Vault-13

SPDR INDEX SHS FDS RWX

DJ INTL RL ETF · ETP · CUSIP 78463X863

138 institutional holders +22 vs Q1 2025
9,589,3569.6m shares reported held*
$262.7mreported value*
33 new 36 added 36 reduced 13 sold out net bought ≈ $94.5m (+3.5m 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 ($719.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $27.39.

Trends to Q2 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: 116Q2 25: 138138Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025138

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 43 bought or addedQ3 23: 64 cut or sold outQ4 23: 48 bought or addedQ4 23: 64 cut or sold outQ4 23Q1 24: 38 bought or addedQ1 24: 68 cut or sold outQ2 24: 39 bought or addedQ2 24: 61 cut or sold outQ2 24Q3 24: 46 bought or addedQ3 24: 52 cut or sold outQ4 24: 53 bought or addedQ4 24: 62 cut or sold outQ4 24Q1 25: 36 bought or addedQ1 25: 62 cut or sold outQ2 25: 69 bought or addedQ2 25: 49 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234364
Q4 20234864
Q1 20243868
Q2 20243961
Q3 20244652
Q4 20245362
Q1 20253662
Q2 20256949

Biggest buyers

STATE STREET CORP Added +1,325,340+1.3m
Envestnet Portfolio Solutions, Inc. New +515,868+515.9k
LPL Financial LLC Added +433,655+433.7k
ENVESTNET ASSET MANAGEMENT INC Added +370,154+370.2k
ASSETMARK, INC Added +235,038+235.0k
D. E. Shaw & Co., Inc. New +227,893+227.9k
Innova Wealth Partners Added +142,242+142.2k
PARK AVENUE SECURITIES LLC New +116,413+116.4k
Austin Private Wealth, LLC New +65,043+65.0k
NewEdge Advisors, LLC Added +54,835+54.8k

Biggest sellers

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC Reduced -148,113-148.1k
Focus Partners Wealth Reduced -139,271-139.3k
BANK OF AMERICA CORP /DE/ Reduced -55,622-55.6k
NORTHERN TRUST CORP Reduced -52,048-52.0k
M&T Bank Corp Reduced -50,199-50.2k
STRATEGIC INVESTMENT MANAGEMENT, LLC Sold out -48,350-48.4k
AWM CAPITAL, LLC Reduced -39,521-39.5k
WELLS FARGO & COMPANY/MN Reduced -27,004-27.0k
SACHEM HILL LLC Reduced -22,636-22.6k
OLD MISSION CAPITAL LLC Sold out -16,471-16.5k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 2,043,0852.0m $56.0m $56.0m 0.00% Added +1.3m +1,325,340
2 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1.71% of their portfolio SAN FRANCISCO, CA 1,171,6961.2m $32.1m $32.1m 1.71% Reduced -148.1k -148,113
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 881,779881.8k $24.2m $24.2m 0.00% Reduced -3.2k -3,243
4 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 538,763538.8k $14.8m $14.8m 0.00% Reduced -52.0k -52,048
5 Envestnet Portfolio Solutions, Inc. 0.05% of their portfolio BERWYN, PA 515,868515.9k $14.1m $14.1m 0.05% New
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 460,687460.7k $12.6m $12.6m 0.00% Added +433.7k +433,655
7 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 387,405387.4k $10.6m $10.6m 0.00% Added +370.2k +370,154
8 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 335,510335.5k $9.2m $9.2m 0.02% Added +235.0k +235,038
9 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 319,613319.6k $8.8m $8.8m 0.00% Reduced -27.0k -27,004
10 Innova Wealth Partners 3.99% of their portfolio NEWTOWN, PA 247,509247.5k $6.8m $6.8m 3.99% Added +142.2k +142,242
11 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 227,893227.9k $6.2m $6.2m 0.01% New
12 Money Design Co.,Ltd. 0.21% of their portfolio TOKYO, M0 160,839160.8k $4.4m $4.4m 0.21% Reduced -10.9k -10,881
13 AWM CAPITAL, LLC 0.46% of their portfolio Phoenix, AZ 158,393158.4k $4.3m $4.3m 0.46% Reduced -39.5k -39,521
14 PARK AVENUE SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 116,413116.4k $3.2m $3.2m 0.03% New
15 Idaho Trust Co 1.08% of their portfolio BOISE, ID 110,008110.0k $3.0m $3.0m 1.08% Added +18.2k +18,232
16 Baker Avenue Asset Management, LP 0.09% of their portfolio SAN FRANCISCO, CA 109,628109.6k $3.0m $3.0m 0.09% Reduced -3.0k -2,977
17 SACHEM HILL LLC 0.52% of their portfolio DENVER, CO 93,34693.3k $2.6m $2.6m 0.52% Reduced -22.6k -22,636
18 Ballentine Partners, LLC 0.04% of their portfolio Waltham, MA 90,65990.7k $2.5m $2.5m 0.04% Added +44.3k +44,312
19 RPg Family Wealth Advisory, LLC 0.63% of their portfolio BURLINGTON, MA 86,58486.6k $2.4m $2.4m 0.63% Reduced -1.7k -1,729
20 M&T Bank Corp 0.01% of their portfolio BUFFALO, NY 84,90184.9k $2.3m $2.3m 0.01% Reduced -50.2k -50,199
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 82,57182.6k $2.3m $2.3m 0.00% Reduced -12.2k -12,237
22 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 79,40879.4k $2.2m $2.2m 0.00% Reduced -55.6k -55,622
23 Austin Private Wealth, LLC 0.14% of their portfolio Austin, TX 65,04365.0k $1.8m $1.8m 0.14% New
24 Florin Court Capital LLP 1.79% of their portfolio London, X0 64,02364.0k $1.8m $1.8m 1.79% Added +25.5k +25,506
25 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 57,23857.2k $1.6m $1.6m 0.00% Added +37.5k +37,456
26 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 55,00155.0k $1.5m $1.5m 0.01% Added +54.8k +54,835
27 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 54,05154.1k $1.5m $1.5m 0.01% Added +821 +821
28 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 51,54651.5k $1.4m $1.4m 0.00% Added +24.0k +24,038
29 Aspire Private Capital, LLC 0.27% of their portfolio Cornelius, NC 42,41142.4k $1.2m $1.2m 0.27% New
30 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 41,74741.7k $1.1m $1.1m 0.00% Added +31.5k +31,478
31 Upper Left Wealth Management, LLC 0.70% of their portfolio TAMPA, FL 38,38338.4k $1.1m $1.1m 0.70% Added +9.2k +9,214
32 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 38,01738.0k $994.2k $994.2k 0.00% Added +33.8k +33,820
33 LANDMARK WEALTH MANAGEMENT, INC. 0.43% of their portfolio NORMAL, IL 36,43436.4k $998.3k $998.3k 0.43% New
34 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 33,50333.5k $918.0k $918.0k 0.00% New
35 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 31,34731.3k $846.4k $846.4k 0.02% New
36 Aletheian Wealth Advisors LLC 0.42% of their portfolio Bellevue, WA 31,04331.0k $850.6k $850.6k 0.42% Unchanged
37 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 26,97727.0k $739.2k $739.2k 0.00% New
38 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 26,51126.5k $726.4k $726.4k 0.00% Added +13.1k +13,106
39 Signal Advisors Wealth, LLC 0.06% of their portfolio DETROIT, MI 26,24726.2k $719.2k $719.2k 0.06% New
40 Spire Wealth Management 0.03% of their portfolio MCLEAN, VA 25,66525.7k $703.2k $703.2k 0.03% Reduced -20 -20
41 Raleigh Capital Management Inc. 0.29% of their portfolio CARY, NC 24,87924.9k $681.7k $681.7k 0.29% Added +24.9k +24,879
42 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 24,38924.4k $668.3k $668.3k 0.00% Reduced -1.6k -1,575
43 New England Private Wealth Advisors LLC 0.09% of their portfolio WELLESLEY, MA 23,98724.0k $641.9k $641.9k 0.09% Unchanged
44 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 23,34023.3k $639.5k $639.5k 0.02% New
45 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 22,20722.2k $609.2k $609.2k 0.00% Added +1.0k +1,023
46 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 21,63321.6k $592.7k $592.7k 0.00% New
47 Investors Research Corp 0.11% of their portfolio ATLANTA, GA 20,99821.0k $575.3k $575.3k 0.11% Reduced -58 -58
48 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio Greenbrae, CA 18,86018.9k $516.8k $516.8k 0.03% Reduced -385 -385
49 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 18,74018.7k $513.5k $513.5k 0.00% New
50 MISSION WEALTH MANAGEMENT, LP 0.01% of their portfolio Santa Barbara, CA 18,61818.6k $510.1k $510.1k 0.01% Reduced -1.5k -1,490
51 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 17,69517.7k $484.8k $484.8k 0.00% Added +7.0k +7,050
52 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 15,52715.5k $425.4k $425.4k 0.01% New
53 FIDUCIENT ADVISORS LLC 0.05% of their portfolio Chicago, IL 15,34515.3k $420.5k $420.5k 0.05% New
54 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 15,27815.3k $418.6k $418.6k 0.00% Added +14.8k +14,774
55 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 15,16815.2k $415.6k $415.6k 0.01% Reduced -16.4k -16,406
56 MARYLAND CAPITAL ADVISORS INC. 0.16% of their portfolio CHESTER, MD 15,04015.0k $412.1k $412.1k 0.16% Reduced -6.4k -6,409
57 Savvy Advisors, Inc. 0.03% of their portfolio NEW YORK, NY 14,99515.0k $410.9k $410.9k 0.03% Reduced -680 -680
58 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 14,87714.9k $407.6k $407.6k 0.00% Reduced -2.7k -2,708
59 RICHARDSON FINANCIAL SERVICES INC. 0.27% of their portfolio MEDWAY, MA 14,57714.6k $400.9k $400.9k 0.27% Added +11.5k +11,512
60 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 14,37614.4k $393.9k $393.9k 0.00% Reduced -139.3k -139,271
61 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 14,33014.3k $392.6k $392.6k 0.00% Added +145 +145
62 COMERICA BANK 0.00% of their portfolio DALLAS, TX 12,15312.2k $333.0k $333.0k 0.00% Added +331 +331
63 ASPIRIANT, LLC 0.01% of their portfolio San Francisco, CA 11,65711.7k $319.4k $319.4k 0.01% Unchanged
64 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 11,20911.2k $307.0k $307.0k 0.00% New
65 Balefire, LLC 0.07% of their portfolio DALLAS, TX 11,13111.1k $305.0k $305.0k 0.07% New
66 Logan Stone Capital, LLC 0.13% of their portfolio CHICAGO, IL 10,31710.3k $282.7k $282.7k 0.13% Reduced -400 -400
67 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 10,12410.1k $277.4k $277.4k 0.01% New
68 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 9,2879.3k $254.5k $254.5k 0.00% Reduced -475 -475
69 Ascent Group, LLC 0.01% of their portfolio VIRGINIA BEACH, VA 8,7318.7k $239.2k $239.2k 0.01% New
70 NOVUS ADVISORS, LLC 0.36% of their portfolio GREENVILLE, SC 8,5638.6k $234.6k $234.6k 0.36% New
71 Global Financial Private Client, LLC 0.08% of their portfolio Sarasota, FL 8,2178.2k $225.1k $225.1k 0.08% New
72 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 7,9748.0k $218.5k $218.5k 0.00% Added +6.0k +5,984
73 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% of their portfolio Seattle, WA 7,9137.9k $216.8k $216.8k 0.00% Reduced -1.9k -1,945
74 SBI Securities Co., Ltd. 0.01% of their portfolio TOKYO, M0 7,3047.3k $200.1k $200.1k 0.01% Added +6 +6
75 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 7,2667.3k $199.1k $199.1k 0.00% Reduced -6.7k -6,704
76 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 6,8346.8k $187.3k $187.3k 0.00% Unchanged
77 Bear Mountain Capital, Inc. 0.05% of their portfolio SEATTLE, WA 5,3605.4k $143.0k $143.0k 0.05% Reduced -389 -389
78 EASTERN BANK 0.00% of their portfolio BOSTON, MA 5,0005.0k $137.0k $137.0k 0.00% Unchanged
79 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 4,2274.2k $115.8k $115.8k 0.00% Added +339 +339
80 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 2,9703.0k $81.4k $81.4k 0.00% New
81 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 2,5422.5k $69.7k $69.7k 0.00% Unchanged
82 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 2,1192.1k $58.1k $58.1k 0.00% Unchanged
83 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,0882.1k $57.2k $57.2k 0.00% New
84 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,9532.0k $53.5k $53.5k 0.00% New
85 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,7391.7k $48.0k $48.0k 0.00% Reduced -1.7k -1,685
86 Pinnacle Bancorp, Inc. 0.01% of their portfolio BEATRICE, NE 1,4001.4k $38.4k $38.4k 0.01% Unchanged
87 Richard W. Paul & Associates, LLC 0.01% of their portfolio NOVI, MI 1,3781.4k $37.8k $37.8k 0.01% New
88 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 897897 $24.6k $24.6k 0.00% Reduced -897 -897
89 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 785785 $21.5k $21.5k 0.00% Reduced -694 -694
90 Breakwater Investment Management 0.01% of their portfolio SEATTLE, WA 766766 $21.0k $21.0k 0.01% Added +83 +83
91 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 746746 $20.4k $20.4k 0.00% Added +114 +114
92 Beacon Capital Management, Inc. 0.00% of their portfolio DAYTON, OH 735735 $20.1k $20.1k 0.00% New
93 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 669669 $18.2k $18.2k 0.00% Added +650 +650
94 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 617617 $16.9k $16.9k 0.00% New
95 FARMERS & MERCHANTS INVESTMENTS INC 0.00% of their portfolio LINCOLN, NE 539539 $14.8k $14.8k 0.00% Unchanged
96 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 528528 $14.5k $14.5k 0.00% Unchanged
97 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 525525 $14.4k $14.4k 0.00% Added +485 +485
98 CITY HOLDING CO 0.00% of their portfolio CHARLESTON, WV 500500 $13.7k $13.7k 0.00% Unchanged
99 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 500500 $13.7k $13.7k 0.00% First filing
100 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 490490 $13.4k $13.4k 0.00% Added +132 +132