Vault-13

SPDR INDEX SHS FDS RWO

DJ GLB RL ES ETF · ETP · CUSIP 78463X749

220 institutional holders -5 vs Q4 2023
20,233,28220.2m shares reported held*
$923.5mreported value*
16 new 68 added 94 reduced 21 sold out net bought ≈ $22.2m (+279.6k 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. Holder counts are more reliable. Implied quarter-end price ≈ $45.64.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 219Q4 22: 219Q1 23: 220Q2 23: 219Q3 23: 214Q4 23: 225Q1 24: 220220Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 2022219
Q4 2022219
Q1 2023220
Q2 2023219
Q3 2023214
Q4 2023225
Q1 2024220

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 23Q3 23: 86 bought or addedQ3 23: 104 cut or sold outQ3 23Q4 23: 86 bought or addedQ4 23: 102 cut or sold outQ4 23Q1 24: 84 bought or addedQ1 24: 115 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 202210688
Q1 20239594
Q2 202390107
Q3 202386104
Q4 202386102
Q1 202484115

Biggest buyers

STATE STREET CORP Added +511,102+511.1k
MORGAN STANLEY Added +461,555+461.6k
Raymond James Financial Services Advisors, Inc. Added +291,842+291.8k
HUNTINGTON NATIONAL BANK Added +143,320+143.3k
Orin Green Financial, LLC New +95,717+95.7k
RAYMOND JAMES & ASSOCIATES Added +87,408+87.4k
OLD MISSION CAPITAL LLC Added +83,798+83.8k
CITADEL ADVISORS LLC Added +46,809+46.8k
Quent Capital, LLC Added +43,047+43.0k
FSM Wealth Advisors, LLC Added +34,071+34.1k

Biggest sellers

GOLDMAN SACHS GROUP INC Reduced -517,390-517.4k
JANE STREET GROUP, LLC Reduced -165,986-166.0k
ALTFEST L J & CO INC Reduced -108,761-108.8k
Orin Green Financial, LLC Sold out -100,059-100.1k
Foster Victor Wealth Advisors, LLC Sold out -93,232-93.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -89,874-89.9k
M&T Bank Corp Reduced -48,091-48.1k
GLENMEDE TRUST CO NA Reduced -35,539-35.5k
Modera Wealth Management, LLC Reduced -27,504-27.5k
OSAIC HOLDINGS, INC. Reduced -25,834-25.8k

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, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 5,557,0295.6m $238.0m $238.0m 0.01% Added +511.1k +511,102
2 GOLDMAN SACHS GROUP INC 0.03% of their portfolio NEW YORK, NY 2,801,0222.8m $119.9m $119.9m 0.03% Reduced -517.4k -517,390
3 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,529,8441.5m $65.5m $65.5m 0.01% Added +20.6k +20,574
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,425,3571.4m $61.0m $61.0m 0.00% Added +461.6k +461,555
5 HUNTINGTON NATIONAL BANK 0.43% of their portfolio COLUMBUS, OH 1,241,0471.2m $53.1m $53.1m 0.43% Added +143.3k +143,320
6 GLENMEDE TRUST CO NA 0.19% of their portfolio PHILADELPHIA, PA 890,281890.3k $38.1m $38.1m 0.19% Reduced -35.5k -35,539
7 Raymond James Financial Services Advisors, Inc. 0.04% of their portfolio ST. PETERSBURG, FL 621,252621.3k $26.6m $26.6m 0.04% Added +291.8k +291,842
8 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 469,151469.2k $20.1m $20.1m 0.01% Reduced -23.9k -23,891
9 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 377,560377.6k $16.2m $16.2m 0.01% Reduced -9.9k -9,913
10 Mariner, LLC 0.03% of their portfolio Overland Park, KS 318,100318.1k $13.6m $13.6m 0.03% Reduced -18.0k -17,956
11 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 307,338307.3k $13.2m $13.2m 0.01% Added +87.4k +87,408
12 Quent Capital, LLC 1.46% of their portfolio NEW YORK, NY 290,835290.8k $12.5m $12.5m 1.46% Added +43.0k +43,047
13 BRIGHTON JONES LLC 0.45% of their portfolio SEATTLE, WA 290,616290.6k $12.4m $12.4m 0.45% Added +7.3k +7,337
14 Cerity Partners LLC 0.03% of their portfolio NEW YORK, NY 241,509241.5k $10.3m $10.3m 0.03% Reduced -8.0k -8,048
15 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 230,901230.9k $9.9m $9.9m 0.01% Added +21.0k +20,976
16 Modera Wealth Management, LLC 0.15% of their portfolio WESTWOOD, NJ 230,126230.1k $9.9m $9.9m 0.15% Reduced -27.5k -27,504
17 One Capital Management, LLC 0.35% of their portfolio WESTLAKE VILLAGE, CA 223,250223.2k $9.6m $9.6m 0.35% Reduced -13.4k -13,421
18 Hills Bank & Trust Co 0.74% of their portfolio North Liberty, IA 202,943202.9k $8.7m $8.7m 0.74% Added +14.3k +14,348
19 Waldron Private Wealth LLC 0.39% of their portfolio BRIDGEVILLE, PA 201,641201.6k $8.6m $8.6m 0.39% Reduced -20.1k -20,117
20 FSM Wealth Advisors, LLC 2.57% of their portfolio CLEVELAND, OH 168,899168.9k $7.2m $7.2m 2.57% Added +34.1k +34,071
21 Avidian Wealth Enterprises, LLC 0.32% of their portfolio Houston, TX 139,481139.5k $6.0m $6.0m 0.32% Added +1.4k +1,425
22 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 136,705136.7k $5.9m $5.9m 0.01% Reduced -5.6k -5,557
23 OLD MISSION CAPITAL LLC 0.13% of their portfolio CHICAGO, IL 128,798128.8k $5.5m $5.5m 0.13% Added +83.8k +83,798
24 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 123,894123.9k $5.3m $5.3m 0.00% Reduced -17.6k -17,593
25 XML Financial, LLC 0.51% of their portfolio BETHESDA, MD 115,898115.9k $5.0m $5.0m 0.51% Added +10.2k +10,169
26 JFS WEALTH ADVISORS, LLC 0.38% of their portfolio HERMITAGE, PA 112,542112.5k $4.8m $4.8m 0.38% Reduced -3.1k -3,053
27 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 110,702110.7k $4.7m $4.7m 0.01% Added +26 +26
28 M&T Bank Corp 0.02% of their portfolio BUFFALO, NY 109,440109.4k $4.7m $4.7m 0.02% Reduced -48.1k -48,091
29 Addis & Hill, Inc 3.68% of their portfolio WAYNE, PA 103,424103.4k $4.3m $4.3m 3.68% Added +1.3k +1,348
30 Orin Green Financial, LLC 1.93% of their portfolio SAN DIEGO, CA 95,71795.7k $4.1m $4.1m 1.93% New
31 Valmark Advisers, Inc. 0.07% of their portfolio AKRON, OH 93,71993.7k $4.0m $4.0m 0.07% Reduced -505 -505
32 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 93,46693.5k $4.0m $4.0m 0.02% Added +900 +900
33 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 85,00585.0k $3.6m $3.6m 0.01% Added +4.2k +4,220
34 Rappaport Reiches Capital Management, LLC 1.07% of their portfolio SKOKIE`, IL 79,55579.6k $3.4m $3.4m 1.07% Reduced -822 -822
35 Banque Cantonale Vaudoise 0.13% of their portfolio LAUSANNE, V8 78,98679.0k $3.4m $3.4m 0.13% Added +2.0k +1,964
36 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 72,10672.1k $3.1m $3.1m 0.01% Reduced -25.8k -25,834
37 Moss Adams Wealth Advisors LLC 0.49% of their portfolio SEATTLE, WA 70,58270.6k $3.0m $3.0m 0.49% Added +1.1k +1,123
38 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 70,57870.6k $3.0m $3.0m 0.00% Added +46.8k +46,809
39 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 68,69368.7k $2.9m $2.9m 0.01% Added +619 +619
40 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 66,76866.8k $2.9m $2.9m 0.00% Reduced -166.0k -165,986
41 Beacon Pointe Advisors, LLC 0.03% of their portfolio NEWPORT BEACH, CA 66,11366.1k $2.8m $2.8m 0.03% Added +4.6k +4,556
42 Efficient Advisors, LLC 0.18% of their portfolio BEAVERTON, OR 65,43265.4k $2.8m $2.8m 0.18% Reduced -389 -389
43 Capstone Financial Advisors, Inc. 0.19% of their portfolio DOWNERS GROVE, IL 65,20465.2k $2.8m $2.8m 0.19% Added +388 +388
44 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 61,19661.2k $2.6m $2.6m 0.01% Added +6.7k +6,688
45 BUCKINGHAM STRATEGIC WEALTH, LLC 0.03% of their portfolio CLAYTON, MO 60,39760.4k $2.6m $2.6m 0.03% Reduced -1.2k -1,225
46 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 58,75858.8k $2.5m $2.5m 0.00% Reduced -46 -46
47 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 55,64855.6k $2.4m $2.4m 0.01% Reduced -4.4k -4,425
48 PARK AVENUE SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 53,58753.6k $2.3m $2.3m 0.03% Added +2.9k +2,875
49 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 48,41748.4k $2.1m $2.1m 0.01% Added +12.3k +12,270
50 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 45,71245.7k $2.0m $2.0m 0.00% Reduced -89.9k -89,874
51 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 43,32543.3k $1.9m $1.9m 0.00% Added +16.8k +16,792
52 ALTFEST L J & CO INC 0.24% of their portfolio NEW YORK, NY 40,18840.2k $1.7m $1.7m 0.24% Reduced -108.8k -108,761
53 BIP Wealth, LLC 0.12% of their portfolio ATLANTA, GA 39,59939.6k $1.7m $1.7m 0.12% Reduced -7.5k -7,544
54 HHM Wealth Advisors, LLC 0.28% of their portfolio CHATTANOOGA, TN 39,21039.2k $1.7m $1.7m 0.28% Reduced -105 -105
55 Brooklyn FI, LLC 0.68% of their portfolio NEW YORK, NY 38,39338.4k $1.6m $1.6m 0.68% Added +896 +896
56 Total Wealth Planning, LLC 0.28% of their portfolio CINCINNATI, OH 38,14038.1k $1.6m $1.6m 0.28% Reduced -288 -288
57 DHK Financial Advisors, Inc. 1.14% of their portfolio PORTSMOUTH, NH 37,46037.5k $1.6m $1.6m 1.14% Reduced -2.1k -2,077
58 SVB WEALTH LLC 0.03% of their portfolio BOSTON, MA 36,36936.4k $1.6m $1.6m 0.03% Reduced -8.1k -8,080
59 Abacus Planning Group, Inc. 0.29% of their portfolio COLUMBIA, SC 34,22734.2k $1.5m $1.5m 0.29% Reduced -16 -16
60 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 32,93032.9k $1.4m $1.4m 0.00% Reduced -4.1k -4,098
61 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 32,22132.2k $1.4m $1.4m 0.00% Reduced -3.9k -3,868
62 MATRIX PRIVATE CAPITAL GROUP LLC 0.87% of their portfolio NEW YORK, NY 29,93029.9k $1.3m $1.3m 0.87% Reduced -3.3k -3,306
63 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 28,64828.6k $1.2m $1.2m 0.01% Reduced -486 -486
64 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 27,80727.8k $1.2m $1.2m 0.00% Reduced -11.0k -10,997
65 Coastline Trust Co 0.14% of their portfolio PROVIDENCE, RI 26,90026.9k $1.2m $1.2m 0.14% Unchanged
66 Mutual Advisors, LLC 0.04% of their portfolio OMAHA, NE 26,58226.6k $1.1m $1.1m 0.04% New
67 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 26,25126.3k $1.1m $1.1m 0.00% Unchanged
68 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 25,65725.7k $1.1m $1.1m 0.01% Reduced -1.4k -1,416
69 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 25,58725.6k $1.1m $1.1m 0.00% Reduced -2.6k -2,630
70 IFG Advisory, LLC 0.08% of their portfolio ATLANTA, GA 24,58424.6k $1.1m $1.1m 0.08% Added +3.5k +3,547
71 GREAT VALLEY ADVISOR GROUP, INC. 0.03% of their portfolio WILMINGTON, DE 24,42624.4k $1.0m $1.0m 0.03% Added +916 +916
72 ORBA Wealth Advisors, L.L.C. 0.55% of their portfolio CHICAGO, IL 23,38223.4k $1.0m $1.0m 0.55% Added +107 +107
73 Lester Murray Antman dba SimplyRich 0.32% of their portfolio CARLSBAD, CA 23,23723.2k $996.0k $996.0k 0.32% Unchanged
74 Arkos Global Advisors 0.16% of their portfolio HOUSTON, TX 21,79321.8k $933.0k $933.0k 0.16% Reduced -980 -980
75 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 20,42820.4k $874.7k $874.7k 0.03% Reduced -3.4k -3,440
76 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 18,91118.9k $809.8k $809.8k 0.00% Reduced -241 -241
77 Simplicity Wealth,LLC 0.02% of their portfolio SUMMIT, NJ 17,85917.9k $764.7k $764.7k 0.02% Added +12.7k +12,718
78 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 17,84717.8k $764.2k $764.2k 0.00% Added +10.4k +10,405
79 Sequoia Financial Advisors, LLC 0.01% of their portfolio Akron, OH 17,44917.4k $747.2k $747.2k 0.01% Reduced -284 -284
80 Brand Asset Management Group, Inc. 0.31% of their portfolio CHESTERFIELD, MO 17,04817.0k $730.0k $730.0k 0.31% Reduced -318 -318
81 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 16,14516.1k $691.3k $691.3k 0.01% Added +8.9k +8,885
82 SOL Capital Management CO 0.08% of their portfolio ROCKVILLE, MD 15,15615.2k $649.0k $649.0k 0.08% Reduced -1.1k -1,050
83 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 14,93614.9k $639.6k $639.6k 0.00% Reduced -474 -474
84 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 14,89914.9k $638.0k $638.0k 0.01% Reduced -1.7k -1,700
85 FSB PREMIER WEALTH MANAGEMENT, INC. 0.28% of their portfolio WATERLOO, IA 14,29814.3k $612.3k $612.3k 0.28% Reduced -1.8k -1,803
86 Aquire Wealth Advisors, LLC 0.21% of their portfolio Salt Lake City, UT 14,10014.1k $603.8k $603.8k 0.21% Reduced -408 -408
87 Israel Discount Bank of New York 0.74% of their portfolio NEW YORK, NY 13,82113.8k $591.8k $591.8k 0.74% Reduced -13.9k -13,891
88 Integrated Advisors Network LLC 0.03% of their portfolio DALLAS, TX 12,05812.1k $516.3k $516.3k 0.03% Reduced -246 -246
89 FIRST CITIZENS BANK & TRUST CO 0.01% of their portfolio RALEIGH, NC 11,63911.6k $498.4k $498.4k 0.01% New
90 First Command Advisory Services, Inc. 0.01% of their portfolio FORT WORTH, TX 11,60511.6k $496.9k $496.9k 0.01% Reduced -4.7k -4,659
91 Aspire Private Capital, LLC 0.13% of their portfolio Cornelius, NC 11,56711.6k $495.3k $495.3k 0.13% Added +4.9k +4,854
92 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 11,55011.6k $495.0k $495.0k 0.00% Reduced -399 -399
93 HOGE FINANCIAL SERVICES, LLC 0.40% of their portfolio CANONSBURG, PA 11,52811.5k $493.6k $493.6k 0.40% Reduced -4.2k -4,155
94 Pacific Capital Wealth Advisors, Inc. 0.11% of their portfolio CORONA, CA 11,39911.4k $488.1k $488.1k 0.11% Unchanged
95 UBS Group AG 0.00% of their portfolio ZURICH, V8 10,87110.9k $465.5k $465.5k 0.00% Reduced -995 -995
96 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 10,61110.6k $454.4k $454.4k 0.00% Reduced -4.1k -4,142
97 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 10,61110.6k $454.4k $454.4k 0.00% Reduced -4.1k -4,142
98 MPS Loria Financial Planners, LLC 0.15% of their portfolio Burr Ridge, IL 10,41010.4k $445.7k $445.7k 0.15% Reduced -1.9k -1,875
99 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 10,26710.3k $440.0k $440.0k 0.02% New
100 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 9,7719.8k $418.4k $418.4k 0.00% Added +1.1k +1,127