Vault-13

SPDR INDEX SHS FDS RWO

DJ GLB RL ES ETF · ETP · CUSIP 78463X749

207 institutional holders -12 vs Q2 2025
17,495,92417.5m shares reported held*
$870.7mreported value*
14 new 76 added 75 reduced 20 sold out net sold ≈ $14.5m (-340.9k 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 ≈ $49.77.

Trends to Q3 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: 219Q3 25: 207207Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025207

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 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 25Q2 25: 83 bought or addedQ2 25: 96 cut or sold outQ3 25: 90 bought or addedQ3 25: 95 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 202386102
Q1 202484115
Q2 202474110
Q3 202476118
Q4 20249095
Q1 202577109
Q2 20258396
Q3 20259095

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +81,065+81.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +77,726+77.7k
OneAscent Financial Services LLC Added +75,863+75.9k
ENVESTNET ASSET MANAGEMENT INC Added +68,808+68.8k
Quent Capital, LLC Added +33,288+33.3k
STATE STREET CORP Added +32,115+32.1k
RAYMOND JAMES FINANCIAL INC Added +29,793+29.8k
New England Private Wealth Advisors LLC New +25,730+25.7k
MORGAN STANLEY Added +24,562+24.6k
LPL Financial LLC Added +24,404+24.4k

Biggest sellers

JANE STREET GROUP, LLC Sold out -450,000-450.0k
Hills Bank & Trust Co Reduced -147,243-147.2k
FLOW TRADERS U.S. LLC Sold out -142,137-142.1k
ROYAL BANK OF CANADA Reduced -53,931-53.9k
Beacon Pointe Advisors, LLC Reduced -33,155-33.2k
MERCER GLOBAL ADVISORS INC /ADV Reduced -14,061-14.1k
Simplicity Wealth,LLC Reduced -12,560-12.6k
Glenmede Investment Management, LP Reduced -11,215-11.2k
Sanctuary Advisors, LLC Reduced -9,517-9.5k
Fi3 FINANCIAL ADVISORS, LLC Sold out -7,786-7.8k

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 6,186,1226.2m $283.1m $283.1m 0.01% Added +32.1k +32,115
2 HUNTINGTON NATIONAL BANK 0.43% of their portfolio COLUMBUS, OH 1,530,3441.5m $70.0m $70.0m 0.43% Added +24.0k +24,015
3 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,524,9341.5m $69.8m $69.8m 0.01% Added +81.1k +81,065
4 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,394,9741.4m $63.8m $63.8m 0.01% Added +8.5k +8,526
5 Glenmede Investment Management, LP 0.17% of their portfolio PHILADELPHIA, PA 765,586765.6k $35.0m $35.0m 0.17% Reduced -11.2k -11,215
6 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 579,451579.5k $26.5m $26.5m 0.00% Added +11.5k +11,539
7 Quent Capital, LLC 1.80% of their portfolio NEW YORK, NY 468,563468.6k $21.4m $21.4m 1.80% Added +33.3k +33,288
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 445,321445.3k $20.4m $20.4m 0.00% Added +24.6k +24,562
9 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 443,972444.0k $20.3m $20.3m 0.01% Reduced -2.1k -2,142
10 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 400,614400.6k $18.3m $18.3m 0.01% Added +68.8k +68,808
11 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 380,806380.8k $17.4m $17.4m 0.01% Added +29.8k +29,793
12 Mariner, LLC 0.02% of their portfolio Overland Park, KS 307,471307.5k $14.1m $14.1m 0.02% Added +354 +354
13 BRIGHTON JONES LLC 0.31% of their portfolio SEATTLE, WA 279,983280.0k $12.8m $12.8m 0.31% Added +727 +727
14 Modera Wealth Management, LLC 0.11% of their portfolio WESTWOOD, NJ 210,105210.1k $9.6m $9.6m 0.11% Added +1.2k +1,210
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 208,146208.1k $9.5m $9.5m 0.00% Added +24.4k +24,404
16 Avidian Wealth Enterprises, LLC 0.25% of their portfolio Houston, TX 145,934145.9k $6.7m $6.7m 0.25% Added +2.3k +2,342
17 Addis & Hill, Inc 4.07% of their portfolio WAYNE, PA 145,465145.5k $6.7m $6.7m 4.07% Added +3.9k +3,915
18 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 140,415140.4k $6.4m $6.4m 0.00% Added +1.3k +1,304
19 Hills Bank & Trust Co 0.37% of their portfolio North Liberty, IA 135,634135.6k $6.2m $6.2m 0.37% Reduced -147.2k -147,243
20 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 129,108129.1k $5.9m $5.9m 0.01% Reduced -1.6k -1,606
21 White & Co Financial Planning Inc 4.16% of their portfolio SUNNYSIDE, WA 120,765120.8k $5.5m $5.5m 4.16% Added +3.2k +3,191
22 Orin Green Financial, LLC 2.14% of their portfolio SAN DIEGO, CA 117,000117.0k $5.4m $5.4m 2.14% Added +1.8k +1,759
23 Waldron Private Wealth LLC 0.22% of their portfolio BRIDGEVILLE, PA 116,719116.7k $5.3m $5.3m 0.22% Reduced -6.4k -6,380
24 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 107,702107.7k $4.9m $4.9m 0.01% Reduced -5.3k -5,350
25 Valmark Advisers, Inc. 0.06% of their portfolio AKRON, OH 100,366100.4k $4.6m $4.6m 0.06% Reduced -777 -777
26 JFS WEALTH ADVISORS, LLC 0.25% of their portfolio HERMITAGE, PA 93,50993.5k $4.3m $4.3m 0.25% Reduced -4.0k -4,023
27 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 88,60788.6k $4.1m $4.1m 0.01% Reduced -4.2k -4,172
28 OneAscent Financial Services LLC 0.27% of their portfolio BIRMINGHAM, AL 87,30387.3k $4.0m $4.0m 0.27% Added +75.9k +75,863
29 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 86,25886.3k $3.9m $3.9m 0.01% Added +77.7k +77,726
30 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 70,96971.0k $3.2m $3.2m 0.01% Added +919 +919
31 Austin Private Wealth, LLC 0.24% of their portfolio Austin, TX 69,42769.4k $3.2m $3.2m 0.24% Added +6.3k +6,345
32 One Capital Management, LLC 0.10% of their portfolio WESTLAKE VILLAGE, CA 69,07869.1k $3.2m $3.2m 0.10% Reduced -3.3k -3,343
33 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 68,54368.5k $3.1m $3.1m 0.01% Reduced -14.1k -14,061
34 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 68,43068.4k $3.1m $3.1m 0.00% Reduced -1.1k -1,108
35 M&T Bank Corp 0.01% of their portfolio BUFFALO, NY 68,32968.3k $3.1m $3.1m 0.01% Reduced -4.1k -4,103
36 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 67,12167.1k $3.1m $3.1m 0.02% Added +2.3k +2,293
37 Capstone Financial Advisors, Inc. 0.16% of their portfolio DOWNERS GROVE, IL 66,21266.2k $3.0m $3.0m 0.16% Reduced -237 -237
38 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 65,77465.8k $3.0m $3.0m 0.00% Added +23.7k +23,723
39 Brooklyn FI, LLC 0.65% of their portfolio NEW YORK, NY 62,93162.9k $2.9m $2.9m 0.65% Added +1.0k +1,029
40 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 62,07562.1k $2.8m $2.8m 0.00% Added +1.2k +1,181
41 Moss Adams Wealth Advisors LLC 0.21% of their portfolio SEATTLE, WA 59,26159.3k $2.7m $2.7m 0.21% Reduced -322 -322
42 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 52,70352.7k $2.4m $2.4m 0.00% Reduced -53.9k -53,931
43 Banque Cantonale Vaudoise 0.09% of their portfolio LAUSANNE, V8 50,25750.3k $2.3m $2.3m 0.09% Added +1.6k +1,589
44 FSM Wealth Advisors, LLC 0.31% of their portfolio CLEVELAND, OH 47,73347.7k $2.2m $2.2m 0.31% Added +530 +530
45 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 47,09747.1k $2.2m $2.2m 0.01% Reduced -9.5k -9,517
46 ALTFEST L J & CO INC 0.20% of their portfolio NEW YORK, NY 39,51639.5k $1.8m $1.8m 0.20% Reduced -71 -71
47 Aspire Private Capital, LLC 0.19% of their portfolio Cornelius, NC 37,68537.7k $1.7m $1.7m 0.19% Added +19.1k +19,072
48 GREAT VALLEY ADVISOR GROUP, INC. 0.03% of their portfolio WILMINGTON, DE 37,43837.4k $1.7m $1.7m 0.03% Added +6.3k +6,262
49 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 36,27936.3k $1.7m $1.7m 0.00% Added +8.5k +8,508
50 Columbia River Financial Group, LLC 0.93% of their portfolio VANCOUVER, WA 32,89432.9k $1.5m $1.5m 0.93% Added +1.1k +1,106
51 Abacus Planning Group, Inc. 0.20% of their portfolio COLUMBIA, SC 32,23632.2k $1.5m $1.5m 0.20% Reduced -545 -545
52 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 31,49331.5k $1.4m $1.4m 0.00% Reduced -3.3k -3,334
53 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 29,80829.8k $1.4m $1.4m 0.00% Added +1.8k +1,806
54 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 29,71329.7k $1.4m $1.4m 0.01% Reduced -33.2k -33,155
55 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 27,98128.0k $1.3m $1.3m 0.00% Added +1.0k +1,008
56 Total Wealth Planning, LLC 0.14% of their portfolio CINCINNATI, OH 26,08826.1k $1.2m $1.2m 0.14% Reduced -607 -607
57 BIP Wealth, LLC 0.06% of their portfolio ATLANTA, GA 25,96826.0k $1.2m $1.2m 0.06% Reduced -2.6k -2,608
58 New England Private Wealth Advisors LLC 0.16% of their portfolio WELLESLEY, MA 25,73025.7k $1.2m $1.2m 0.16% New
59 Brand Asset Management Group, Inc. 0.32% of their portfolio CHESTERFIELD, MO 25,23725.2k $1.2m $1.2m 0.32% Added +3.5k +3,504
60 Simplicity Wealth,LLC 0.07% of their portfolio SUMMIT, NJ 25,20625.2k $1.2m $1.2m 0.07% Reduced -12.6k -12,560
61 Boltwood Capital Management 0.30% of their portfolio WALNUT CREEK, CA 24,84024.8k $1.1m $1.1m 0.30% Added +500 +500
62 HHM Wealth Advisors, LLC 0.13% of their portfolio CHATTANOOGA, TN 24,23524.2k $1.1m $1.1m 0.13% Unchanged
63 IFG Advisory, LLC 0.05% of their portfolio ATLANTA, GA 23,55623.6k $1.1m $1.1m 0.05% Added +1.4k +1,382
64 Lester Murray Antman dba SimplyRich 0.29% of their portfolio CARLSBAD, CA 23,23723.2k $1.1m $1.1m 0.29% Unchanged
65 FIDUCIARY FINANCIAL GROUP, LLC 0.16% of their portfolio SAN RAFAEL, CA 22,75422.8k $1.0m $1.0m 0.16% Added +639 +639
66 UBS Group AG 0.00% of their portfolio ZURICH, V8 22,24922.2k $1.0m $1.0m 0.00% Added +1.8k +1,767
67 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 21,22521.2k $971.4k $971.4k 0.01% Reduced -490 -490
68 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 20,71720.7k $948.2k $948.2k 0.02% Added +319 +319
69 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 20,61620.6k $943.6k $943.6k 0.00% Reduced -406 -406
70 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 19,72619.7k $902.8k $902.8k 0.01% Added +1.6k +1,567
71 MATRIX PRIVATE CAPITAL GROUP LLC 0.45% of their portfolio NEW YORK, NY 18,63518.6k $852.9k $852.9k 0.45% Reduced -492 -492
72 Independent Advisor Alliance 0.02% of their portfolio CHARLOTTE, NC 17,93717.9k $821.0k $821.0k 0.02% Added +1.5k +1,541
73 Apella Capital, LLC 0.02% of their portfolio WEST HARTFORD, CT 17,34417.3k $789.3k $789.3k 0.02% Reduced -6.4k -6,394
74 LANARK FINANCIAL, INC. 0.06% of their portfolio BIRMINGHAM, AL 16,95517.0k $776.1k $776.1k 0.06% Added +1.9k +1,925
75 ORBA Wealth Advisors, L.L.C. 0.64% of their portfolio CHICAGO, IL 16,87016.9k $772.1k $772.1k 0.64% Reduced -5 -5
76 Arkos Global Advisors 0.10% of their portfolio HOUSTON, TX 16,31516.3k $747.0k $747.0k 0.10% Reduced -399 -399
77 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 16,12816.1k $738.2k $738.2k 0.00% Added +878 +878
78 XML Financial, LLC 0.06% of their portfolio BETHESDA, MD 15,19015.2k $695.3k $695.3k 0.06% Added +20 +20
79 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 14,76814.8k $675.9k $675.9k 0.00% Reduced -204 -204
80 WOLVERINE ASSET MANAGEMENT LLC 0.01% of their portfolio CHICAGO, IL 14,61214.6k $668.8k $668.8k 0.01% Reduced -7.8k -7,781
81 FSB PREMIER WEALTH MANAGEMENT, INC. 0.22% of their portfolio WATERLOO, IA 14,44514.4k $661.2k $661.2k 0.22% Added +175 +175
82 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 14,35114.4k $656.8k $656.8k 0.00% Reduced -733 -733
83 Family Office Research LLC 0.27% of their portfolio Bethesda, MD 13,60713.6k $622.8k $622.8k 0.27% Added +60 +60
84 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 13,23213.2k $605.6k $605.6k 0.00% Added +399 +399
85 COURIER CAPITAL LLC 0.03% of their portfolio BUFFALO, NY 13,12513.1k $600.7k $600.7k 0.03% Unchanged
86 SOL Capital Management CO 0.05% of their portfolio ROCKVILLE, MD 11,45011.4k $524.0k $524.0k 0.05% Unchanged
87 MPS Loria Financial Planners, LLC 0.13% of their portfolio Burr Ridge, IL 11,08511.1k $507.4k $507.4k 0.13% Added +261 +261
88 Lunt Capital Management, Inc. 0.19% of their portfolio HOLLADAY, UT 10,59510.6k $484.9k $484.9k 0.19% Reduced -169 -169
89 Envision Financial LLC 0.28% of their portfolio BROOKFIELD, WI 10,58710.6k $484.6k $484.6k 0.28% Added +44 +44
90 FDx Advisors, Inc. 0.14% of their portfolio BERWYN, PA 10,43410.4k $471.0k $471.0k 0.14% Added +4.6k +4,622
91 Efficient Advisors, LLC 0.03% of their portfolio BEAVERTON, OR 10,17210.2k $465.6k $465.6k 0.03% Reduced -2.1k -2,121
92 Aquire Wealth Advisors, LLC 0.11% of their portfolio Salt Lake City, UT 9,99110.0k $457.3k $457.3k 0.11% Reduced -727 -727
93 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 8,9609.0k $410.1k $410.1k 0.00% Added +5.7k +5,683
94 SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 0.28% of their portfolio KETCHUM, ID 8,7378.7k $404.4k $404.4k 0.28% Reduced -160 -160
95 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 8,4358.4k $386.1k $386.1k 0.01% Added +1.2k +1,186
96 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 8,4278.4k $385.7k $385.7k 0.00% Added +20 +20
97 INNEALTA CAPITAL, LLC 0.19% of their portfolio AUSTIN, TX 8,4088.4k $384.8k $384.8k 0.19% Reduced -422 -422
98 SageView Advisory Group, LLC 0.01% of their portfolio Newport Beach, CA 8,1938.2k $375.0k $375.0k 0.01% Added +996 +996
99 NICOLET ADVISORY SERVICES, LLC 0.03% of their portfolio GREEN BAY, WI 7,8447.8k $354.5k $354.5k 0.03% Reduced -273 -273
100 Integrated Advisors Network LLC 0.02% of their portfolio DALLAS, TX 7,8327.8k $358.5k $358.5k 0.02% Reduced -1.3k -1,266