Vault-13

SPDR INDEX SHS FDS RWO

DJ GLB RL ES ETF · ETP · CUSIP 78463X749

212 institutional holders -3 vs Q2 2024
18,911,08518.9m shares reported held*
$961.7mreported value*
18 new 58 added 96 reduced 22 sold out net sold ≈ $8.4m (-152.9k 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 ≈ $50.86. Options: 0 managers hold calls (— notional), 1 hold puts ($370.7k).

Trends to Q3 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: 215Q3 24: 212212Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 2022219
Q4 2022219
Q1 2023220
Q2 2023219
Q3 2023214
Q4 2023225
Q1 2024220
Q2 2024215
Q3 2024212

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 outQ1 23: 95 bought or addedQ1 23: 94 cut or sold outQ1 23Q2 23: 90 bought or addedQ2 23: 107 cut or sold outQ3 23: 86 bought or addedQ3 23: 104 cut or sold outQ3 23Q4 23: 86 bought or addedQ4 23: 102 cut or sold outQ1 24: 84 bought or addedQ1 24: 115 cut or sold outQ1 24Q2 24: 74 bought or addedQ2 24: 110 cut or sold outQ3 24: 76 bought or addedQ3 24: 118 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 202210688
Q1 20239594
Q2 202390107
Q3 202386104
Q4 202386102
Q1 202484115
Q2 202474110
Q3 202476118

Calls vs puts

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

CallsPuts
$0$100k$200k$300k$400kQ4 23 calls: $0Q4 23 puts: $0Q4 23P/C —Q1 24 calls: $0Q1 24 puts: $0Q1 24P/C —Q2 24 calls: $0Q2 24 puts: $0Q2 24P/C —Q3 24 calls: $0Q3 24 puts: $370.7kQ3 24P/C —
Numbers
QuarterCallsPutsP/C
Q4 2023$0$0—
Q1 2024$0$0—
Q2 2024$0$0—
Q3 2024$0$370.7k—

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +1,249,290+1.2m
Tradewinds Capital Management, LLC New +625,815+625.8k
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC Added +154,115+154.1k
HUNTINGTON NATIONAL BANK Added +127,640+127.6k
HSBC HOLDINGS PLC Added +124,496+124.5k
JANE STREET GROUP, LLC Added +97,534+97.5k
ENVESTNET ASSET MANAGEMENT INC Added +97,219+97.2k
Foster Victor Wealth Advisors, LLC New +86,656+86.7k
OLD MISSION CAPITAL LLC Added +58,152+58.2k
Focus Partners Wealth New +54,041+54.0k

Biggest sellers

GOLDMAN SACHS GROUP INC Reduced -1,905,651-1.9m
STATE STREET CORP Reduced -415,700-415.7k
FSM Wealth Advisors, LLC Reduced -115,905-115.9k
BRIGHTON JONES LLC Reduced -79,435-79.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -74,065-74.1k
Efficient Advisors, LLC Reduced -36,001-36.0k
SVB WEALTH LLC Sold out -28,067-28.1k
LPL Financial LLC Reduced -17,406-17.4k
HighTower Advisors, LLC Reduced -16,607-16.6k
GLENMEDE TRUST CO NA Reduced -14,239-14.2k

Biggest calls

None

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $370.7k7.8k shares

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

Holders, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 5,432,2065.4m $258.2m $258.2m 0.01% Reduced -415.7k -415,700
2 HUNTINGTON NATIONAL BANK 0.51% of their portfolio COLUMBUS, OH 1,484,2711.5m $70.5m $70.5m 0.51% Added +127.6k +127,640
3 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,450,9761.5m $69.0m $69.0m 0.01% Reduced -10.6k -10,591
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,382,9021.4m $65.7m $65.7m 0.01% Added +1.2m +1,249,290
5 GLENMEDE TRUST CO NA 0.19% of their portfolio PHILADELPHIA, PA 840,807840.8k $40.0m $40.0m 0.19% Reduced -14.2k -14,239
6 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 771,038771.0k $36.6m $36.6m 0.01% Reduced -1.9m -1,905,651
7 Tradewinds Capital Management, LLC 7.96% of their portfolio BELLINGHAM, WA 625,815625.8k $29.7m $29.7m 7.96% New
8 Raymond James Financial Services Advisors, Inc. 0.04% of their portfolio ST. PETERSBURG, FL 597,273597.3k $28.4m $28.4m 0.04% Added +5.8k +5,756
9 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 526,067526.1k $25.0m $25.0m 0.01% Added +97.2k +97,219
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 499,259499.3k $23.7m $23.7m 0.00% Added +4.1k +4,139
11 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 493,248493.2k $23.4m $23.4m 0.01% Added +124.5k +124,496
12 Quent Capital, LLC 1.61% of their portfolio NEW YORK, NY 332,715332.7k $15.8m $15.8m 1.61% Added +13.6k +13,587
13 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 311,584311.6k $14.8m $14.8m 0.01% Reduced -8.3k -8,320
14 Mariner, LLC 0.03% of their portfolio Overland Park, KS 309,804309.8k $14.7m $14.7m 0.03% Reduced -10.6k -10,590
15 Cerity Partners LLC 0.03% of their portfolio NEW YORK, NY 260,836260.8k $12.4m $12.4m 0.03% Added +13.8k +13,751
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 216,945216.9k $10.3m $10.3m 0.00% Reduced -17.4k -17,406
17 BRIGHTON JONES LLC 0.38% of their portfolio SEATTLE, WA 215,056215.1k $10.2m $10.2m 0.38% Reduced -79.4k -79,435
18 Modera Wealth Management, LLC 0.13% of their portfolio WESTWOOD, NJ 211,146211.1k $10.0m $10.0m 0.13% Reduced -9.3k -9,290
19 Hills Bank & Trust Co 0.73% of their portfolio North Liberty, IA 204,596204.6k $9.7m $9.7m 0.73% Reduced -2.2k -2,204
20 Waldron Private Wealth LLC 0.38% of their portfolio BRIDGEVILLE, PA 194,741194.7k $9.3m $9.3m 0.38% Reduced -3.5k -3,503
21 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio ORLANDO, FL 156,646156.6k $3.3k $3.3k 0.01% Added +154.1k +154,115
22 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 146,029146.0k $6.9m $6.9m 0.01% Added +97.5k +97,534
23 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 137,512137.5k $6.5m $6.5m 0.02% Reduced -2.0k -1,997
24 Avidian Wealth Enterprises, LLC 0.29% of their portfolio Houston, TX 135,782135.8k $6.5m $6.5m 0.29% Added +596 +596
25 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 133,880133.9k $6.4m $6.4m 0.01% Reduced -2.8k -2,818
26 XML Financial, LLC 0.56% of their portfolio BETHESDA, MD 126,572126.6k $6.0m $6.0m 0.56% Added +7.1k +7,064
27 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 117,394117.4k $5.6m $5.6m 0.01% Reduced -16.6k -16,607
28 One Capital Management, LLC 0.17% of their portfolio WESTLAKE VILLAGE, CA 114,871114.9k $5.5m $5.5m 0.17% Reduced -14.1k -14,056
29 Addis & Hill, Inc 4.11% of their portfolio WAYNE, PA 112,770112.8k $5.4m $5.4m 4.11% Added +383 +383
30 JFS WEALTH ADVISORS, LLC 0.33% of their portfolio HERMITAGE, PA 103,368103.4k $4.9m $4.9m 0.33% Reduced -1.3k -1,308
31 Orin Green Financial, LLC 2.06% of their portfolio SAN DIEGO, CA 100,647100.6k $4.8m $4.8m 2.06% Added +620 +620
32 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 95,17095.2k $4.5m $4.5m 0.02% Added +2.0k +2,034
33 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 91,20391.2k $4.3m $4.3m 0.01% Added +2.3k +2,262
34 Valmark Advisers, Inc. 0.07% of their portfolio AKRON, OH 91,08591.1k $4.3m $4.3m 0.07% Reduced -35 -35
35 Foster Victor Wealth Advisors, LLC 0.32% of their portfolio GREENVILLE, SC 86,65686.7k $4.0m $4.0m 0.32% New
36 Banque Cantonale Vaudoise 0.15% of their portfolio LAUSANNE, V8 78,98679.0k $3.8m $3.8m 0.15% Unchanged
37 FSM Wealth Advisors, LLC 0.99% of their portfolio CLEVELAND, OH 78,45178.5k $3.7m $3.7m 0.99% Reduced -115.9k -115,905
38 Rappaport Reiches Capital Management, LLC 0.96% of their portfolio SKOKIE`, IL 76,12476.1k $3.6m $3.6m 0.96% Reduced -1.2k -1,161
39 OLD MISSION CAPITAL LLC 0.07% of their portfolio CHICAGO, IL 71,44871.4k $3.4m $3.4m 0.07% Added +58.2k +58,152
40 M&T Bank Corp 0.01% of their portfolio BUFFALO, NY 71,15971.2k $3.4m $3.4m 0.01% Reduced -13.5k -13,467
41 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 69,34169.3k $3.3m $3.3m 0.01% Reduced -677 -677
42 Beacon Pointe Advisors, LLC 0.04% of their portfolio NEWPORT BEACH, CA 67,05467.1k $3.2m $3.2m 0.04% Added +3.4k +3,392
43 Capstone Financial Advisors, Inc. 0.19% of their portfolio DOWNERS GROVE, IL 66,40966.4k $3.2m $3.2m 0.19% Added +549 +549
44 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 60,28960.3k $2.9m $2.9m 0.01% Reduced -1.7k -1,703
45 PARK AVENUE SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 58,69558.7k $2.8m $2.8m 0.03% Added +2.4k +2,441
46 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 54,07954.1k $2.6m $2.6m 0.00% Reduced -1.4k -1,447
47 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 54,04154.0k $2.6m $2.6m 0.01% New
48 Moss Adams Wealth Advisors LLC 0.24% of their portfolio SEATTLE, WA 45,21745.2k $2.1m $2.1m 0.24% Added +2.6k +2,624
49 Brooklyn FI, LLC 0.76% of their portfolio NEW YORK, NY 45,10845.1k $2.1m $2.1m 0.76% Reduced -2.5k -2,504
50 FLOW TRADERS U.S. LLC 0.11% of their portfolio NEW YORK, NY 44,89244.9k $2.1m $2.1m 0.11% New
51 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 43,86443.9k $2.1m $2.1m 0.01% Reduced -5.6k -5,568
52 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 41,37141.4k $2.0m $2.0m 0.00% Reduced -2.5k -2,498
53 ALTFEST L J & CO INC 0.24% of their portfolio NEW YORK, NY 38,67438.7k $1.8m $1.8m 0.24% Added +251 +251
54 HHM Wealth Advisors, LLC 0.26% of their portfolio CHATTANOOGA, TN 38,41338.4k $1.8m $1.8m 0.26% Reduced -187 -187
55 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 36,10036.1k $1.7m $1.7m 0.00% Reduced -942 -942
56 Total Wealth Planning, LLC 0.25% of their portfolio CINCINNATI, OH 33,90433.9k $1.6m $1.6m 0.25% Reduced -3.4k -3,402
57 BIP Wealth, LLC 0.11% of their portfolio ATLANTA, GA 33,64833.6k $1.6m $1.6m 0.11% Reduced -506 -506
58 Abacus Planning Group, Inc. 0.28% of their portfolio COLUMBIA, SC 33,25333.3k $1.6m $1.6m 0.28% Reduced -866 -866
59 Walkner Condon Financial Advisors LLC 0.28% of their portfolio MADISON, WI 28,80628.8k $1.4m $1.4m 0.28% New
60 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 28,57528.6k $1.4m $1.4m 0.00% Reduced -581 -581
61 Efficient Advisors, LLC 0.09% of their portfolio BEAVERTON, OR 28,52928.5k $1.4m $1.4m 0.09% Reduced -36.0k -36,001
62 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 26,21326.2k $1.2m $1.2m 0.00% Reduced -3.6k -3,595
63 GREAT VALLEY ADVISOR GROUP, INC. 0.03% of their portfolio WILMINGTON, DE 26,07426.1k $1.2m $1.2m 0.03% Added +1.0k +1,049
64 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 25,98126.0k $1.2m $1.2m 0.00% Reduced -1.3k -1,290
65 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 25,47325.5k $1.2m $1.2m 0.01% Reduced -1.9k -1,875
66 DHK Financial Advisors, Inc. 0.73% of their portfolio PORTSMOUTH, NH 25,02325.0k $1.2m $1.2m 0.73% Added +207 +207
67 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 24,60024.6k $1.1m $1.1m 0.03% Reduced -644 -644
68 FIDUCIARY FINANCIAL GROUP, LLC 0.25% of their portfolio SAN RAFAEL, CA 23,70723.7k $1.1m $1.1m 0.25% Reduced -2.5k -2,498
69 Lester Murray Antman dba SimplyRich 0.31% of their portfolio CARLSBAD, CA 23,23723.2k $1.1m $1.1m 0.31% Unchanged
70 ORBA Wealth Advisors, L.L.C. 0.55% of their portfolio CHICAGO, IL 22,98323.0k $1.1m $1.1m 0.55% Reduced -160 -160
71 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 22,33222.3k $1.1m $1.1m 0.00% Reduced -1.5k -1,461
72 IFG Advisory, LLC 0.07% of their portfolio ATLANTA, GA 21,96322.0k $1.0m $1.0m 0.07% Reduced -4.7k -4,701
73 MATRIX PRIVATE CAPITAL GROUP LLC 0.59% of their portfolio NEW YORK, NY 21,62121.6k $1.0m $1.0m 0.59% Reduced -108 -108
74 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 19,73119.7k $937.8k $937.8k 0.03% Reduced -133 -133
75 Boltwood Capital Management 0.28% of their portfolio WALNUT CREEK, CA 19,64519.6k $933.7k $933.7k 0.28% Added +505 +505
76 Brand Asset Management Group, Inc. 0.36% of their portfolio CHESTERFIELD, MO 19,46619.5k $925.2k $925.2k 0.36% Added +26 +26
77 Arkos Global Advisors 0.12% of their portfolio HOUSTON, TX 17,52417.5k $833.0k $833.0k 0.12% Reduced -165 -165
78 Fifth Third Wealth Advisors LLC 0.05% of their portfolio Cincinnati, OH 16,61716.6k $789.8k $789.8k 0.05% Added +10.6k +10,621
79 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 16,36216.4k $777.7k $777.7k 0.00% Reduced -1.4k -1,354
80 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 16,20616.2k $770.3k $770.3k 0.00% Reduced -1.7k -1,746
81 COURIER CAPITAL LLC 0.05% of their portfolio BUFFALO, NY 16,12316.1k $766.3k $766.3k 0.05% New
82 SOL Capital Management CO 0.08% of their portfolio ROCKVILLE, MD 15,13015.1k $719.0k $719.0k 0.08% Reduced -6 -6
83 Advisors Preferred, LLC 0.11% of their portfolio ROCKVILLE, MD 14,97815.0k $708.6k $708.6k 0.11% New
84 Simplicity Wealth,LLC 0.07% of their portfolio SUMMIT, NJ 14,80614.8k $703.7k $703.7k 0.07% Reduced -12.4k -12,402
85 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 14,69214.7k $698.3k $698.3k 0.00% Added +158 +158
86 FSB PREMIER WEALTH MANAGEMENT, INC. 0.28% of their portfolio WATERLOO, IA 14,24514.2k $677.1k $677.1k 0.28% Added +423 +423
87 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 13,25713.3k $630.1k $630.1k 0.00% Added +526 +526
88 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 13,17413.2k $626.1k $626.1k 0.01% Reduced -414 -414
89 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 13,17413.2k $626.1k $626.1k 0.01% Reduced -414 -414
90 Aspire Private Capital, LLC 0.15% of their portfolio Cornelius, NC 12,99313.0k $617.6k $617.6k 0.15% Added +183 +183
91 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,82612.8k $609.6k $609.6k 0.00% New
92 Aquire Wealth Advisors, LLC 0.18% of their portfolio Salt Lake City, UT 11,96412.0k $568.6k $568.6k 0.18% Reduced -1.9k -1,887
93 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 10,68610.7k $507.9k $507.9k 0.00% Added +337 +337
94 First Command Advisory Services, Inc. 0.00% of their portfolio FORT WORTH, TX 10,41210.4k $494.9k $494.9k 0.00% Reduced -230 -230
95 Pacific Capital Wealth Advisors, Inc. 0.08% of their portfolio CORONA, CA 10,37610.4k $493.2k $493.2k 0.08% Reduced -1.0k -1,023
96 MPS Loria Financial Planners, LLC 0.15% of their portfolio Burr Ridge, IL 10,36310.4k $492.6k $492.6k 0.15% Reduced -30 -30
97 UBS Group AG 0.00% of their portfolio ZURICH, V8 10,17610.2k $483.7k $483.7k 0.00% Reduced -32 -32
98 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 10,11610.1k $480.8k $480.8k 0.00% Reduced -5.7k -5,706
99 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 10,05610.1k $478.0k $478.0k 0.02% Added +33 +33
100 HOGE FINANCIAL SERVICES, LLC 0.35% of their portfolio CANONSBURG, PA 9,8069.8k $466.1k $466.1k 0.35% Added +77 +77