SPDR INDEX SHS FDS (RWO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
195
Reporting holders
$964.3M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| STATE STREET CORP | $299.7M | 6,029,648 | 0.01% | 31q | -1.8%-$5.4M |
| HUNTINGTON NATIONAL BANK | $79.7M | 1,603,812 | 0.39% | 31q | HELD |
| Bank of New York Mellon Corp | $79.2M | 1,593,539 | 0.01% | 31q | +3.0%+$2.3M |
| BANK OF AMERICA CORP /DE/ | $78.0M | 1,569,638 | 0.01% | 31q | HELD |
| GLENMEDE TRUST CO NA | $36.8M | 739,570 | 0.16% | 29q | -1.3%-$470.2K |
| Quent Capital, LLC | $30.8M | 618,775 | 1.89% | 19q | +4.2%+$1.2M |
| ENVESTNET ASSET MANAGEMENT INC | $28.2M | 568,290 | 0.01% | 31q | +58.5%+$10.4M |
| MORGAN STANLEY | $25.2M | 507,082 | 0.00% | 35q | +1.3%+$335.1K |
| RAYMOND JAMES FINANCIAL INC | $23.4M | 471,704 | 0.01% | 7q | -2.3%-$544.4K |
| GOLDMAN SACHS GROUP INC | $19.7M | 396,342 | 0.00% | 31q | -6.8%-$1.4M |
| Mariner, LLC | $15.2M | 305,084 | 0.02% | 31q | -1.1%-$170.7K |
| BRIGHTON JONES LLC | $14.1M | 282,843 | 0.26% | 31q | HELD |
| LPL Financial LLC | $13.3M | 268,246 | 0.00% | 31q | +17.6%+$2.0M |
| Cerity Partners LLC | $11.8M | 237,463 | 0.01% | 23q | +5.1%+$568.6K |
| JONES FINANCIAL COMPANIES LLLP | $11.0M | 218,126 | 0.00% | 31q | +2.2%+$242.0K |
| HSBC HOLDINGS PLC | $10.6M | 212,429 | 0.00% | 31q | HELD |
| Modera Wealth Management, LLC | $9.8M | 197,929 | 0.10% | 31q | -3.0%-$305.4K |
| Avidian Wealth Enterprises, LLC | $7.6M | 153,219 | 0.21% | 15q | +1.0%+$75.9K |
| Addis & Hill, Inc | $7.2M | 145,643 | 3.99% | 11q | -1.2%-$85.9K |
| Odyssey Group, LLC | $6.6M | 133,745 | 1.80% | new | FIRST |
| White & Co Financial Planning Inc | $6.5M | 131,163 | 4.04% | 7q | +2.1%+$135.3K |
| Orin Green Financial, LLC | $5.8M | 116,451 | 2.14% | 23q | -1.2%-$67.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $5.5M | 109,990 | 0.00% | 23q | +84.1%+$2.5M |
| Valmark Advisers, Inc. | $5.2M | 105,432 | 0.06% | 31q | HELD |
| Waldron Private Wealth LLC | $5.1M | 103,511 | 0.18% | 31q | -2.1%-$109.8K |
| HighTower Advisors, LLC | $5.1M | 103,257 | 0.00% | 22q | -3.2%-$170.7K |
| MML INVESTORS SERVICES, LLC | $5.1M | 102,355 | 0.01% | 31q | +6.4%+$305.1K |
| OneAscent Financial Services LLC | $4.8M | 96,038 | 0.23% | 5q | +0.7%+$34.5K |
| JFS WEALTH ADVISORS, LLC | $4.7M | 94,538 | 0.23% | 31q | +2.9%+$132.4K |
| Brooklyn FI, LLC | $4.7M | 91,936 | 0.86% | 19q | -1.4%-$64.9K |
| Hills Bank & Trust Co | $4.5M | 89,554 | 0.19% | 22q | +1.0%+$44.4K |
| Foster Victor Wealth Advisors, LLC | $4.2M | 83,132 | 0.22% | new | NEW |
| Beacon Pointe Advisors, LLC | $3.6M | 72,840 | 0.02% | 31q | -2.3%-$85.6K |
| Cetera Investment Advisers | $3.5M | 69,784 | 0.00% | 25q | HELD |
| M&T Bank Corp | $3.3M | 67,316 | 0.01% | 17q | +58.3%+$1.2M |
| Sanctuary Advisors, LLC | $3.3M | 65,997 | 0.02% | 5q | +2.6%+$84.3K |
| Capstone Financial Advisors, Inc. | $3.1M | 63,134 | 0.15% | 26q | -4.6%-$153.0K |
| Focus Partners Wealth | $2.9M | 59,277 | 0.00% | 8q | -4.4%-$136.3K |
| EP Wealth Advisors, LLC | $2.8M | 55,826 | 0.01% | 3q | +17.2%+$406.7K |
| Moss Adams Wealth Advisors LLC | $2.8M | 55,783 | 0.17% | 15q | -1.6%-$44.7K |
| ROYAL BANK OF CANADA | $2.7M | 54,249 | 0.00% | 31q | -0.9%-$25.8K |
| Capital Investment Management, Inc. | $2.3M | 47,107 | 0.72% | 3q | +1.3%+$30.4K |
| FSM Wealth Advisors, LLC | $2.3M | 45,668 | 0.24% | 17q | -3.1%-$71.9K |
| Simplicity Wealth,LLC | $2.1M | 42,319 | 0.07% | 5q | +9.6%+$184.0K |
| ALTFEST L J & CO INC | $2.0M | 39,817 | 0.19% | 31q | +1.2%+$23.3K |
| GREAT VALLEY ADVISOR GROUP, INC. | $2.0M | 39,652 | 0.03% | 17q | +2.2%+$41.6K |
| BLAIR WILLIAM & CO/IL | $1.8M | 36,881 | 0.00% | 31q | -3.5%-$67.1K |
| Savant Capital, LLC | $1.8M | 38,044 | 0.01% | 29q | +98.1%+$899.2K |
| OSAIC HOLDINGS, INC. | $1.8M | 35,871 | 0.00% | 26q | +34.0%+$452.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.8M | 35,291 | 0.00% | 31q | -1.6%-$29.2K |
| BARCLAYS PLC | $1.6M | 31,371 | 0.00% | 25q | -7.2%-$120.8K |
| Boltwood Capital Management | $1.5M | 30,925 | 0.35% | 11q | +8.8%+$124.5K |
| Abacus Planning Group, Inc. | $1.4M | 28,975 | 0.18% | 31q | -6.2%-$95.7K |
| WELLS FARGO & COMPANY/MN | $1.4M | 28,747 | 0.00% | 31q | -68.4%-$3.1M |
| New England Private Wealth Advisors LLC | $1.3M | 26,372 | 0.13% | 4q | +0.9%+$11.5K |
| Brand Asset Management Group, Inc. | $1.3M | 26,089 | 0.29% | 31q | HELD |
| Orion Porfolio Solutions, LLC | $1.3M | 25,858 | 0.01% | 14q | +10.6%+$122.8K |
| IFG Advisory, LLC | $1.3M | 25,270 | 0.04% | new | NEW |
| UBS Group AG | $1.2M | 24,418 | 0.00% | 31q | +1.5%+$18.4K |
| WLTH Capital Management, LLC | $1.2M | 24,417 | 0.78% | 3q | -74.4%-$3.5M |
| LANARK FINANCIAL, INC. | $1.2M | 23,449 | 0.08% | 6q | +4.2%+$46.9K |
| HHM Wealth Advisors, LLC | $1.1M | 22,494 | 0.11% | 31q | -3.1%-$35.3K |
| Independent Advisor Alliance | $1.1M | 22,007 | 0.03% | 7q | HELD |
| BIP Wealth, LLC | $1.1M | 21,701 | 0.03% | 14q | +3.9%+$40.5K |
| RFG Advisory, LLC | $1.0M | 20,882 | 0.02% | 31q | HELD |
| Creative Planning | $1.0M | 20,802 | 0.00% | 29q | -3.0%-$31.8K |
| Aspire Private Capital, LLC | $1.0M | 20,454 | 0.21% | 13q | +3.7%+$36.2K |
| MATRIX PRIVATE CAPITAL GROUP LLC | $996.7K | 20,050 | 0.43% | 27q | HELD |
| Concurrent Investment Advisors, LLC | $965.6K | 19,425 | 0.01% | 3q | +5.2%+$47.8K |
| ORBA Wealth Advisors, L.L.C. | $954.6K | 19,203 | 0.82% | 11q | +26.3%+$198.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $866.1K | 17,246 | 0.00% | new | NEW |
| TRUIST FINANCIAL CORP | $861.3K | 17,326 | 0.00% | 15q | +30.4%+$200.6K |
| One Capital Management, LLC | $839.0K | 18,330 | 0.02% | 17q | HELD |
| FIFTH THIRD BANCORP | $805.4K | 16,202 | 0.00% | 31q | -3.2%-$26.6K |
| Pathstone Holdings, LLC | $782.4K | 15,740 | 0.00% | new | NEW |
| XML Financial, LLC | $749.4K | 15,076 | 0.05% | 27q | -4.2%-$32.6K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $705.4K | 14,191 | 0.20% | 23q | -1.9%-$13.5K |
| Apella Capital, LLC | $700.0K | 13,794 | 0.01% | 6q | -4.2%-$30.4K |
| Family Office Research LLC | $679.9K | 13,678 | 0.26% | 7q | HELD |
| FIDUCIARY FINANCIAL GROUP, LLC | $677.8K | 13,635 | 0.08% | 9q | -5.9%-$42.2K |
| OLD NATIONAL BANCORP /IN/ | $661.3K | 13,303 | 0.01% | 2q | HELD |
| Private Advisor Group, LLC | $628.8K | 12,650 | 0.00% | 31q | -4.8%-$31.5K |
| MPS Loria Financial Planners, LLC | $621.0K | 12,493 | 0.14% | 31q | +6.0%+$35.2K |
| HARBOUR INVESTMENTS, INC. | $573.0K | 11,528 | 0.01% | 21q | +16.2%+$80.0K |
| US BANCORP \DE\ | $514.2K | 10,344 | 0.00% | 31q | +41.5%+$150.8K |
| COURIER CAPITAL LLC | $503.3K | 10,125 | 0.03% | 8q | HELD |
| Belpointe Asset Management LLC | $500.1K | 10,060 | 0.02% | 3q | -6.7%-$36.1K |
| J.W. COLE ADVISORS, INC. | $499.8K | 10,053 | 0.01% | 11q | +17.1%+$73.0K |
| SageView Advisory Group, LLC | $460.0K | 9,255 | 0.02% | 7q | +5.6%+$24.5K |
| Baird Financial Group, Inc. | $455.8K | 9,169 | 0.00% | 31q | +3.9%+$17.1K |
| INNEALTA CAPITAL, LLC | $455.2K | 9,157 | 0.24% | 7q | +1.0%+$4.6K |
| Sincerus Advisory, LLC | $425.6K | 8,561 | 0.29% | 4q | +33.3%+$106.3K |
| BlueChip Wealth Advisors LLC | $418.3K | 8,414 | 0.16% | new | NEW |
| ASSETMARK, INC | $398.3K | 8,012 | 0.00% | 5q | +25745.2%+$396.8K |
| FC Advisory LLC | $372.5K | 7,493 | 0.10% | 31q | +5.2%+$18.4K |
| Aquire Wealth Advisors, LLC | $366.8K | 7,378 | 0.08% | 19q | -9.7%-$39.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $354.5K | 7,132 | 0.00% | 31q | +5.5%+$18.6K |
| NOMURA ASSET MANAGEMENT CO LTD | $348.0K | 7,000 | 0.00% | 6q | HELD |
| Tilson Financial Group, Inc. | $321.5K | 6,467 | 0.09% | 5q | -8.0%-$28.1K |
| Evanson Financial, LLC | $321.5K | 6,467 | 0.02% | new | FIRST |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-29 | 13G/A | Bank of New York Mellon Corpwith 1 co-filers | 6.3% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 195 | $964.3M | 19,394,851 | 19 | 62 | 57 | 0.0% |
| Q1 2026 | 196 | $874.3M | 19,104,564 | 16 | 72 | 47 | 0.0% |
| Q4 2025 | 202 | $892.6M | 19,818,669 | 15 | 72 | 54 | 0.0% |
| Q3 2025 | 188 | $853.2M | 18,644,065 | 12 | 60 | 64 | 0.0% |
| Q2 2025 | 196 | $828.1M | 18,761,519 | 17 | 46 | 75 | 0.0% |
| Q1 2025 | 189 | $809.1M | 18,551,251 | 14 | 49 | 78 | 0.0% |
| Q4 2024 | 193 | $819.1M | 19,097,939 | 16 | 62 | 59 | 0.0% |
| Q3 2024 | 186 | $930.7M | 19,577,345 | 17 | 45 | 80 | 0.0% |
| Q2 2024 | 190 | $821.4M | 19,882,934 | 11 | 54 | 78 | 0.0% |
| Q1 2024 | 195 | $895.8M | 20,920,505 | 15 | 53 | 77 | 0.0% |
| Q4 2023 | 199 | $887.1M | 20,295,963 | 22 | 56 | 68 | 0.0% |
| Q3 2023 | 190 | $774.1M | 20,264,175 | 19 | 53 | 64 | 0.0% |
| Q2 2023 | 190 | $890.5M | 21,686,552 | 15 | 61 | 77 | 0.0% |
| Q1 2023 | 191 | $858.3M | 20,824,744 | 17 | 61 | 61 | 0.0% |
| Q4 2022 | 172 | $836.3M | 20,417,144 | 18 | 62 | 52 | 0.0% |
| Q3 2022 | 213 | $716.6M | 18,510,275 | 19 | 70 | 72 | 0.0% |
| Q2 2022 | 232 | $793.9M | 17,890,533 | 19 | 68 | 78 | 0.0% |
| Q1 2022 | 239 | $1.1B | 19,830,434 | 19 | 62 | 89 | 0.0% |
| Q4 2021 | 252 | $1.3B | 23,807,868 | 21 | 81 | 66 | 0.0% |
| Q3 2021 | 232 | $1.1B | 21,141,365 | 17 | 71 | 65 | 0.0% |
| Q2 2021 | 233 | $1.1B | 20,521,045 | 20 | 69 | 81 | 0.0% |
| Q1 2021 | 225 | $1.0B | 21,697,802 | 27 | 53 | 80 | 0.0% |
| Q4 2020 | 215 | $960.4M | 21,611,402 | 21 | 51 | 78 | 0.0% |
| Q3 2020 | 203 | $877.2M | 22,267,180 | 11 | 53 | 87 | 0.0% |
| Q2 2020 | 210 | $935.9M | 24,035,114 | 20 | 55 | 95 | 0.0% |
| Q1 2020 | 220 | $948.5M | 26,026,230 | 23 | 73 | 80 | 0.0% |
| Q4 2019 | 261 | $1.3B | 24,692,525 | 20 | 83 | 73 | 0.0% |
| Q3 2019 | 233 | $1.2B | 23,859,418 | 14 | 67 | 89 | 0.0% |
| Q2 2019 | 246 | $1.4B | 27,411,124 | 27 | 65 | 94 | 0.0% |
| Q1 2019 | 247 | $1.3B | 26,285,717 | 25 | 63 | 98 | 0.0% |
| Q4 2018 | 239 | $1.2B | 27,320,677 | 4 | 1 | 5 | 0.0% |