Vault-13

SPDR INDEX SHS FDS RWO

DJ GLB RL ES ETF · ETP · CUSIP 78463X749

217 institutional holders +10 vs Q3 2025
18,068,41018.1m shares reported held*
$884.3mreported value*
15 new 83 added 61 reduced 15 sold out net bought ≈ $18.0m (+365.7k 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 ≈ $48.94.

Trends to Q4 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: 207Q4 25: 217217Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025217

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 25Q3 25: 90 bought or addedQ3 25: 95 cut or sold outQ4 25: 98 bought or addedQ4 25: 76 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202484115
Q2 202474110
Q3 202476118
Q4 20249095
Q1 202577109
Q2 20258396
Q3 20259095
Q4 20259876

Biggest buyers

HSBC HOLDINGS PLC Added +245,876+245.9k
STATE STREET CORP Added +170,273+170.3k
FLOW TRADERS U.S. LLC New +63,118+63.1k
Bank of New York Mellon Corp Added +62,711+62.7k
Quent Capital, LLC Added +49,431+49.4k
RAYMOND JAMES FINANCIAL INC Added +39,486+39.5k
HUNTINGTON NATIONAL BANK Added +34,473+34.5k
JANE STREET GROUP, LLC New +24,203+24.2k
CWM, LLC Added +23,076+23.1k
Concurrent Investment Advisors, LLC New +17,461+17.5k

Biggest sellers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -86,258-86.3k
ENVESTNET ASSET MANAGEMENT INC Reduced -72,848-72.8k
PARK AVENUE SECURITIES LLC Sold out -67,121-67.1k
GOLDMAN SACHS GROUP INC Reduced -36,306-36.3k
Total Wealth Planning, LLC Sold out -26,088-26.1k
Hills Bank & Trust Co Reduced -23,917-23.9k
One Capital Management, LLC Reduced -20,716-20.7k
Aspire Private Capital, LLC Reduced -18,439-18.4k
WOLVERINE ASSET MANAGEMENT LLC Sold out -14,612-14.6k
BANK OF AMERICA CORP /DE/ Reduced -12,675-12.7k

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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 6,356,3956.4m $286.2m $286.2m 0.01% Added +170.3k +170,273
2 HUNTINGTON NATIONAL BANK 0.42% of their portfolio COLUMBUS, OH 1,564,8171.6m $70.4m $70.4m 0.42% Added +34.5k +34,473
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,512,2591.5m $68.1m $68.1m 0.00% Reduced -12.7k -12,675
4 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,457,6851.5m $65.6m $65.6m 0.01% Added +62.7k +62,711
5 GLENMEDE TRUST CO NA 0.16% of their portfolio PHILADELPHIA, PA 762,142762.1k $34.3m $34.3m 0.16% First filing
6 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 689,848689.8k $31.1m $31.1m 0.01% Added +245.9k +245,876
7 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 543,145543.1k $24.5m $24.5m 0.00% Reduced -36.3k -36,306
8 Quent Capital, LLC 1.68% of their portfolio NEW YORK, NY 517,994518.0k $23.3m $23.3m 1.68% Added +49.4k +49,431
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 454,665454.7k $20.5m $20.5m 0.00% Added +9.3k +9,344
10 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 420,292420.3k $18.9m $18.9m 0.01% Added +39.5k +39,486
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 327,766327.8k $14.8m $14.8m 0.00% Reduced -72.8k -72,848
12 Mariner, LLC 0.02% of their portfolio Overland Park, KS 309,715309.7k $13.9m $13.9m 0.02% Added +2.2k +2,244
13 BRIGHTON JONES LLC 0.46% of their portfolio SEATTLE, WA 279,630279.6k $12.6m $12.6m 0.46% Reduced -353 -353
14 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 211,253211.3k $9.5m $9.5m 0.00% Added +3.1k +3,107
15 Modera Wealth Management, LLC 0.11% of their portfolio WESTWOOD, NJ 207,814207.8k $9.4m $9.4m 0.11% Reduced -2.3k -2,291
16 Avidian Wealth Enterprises, LLC 0.25% of their portfolio Houston, TX 149,574149.6k $6.7m $6.7m 0.25% Added +3.6k +3,640
17 Addis & Hill, Inc 3.95% of their portfolio WAYNE, PA 144,927144.9k $6.5m $6.5m 3.95% Reduced -538 -538
18 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 144,004144.0k $6.5m $6.5m 0.00% Added +3.6k +3,589
19 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 122,156122.2k $5.5m $5.5m 0.01% Reduced -7.0k -6,952
20 White & Co Financial Planning Inc 4.06% of their portfolio SUNNYSIDE, WA 120,678120.7k $5.4m $5.4m 4.06% Reduced -87 -87
21 Orin Green Financial, LLC 2.13% of their portfolio SAN DIEGO, CA 118,291118.3k $5.3m $5.3m 2.13% Added +1.3k +1,291
22 Waldron Private Wealth LLC 0.20% of their portfolio BRIDGEVILLE, PA 115,063115.1k $5.2m $5.2m 0.20% Reduced -1.7k -1,656
23 Hills Bank & Trust Co 0.29% of their portfolio North Liberty, IA 111,717111.7k $5.0m $5.0m 0.29% Reduced -23.9k -23,917
24 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 105,882105.9k $4.8m $4.8m 0.01% Reduced -1.8k -1,820
25 Valmark Advisers, Inc. 0.05% of their portfolio AKRON, OH 98,79898.8k $4.4m $4.4m 0.05% Reduced -1.6k -1,568
26 OneAscent Financial Services LLC 0.40% of their portfolio BIRMINGHAM, AL 95,32595.3k $4.3m $4.3m 0.40% Added +8.0k +8,022
27 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 94,93394.9k $4.3m $4.3m 0.01% Added +6.3k +6,326
28 JFS WEALTH ADVISORS, LLC 0.24% of their portfolio HERMITAGE, PA 93,53593.5k $4.2m $4.2m 0.24% Added +26 +26
29 WLTH Capital Management, LLC 3.48% of their portfolio CHANDLER, AZ 91,28191.3k $4.5m $4.5m 3.48% First filing
30 Brooklyn FI, LLC 0.74% of their portfolio NEW YORK, NY 76,99477.0k $3.5m $3.5m 0.74% Added +14.1k +14,063
31 Austin Private Wealth, LLC 0.26% of their portfolio Austin, TX 75,90075.9k $3.4m $3.4m 0.26% Added +6.5k +6,473
32 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 72,56072.6k $3.3m $3.3m 0.01% Added +1.6k +1,591
33 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 70,73970.7k $3.2m $3.2m 0.00% Added +2.3k +2,309
34 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 68,61168.6k $3.1m $3.1m 0.00% Added +2.8k +2,837
35 M&T Bank Corp 0.01% of their portfolio BUFFALO, NY 68,35968.4k $3.1m $3.1m 0.01% Added +30 +30
36 Capstone Financial Advisors, Inc. 0.16% of their portfolio DOWNERS GROVE, IL 66,21266.2k $3.0m $3.0m 0.16% Unchanged
37 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 63,87463.9k $2.9m $2.9m 0.00% Reduced -4.7k -4,669
38 FLOW TRADERS U.S. LLC 0.09% of their portfolio NEW YORK, NY 63,11863.1k $2.8m $2.8m 0.09% New
39 Moss Adams Wealth Advisors LLC 0.21% of their portfolio SEATTLE, WA 63,04563.0k $2.8m $2.8m 0.21% Added +3.8k +3,784
40 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 62,63562.6k $2.8m $2.8m 0.00% Added +560 +560
41 EP Wealth Advisors, LLC 0.01% of their portfolio TORRANCE, CA 58,34058.3k $2.6m $2.6m 0.01% First filing
42 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 54,99155.0k $2.5m $2.5m 0.00% Added +2.3k +2,288
43 Banque Cantonale Vaudoise 0.08% of their portfolio LAUSANNE, V8 51,06351.1k $2.3m $2.3m 0.08% Added +806 +806
44 One Capital Management, LLC 0.07% of their portfolio WESTLAKE VILLAGE, CA 48,36248.4k $2.2m $2.2m 0.07% Reduced -20.7k -20,716
45 FSM Wealth Advisors, LLC 0.29% of their portfolio CLEVELAND, OH 46,59146.6k $2.1m $2.1m 0.29% Reduced -1.1k -1,142
46 Capital Investment Management, Inc. 0.71% of their portfolio LEES SUMMIT, MO 45,33045.3k $2.0m $2.0m 0.71% First filing
47 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 43,45843.5k $2.0m $2.0m 0.01% Reduced -3.6k -3,639
48 ALTFEST L J & CO INC 0.19% of their portfolio NEW YORK, NY 39,46939.5k $1.8m $1.8m 0.19% Reduced -47 -47
49 GREAT VALLEY ADVISOR GROUP, INC. 0.03% of their portfolio WILMINGTON, DE 37,60237.6k $1.7m $1.7m 0.03% Added +164 +164
50 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 35,37035.4k $1.6m $1.6m 0.00% Added +7.4k +7,389
51 Columbia River Financial Group, LLC 0.94% of their portfolio VANCOUVER, WA 33,89533.9k $1.5m $1.5m 0.94% Added +1.0k +1,001
52 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 33,80233.8k $1.5m $1.5m 0.00% Reduced -2.5k -2,477
53 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 32,47432.5k $1.5m $1.5m 0.00% Added +981 +981
54 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 32,20432.2k $1.5m $1.5m 0.00% Added +2.4k +2,396
55 Abacus Planning Group, Inc. 0.19% of their portfolio COLUMBIA, SC 31,81631.8k $1.4m $1.4m 0.19% Reduced -420 -420
56 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 30,45830.5k $1.4m $1.4m 0.01% Added +745 +745
57 Simplicity Wealth,LLC 0.08% of their portfolio SUMMIT, NJ 30,29130.3k $1.4m $1.4m 0.08% Added +5.1k +5,085
58 UBS Group AG 0.00% of their portfolio ZURICH, V8 29,42529.4k $1.3m $1.3m 0.00% Added +7.2k +7,176
59 Brand Asset Management Group, Inc. 0.34% of their portfolio CHESTERFIELD, MO 26,74726.7k $1.2m $1.2m 0.34% Added +1.5k +1,510
60 Boltwood Capital Management 0.31% of their portfolio WALNUT CREEK, CA 26,24526.2k $1.2m $1.2m 0.31% Added +1.4k +1,405
61 New England Private Wealth Advisors LLC 0.15% of their portfolio WELLESLEY, MA 26,00826.0k $1.2m $1.2m 0.15% Added +278 +278
62 CWM, LLC 0.00% of their portfolio OMAHA, NE 25,35525.4k $1.1m $1.1m 0.00% Added +23.1k +23,076
63 BIP Wealth, LLC 0.04% of their portfolio ATLANTA, GA 25,10725.1k $1.1m $1.1m 0.04% Reduced -861 -861
64 IFG Advisory, LLC 0.05% of their portfolio ATLANTA, GA 24,33524.3k $1.1m $1.1m 0.05% Added +779 +779
65 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 24,20324.2k $1.1m $1.1m 0.00% New
66 FIDUCIARY FINANCIAL GROUP, LLC 0.15% of their portfolio SAN RAFAEL, CA 23,63023.6k $1.1m $1.1m 0.15% Added +876 +876
67 Lester Murray Antman dba SimplyRich 0.27% of their portfolio CARLSBAD, CA 23,23723.2k $1.0m $1.0m 0.27% Unchanged
68 HHM Wealth Advisors, LLC 0.12% of their portfolio CHATTANOOGA, TN 23,08023.1k $1.0m $1.0m 0.12% Reduced -1.2k -1,155
69 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 21,75421.8k $979.4k $979.4k 0.01% Added +2.0k +2,028
70 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 20,81620.8k $937.1k $937.1k 0.02% Added +99 +99
71 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 20,65120.7k $929.7k $929.7k 0.01% Reduced -574 -574
72 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 20,29920.3k $913.9k $913.9k 0.00% Reduced -317 -317
73 LANARK FINANCIAL, INC. 0.07% of their portfolio BIRMINGHAM, AL 20,13620.1k $906.6k $906.6k 0.07% Added +3.2k +3,181
74 Aspire Private Capital, LLC 0.19% of their portfolio Cornelius, NC 19,24619.2k $866.5k $866.5k 0.19% Reduced -18.4k -18,439
75 Independent Advisor Alliance 0.02% of their portfolio CHARLOTTE, NC 18,73218.7k $843.3k $843.3k 0.02% Added +795 +795
76 MATRIX PRIVATE CAPITAL GROUP LLC 0.42% of their portfolio NEW YORK, NY 18,55918.6k $835.5k $835.5k 0.42% Reduced -76 -76
77 ORBA Wealth Advisors, L.L.C. 0.72% of their portfolio CHICAGO, IL 18,48418.5k $832.2k $832.2k 0.72% Added +1.6k +1,614
78 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 17,46117.5k $786.1k $786.1k 0.01% New
79 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 17,34217.3k $780.7k $780.7k 0.00% Added +2.6k +2,574
80 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 16,42916.4k $739.6k $739.6k 0.00% Added +301 +301
81 Apella Capital, LLC 0.01% of their portfolio WEST HARTFORD, CT 15,55715.6k $700.4k $700.4k 0.01% Reduced -1.8k -1,787
82 XML Financial, LLC 0.06% of their portfolio BETHESDA, MD 15,10915.1k $680.2k $680.2k 0.06% Reduced -81 -81
83 Arkos Global Advisors 0.09% of their portfolio HOUSTON, TX 14,99615.0k $675.0k $675.0k 0.09% Reduced -1.3k -1,319
84 FSB PREMIER WEALTH MANAGEMENT, INC. 0.21% of their portfolio WATERLOO, IA 14,53814.5k $654.5k $654.5k 0.21% Added +93 +93
85 Family Office Research LLC 0.25% of their portfolio Bethesda, MD 13,68213.7k $622.4k $622.4k 0.25% Added +75 +75
86 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 13,67413.7k $615.6k $615.6k 0.00% Added +442 +442
87 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 13,19613.2k $594.1k $594.1k 0.00% Reduced -1.2k -1,155
88 MPS Loria Financial Planners, LLC 0.13% of their portfolio Burr Ridge, IL 11,53111.5k $519.1k $519.1k 0.13% Added +446 +446
89 SOL Capital Management CO 0.05% of their portfolio ROCKVILLE, MD 11,45011.4k $515.0k $515.0k 0.05% Unchanged
90 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 10,17810.2k $458.2k $458.2k 0.02% New
91 COURIER CAPITAL LLC 0.03% of their portfolio BUFFALO, NY 10,12510.1k $455.8k $455.8k 0.03% Reduced -3.0k -3,000
92 Efficient Advisors, LLC 0.03% of their portfolio BEAVERTON, OR 9,8349.8k $442.7k $442.7k 0.03% Reduced -338 -338
93 Aquire Wealth Advisors, LLC 0.11% of their portfolio Salt Lake City, UT 9,4009.4k $423.2k $423.2k 0.11% Reduced -591 -591
94 Envision Financial LLC 0.22% of their portfolio BROOKFIELD, WI 9,3629.4k $421.5k $421.5k 0.22% Reduced -1.2k -1,225
95 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 8,9929.0k $404.8k $404.8k 0.00% Added +565 +565
96 INNEALTA CAPITAL, LLC 0.21% of their portfolio AUSTIN, TX 8,8198.8k $397.0k $397.0k 0.21% Added +411 +411
97 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 8,6858.7k $391.0k $391.0k 0.01% Added +250 +250
98 SageView Advisory Group, LLC 0.01% of their portfolio Newport Beach, CA 8,6578.7k $389.7k $389.7k 0.01% Added +464 +464
99 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 8,4548.5k $380.6k $380.6k 0.00% Added +1.4k +1,390
100 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 7,6207.6k $341.9k $341.9k 0.01% Added +1.5k +1,466