Vault-13

SPDR INDEX SHS FDS RWO

DJ GLB RL ES ETF · ETP · CUSIP 78463X749

219 institutional holders +8 vs Q1 2025
17,887,65917.9m shares reported held*
$856.0mreported value*
19 new 64 added 85 reduced 11 sold out net bought ≈ $24.0m (+526.8k 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 ≈ $47.86.

Trends to Q2 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: 211Q2 25: 219219Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025219

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 24Q3 24: 76 bought or addedQ3 24: 118 cut or sold outQ4 24: 90 bought or addedQ4 24: 95 cut or sold outQ4 24Q1 25: 77 bought or addedQ1 25: 109 cut or sold outQ2 25: 83 bought or addedQ2 25: 96 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202386104
Q4 202386102
Q1 202484115
Q2 202474110
Q3 202476118
Q4 20249095
Q1 202577109
Q2 20258396

Calls vs puts

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

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

Biggest buyers

JANE STREET GROUP, LLC Added +417,012+417.0k
STATE STREET CORP Added +258,486+258.5k
PARK AVENUE SECURITIES LLC New +64,828+64.8k
Sanctuary Advisors, LLC New +56,614+56.6k
ROYAL BANK OF CANADA Added +50,434+50.4k
M&T Bank Corp Added +42,939+42.9k
Simplicity Wealth,LLC New +37,766+37.8k
Quent Capital, LLC Added +35,448+35.4k
Austin Private Wealth, LLC Added +27,294+27.3k
WOLVERINE ASSET MANAGEMENT LLC New +22,393+22.4k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -293,551-293.6k
Bank of New York Mellon Corp Reduced -50,094-50.1k
Virtue Capital Management, LLC Sold out -47,490-47.5k
MERCER GLOBAL ADVISORS INC /ADV Reduced -32,091-32.1k
GWN SECURITIES INC. Sold out -25,887-25.9k
Mutual Advisors, LLC Sold out -23,963-24.0k
FSM Wealth Advisors, LLC Reduced -18,816-18.8k
Hills Bank & Trust Co Reduced -16,313-16.3k
Moss Adams Wealth Advisors LLC Reduced -15,356-15.4k
Beacon Pointe Advisors, LLC Reduced -12,409-12.4k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 6,154,0076.2m $271.6m $271.6m 0.01% Added +258.5k +258,486
2 HUNTINGTON NATIONAL BANK 0.44% of their portfolio COLUMBUS, OH 1,506,3291.5m $66.5m $66.5m 0.44% Added +17.3k +17,286
3 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,443,8691.4m $63.7m $63.7m 0.01% Added +19.9k +19,898
4 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,386,4481.4m $61.2m $61.2m 0.01% Reduced -50.1k -50,094
5 Glenmede Investment Management, LP 0.17% of their portfolio PHILADELPHIA, PA 776,801776.8k $34.3m $34.3m 0.17% First filing
6 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 567,912567.9k $25.1m $25.1m 0.00% Added +8.6k +8,620
7 JANE STREET GROUP, LLC 0.03% of their portfolio NEW YORK, NY 450,000450.0k $19.9m $19.9m 0.03% Added +417.0k +417,012
8 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 446,114446.1k $19.7m $19.7m 0.01% Reduced -11.5k -11,486
9 Quent Capital, LLC 1.85% of their portfolio NEW YORK, NY 435,275435.3k $19.2m $19.2m 1.85% Added +35.4k +35,448
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 420,759420.8k $18.6m $18.6m 0.00% Reduced -6.9k -6,919
11 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 351,013351.0k $15.5m $15.5m 0.01% Added +11.4k +11,421
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 331,806331.8k $14.6m $14.6m 0.00% Reduced -293.6k -293,551
13 Mariner, LLC 0.02% of their portfolio Overland Park, KS 307,117307.1k $13.6m $13.6m 0.02% Added +14.0k +14,034
14 Hills Bank & Trust Co 0.79% of their portfolio North Liberty, IA 282,877282.9k $12.5m $12.5m 0.79% Reduced -16.3k -16,313
15 BRIGHTON JONES LLC 0.33% of their portfolio SEATTLE, WA 279,256279.3k $12.3m $12.3m 0.33% Added +9.0k +8,965
16 Modera Wealth Management, LLC 0.11% of their portfolio WESTWOOD, NJ 208,895208.9k $9.2m $9.2m 0.11% Reduced -438 -438
17 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 183,742183.7k $8.1m $8.1m 0.00% Reduced -91 -91
18 Avidian Wealth Enterprises, LLC 0.26% of their portfolio Houston, TX 143,592143.6k $6.3m $6.3m 0.26% Added +5.0k +4,951
19 FLOW TRADERS U.S. LLC 0.23% of their portfolio NEW YORK, NY 142,137142.1k $6.3m $6.3m 0.23% Added +17.9k +17,887
20 Addis & Hill, Inc 4.08% of their portfolio WAYNE, PA 141,550141.6k $6.2m $6.2m 4.08% Reduced -2.7k -2,723
21 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 139,111139.1k $6.1m $6.1m 0.00% Added +2.7k +2,654
22 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 130,714130.7k $5.8m $5.8m 0.01% Reduced -241 -241
23 Waldron Private Wealth LLC 0.24% of their portfolio BRIDGEVILLE, PA 123,099123.1k $5.4m $5.4m 0.24% Reduced -4.3k -4,260
24 White & Co Financial Planning Inc 4.14% of their portfolio SUNNYSIDE, WA 117,574117.6k $5.2m $5.2m 4.14% Added +1.5k +1,546
25 Orin Green Financial, LLC 2.15% of their portfolio SAN DIEGO, CA 115,241115.2k $5.1m $5.1m 2.15% Added +160 +160
26 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 113,052113.1k $5.0m $5.0m 0.01% Added +13.2k +13,218
27 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 106,634106.6k $4.7m $4.7m 0.00% Added +50.4k +50,434
28 Valmark Advisers, Inc. 0.06% of their portfolio AKRON, OH 101,143101.1k $4.5m $4.5m 0.06% Added +12.0k +12,031
29 JFS WEALTH ADVISORS, LLC 0.27% of their portfolio HERMITAGE, PA 97,53297.5k $4.3m $4.3m 0.27% Reduced -2.7k -2,683
30 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 92,77992.8k $4.1m $4.1m 0.01% Added +1.5k +1,541
31 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 82,60482.6k $3.6m $3.6m 0.01% Reduced -32.1k -32,091
32 M&T Bank Corp 0.01% of their portfolio BUFFALO, NY 72,43272.4k $3.2m $3.2m 0.01% Added +42.9k +42,939
33 One Capital Management, LLC 0.11% of their portfolio WESTLAKE VILLAGE, CA 72,42172.4k $3.2m $3.2m 0.11% Reduced -1.9k -1,907
34 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 70,05070.0k $3.1m $3.1m 0.01% Added +894 +894
35 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 69,53869.5k $3.1m $3.1m 0.00% Added +329 +329
36 Capstone Financial Advisors, Inc. 0.17% of their portfolio DOWNERS GROVE, IL 66,44966.4k $2.9m $2.9m 0.17% Unchanged
37 PARK AVENUE SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 64,82864.8k $2.9m $2.9m 0.03% New
38 Austin Private Wealth, LLC 0.22% of their portfolio Austin, TX 63,08263.1k $2.8m $2.8m 0.22% Added +27.3k +27,294
39 Beacon Pointe Advisors, LLC 0.03% of their portfolio NEWPORT BEACH, CA 62,86862.9k $2.8m $2.8m 0.03% Reduced -12.4k -12,409
40 Brooklyn FI, LLC 0.70% of their portfolio NEW YORK, NY 61,90261.9k $2.7m $2.7m 0.70% Reduced -2.7k -2,662
41 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 60,89460.9k $2.7m $2.7m 0.01% Reduced -6.6k -6,607
42 Moss Adams Wealth Advisors LLC 0.24% of their portfolio SEATTLE, WA 59,58359.6k $2.6m $2.6m 0.24% Reduced -15.4k -15,356
43 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 56,61456.6k $2.5m $2.5m 0.02% New
44 Banque Cantonale Vaudoise 0.09% of their portfolio LAUSANNE, V8 48,66848.7k $2.1m $2.1m 0.09% Added +2.9k +2,879
45 FSM Wealth Advisors, LLC 0.34% of their portfolio CLEVELAND, OH 47,20347.2k $2.1m $2.1m 0.34% Reduced -18.8k -18,816
46 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 42,05142.1k $1.9m $1.9m 0.00% Added +183 +183
47 ALTFEST L J & CO INC 0.21% of their portfolio NEW YORK, NY 39,58739.6k $1.7m $1.7m 0.21% Reduced -472 -472
48 Simplicity Wealth,LLC 0.07% of their portfolio SUMMIT, NJ 37,76637.8k $1.7m $1.7m 0.07% New
49 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 34,82734.8k $1.5m $1.5m 0.00% Reduced -5.5k -5,473
50 Abacus Planning Group, Inc. 0.22% of their portfolio COLUMBIA, SC 32,78132.8k $1.4m $1.4m 0.22% Reduced -38 -38
51 Columbia River Financial Group, LLC 0.91% of their portfolio VANCOUVER, WA 31,78831.8k $1.4m $1.4m 0.91% Reduced -3.3k -3,319
52 GREAT VALLEY ADVISOR GROUP, INC. 0.03% of their portfolio WILMINGTON, DE 31,17631.2k $1.4m $1.4m 0.03% Added +1.1k +1,055
53 BIP Wealth, LLC 0.08% of their portfolio ATLANTA, GA 28,57628.6k $1.3m $1.3m 0.08% Reduced -1.9k -1,866
54 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 28,00228.0k $1.2m $1.2m 0.00% Added +13.4k +13,413
55 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 27,77127.8k $1.2m $1.2m 0.00% Added +1.5k +1,479
56 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 26,97327.0k $1.2m $1.2m 0.00% Reduced -94 -94
57 Total Wealth Planning, LLC 0.15% of their portfolio CINCINNATI, OH 26,69526.7k $1.2m $1.2m 0.15% Reduced -2.6k -2,620
58 DHK Financial Advisors, Inc. 0.65% of their portfolio PORTSMOUTH, NH 25,48125.5k $1.1m $1.1m 0.65% Added +257 +257
59 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 24,95625.0k $1.1m $1.1m 0.01% Added +262 +262
60 Boltwood Capital Management 0.31% of their portfolio WALNUT CREEK, CA 24,34024.3k $1.1m $1.1m 0.31% Added +3.5k +3,525
61 HHM Wealth Advisors, LLC 0.13% of their portfolio CHATTANOOGA, TN 24,23524.2k $1.1m $1.1m 0.13% Reduced -5.9k -5,895
62 Apella Capital, LLC 0.03% of their portfolio WEST HARTFORD, CT 23,73823.7k $1.0m $1.0m 0.03% Reduced -9.1k -9,107
63 Lester Murray Antman dba SimplyRich 0.29% of their portfolio CARLSBAD, CA 23,23723.2k $1.0m $1.0m 0.29% Unchanged
64 WOLVERINE ASSET MANAGEMENT LLC 0.02% of their portfolio CHICAGO, IL 22,39322.4k $988.4k $988.4k 0.02% New
65 IFG Advisory, LLC 0.05% of their portfolio ATLANTA, GA 22,17422.2k $978.8k $978.8k 0.05% Added +144 +144
66 FIDUCIARY FINANCIAL GROUP, LLC 0.18% of their portfolio SAN RAFAEL, CA 22,11522.1k $984.8k $984.8k 0.18% Added +730 +730
67 Brand Asset Management Group, Inc. 0.36% of their portfolio CHESTERFIELD, MO 21,73321.7k $959.3k $959.3k 0.36% Added +1.1k +1,090
68 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 21,71521.7k $958.5k $958.5k 0.01% Reduced -2.1k -2,082
69 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 21,02221.0k $927.9k $927.9k 0.00% Reduced -532 -532
70 UBS Group AG 0.00% of their portfolio ZURICH, V8 20,48220.5k $904.1k $904.1k 0.00% Reduced -1.5k -1,479
71 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 20,39820.4k $900.4k $900.4k 0.02% Reduced -277 -277
72 MATRIX PRIVATE CAPITAL GROUP LLC 0.50% of their portfolio NEW YORK, NY 19,12719.1k $844.3k $844.3k 0.50% Reduced -1.7k -1,708
73 Aspire Private Capital, LLC 0.19% of their portfolio Cornelius, NC 18,61318.6k $821.6k $821.6k 0.19% Added +82 +82
74 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 18,15918.2k $801.5k $801.5k 0.01% Added +4.0k +4,041
75 ORBA Wealth Advisors, L.L.C. 0.68% of their portfolio CHICAGO, IL 16,87516.9k $744.9k $744.9k 0.68% Reduced -12.4k -12,366
76 Arkos Global Advisors 0.10% of their portfolio HOUSTON, TX 16,71416.7k $738.0k $738.0k 0.10% Reduced -143 -143
77 Independent Advisor Alliance 0.02% of their portfolio CHARLOTTE, NC 16,39616.4k $723.7k $723.7k 0.02% Added +1.8k +1,783
78 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 15,25015.2k $673.1k $673.1k 0.00% Added +1.3k +1,292
79 XML Financial, LLC 0.06% of their portfolio BETHESDA, MD 15,17015.2k $669.6k $669.6k 0.06% Added +113 +113
80 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 15,08415.1k $665.8k $665.8k 0.00% Reduced -1.3k -1,340
81 LANARK FINANCIAL, INC. 0.05% of their portfolio BIRMINGHAM, AL 15,03015.0k $663.0k $663.0k 0.05% Added +13.8k +13,785
82 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 14,97215.0k $660.8k $660.8k 0.00% Reduced -474 -474
83 FSB PREMIER WEALTH MANAGEMENT, INC. 0.22% of their portfolio WATERLOO, IA 14,27014.3k $629.9k $629.9k 0.22% Added +1 +1
84 Family Office Research LLC 0.28% of their portfolio Bethesda, MD 13,54713.5k $598.0k $598.0k 0.28% Reduced -6.4k -6,384
85 COURIER CAPITAL LLC 0.04% of their portfolio BUFFALO, NY 13,12513.1k $579.4k $579.4k 0.04% Reduced -1.4k -1,377
86 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 12,83312.8k $566.4k $566.4k 0.00% Added +59 +59
87 Efficient Advisors, LLC 0.03% of their portfolio BEAVERTON, OR 12,29312.3k $542.6k $542.6k 0.03% Reduced -7.9k -7,904
88 SOL Capital Management CO 0.05% of their portfolio ROCKVILLE, MD 11,45011.4k $505.0k $505.0k 0.05% Reduced -80 -80
89 OneAscent Financial Services LLC 0.04% of their portfolio BIRMINGHAM, AL 11,44011.4k $505.0k $505.0k 0.04% New
90 MPS Loria Financial Planners, LLC 0.14% of their portfolio Burr Ridge, IL 10,82410.8k $477.8k $477.8k 0.14% Added +88 +88
91 Lunt Capital Management, Inc. 0.18% of their portfolio HOLLADAY, UT 10,76410.8k $475.1k $475.1k 0.18% New
92 Aquire Wealth Advisors, LLC 0.13% of their portfolio Salt Lake City, UT 10,71810.7k $473.1k $473.1k 0.13% Reduced -54 -54
93 Envision Financial LLC 0.31% of their portfolio BROOKFIELD, WI 10,54310.5k $465.4k $465.4k 0.31% Reduced -64 -64
94 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 9,4749.5k $422.0k $422.0k 0.00% Reduced -7.0k -6,967
95 Integrated Advisors Network LLC 0.02% of their portfolio DALLAS, TX 9,0989.1k $401.6k $401.6k 0.02% Reduced -315 -315
96 SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 0.26% of their portfolio KETCHUM, ID 8,8978.9k $394.6k $394.6k 0.26% Reduced -8.7k -8,691
97 INNEALTA CAPITAL, LLC 0.21% of their portfolio AUSTIN, TX 8,8308.8k $389.8k $389.8k 0.21% Added +983 +983
98 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,5328.5k $376.6k $376.6k 0.00% Reduced -3.6k -3,592
99 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 8,4078.4k $371.1k $371.1k 0.00% Reduced -124 -124
100 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 8,3478.3k $368.0k $368.0k 0.00% Reduced -1.0k -1,025