,833-264.8k
Mariner, LLC Reduced -193,933-193.9k
MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -168,603-168.6k
HUNTINGTON NATIONAL BANK Reduced -67,470-67.5k
Avidian Wealth Enterprises, LLC Reduced -54,061-54.1k
Modera Wealth Management, LLC Reduced -49,803-49.8k
BIP Wealth, LLC Reduced -40,292-40.3k
Oakwell Private Wealth Management, LLC Sold out -27,504-27.5k
WELLS FARGO & COMPANY/MN Reduced -26,138-26.1k
SVB WEALTH LLC Reduced -21,882-21.9k

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 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 5,242,2695.2m $215.3m $215.3m 0.01% Added +206.3k +206,302
2 GOLDMAN SACHS GROUP INC 0.03% of their portfolio NEW YORK, NY 2,619,9172.6m $107.6m $107.6m 0.03% Reduced -264.8k -264,833
3 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 2,428,0602.4m $99.7m $99.7m 0.02% Added +99.1k +99,071
4 GLENMEDE TRUST CO NA 0.33% of their portfolio PHILADELPHIA, PA 1,407,0361.4m $57.9m $57.9m 0.33% Unchanged
5 HUNTINGTON NATIONAL BANK 0.42% of their portfolio COLUMBUS, OH 1,099,6421.1m $45.2m $45.2m 0.42% Reduced -67.5k -67,470
6 HSBC HOLDINGS PLC 0.03% of their portfolio LONDON, X0 673,094673.1k $27.6m $27.6m 0.03% Added +13.0k +12,992
7 JANE STREET GROUP, LLC 0.04% of their portfolio NEW YORK, NY 665,121665.1k $27.3m $27.3m 0.04% Added +652.9k +652,856
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 623,521623.5k $25.6m $25.6m 0.00% Reduced -6.8k -6,843
9 Mariner, LLC 0.05% of their portfolio Overland Park, KS 449,928449.9k $18.5m $18.5m 0.05% Reduced -193.9k -193,933
10 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 417,317417.3k $17.1m $17.1m 0.01% Added +27.9k +27,934
11 Modera Wealth Management, LLC 0.23% of their portfolio WESTWOOD, NJ 306,414306.4k $12.6m $12.6m 0.23% Reduced -49.8k -49,803
12 Quent Capital, LLC 1.95% of their portfolio NEW YORK, NY 303,533303.5k $12.5m $12.5m 1.95% Added +24.0k +24,004
13 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 282,899282.9k $11.6m $11.6m 0.01% Added +1.0k +1,044
14 BRIGHTON JONES LLC 0.49% of their portfolio SEATTLE, WA 236,694236.7k $9.7m $9.7m 0.49% Reduced -15.1k -15,075
15 Waldron Private Wealth LLC 0.48% of their portfolio BRIDGEVILLE, PA 236,215236.2k $9.7m $9.7m 0.48% Reduced -9.0k -8,993
16 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 205,504205.5k $8.4m $8.4m 0.01% Reduced -8.9k -8,935
17 M&T Bank Corp 0.03% of their portfolio BUFFALO, NY 188,330188.3k $7.7m $7.7m 0.03% Reduced -10.5k -10,456
18 Hills Bank & Trust Co 0.93% of their portfolio North Liberty, IA 175,439175.4k $7.2m $7.2m 0.93% Added +4.2k +4,166
19 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 171,787171.8k $7.1m $7.1m 0.00% Reduced -168.6k -168,603
20 Great Waters Wealth Management 1.31% of their portfolio SHOREVIEW, MN 160,001160.0k $6.6m $6.6m 1.31% Added +23.4k +23,355
21 Avidian Wealth Enterprises, LLC 0.43% of their portfolio Houston, TX 158,472158.5k $6.5m $6.5m 0.43% Reduced -54.1k -54,061
22 OLD MISSION CAPITAL LLC 0.23% of their portfolio CHICAGO, IL 152,325152.3k $6.3m $6.3m 0.23% New
23 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 149,702149.7k $6.1m $6.1m 0.01% Reduced -7.8k -7,773
24 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 142,914142.9k $5.9m $5.9m 0.01% Added +12.4k +12,375
25 Prairiewood Capital, LLC 3.82% of their portfolio FARGO, ND 138,491138.5k $5.7m $5.7m 3.82% Added +5.2k +5,214
26 JFS WEALTH ADVISORS, LLC 0.51% of their portfolio HERMITAGE, PA 137,438137.4k $5.6m $5.6m 0.51% Reduced -2.0k -2,016
27 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 133,022133.0k $5.5m $5.5m 0.00% Reduced -3.3k -3,311
28 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 121,180121.2k $5.0m $5.0m 0.02% Added +17.6k +17,631
29 XML Financial, LLC 0.52% of their portfolio BETHESDA, MD 110,621110.6k $4.5m $4.5m 0.52% Added +581 +581
30 Orin Green Financial, LLC 2.06% of their portfolio SAN DIEGO, CA 95,95796.0k $3.9m $3.9m 2.06% Added +980 +980
31 Rappaport Reiches Capital Management, LLC 1.61% of their portfolio SKOKIE`, IL 93,86993.9k $3.9m $3.9m 1.61% Reduced -4.9k -4,938
32 BIP Wealth, LLC 0.29% of their portfolio ATLANTA, GA 86,71686.7k $3.6m $3.6m 0.29% Reduced -40.3k -40,292
33 One Capital Management, LLC 0.16% of their portfolio WESTLAKE VILLAGE, CA 84,05084.0k $3.5m $3.5m 0.16% Reduced -4.3k -4,275
34 SVB WEALTH LLC 0.06% of their portfolio BOSTON, MA 83,71683.7k $3.4m $3.4m 0.06% Reduced -21.9k -21,882
35 FSM Wealth Advisors, LLC 1.74% of their portfolio CLEVELAND, OH 82,52482.5k $3.5m $3.5m 1.74% Added +20.9k +20,912
36 Banque Cantonale Vaudoise 0.16% of their portfolio LAUSANNE, V8 81,40181.4k $3.3m $3.3m 0.16% Unchanged
37 BUCKINGHAM STRATEGIC WEALTH, LLC 0.05% of their portfolio CLAYTON, MO 78,40478.4k $3.2m $3.2m 0.05% Reduced -9.0k -8,986
38 Valmark Advisers, Inc. 0.06% of their portfolio AKRON, OH 73,53573.5k $3.0m $3.0m 0.06% Reduced -10.7k -10,731
39 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 72,55572.6k $3.0m $3.0m 0.01% Reduced -10.4k -10,428
40 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 72,44472.4k $3.0m $3.0m 0.02% Added +4.1k +4,123
41 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 70,79670.8k $2.9m $2.9m 0.01% Added +778 +778
42 Moss Adams Wealth Advisors LLC 0.92% of their portfolio SEATTLE, WA 68,74668.7k $2.8m $2.8m 0.92% Added +58.0k +57,979
43 Efficient Advisors, LLC 0.18% of their portfolio BEAVERTON, OR 67,95768.0k $2.8m $2.8m 0.18% Added +3.3k +3,253
44 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 65,58765.6k $2.7m $2.7m 0.00% Reduced -1.0k -1,008
45 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 64,61964.6k $2.7m $2.7m 0.01% Reduced -1.1k -1,086
46 Capstone Financial Advisors, Inc. 0.20% of their portfolio DOWNERS GROVE, IL 63,47763.5k $2.6m $2.6m 0.20% Added +630 +630
47 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 57,50957.5k $2.4m $2.4m 0.01% Added +3.9k +3,931
48 MEITAV INVESTMENT HOUSE LTD 0.02% of their portfolio BENE-BERAQ, L3 57,17257.2k $2.0m $2.0m 0.02% New
49 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 56,06356.1k $2.3m $2.3m 0.01% Reduced -11.9k -11,887
50 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 55,31455.3k $2.3m $2.3m 0.00% Reduced -6.5k -6,475
51 HHM Wealth Advisors, LLC 0.40% of their portfolio CHATTANOOGA, TN 51,70351.7k $2.1m $2.1m 0.40% Added +140 +140
52 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 49,41549.4k $2.0m $2.0m 0.00% Reduced -26.1k -26,138
53 Brooklyn FI, LLC 1.08% of their portfolio NEW YORK, NY 48,04848.0k $2.0m $2.0m 1.08% Added +6.1k +6,116
54 Abacus Planning Group, Inc. 0.44% of their portfolio COLUMBIA, SC 44,04044.0k $1.8m $1.8m 0.44% Reduced -4.5k -4,496
55 Total Wealth Planning, LLC 0.36% of their portfolio CINCINNATI, OH 41,94941.9k $1.7m $1.7m 0.36% Reduced -549 -549
56 PARK AVENUE SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 41,72241.7k $1.7m $1.7m 0.03% Added +5.0k +4,985
57 MATRIX PRIVATE CAPITAL GROUP LLC 1.21% of their portfolio NEW YORK, NY 40,20340.2k $1.7m $1.7m 1.21% Reduced -8.6k -8,618
58 DHK Financial Advisors, Inc. 1.35% of their portfolio PORTSMOUTH, NH 38,72138.7k $1.6m $1.6m 1.35% Added +384 +384
59 Sequoia Financial Advisors, LLC 0.03% of their portfolio Akron, OH 37,43537.4k $1.5m $1.5m 0.03% Reduced -20.5k -20,481
60 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 36,87636.9k $1.5m $1.5m 0.02% Reduced -13.4k -13,446
61 Savant Capital, LLC 0.02% of their portfolio ROCKFORD, IL 36,13836.1k $1.5m $1.5m 0.02% Reduced -7.8k -7,761
62 ALTFEST L J & CO INC 0.21% of their portfolio NEW YORK, NY 33,72833.7k $1.4m $1.4m 0.21% Reduced -3.5k -3,534
63 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 32,92832.9k $1.4m $1.4m 0.01% Reduced -5.2k -5,193
64 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 31,62031.6k $1.3m $1.3m 0.02% Added +8.1k +8,076
65 Israel Discount Bank of New York 0.93% of their portfolio NEW YORK, NY 28,42028.4k $1.2m $1.2m 0.93% Added +2.1k +2,147
66 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 26,31026.3k $1.1m $1.1m 0.01% Added +1.2k +1,234
67 Arkos Global Advisors 0.21% of their portfolio HOUSTON, TX 26,21826.2k $1.1m $1.1m 0.21% Reduced -172 -172
68 First Command Bank 0.10% of their portfolio FORT WORTH, TX 25,45625.5k $1.0m $1.0m 0.10% Reduced -13.4k -13,420
69 First Command Financial Services, Inc. 0.10% of their portfolio FORT WORTH, TX 25,45625.5k $1.0m $1.0m 0.10% Reduced -13.4k -13,420
70 USAdvisors Wealth Management, LLC 0.50% of their portfolio EDEN PRAIRIE, MN 25,35825.4k $1.1m $1.1m 0.50% Added +818 +818
71 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 24,46624.5k $1.0m $1.0m 0.00% Added +1.6k +1,599
72 SOL Capital Management CO 0.15% of their portfolio ROCKVILLE, MD 24,34324.3k $1.0m $1.0m 0.15% Reduced -2.0k -2,025
73 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 23,37923.4k $960.2k $960.2k 0.00% Reduced -1.3k -1,295
74 RFG Advisory, LLC 0.04% of their portfolio BIRMINGHAM, AL 23,27423.3k $955.9k $955.9k 0.04% Added +393 +393
75 Lester Murray Antman dba SimplyRich 0.34% of their portfolio CARLSBAD, CA 23,23723.2k $954.0k $954.0k 0.34% Unchanged
76 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 20,64520.6k $847.9k $847.9k 0.00% New
77 Sowell Financial Services LLC 0.05% of their portfolio NORTH LITTLE ROCK, AR 20,24320.2k $831.0k $831.0k 0.05% Added +3.6k +3,634
78 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 20,12820.1k $826.6k $826.6k 0.00% Reduced -605 -605
79 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 20,08020.1k $824.7k $824.7k 0.00% Added +836 +836
80 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 19,26119.3k $791.1k $791.1k 0.00% Added +445 +445
81 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 18,74518.7k $770.0k $770.0k 0.00% Reduced -539 -539
82 FAS Wealth Partners, Inc. 0.10% of their portfolio LEAWOOD, KS 18,28718.3k $751.1k $751.1k 0.10% Added +930 +930
83 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 18,27018.3k $750.4k $750.4k 0.00% Reduced -2.2k -2,196
84 Aquire Wealth Advisors, LLC 0.29% of their portfolio Salt Lake City, UT 17,68717.7k $726.4k $726.4k 0.29% Reduced -311 -311
85 McNamara Financial Services, Inc. 0.18% of their portfolio MARSHFIELD, MA 17,60617.6k $738.6k $738.6k 0.18% Added +2.6k +2,551
86 GREAT VALLEY ADVISOR GROUP, INC. 0.03% of their portfolio WILMINGTON, DE 16,53816.5k $679.2k $679.2k 0.03% Reduced -275 -275
87 FSB PREMIER WEALTH MANAGEMENT, INC. 0.36% of their portfolio WATERLOO, IA 16,09316.1k $660.9k $660.9k 0.36% Added +33 +33
88 CAHABA WEALTH MANAGEMENT, INC. 0.07% of their portfolio Atlanta, GA 15,96916.0k $655.9k $655.9k 0.07% Reduced -32 -32
89 Brand Asset Management Group, Inc. 0.30% of their portfolio CHESTERFIELD, MO 15,43915.4k $634.1k $634.1k 0.30% Reduced -86 -86
90 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 14,65314.7k $601.8k $601.8k 0.01% Added +1.1k +1,093
91 Sound Stewardship, LLC 0.37% of their portfolio Overland Park, KS 13,52013.5k $555.3k $555.3k 0.37% Added +110 +110
92 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 13,39313.4k $550.1k $550.1k 0.02% Reduced -295 -295
93 Tilson Financial Group, Inc. 0.91% of their portfolio NEW PROVIDENCE, NJ 13,06113.1k $536.0k $536.0k 0.91% Reduced -4.4k -4,434
94 Merriman Wealth Management, LLC 0.03% of their portfolio SEATTLE, WA 12,91712.9k $530.5k $530.5k 0.03% Reduced -609 -609
95 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 12,57012.6k $516.2k $516.2k 0.01% Added +162 +162
96 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 12,57012.6k $516.2k $516.2k 0.01% Added +162 +162
97 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 12,48212.5k $512.6k $512.6k 0.00% Reduced -5.1k -5,103
98 Integrated Advisors Network LLC 0.03% of their portfolio DALLAS, TX 12,29312.3k $504.9k $504.9k 0.03% Reduced -535 -535
99 NICOLET ADVISORY SERVICES, LLC 0.06% of their portfolio GREEN BAY, WI 12,28612.3k $506.2k $506.2k 0.06% Reduced -431 -431
100 BAILARD, INC. 0.02% of their portfolio Foster City, CA 11,81011.8k $485.0k $485.0k 0.02% Added +4.4k +4,438