Vault-13

SPDR INDEX SHS FDS RWO

DJ GLB RL ES ETF · ETP · CUSIP 78463X749

211 institutional holders -2 vs Q4 2024
17,585,39217.6m shares reported held*
$831.9mreported value*
18 new 59 added 92 reduced 17 sold out net sold ≈ $31.9m (-529.0k 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 ≈ $47.31.

Trends to Q1 2025

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: 211211Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022219
Q4 2022219
Q1 2023220
Q2 2023219
Q3 2023214
Q4 2023225
Q1 2024220
Q2 2024215
Q3 2024212
Q4 2024213
Q1 2025211

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 24Q4 24: 90 bought or addedQ4 24: 95 cut or sold outQ1 25: 77 bought or addedQ1 25: 109 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 202390107
Q3 202386104
Q4 202386102
Q1 202484115
Q2 202474110
Q3 202476118
Q4 20249095
Q1 202577109

Calls vs puts

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

CallsPuts
$0$100k$200k$300k$400kQ2 24 calls: $0Q2 24 puts: $0Q2 24P/C —Q3 24 calls: $0Q3 24 puts: $370.7kQ3 24P/C —Q4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $0Q1 25 puts: $0Q1 25P/C —
Numbers
QuarterCallsPutsP/C
Q2 2024$0$0—
Q3 2024$0$370.7k—
Q4 2024$0$0—
Q1 2025$0$0—

Biggest buyers

Orin Green Financial, LLC New +115,081+115.1k
ENVESTNET ASSET MANAGEMENT INC Added +77,212+77.2k
Virtue Capital Management, LLC New +47,490+47.5k
Austin Private Wealth, LLC New +35,788+35.8k
Quent Capital, LLC Added +33,253+33.3k
JANE STREET GROUP, LLC New +32,988+33.0k
Apella Capital, LLC New +32,845+32.8k
FLOW TRADERS U.S. LLC Added +30,564+30.6k
Moss Adams Wealth Advisors LLC Added +28,216+28.2k
Hills Bank & Trust Co Added +27,781+27.8k

Biggest sellers

Cerity Partners LLC Reduced -141,274-141.3k
XML Financial, LLC Reduced -101,923-101.9k
Orin Green Financial, LLC Sold out -101,560-101.6k
HUNTINGTON NATIONAL BANK Reduced -101,362-101.4k
GOLDMAN SACHS GROUP INC Reduced -96,533-96.5k
BRIGHTON JONES LLC Reduced -85,247-85.2k
MORGAN STANLEY Reduced -75,825-75.8k
US BANCORP \DE\ Reduced -66,422-66.4k
Focus Partners Wealth Reduced -65,471-65.5k
Waldron Private Wealth LLC Reduced -63,888-63.9k

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 5,895,5215.9m $257.3m $257.3m 0.01% Added +10.4k +10,366
2 HUNTINGTON NATIONAL BANK 0.47% of their portfolio COLUMBUS, OH 1,489,0431.5m $65.0m $65.0m 0.47% Reduced -101.4k -101,362
3 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,436,5421.4m $62.7m $62.7m 0.01% Added +23.1k +23,077
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,423,9711.4m $62.1m $62.1m 0.01% Reduced -24.3k -24,307
5 GLENMEDE TRUST CO NA 0.21% of their portfolio PHILADELPHIA, PA 898,714898.7k $39.2m $39.2m 0.21% Reduced -22.1k -22,074
6 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 625,357625.4k $27.3m $27.3m 0.01% Added +77.2k +77,212
7 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 559,292559.3k $24.4m $24.4m 0.00% Reduced -96.5k -96,533
8 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 457,600457.6k $20.0m $20.0m 0.01% Reduced -23.0k -22,998
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 427,678427.7k $18.7m $18.7m 0.00% Reduced -75.8k -75,825
10 Quent Capital, LLC 1.83% of their portfolio NEW YORK, NY 399,827399.8k $17.4m $17.4m 1.83% Added +33.3k +33,253
11 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 339,592339.6k $14.8m $14.8m 0.01% Added +9.7k +9,744
12 Hills Bank & Trust Co 0.92% of their portfolio North Liberty, IA 299,190299.2k $13.1m $13.1m 0.92% Added +27.8k +27,781
13 Mariner, LLC 0.02% of their portfolio Overland Park, KS 293,083293.1k $12.8m $12.8m 0.02% Reduced -5.0k -5,008
14 BRIGHTON JONES LLC 0.38% of their portfolio SEATTLE, WA 270,291270.3k $11.8m $11.8m 0.38% Reduced -85.2k -85,247
15 Modera Wealth Management, LLC 0.12% of their portfolio WESTWOOD, NJ 209,333209.3k $9.1m $9.1m 0.12% Reduced -3.0k -3,026
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 183,833183.8k $8.0m $8.0m 0.00% Reduced -56.4k -56,357
17 Addis & Hill, Inc 4.40% of their portfolio WAYNE, PA 144,273144.3k $6.3m $6.3m 4.40% Added +10.1k +10,067
18 Avidian Wealth Enterprises, LLC 0.27% of their portfolio Houston, TX 138,641138.6k $6.1m $6.1m 0.27% Added +3.6k +3,634
19 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 136,457136.5k $5.9m $5.9m 0.01% Added +3.1k +3,115
20 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 130,955131.0k $5.7m $5.7m 0.01% Reduced -141.3k -141,274
21 Waldron Private Wealth LLC 0.26% of their portfolio BRIDGEVILLE, PA 127,359127.4k $5.6m $5.6m 0.26% Reduced -63.9k -63,888
22 FLOW TRADERS U.S. LLC 0.23% of their portfolio NEW YORK, NY 124,250124.2k $5.4m $5.4m 0.23% Added +30.6k +30,564
23 White & Co Financial Planning Inc 4.33% of their portfolio SUNNYSIDE, WA 116,028116.0k $5.0m $5.0m 4.33% Reduced -701 -701
24 Orin Green Financial, LLC 2.28% of their portfolio SAN DIEGO, CA 115,081115.1k $4.8m $4.8m 2.28% New
25 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 114,695114.7k $5.0m $5.0m 0.01% Reduced -7.7k -7,742
26 JFS WEALTH ADVISORS, LLC 0.30% of their portfolio HERMITAGE, PA 100,215100.2k $4.4m $4.4m 0.30% Reduced -1.6k -1,643
27 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 99,83499.8k $4.4m $4.4m 0.01% Reduced -12.2k -12,184
28 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 91,23891.2k $4.0m $4.0m 0.01% Reduced -9.6k -9,580
29 Valmark Advisers, Inc. 0.06% of their portfolio AKRON, OH 89,11289.1k $3.9m $3.9m 0.06% Reduced -468 -468
30 Rappaport Reiches Capital Management, LLC 0.84% of their portfolio SKOKIE`, IL 76,60276.6k $3.3m $3.3m 0.84% Added +1.4k +1,413
31 Beacon Pointe Advisors, LLC 0.04% of their portfolio NEWPORT BEACH, CA 75,27775.3k $3.3m $3.3m 0.04% Added +147 +147
32 Moss Adams Wealth Advisors LLC 0.34% of their portfolio SEATTLE, WA 74,93974.9k $3.3m $3.3m 0.34% Added +28.2k +28,216
33 One Capital Management, LLC 0.11% of their portfolio WESTLAKE VILLAGE, CA 74,32874.3k $3.2m $3.2m 0.11% Reduced -14.1k -14,078
34 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 69,20969.2k $3.0m $3.0m 0.01% Reduced -111 -111
35 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 69,15669.2k $3.0m $3.0m 0.01% Added +4.8k +4,774
36 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 67,50167.5k $2.9m $2.9m 0.01% Reduced -65.5k -65,471
37 Capstone Financial Advisors, Inc. 0.18% of their portfolio DOWNERS GROVE, IL 66,44966.4k $2.9m $2.9m 0.18% Added +14 +14
38 FSM Wealth Advisors, LLC 0.65% of their portfolio CLEVELAND, OH 66,01966.0k $2.9m $2.9m 0.65% Reduced -22.0k -22,013
39 Brooklyn FI, LLC 0.87% of their portfolio NEW YORK, NY 64,56464.6k $2.8m $2.8m 0.87% Added +10.0k +9,955
40 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 56,20056.2k $2.5m $2.5m 0.00% Added +4.8k +4,838
41 Virtue Capital Management, LLC 0.24% of their portfolio BRENTWOOD, TN 47,49047.5k $2.1m $2.1m 0.24% New
42 Banque Cantonale Vaudoise 0.09% of their portfolio LAUSANNE, V8 45,78945.8k $2.0m $2.0m 0.09% First filing
43 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 41,86841.9k $1.8m $1.8m 0.00% Reduced -1.3k -1,300
44 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 40,30040.3k $1.8m $1.8m 0.01% Added +611 +611
45 ALTFEST L J & CO INC 0.22% of their portfolio NEW YORK, NY 40,05940.1k $1.7m $1.7m 0.22% Reduced -530 -530
46 Austin Private Wealth, LLC 0.14% of their portfolio Austin, TX 35,78835.8k $1.6m $1.6m 0.14% New
47 Columbia River Financial Group, LLC 1.02% of their portfolio VANCOUVER, WA 35,10735.1k $1.5m $1.5m 1.02% Reduced -128 -128
48 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 32,98833.0k $1.4m $1.4m 0.00% New
49 Apella Capital, LLC 0.05% of their portfolio WEST HARTFORD, CT 32,84532.8k $1.4m $1.4m 0.05% New
50 Abacus Planning Group, Inc. 0.25% of their portfolio COLUMBIA, SC 32,81932.8k $1.4m $1.4m 0.25% Reduced -648 -648
51 BIP Wealth, LLC 0.09% of their portfolio ATLANTA, GA 30,44230.4k $1.3m $1.3m 0.09% Reduced -1.7k -1,710
52 HHM Wealth Advisors, LLC 0.18% of their portfolio CHATTANOOGA, TN 30,13030.1k $1.3m $1.3m 0.18% Reduced -3.8k -3,775
53 GREAT VALLEY ADVISOR GROUP, INC. 0.03% of their portfolio WILMINGTON, DE 30,12130.1k $1.3m $1.3m 0.03% Added +3.6k +3,609
54 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 29,49329.5k $1.3m $1.3m 0.00% Reduced -7.5k -7,522
55 Total Wealth Planning, LLC 0.20% of their portfolio CINCINNATI, OH 29,31529.3k $1.3m $1.3m 0.20% Reduced -3.9k -3,879
56 ORBA Wealth Advisors, L.L.C. 0.64% of their portfolio CHICAGO, IL 29,24129.2k $1.3m $1.3m 0.64% Added +6.7k +6,670
57 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 27,06727.1k $1.2m $1.2m 0.00% Added +1.7k +1,748
58 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 26,58726.6k $1.2m $1.2m 0.01% Added +14.1k +14,118
59 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 26,29226.3k $1.1m $1.1m 0.00% Unchanged
60 GWN SECURITIES INC. 0.06% of their portfolio Palm Beach Gardens, FL 25,88725.9k $1.1m $1.1m 0.06% New
61 DHK Financial Advisors, Inc. 0.60% of their portfolio PORTSMOUTH, NH 25,22425.2k $1.1m $1.1m 0.60% Reduced -97 -97
62 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 24,69424.7k $1.1m $1.1m 0.01% Added +11.3k +11,315
63 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 23,96324.0k $1.0m $1.0m 0.03% Reduced -631 -631
64 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 23,79723.8k $1.0m $1.0m 0.01% Reduced -358 -358
65 Lester Murray Antman dba SimplyRich 0.29% of their portfolio CARLSBAD, CA 23,23723.2k $1.0m $1.0m 0.29% Unchanged
66 IFG Advisory, LLC 0.05% of their portfolio ATLANTA, GA 22,03022.0k $961.4k $961.4k 0.05% Reduced -202 -202
67 UBS Group AG 0.00% of their portfolio ZURICH, V8 21,96122.0k $958.4k $958.4k 0.00% Added +373 +373
68 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 21,55421.6k $940.6k $940.6k 0.00% Reduced -1.3k -1,262
69 FIDUCIARY FINANCIAL GROUP, LLC 0.19% of their portfolio SAN RAFAEL, CA 21,38521.4k $865.7k $865.7k 0.19% Reduced -3.0k -2,974
70 MATRIX PRIVATE CAPITAL GROUP LLC 0.54% of their portfolio NEW YORK, NY 20,83520.8k $909.2k $909.2k 0.54% Reduced -795 -795
71 Boltwood Capital Management 0.28% of their portfolio WALNUT CREEK, CA 20,81520.8k $908.4k $908.4k 0.28% Added +325 +325
72 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 20,67520.7k $902.3k $902.3k 0.02% Reduced -4 -4
73 Brand Asset Management Group, Inc. 0.38% of their portfolio CHESTERFIELD, MO 20,64320.6k $900.9k $900.9k 0.38% Added +773 +773
74 Efficient Advisors, LLC 0.06% of their portfolio BEAVERTON, OR 20,19720.2k $881.4k $881.4k 0.06% Reduced -4.7k -4,722
75 Family Office Research LLC 0.42% of their portfolio Bethesda, MD 19,93119.9k $869.8k $869.8k 0.42% Reduced -381 -381
76 Aspire Private Capital, LLC 0.20% of their portfolio Cornelius, NC 18,53118.5k $808.7k $808.7k 0.20% Added +4.5k +4,472
77 SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 0.65% of their portfolio KETCHUM, ID 17,58817.6k $767.5k $767.5k 0.65% First filing
78 Arkos Global Advisors 0.11% of their portfolio HOUSTON, TX 16,85716.9k $736.0k $736.0k 0.11% Reduced -5 -5
79 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 16,44116.4k $717.5k $717.5k 0.00% Reduced -8.5k -8,489
80 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 16,42416.4k $716.7k $716.7k 0.00% Reduced -14 -14
81 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 15,44615.4k $674.0k $674.0k 0.00% Reduced -1.4k -1,383
82 XML Financial, LLC 0.06% of their portfolio BETHESDA, MD 15,05715.1k $657.1k $657.1k 0.06% Reduced -101.9k -101,923
83 Independent Advisor Alliance 0.02% of their portfolio CHARLOTTE, NC 14,61314.6k $637.7k $637.7k 0.02% Reduced -864 -864
84 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 14,58914.6k $637.1k $637.1k 0.00% Reduced -20.5k -20,454
85 COURIER CAPITAL LLC 0.04% of their portfolio BUFFALO, NY 14,50214.5k $632.9k $632.9k 0.04% Reduced -1.6k -1,621
86 FSB PREMIER WEALTH MANAGEMENT, INC. 0.24% of their portfolio WATERLOO, IA 14,26914.3k $622.7k $622.7k 0.24% Reduced -20 -20
87 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 14,11814.1k $616.1k $616.1k 0.01% Added +1.6k +1,649
88 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 13,95814.0k $609.1k $609.1k 0.00% Reduced -632 -632
89 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 12,77412.8k $557.4k $557.4k 0.00% Added +788 +788
90 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,12412.1k $529.1k $529.1k 0.00% New
91 SOL Capital Management CO 0.06% of their portfolio ROCKVILLE, MD 11,53011.5k $503.0k $503.0k 0.06% Reduced -4.7k -4,700
92 SVB WEALTH LLC 0.02% of their portfolio BOSTON, MA 11,15111.2k $486.6k $486.6k 0.02% Reduced -7.2k -7,189
93 Aquire Wealth Advisors, LLC 0.14% of their portfolio Salt Lake City, UT 10,77210.8k $470.1k $470.1k 0.14% Added +35 +35
94 MPS Loria Financial Planners, LLC 0.14% of their portfolio Burr Ridge, IL 10,73610.7k $468.5k $468.5k 0.14% Added +72 +72
95 Envision Financial LLC 0.35% of their portfolio BROOKFIELD, WI 10,60710.6k $462.9k $462.9k 0.35% Added +33 +33
96 Pacific Capital Wealth Advisors, Inc. 0.08% of their portfolio CORONA, CA 10,37610.4k $452.8k $452.8k 0.08% Unchanged
97 Integrated Advisors Network LLC 0.02% of their portfolio DALLAS, TX 9,4139.4k $410.8k $410.8k 0.02% Reduced -250 -250
98 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 9,3979.4k $410.1k $410.1k 0.01% Added +278 +278
99 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 9,3729.4k $409.0k $409.0k 0.00% Added +436 +436
100 HOGE FINANCIAL SERVICES, LLC 0.28% of their portfolio CANONSBURG, PA 9,2569.3k $403.9k $403.9k 0.28% Reduced -524 -524