Vault-13

SPDR INDEX SHS FDS RWO

DJ GLB RL ES ETF · ETP · CUSIP 78463X749

215 institutional holders -5 vs Q1 2024
19,144,85319.1m shares reported held*
$847.1mreported value*
14 new 60 added 92 reduced 18 sold out net sold ≈ $49.7m (-1.1m 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. Holder counts are more reliable. Implied quarter-end price ≈ $44.25.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 219Q4 22: 219Q1 23: 220Q2 23: 219Q3 23: 214Q4 23: 225Q1 24: 220Q2 24: 215215Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022219
Q4 2022219
Q1 2023220
Q2 2023219
Q3 2023214
Q4 2023225
Q1 2024220
Q2 2024215

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 outQ2 23: 90 bought or addedQ2 23: 107 cut or sold outQ2 23Q3 23: 86 bought or addedQ3 23: 104 cut or sold outQ4 23: 86 bought or addedQ4 23: 102 cut or sold outQ4 23Q1 24: 84 bought or addedQ1 24: 115 cut or sold outQ2 24: 74 bought or addedQ2 24: 110 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 202210688
Q1 20239594
Q2 202390107
Q3 202386104
Q4 202386102
Q1 202484115
Q2 202474110

Biggest buyers

STATE STREET CORP Added +290,877+290.9k
HUNTINGTON NATIONAL BANK Added +115,584+115.6k
MERCER GLOBAL ADVISORS INC /ADV Added +107,288+107.3k
Orin Green Financial, LLC New +100,027+100.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +28,353+28.4k
Quent Capital, LLC Added +28,293+28.3k
FSM Wealth Advisors, LLC Added +25,457+25.5k
HighTower Advisors, LLC Added +23,299+23.3k
RAYMOND JAMES & ASSOCIATES Added +12,566+12.6k
Boltwood Capital Management Added +11,636+11.6k

Biggest sellers

MORGAN STANLEY Reduced -930,237-930.2k
GOLDMAN SACHS GROUP INC Reduced -124,333-124.3k
OLD MISSION CAPITAL LLC Reduced -115,502-115.5k
Orin Green Financial, LLC Sold out -95,717-95.7k
One Capital Management, LLC Reduced -94,323-94.3k
CITADEL ADVISORS LLC Sold out -70,578-70.6k
Bank of New York Mellon Corp Reduced -68,277-68.3k
ENVESTNET ASSET MANAGEMENT INC Reduced -40,303-40.3k
Kestra Advisory Services, LLC Reduced -36,219-36.2k
GLENMEDE TRUST CO NA Reduced -35,235-35.2k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 5,847,9065.8m $242.9m $242.9m 0.01% Added +290.9k +290,877
2 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 2,676,6892.7m $111.2m $111.2m 0.02% Reduced -124.3k -124,333
3 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,461,5671.5m $60.7m $60.7m 0.01% Reduced -68.3k -68,277
4 HUNTINGTON NATIONAL BANK 0.44% of their portfolio COLUMBUS, OH 1,356,6311.4m $56.3m $56.3m 0.44% Added +115.6k +115,584
5 GLENMEDE TRUST CO NA 0.18% of their portfolio PHILADELPHIA, PA 855,046855.0k $35.5m $35.5m 0.18% Reduced -35.2k -35,235
6 Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio ST. PETERSBURG, FL 591,517591.5k $24.6m $24.6m 0.03% Reduced -29.7k -29,735
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 495,120495.1k $20.6m $20.6m 0.00% Reduced -930.2k -930,237
8 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 428,848428.8k $17.8m $17.8m 0.01% Reduced -40.3k -40,303
9 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 368,752368.8k $15.3m $15.3m 0.01% Reduced -8.8k -8,808
10 Mariner, LLC 0.03% of their portfolio Overland Park, KS 320,394320.4k $13.3m $13.3m 0.03% Added +2.3k +2,294
11 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 319,904319.9k $13.3m $13.3m 0.01% Added +12.6k +12,566
12 Quent Capital, LLC 1.46% of their portfolio NEW YORK, NY 319,128319.1k $13.3m $13.3m 1.46% Added +28.3k +28,293
13 BRIGHTON JONES LLC 0.40% of their portfolio SEATTLE, WA 294,491294.5k $12.2m $12.2m 0.40% Added +3.9k +3,875
14 Cerity Partners LLC 0.03% of their portfolio NEW YORK, NY 247,085247.1k $10.3m $10.3m 0.03% Added +5.6k +5,576
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 234,351234.4k $9.7m $9.7m 0.00% Added +3.5k +3,450
16 Modera Wealth Management, LLC 0.13% of their portfolio WESTWOOD, NJ 220,436220.4k $9.2m $9.2m 0.13% Reduced -9.7k -9,690
17 Hills Bank & Trust Co 0.70% of their portfolio North Liberty, IA 206,800206.8k $8.6m $8.6m 0.70% Added +3.9k +3,857
18 Waldron Private Wealth LLC 0.37% of their portfolio BRIDGEVILLE, PA 198,244198.2k $8.2m $8.2m 0.37% Reduced -3.4k -3,397
19 FSM Wealth Advisors, LLC 2.71% of their portfolio CLEVELAND, OH 194,356194.4k $8.1m $8.1m 2.71% Added +25.5k +25,457
20 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 139,509139.5k $1.3m $1.3m 0.00% Added +107.3k +107,288
21 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 136,698136.7k $5.7m $5.7m 0.01% Reduced -7 -7
22 Avidian Wealth Enterprises, LLC 0.27% of their portfolio Houston, TX 135,186135.2k $5.6m $5.6m 0.27% Reduced -4.3k -4,295
23 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 134,001134.0k $5.6m $5.6m 0.01% Added +23.3k +23,299
24 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 133,612133.6k $5.5m $5.5m 0.00% Added +9.7k +9,718
25 One Capital Management, LLC 0.18% of their portfolio WESTLAKE VILLAGE, CA 128,927128.9k $5.4m $5.4m 0.18% Reduced -94.3k -94,323
26 XML Financial, LLC 0.50% of their portfolio BETHESDA, MD 119,508119.5k $5.0m $5.0m 0.50% Added +3.6k +3,610
27 Addis & Hill, Inc 3.88% of their portfolio WAYNE, PA 112,387112.4k $4.7m $4.7m 3.88% Added +9.0k +8,963
28 JFS WEALTH ADVISORS, LLC 0.34% of their portfolio HERMITAGE, PA 104,676104.7k $4.3m $4.3m 0.34% Reduced -7.9k -7,866
29 Orin Green Financial, LLC 1.91% of their portfolio SAN DIEGO, CA 100,027100.0k $4.2m $4.2m 1.91% New
30 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 93,13693.1k $3.9m $3.9m 0.02% Reduced -330 -330
31 Valmark Advisers, Inc. 0.06% of their portfolio AKRON, OH 91,12091.1k $3.8m $3.8m 0.06% Reduced -2.6k -2,599
32 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 88,94188.9k $3.7m $3.7m 0.01% Added +3.9k +3,936
33 M&T Bank Corp 0.01% of their portfolio BUFFALO, NY 84,62684.6k $3.5m $3.5m 0.01% Reduced -24.8k -24,814
34 Banque Cantonale Vaudoise 0.13% of their portfolio LAUSANNE, V8 78,98679.0k $3.3m $3.3m 0.13% Unchanged
35 Rappaport Reiches Capital Management, LLC 0.95% of their portfolio SKOKIE`, IL 77,28577.3k $3.2m $3.2m 0.95% Reduced -2.3k -2,270
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 74,06574.1k $3.1m $3.1m 0.01% Added +28.4k +28,353
37 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 70,01870.0k $2.9m $2.9m 0.01% Added +1.3k +1,325
38 Capstone Financial Advisors, Inc. 0.18% of their portfolio DOWNERS GROVE, IL 65,86065.9k $2.7m $2.7m 0.18% Added +656 +656
39 Efficient Advisors, LLC 0.17% of their portfolio BEAVERTON, OR 64,53064.5k $2.7m $2.7m 0.17% Reduced -902 -902
40 Beacon Pointe Advisors, LLC 0.03% of their portfolio NEWPORT BEACH, CA 63,66263.7k $2.6m $2.6m 0.03% Reduced -2.5k -2,451
41 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 61,99262.0k $2.6m $2.6m 0.01% Added +796 +796
42 BUCKINGHAM STRATEGIC WEALTH, LLC 0.02% of their portfolio CLAYTON, MO 57,03657.0k $2.4m $2.4m 0.02% Reduced -3.4k -3,361
43 PARK AVENUE SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 56,25456.3k $2.3m $2.3m 0.03% Added +2.7k +2,667
44 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 55,52655.5k $2.3m $2.3m 0.00% Reduced -3.2k -3,232
45 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 49,43249.4k $2.1m $2.1m 0.01% Reduced -6.2k -6,216
46 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 48,49548.5k $2.0m $2.0m 0.00% Reduced -18.3k -18,273
47 Brooklyn FI, LLC 0.77% of their portfolio NEW YORK, NY 47,61247.6k $2.0m $2.0m 0.77% Added +9.2k +9,219
48 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 43,86943.9k $1.8m $1.8m 0.00% Added +544 +544
49 Moss Adams Wealth Advisors LLC 0.25% of their portfolio SEATTLE, WA 42,59342.6k $1.8m $1.8m 0.25% Reduced -28.0k -27,989
50 HHM Wealth Advisors, LLC 0.24% of their portfolio CHATTANOOGA, TN 38,60038.6k $1.6m $1.6m 0.24% Reduced -610 -610
51 ALTFEST L J & CO INC 0.22% of their portfolio NEW YORK, NY 38,42338.4k $1.6m $1.6m 0.22% Reduced -1.8k -1,765
52 Total Wealth Planning, LLC 0.27% of their portfolio CINCINNATI, OH 37,30637.3k $1.6m $1.6m 0.27% Reduced -834 -834
53 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 37,04237.0k $1.5m $1.5m 0.00% Reduced -35.1k -35,064
54 BIP Wealth, LLC 0.12% of their portfolio ATLANTA, GA 34,15434.2k $1.4m $1.4m 0.12% Reduced -5.4k -5,445
55 Abacus Planning Group, Inc. 0.27% of their portfolio COLUMBIA, SC 34,11934.1k $1.4m $1.4m 0.27% Reduced -108 -108
56 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 29,80829.8k $1.2m $1.2m 0.00% Reduced -3.1k -3,122
57 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 29,15629.2k $1.2m $1.2m 0.00% Added +3.6k +3,569
58 SVB WEALTH LLC 0.03% of their portfolio BOSTON, MA 28,06728.1k $1.2m $1.2m 0.03% Reduced -8.3k -8,302
59 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 27,34827.3k $1.1m $1.1m 0.01% Reduced -1.3k -1,300
60 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 27,27127.3k $1.1m $1.1m 0.00% Added +1.0k +1,020
61 Simplicity Wealth,LLC 0.03% of their portfolio SUMMIT, NJ 27,20827.2k $1.1m $1.1m 0.03% Added +9.3k +9,349
62 Coastline Trust Co 0.13% of their portfolio PROVIDENCE, RI 26,90026.9k $1.1m $1.1m 0.13% Unchanged
63 IFG Advisory, LLC 0.07% of their portfolio ATLANTA, GA 26,66426.7k $1.1m $1.1m 0.07% Added +2.1k +2,080
64 FIDUCIARY FINANCIAL GROUP, LLC 0.28% of their portfolio SAN RAFAEL, CA 26,20526.2k $1.2m $1.2m 0.28% First filing
65 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 25,24425.2k $1.1m $1.1m 0.03% Reduced -1.3k -1,338
66 GREAT VALLEY ADVISOR GROUP, INC. 0.03% of their portfolio WILMINGTON, DE 25,02525.0k $1.0m $1.0m 0.03% Added +599 +599
67 DHK Financial Advisors, Inc. 0.72% of their portfolio PORTSMOUTH, NH 24,81624.8k $1.0m $1.0m 0.72% Reduced -12.6k -12,644
68 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 23,79323.8k $988.1k $988.1k 0.00% Reduced -4.0k -4,014
69 Lester Murray Antman dba SimplyRich 0.31% of their portfolio CARLSBAD, CA 23,23723.2k $965.0k $965.0k 0.31% Unchanged
70 ORBA Wealth Advisors, L.L.C. 0.50% of their portfolio CHICAGO, IL 23,14323.1k $961.1k $961.1k 0.50% Reduced -239 -239
71 MATRIX PRIVATE CAPITAL GROUP LLC 0.57% of their portfolio NEW YORK, NY 21,72921.7k $902.4k $902.4k 0.57% Reduced -8.2k -8,201
72 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 21,29221.3k $884.3k $884.3k 0.01% Added +5.1k +5,147
73 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 19,86419.9k $825.0k $825.0k 0.03% Reduced -564 -564
74 Brand Asset Management Group, Inc. 0.34% of their portfolio CHESTERFIELD, MO 19,44019.4k $807.3k $807.3k 0.34% Added +2.4k +2,392
75 Boltwood Capital Management 0.25% of their portfolio WALNUT CREEK, CA 19,14019.1k $794.9k $794.9k 0.25% Added +11.6k +11,636
76 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 17,95218.0k $745.6k $745.6k 0.01% Reduced -7.7k -7,705
77 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 17,71617.7k $735.7k $735.7k 0.00% Reduced -1.2k -1,195
78 Arkos Global Advisors 0.12% of their portfolio HOUSTON, TX 17,68917.7k $735.0k $735.0k 0.12% Reduced -4.1k -4,104
79 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 15,82215.8k $657.1k $657.1k 0.00% Reduced -2.0k -2,025
80 SOL Capital Management CO 0.08% of their portfolio ROCKVILLE, MD 15,13615.1k $629.0k $629.0k 0.08% Reduced -20 -20
81 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 14,53414.5k $603.6k $603.6k 0.00% Reduced -402 -402
82 Aquire Wealth Advisors, LLC 0.19% of their portfolio Salt Lake City, UT 13,85113.9k $575.2k $575.2k 0.19% Reduced -249 -249
83 FSB PREMIER WEALTH MANAGEMENT, INC. 0.26% of their portfolio WATERLOO, IA 13,82213.8k $574.0k $574.0k 0.26% Reduced -476 -476
84 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 13,58813.6k $564.3k $564.3k 0.01% Added +3.0k +2,977
85 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 13,58813.6k $564.3k $564.3k 0.01% Added +3.0k +2,977
86 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 13,29613.3k $552.2k $552.2k 0.01% Reduced -115.5k -115,502
87 Aspire Private Capital, LLC 0.14% of their portfolio Cornelius, NC 12,81012.8k $532.0k $532.0k 0.14% Added +1.2k +1,243
88 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 12,73112.7k $528.7k $528.7k 0.00% Reduced -2.2k -2,168
89 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 12,19812.2k $506.6k $506.6k 0.00% Reduced -36.2k -36,219
90 Integrated Advisors Network LLC 0.03% of their portfolio DALLAS, TX 12,02412.0k $499.4k $499.4k 0.03% Reduced -34 -34
91 FIRST CITIZENS BANK & TRUST CO 0.01% of their portfolio RALEIGH, NC 11,51411.5k $478.2k $478.2k 0.01% Reduced -125 -125
92 Pacific Capital Wealth Advisors, Inc. 0.09% of their portfolio CORONA, CA 11,39911.4k $473.4k $473.4k 0.09% Unchanged
93 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 11,28011.3k $469.1k $469.1k 0.00% Added +2.3k +2,256
94 First Command Advisory Services, Inc. 0.00% of their portfolio FORT WORTH, TX 10,64210.6k $442.0k $442.0k 0.00% Reduced -963 -963
95 MPS Loria Financial Planners, LLC 0.14% of their portfolio Burr Ridge, IL 10,39310.4k $431.6k $431.6k 0.14% Reduced -17 -17
96 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 10,34910.3k $429.8k $429.8k 0.00% Added +578 +578
97 UBS Group AG 0.00% of their portfolio ZURICH, V8 10,20810.2k $423.9k $423.9k 0.00% Reduced -663 -663
98 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 10,14810.1k $421.0k $421.0k 0.00% Reduced -1.4k -1,402
99 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 10,02310.0k $416.0k $416.0k 0.02% Reduced -244 -244
100 HOGE FINANCIAL SERVICES, LLC 0.33% of their portfolio CANONSBURG, PA 9,7299.7k $404.0k $404.0k 0.33% Reduced -1.8k -1,799