Vault-13

SPDR INDEX SHS FDS RWX

DJ INTL RL ETF · ETP · CUSIP 78463X863

116 institutional holders -9 vs Q4 2024
6,164,5626.2m shares reported held*
$150.9mreported value*
11 new 25 added 42 reduced 20 sold out net bought ≈ $13.7m (+557.9k 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 ≈ $24.48.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 152Q4 22: 144Q1 23: 150Q2 23: 135Q3 23: 135Q4 23: 137Q1 24: 134Q2 24: 127Q3 24: 137Q4 24: 125Q1 25: 116116Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022152
Q4 2022144
Q1 2023150
Q2 2023135
Q3 2023135
Q4 2023137
Q1 2024134
Q2 2024127
Q3 2024137
Q4 2024125
Q1 2025116

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 38 bought or addedQ2 23: 81 cut or sold outQ3 23: 43 bought or addedQ3 23: 64 cut or sold outQ3 23Q4 23: 48 bought or addedQ4 23: 64 cut or sold outQ1 24: 38 bought or addedQ1 24: 68 cut or sold outQ1 24Q2 24: 39 bought or addedQ2 24: 61 cut or sold outQ3 24: 46 bought or addedQ3 24: 52 cut or sold outQ3 24Q4 24: 53 bought or addedQ4 24: 62 cut or sold outQ1 25: 36 bought or addedQ1 25: 62 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20233881
Q3 20234364
Q4 20234864
Q1 20243868
Q2 20243961
Q3 20244652
Q4 20245362
Q1 20253662

Biggest buyers

STATE STREET CORP New +717,745+717.7k
Focus Partners Wealth Added +124,159+124.2k
Innova Wealth Partners New +105,267+105.3k
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC Added +89,119+89.1k
Florin Court Capital LLP New +38,517+38.5k
BANK OF AMERICA CORP /DE/ Added +33,232+33.2k
Money Design Co.,Ltd. Added +17,457+17.5k
Kestra Advisory Services, LLC Added +15,984+16.0k
Ballentine Partners, LLC Added +11,839+11.8k
ASPIRIANT, LLC New +11,657+11.7k

Biggest sellers

OLD MISSION CAPITAL LLC Reduced -121,663-121.7k
JANE STREET GROUP, LLC Reduced -55,603-55.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -44,144-44.1k
AWM CAPITAL, LLC Reduced -38,459-38.5k
NORTHERN TRUST CORP Reduced -36,821-36.8k
GOLDMAN SACHS GROUP INC Sold out -35,442-35.4k
Virtu Financial LLC Sold out -32,890-32.9k
MORGAN STANLEY Reduced -32,171-32.2k
WELLS FARGO & COMPANY/MN Reduced -29,022-29.0k
ENVESTNET ASSET MANAGEMENT INC Reduced -19,643-19.6k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1.86% of their portfolio SAN FRANCISCO, CA 1,319,8091.3m $32.3m $32.3m 1.86% Added +89.1k +89,119
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 885,022885.0k $21.7m $21.7m 0.00% Reduced -32.2k -32,171
3 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 717,745717.7k $17.6m $17.6m 0.00% New
4 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 590,811590.8k $14.5m $14.5m 0.00% Reduced -36.8k -36,821
5 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 346,617346.6k $8.5m $8.5m 0.00% Reduced -29.0k -29,022
6 AWM CAPITAL, LLC 0.57% of their portfolio Phoenix, AZ 197,914197.9k $4.8m $4.8m 0.57% Reduced -38.5k -38,459
7 Money Design Co.,Ltd. 0.21% of their portfolio TOKYO, M0 171,720171.7k $4.2m $4.2m 0.21% Added +17.5k +17,457
8 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 153,647153.6k $3.8m $3.8m 0.01% Added +124.2k +124,159
9 M&T Bank Corp 0.01% of their portfolio BUFFALO, NY 135,100135.1k $3.3m $3.3m 0.01% Reduced -4.3k -4,251
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 135,030135.0k $3.3m $3.3m 0.00% Added +33.2k +33,232
11 SACHEM HILL LLC 0.56% of their portfolio DENVER, CO 115,982116.0k $2.8m $2.8m 0.56% Reduced -4.9k -4,888
12 Baker Avenue Asset Management, LP 0.09% of their portfolio SAN FRANCISCO, CA 112,605112.6k $2.8m $2.8m 0.09% Added +7.4k +7,356
13 Innova Wealth Partners 1.60% of their portfolio NEWTOWN, PA 105,267105.3k $2.6m $2.6m 1.60% New
14 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 100,472100.5k $2.5m $2.5m 0.01% Reduced -5.6k -5,616
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 94,80894.8k $2.3m $2.3m 0.00% Added +5.4k +5,430
16 Idaho Trust Co 0.92% of their portfolio BOISE, ID 91,77691.8k $2.2m $2.2m 0.92% Reduced -9.4k -9,445
17 RPg Family Wealth Advisory, LLC 0.62% of their portfolio BURLINGTON, MA 88,31388.3k $2.2m $2.2m 0.62% Added +3.4k +3,374
18 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 53,23053.2k $1.3m $1.3m 0.01% Added +16.0k +15,984
19 STRATEGIC INVESTMENT MANAGEMENT, LLC 0.48% of their portfolio ARLINGTON, VA 48,35048.4k $1.2m $1.2m 0.48% Unchanged
20 Ballentine Partners, LLC 0.02% of their portfolio Waltham, MA 46,34746.3k $1.1m $1.1m 0.02% Added +11.8k +11,839
21 Florin Court Capital LLP 0.98% of their portfolio London, X0 38,51738.5k $942.9k $942.9k 0.98% New
22 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 31,57431.6k $772.9k $772.9k 0.01% Added +1.8k +1,756
23 Aletheian Wealth Advisors LLC 0.43% of their portfolio Bellevue, WA 31,04331.0k $759.9k $759.9k 0.43% Added +1.0k +1,023
24 Upper Left Wealth Management, LLC 0.51% of their portfolio TAMPA, FL 29,16929.2k $714.1k $714.1k 0.51% Reduced -18.9k -18,941
25 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 27,50827.5k $673.4k $673.4k 0.00% Reduced -8.1k -8,104
26 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 27,03227.0k $661.8k $661.8k 0.00% Reduced -13.4k -13,442
27 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 25,96426.0k $635.6k $635.6k 0.01% Reduced -5.0k -5,011
28 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 25,68525.7k $628.8k $628.8k 0.02% Reduced -6.6k -6,597
29 New England Private Wealth Advisors LLC 0.09% of their portfolio WELLESLEY, MA 23,98724.0k $587.2k $587.2k 0.09% Unchanged
30 MARYLAND CAPITAL ADVISORS INC. 0.23% of their portfolio CHESTER, MD 21,44921.4k $525.1k $525.1k 0.23% Reduced -6.5k -6,534
31 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 21,18421.2k $518.6k $518.6k 0.00% Reduced -2.2k -2,212
32 Investors Research Corp 0.11% of their portfolio ATLANTA, GA 21,05621.1k $515.5k $515.5k 0.11% Unchanged
33 MISSION WEALTH MANAGEMENT, LP 0.01% of their portfolio Santa Barbara, CA 20,10820.1k $492.2k $492.2k 0.01% Added +1.8k +1,783
34 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 19,78219.8k $483.0k $483.0k 0.00% Reduced -289 -289
35 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio Greenbrae, CA 19,24519.2k $471.1k $471.1k 0.02% Reduced -3.6k -3,600
36 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 17,58517.6k $430.5k $430.5k 0.00% Reduced -7.4k -7,382
37 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 17,25117.3k $422.3k $422.3k 0.00% Reduced -19.6k -19,643
38 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 16,47116.5k $403.2k $403.2k 0.01% Reduced -121.7k -121,663
39 Savvy Advisors, Inc. 0.04% of their portfolio NEW YORK, NY 15,67515.7k $383.7k $383.7k 0.04% Added +805 +805
40 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 14,18514.2k $347.2k $347.2k 0.00% Reduced -1.0k -1,001
41 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 13,97014.0k $342.0k $342.0k 0.00% Reduced -850 -850
42 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 13,40513.4k $328.2k $328.2k 0.00% Added +1.5k +1,535
43 COMERICA BANK 0.00% of their portfolio DALLAS, TX 11,82211.8k $289.4k $289.4k 0.00% Reduced -1.4k -1,397
44 ASPIRIANT, LLC 0.01% of their portfolio San Francisco, CA 11,65711.7k $285.4k $285.4k 0.01% New
45 Logan Stone Capital, LLC 0.12% of their portfolio CHICAGO, IL 10,71710.7k $262.4k $262.4k 0.12% Reduced -14.4k -14,407
46 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 10,64510.6k $260.6k $260.6k 0.00% Unchanged
47 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 10,48110.5k $256.6k $256.6k 0.00% Reduced -44.1k -44,144
48 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 10,26910.3k $251.4k $251.4k 0.00% Reduced -55.6k -55,603
49 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% of their portfolio Seattle, WA 9,8589.9k $241.3k $241.3k 0.01% New
50 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 9,7629.8k $239.0k $239.0k 0.00% Added +791 +791
51 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 9,0829.1k $222.3k $222.3k 0.00% Reduced -5.3k -5,299
52 SBI Securities Co., Ltd. 0.01% of their portfolio TOKYO, M0 7,2987.3k $178.7k $178.7k 0.01% Added +523 +523
53 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 6,8346.8k $167.3k $167.3k 0.00% Reduced -138 -138
54 SVB WEALTH LLC 0.01% of their portfolio BOSTON, MA 6,1836.2k $151.4k $151.4k 0.01% New
55 Bear Mountain Capital, Inc. 0.06% of their portfolio SEATTLE, WA 5,7495.7k $150.2k $150.2k 0.06% Reduced -888 -888
56 EASTERN BANK 0.00% of their portfolio BOSTON, MA 5,0005.0k $122.4k $122.4k 0.00% Unchanged
57 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 4,1974.2k $102.8k $102.8k 0.00% Reduced -9.9k -9,908
58 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,8883.9k $95.2k $95.2k 0.00% Reduced -710 -710
59 CWM, LLC 0.00% of their portfolio OMAHA, NE 3,4243.4k $84.0k $84.0k 0.00% Added +1.7k +1,668
60 RICHARDSON FINANCIAL SERVICES INC. 0.06% of their portfolio MEDWAY, MA 3,0653.1k $75.0k $75.0k 0.06% Reduced -1.2k -1,156
61 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 2,5422.5k $62.2k $62.2k 0.00% New
62 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 2,1192.1k $51.9k $51.9k 0.00% Unchanged
63 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,9902.0k $48.7k $48.7k 0.00% Unchanged
64 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,7941.8k $43.9k $43.9k 0.00% Added +926 +926
65 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 1,4791.5k $36.2k $36.2k 0.00% Unchanged
66 Pinnacle Bancorp, Inc. 0.01% of their portfolio BEATRICE, NE 1,4001.4k $34.3k $34.3k 0.01% Unchanged
67 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 819819 $20.0k $20.0k 0.00% Reduced -302 -302
68 BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 0.01% of their portfolio South Miami, FL 790790 $19.3k $19.3k 0.01% Added +395 +395
69 Glass Jacobson Investment Advisors llc 0.01% of their portfolio OWINGS MILLS, MD 689689 $15.9k $15.9k 0.01% Unchanged
70 Breakwater Investment Management 0.01% of their portfolio SEATTLE, WA 683683 $16.7k $16.7k 0.01% Unchanged
71 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 632632 $15.5k $15.5k 0.00% Reduced -1.7k -1,718
72 FARMERS & MERCHANTS INVESTMENTS INC 0.00% of their portfolio LINCOLN, NE 539539 $13.2k $13.2k 0.00% Unchanged
73 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 528528 $12.9k $12.9k 0.00% Unchanged
74 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 510510 $12.5k $12.5k 0.00% Unchanged
75 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 504504 $12.3k $12.3k 0.00% Reduced -914 -914
76 CITY HOLDING CO 0.00% of their portfolio CHARLESTON, WV 500500 $12.2k $12.2k 0.00% Unchanged
77 Moisand Fitzgerald Tamayo, LLC 0.00% of their portfolio ORLANDO, FL 486486 $11.9k $11.9k 0.00% Added +3 +3
78 FMR LLC 0.00% of their portfolio BOSTON, MA 475475 $11.6k $11.6k 0.00% Added +182 +182
79 CONSULTIVA WEALTH MANAGEMENT, CORP. 0.04% of their portfolio SAN JUAN, PR 450450 $11.0k $11.0k 0.04% Unchanged
80 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 358358 $8.8k $8.8k 0.00% Unchanged
81 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 344344 $8.9k $8.9k 0.00% Added +56 +56
82 Front Row Advisors LLC 0.00% of their portfolio TIBURON, CA 278278 $6.8k $6.8k 0.00% Unchanged
83 MOTCO 0.00% of their portfolio SAN ANTONIO, TX 242242 $5.9k $5.9k 0.00% Unchanged
84 Private Wealth Asset Management, LLC 0.00% of their portfolio OMAHA, NE 219219 $5.3k $5.3k 0.00% First filing
85 HORIZON BANCORP INC /IN/ 0.00% of their portfolio MICHIGAN CITY, IN 208208 $5.0k $5.0k 0.00% Unchanged
86 Jackson Hole Capital Partners, LLC 0.00% of their portfolio TULSA, OK 195195 $4.8k $4.8k 0.00% Added +2 +2
87 Gould Capital, LLC 0.00% of their portfolio TACOMA, WA 187187 $4.6k $4.6k 0.00% Reduced -393 -393
88 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 184184 $4.5k $4.5k 0.00% Reduced -428 -428
89 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 166166 $4.1k $4.1k 0.00% Reduced -6.0k -6,005
90 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 157157 $3.8k $3.8k 0.00% Unchanged
91 SALEM INVESTMENT COUNSELORS INC 0.00% of their portfolio WINSTON-SALEM, NC 142142 $3.5k $3.5k 0.00% Unchanged
92 Cape Investment Advisory, Inc. 0.00% of their portfolio MCDONOUGH, GA 142142 $3.5k $3.5k 0.00% Added +1 +1
93 Smallwood Wealth Investment Management, LLC 0.00% of their portfolio RED BANK, NJ 134134 $3.3k $3.3k 0.00% New
94 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 129129 $3.2k $3.2k 0.00% Unchanged
95 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 115115 $2.8k $2.8k 0.00% New
96 Indiana Trust & Investment Management Co 0.00% of their portfolio MISHAWAKA, IN 8585 $2.1k $2.1k 0.00% Reduced -161 -161
97 Salomon & Ludwin, LLC 0.00% of their portfolio RICHMOND, VA 5353 $1.3k $1.3k 0.00% Unchanged
98 Bellwether Advisors, LLC 0.00% of their portfolio LINCOLN, NE 5353 $1.3k $1.3k 0.00% Unchanged
99 PIN OAK INVESTMENT ADVISORS INC 0.00% of their portfolio HOUSTON, TX 4747 $1.0k $1.0k 0.00% Unchanged
100 Pacific Center for Financial Services 0.00% of their portfolio DANVILLE, CA 4747 $1.2k $1.2k 0.00% Unchanged