Vault-13

SPDR INDEX SHS FDS RWO

DJ GLB RL ES ETF · ETP · CUSIP 78463X749

211 institutional holders -6 vs Q4 2025
17,790,28717.8m shares reported held*
$887.2mreported value*
19 new 81 added 62 reduced 20 sold out net sold ≈ $7.5m (-194.3k 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 ($6.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $49.87.

Trends to Q1 2026

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: 217Q1 26: 211211Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026211

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q4 25: 98 bought or addedQ4 25: 76 cut or sold outQ1 26: 100 bought or addedQ1 26: 82 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202474110
Q3 202476118
Q4 20249095
Q1 202577109
Q2 20258396
Q3 20259095
Q4 20259876
Q1 202610082

Biggest buyers

Cerity Partners LLC Added +103,868+103.9k
Bank of New York Mellon Corp Added +88,826+88.8k
PARK AVENUE SECURITIES LLC New +77,721+77.7k
Quent Capital, LLC Added +75,637+75.6k
JONES FINANCIAL COMPANIES LLLP Added +69,324+69.3k
RAYMOND JAMES FINANCIAL INC Added +62,363+62.4k
BANK OF AMERICA CORP /DE/ Added +57,750+57.8k
MORGAN STANLEY Added +45,676+45.7k
Beacon Pointe Advisors, LLC Added +44,105+44.1k
BANK OF MONTREAL /CAN/ Added +34,666+34.7k

Biggest sellers

HSBC HOLDINGS PLC Reduced -477,984-478.0k
STATE STREET CORP Reduced -217,882-217.9k
GOLDMAN SACHS GROUP INC Reduced -117,700-117.7k
FLOW TRADERS U.S. LLC Sold out -63,118-63.1k
One Capital Management, LLC Reduced -30,032-30.0k
M&T Bank Corp Reduced -25,847-25.8k
IFG Advisory, LLC Sold out -24,335-24.3k
Hills Bank & Trust Co Reduced -23,056-23.1k
GLENMEDE TRUST CO NA Reduced -13,113-13.1k
SOL Capital Management CO Sold out -11,450-11.4k

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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 6,138,5136.1m $281.0m $281.0m 0.01% Reduced -217.9k -217,882
2 HUNTINGTON NATIONAL BANK 0.40% of their portfolio COLUMBUS, OH 1,596,2761.6m $73.1m $73.1m 0.40% Added +31.5k +31,459
3 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,570,0091.6m $71.9m $71.9m 0.01% Added +57.8k +57,750
4 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,546,5111.5m $70.8m $70.8m 0.01% Added +88.8k +88,826
5 GLENMEDE TRUST CO NA 0.17% of their portfolio PHILADELPHIA, PA 749,029749.0k $34.3m $34.3m 0.17% Reduced -13.1k -13,113
6 Quent Capital, LLC 1.93% of their portfolio NEW YORK, NY 593,631593.6k $27.2m $27.2m 1.93% Added +75.6k +75,637
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 500,341500.3k $22.9m $22.9m 0.00% Added +45.7k +45,676
8 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 482,655482.7k $22.1m $22.1m 0.01% Added +62.4k +62,363
9 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 425,445425.4k $19.5m $19.5m 0.00% Reduced -117.7k -117,700
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 358,638358.6k $16.4m $16.4m 0.00% Added +30.9k +30,872
11 Mariner, LLC 0.02% of their portfolio Overland Park, KS 308,517308.5k $14.1m $14.1m 0.02% Reduced -1.2k -1,198
12 BRIGHTON JONES LLC 0.28% of their portfolio SEATTLE, WA 281,509281.5k $12.9m $12.9m 0.28% Added +1.9k +1,879
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 228,041228.0k $10.4m $10.4m 0.00% Added +16.8k +16,788
14 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 226,024226.0k $10.3m $10.3m 0.01% Added +103.9k +103,868
15 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 213,328213.3k $9.6m $9.6m 0.00% Added +69.3k +69,324
16 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 211,864211.9k $9.7m $9.7m 0.01% Reduced -478.0k -477,984
17 Modera Wealth Management, LLC 0.11% of their portfolio WESTWOOD, NJ 204,073204.1k $9.3m $9.3m 0.11% Reduced -3.7k -3,741
18 Avidian Wealth Enterprises, LLC 0.22% of their portfolio Houston, TX 151,693151.7k $6.9m $6.9m 0.22% Added +2.1k +2,119
19 Addis & Hill, Inc 4.10% of their portfolio WAYNE, PA 147,371147.4k $6.7m $6.7m 4.10% Added +2.4k +2,444
20 White & Co Financial Planning Inc 4.13% of their portfolio SUNNYSIDE, WA 128,441128.4k $5.9m $5.9m 4.13% Added +7.8k +7,763
21 Orin Green Financial, LLC 2.21% of their portfolio SAN DIEGO, CA 117,813117.8k $5.4m $5.4m 2.21% Reduced -478 -478
22 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 106,691106.7k $4.9m $4.9m 0.01% Added +809 +809
23 Waldron Private Wealth LLC 0.19% of their portfolio BRIDGEVILLE, PA 105,719105.7k $4.8m $4.8m 0.19% Reduced -9.3k -9,344
24 Valmark Advisers, Inc. 0.06% of their portfolio AKRON, OH 105,655105.7k $4.8m $4.8m 0.06% Added +6.9k +6,857
25 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 96,21796.2k $4.4m $4.4m 0.01% Added +1.3k +1,284
26 OneAscent Financial Services LLC 0.24% of their portfolio BIRMINGHAM, AL 95,34495.3k $4.4m $4.4m 0.24% Added +19 +19
27 WLTH Capital Management, LLC 3.42% of their portfolio CHANDLER, AZ 95,32495.3k $4.4m $4.4m 3.42% Added +4.0k +4,043
28 Brooklyn FI, LLC 0.90% of their portfolio NEW YORK, NY 93,20993.2k $4.3m $4.3m 0.90% Added +16.2k +16,215
29 JFS WEALTH ADVISORS, LLC 0.24% of their portfolio HERMITAGE, PA 91,87491.9k $4.2m $4.2m 0.24% Reduced -1.7k -1,661
30 Hills Bank & Trust Co 0.20% of their portfolio North Liberty, IA 88,66188.7k $4.1m $4.1m 0.20% Reduced -23.1k -23,056
31 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 81,43581.4k $3.7m $3.7m 0.01% Added +8.9k +8,875
32 PARK AVENUE SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 77,72177.7k $3.6m $3.6m 0.03% New
33 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 74,56374.6k $3.4m $3.4m 0.02% Added +44.1k +44,105
34 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 69,72269.7k $3.2m $3.2m 0.00% Reduced -1.0k -1,017
35 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 69,50769.5k $3.2m $3.2m 0.00% Added +896 +896
36 Capstone Financial Advisors, Inc. 0.16% of their portfolio DOWNERS GROVE, IL 66,21266.2k $3.0m $3.0m 0.16% Unchanged
37 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 64,30164.3k $2.9m $2.9m 0.02% Added +20.8k +20,843
38 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 62,01862.0k $2.8m $2.8m 0.00% Reduced -617 -617
39 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 59,75859.8k $2.7m $2.7m 0.00% Reduced -4.1k -4,116
40 Moss Adams Wealth Advisors LLC 0.19% of their portfolio SEATTLE, WA 56,68356.7k $2.6m $2.6m 0.19% Reduced -6.4k -6,362
41 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 54,76754.8k $2.5m $2.5m 0.00% Reduced -224 -224
42 Banque Cantonale Vaudoise 0.09% of their portfolio LAUSANNE, V8 51,06351.1k $2.3m $2.3m 0.09% Unchanged
43 EP Wealth Advisors, LLC 0.01% of their portfolio TORRANCE, CA 47,64447.6k $2.2m $2.2m 0.01% Reduced -10.7k -10,696
44 FSM Wealth Advisors, LLC 0.28% of their portfolio CLEVELAND, OH 47,11547.1k $2.2m $2.2m 0.28% Added +524 +524
45 Capital Investment Management, Inc. 0.73% of their portfolio LEES SUMMIT, MO 46,49546.5k $2.1m $2.1m 0.73% Added +1.2k +1,165
46 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 45,49845.5k $2.1m $2.1m 0.00% Added +28.2k +28,156
47 M&T Bank Corp 0.01% of their portfolio BUFFALO, NY 42,51242.5k $1.9m $1.9m 0.01% Reduced -25.8k -25,847
48 ALTFEST L J & CO INC 0.19% of their portfolio NEW YORK, NY 39,34939.3k $1.8m $1.8m 0.19% Reduced -120 -120
49 GREAT VALLEY ADVISOR GROUP, INC. 0.03% of their portfolio WILMINGTON, DE 38,81538.8k $1.8m $1.8m 0.03% Added +1.2k +1,213
50 Simplicity Wealth,LLC 0.10% of their portfolio SUMMIT, NJ 38,61738.6k $1.8m $1.8m 0.10% Added +8.3k +8,326
51 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 38,23138.2k $1.7m $1.7m 0.01% Added +5.8k +5,757
52 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 35,87835.9k $1.6m $1.6m 0.00% Added +508 +508
53 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 35,39835.4k $1.6m $1.6m 0.00% Added +34.7k +34,666
54 Columbia River Financial Group, LLC 0.94% of their portfolio VANCOUVER, WA 35,26235.3k $1.6m $1.6m 0.94% Added +1.4k +1,367
55 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 35,00035.0k $1.6m $1.6m 0.00% Added +10.8k +10,797
56 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 33,80233.8k $1.5m $1.5m 0.00% Unchanged
57 Abacus Planning Group, Inc. 0.19% of their portfolio COLUMBIA, SC 30,90130.9k $1.4m $1.4m 0.19% Reduced -915 -915
58 Boltwood Capital Management 0.33% of their portfolio WALNUT CREEK, CA 28,42028.4k $1.3m $1.3m 0.33% Added +2.2k +2,175
59 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 26,77826.8k $1.2m $1.2m 0.00% Reduced -5.4k -5,426
60 New England Private Wealth Advisors LLC 0.14% of their portfolio WELLESLEY, MA 26,14126.1k $1.2m $1.2m 0.14% Added +133 +133
61 Brand Asset Management Group, Inc. 0.31% of their portfolio CHESTERFIELD, MO 25,99426.0k $1.2m $1.2m 0.31% Reduced -753 -753
62 CWM, LLC 0.00% of their portfolio OMAHA, NE 25,27325.3k $1.2m $1.2m 0.00% Reduced -82 -82
63 UBS Group AG 0.00% of their portfolio ZURICH, V8 24,04724.0k $1.1m $1.1m 0.00% Reduced -5.4k -5,378
64 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 23,38723.4k $1.1m $1.1m 0.01% Added +1.6k +1,633
65 Lester Murray Antman dba SimplyRich 0.27% of their portfolio CARLSBAD, CA 23,23723.2k $1.1m $1.1m 0.27% Unchanged
66 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 23,22523.2k $1.1m $1.1m 0.00% New
67 HHM Wealth Advisors, LLC 0.12% of their portfolio CHATTANOOGA, TN 23,20523.2k $1.1m $1.1m 0.12% Added +125 +125
68 LANARK FINANCIAL, INC. 0.08% of their portfolio BIRMINGHAM, AL 22,50522.5k $1.0m $1.0m 0.08% Added +2.4k +2,369
69 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 22,11222.1k $1.0m $1.0m 0.01% Added +3.4k +3,380
70 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 21,44221.4k $981.4k $981.4k 0.00% Added +1.1k +1,143
71 BIP Wealth, LLC 0.04% of their portfolio ATLANTA, GA 20,88720.9k $956.0k $956.0k 0.04% Reduced -4.2k -4,220
72 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 20,83520.8k $953.6k $953.6k 0.02% Added +19 +19
73 MATRIX PRIVATE CAPITAL GROUP LLC 0.44% of their portfolio NEW YORK, NY 20,02920.0k $916.7k $916.7k 0.44% Added +1.5k +1,470
74 Aspire Private Capital, LLC 0.20% of their portfolio Cornelius, NC 19,72619.7k $902.9k $902.9k 0.20% Added +480 +480
75 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 19,20119.2k $878.8k $878.8k 0.00% Reduced -1.4k -1,450
76 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 18,46418.5k $845.1k $845.1k 0.01% Added +1.0k +1,003
77 One Capital Management, LLC 0.02% of their portfolio WESTLAKE VILLAGE, CA 18,33018.3k $839.0k $839.0k 0.02% Reduced -30.0k -30,032
78 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 16,73716.7k $766.1k $766.1k 0.00% Added +308 +308
79 XML Financial, LLC 0.06% of their portfolio BETHESDA, MD 15,73215.7k $720.1k $720.1k 0.06% Added +623 +623
80 ORBA Wealth Advisors, L.L.C. 0.83% of their portfolio CHICAGO, IL 15,20715.2k $696.0k $696.0k 0.83% Reduced -3.3k -3,277
81 Arkos Global Advisors 0.09% of their portfolio HOUSTON, TX 14,92214.9k $683.0k $683.0k 0.09% Reduced -74 -74
82 FIDUCIARY FINANCIAL GROUP, LLC 0.09% of their portfolio SAN RAFAEL, CA 14,48414.5k $662.9k $662.9k 0.09% Reduced -9.1k -9,146
83 FSB PREMIER WEALTH MANAGEMENT, INC. 0.21% of their portfolio WATERLOO, IA 14,46314.5k $662.0k $662.0k 0.21% Reduced -75 -75
84 Apella Capital, LLC 0.01% of their portfolio WEST HARTFORD, CT 14,39414.4k $716.3k $716.3k 0.01% Reduced -1.2k -1,163
85 Family Office Research LLC 0.27% of their portfolio Bethesda, MD 13,61713.6k $623.2k $623.2k 0.27% Reduced -65 -65
86 OLD NATIONAL BANCORP /IN/ 0.01% of their portfolio EVANSVILLE, IN 13,30313.3k $608.9k $608.9k 0.01% New
87 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 13,29113.3k $608.3k $608.3k 0.00% Reduced -383 -383
88 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 13,28413.3k $608.0k $608.0k 0.00% Added +88 +88
89 MPS Loria Financial Planners, LLC 0.14% of their portfolio Burr Ridge, IL 11,78511.8k $539.4k $539.4k 0.14% Added +254 +254
90 FDx Advisors, Inc. 0.16% of their portfolio BERWYN, PA 10,94710.9k $501.0k $501.0k 0.16% New
91 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 10,78710.8k $493.7k $493.7k 0.02% Added +609 +609
92 Lunt Capital Management, Inc. 0.18% of their portfolio HOLLADAY, UT 10,20910.2k $467.3k $467.3k 0.18% New
93 COURIER CAPITAL LLC 0.03% of their portfolio BUFFALO, NY 10,12510.1k $463.4k $463.4k 0.03% Unchanged
94 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 9,9199.9k $454.0k $454.0k 0.01% Added +1.2k +1,234
95 INNEALTA CAPITAL, LLC 0.26% of their portfolio AUSTIN, TX 9,0649.1k $414.9k $414.9k 0.26% Added +245 +245
96 Envision Financial LLC 0.22% of their portfolio BROOKFIELD, WI 8,8748.9k $406.2k $406.2k 0.22% Reduced -488 -488
97 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 8,8258.8k $403.9k $403.9k 0.00% Reduced -167 -167
98 SageView Advisory Group, LLC 0.01% of their portfolio Newport Beach, CA 8,7628.8k $401.1k $401.1k 0.01% Added +105 +105
99 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 8,5858.6k $393.0k $393.0k 0.01% Added +965 +965
100 Efficient Advisors, LLC 0.03% of their portfolio BEAVERTON, OR 8,4608.5k $387.2k $387.2k 0.03% Reduced -1.4k -1,374