SPDR INDEX SHS FDS (RWX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
112
Reporting holders
$169.2M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $31.8M | 1,176,078 | 1.76% | 16q | +1.9%+$601.3K |
| STATE STREET CORP | $28.1M | 1,039,777 | 0.00% | 6q | +86.0%+$13.0M |
| NORTHERN TRUST CORP | $19.5M | 721,445 | 0.00% | 31q | -2.6%-$527.2K |
| MORGAN STANLEY | $17.4M | 644,208 | 0.00% | 35q | -6.2%-$1.2M |
| RPg Family Wealth Advisory, LLC | $11.4M | 422,116 | 1.05% | 23q | +329.3%+$8.7M |
| Baker Avenue Asset Management, LP | $10.8M | 399,021 | 0.20% | 16q | HELD |
| WELLS FARGO & COMPANY/MN | $5.9M | 217,939 | 0.00% | 31q | -55.7%-$7.4M |
| Risk Paradigm Group, LLC | $5.7M | 211,331 | 4.48% | 3q | +115.0%+$3.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.9M | 107,565 | 0.00% | 4q | -65.7%-$5.6M |
| UBS Group AG | $2.7M | 100,515 | 0.00% | 31q | +11.3%+$274.8K |
| SACHEM HILL LLC | $2.7M | 99,197 | 0.48% | 30q | +1.3%+$33.6K |
| Idaho Trust Co | $2.6M | 97,025 | 0.77% | 9q | -10.1%-$293.9K |
| AWM CAPITAL, LLC | $2.6M | 94,552 | 0.20% | 18q | -25.8%-$886.9K |
| ASSETMARK, INC | $2.4M | 89,506 | 0.00% | 31q | -3.7%-$92.6K |
| M&T Bank Corp | $1.7M | 64,131 | 0.01% | 26q | -5.5%-$99.9K |
| BANK OF AMERICA CORP /DE/ | $1.7M | 62,112 | 0.00% | 31q | -3.1%-$54.4K |
| Kestra Advisory Services, LLC | $1.5M | 57,206 | 0.00% | 24q | +3.0%+$44.8K |
| Ballentine Partners, LLC | $1.4M | 51,455 | 0.02% | 31q | -15.0%-$245.9K |
| Upper Left Wealth Management, LLC | $1.2M | 45,514 | 0.68% | 19q | +19.1%+$197.4K |
| BANK OF MONTREAL /CAN/ | $1.1M | 41,934 | 0.00% | 31q | +16.7%+$162.4K |
| AlTi Global, Inc. | $1.1M | 40,427 | 0.02% | new | NEW |
| Savant Capital, LLC | $1.0M | 39,009 | 0.00% | 29q | +91.1%+$498.4K |
| ROYAL BANK OF CANADA | $794.0K | 29,396 | 0.00% | 31q | +50.0%+$264.5K |
| Rockefeller Capital Management L.P. | $762.5K | 28,232 | 0.00% | 23q | HELD |
| Aletheian Wealth Advisors LLC | $690.0K | 25,546 | 0.29% | 12q | HELD |
| New England Private Wealth Advisors LLC | $681.5K | 24,692 | 0.07% | 26q | +1.2%+$8.4K |
| LPL Financial LLC | $548.4K | 20,305 | 0.00% | 31q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $484.0K | 17,918 | 0.00% | 14q | +75.0%+$207.4K |
| Cetera Investment Advisers | $409.7K | 15,168 | 0.00% | 2q | +4.6%+$17.9K |
| FIFTH THIRD BANCORP | $397.7K | 14,724 | 0.00% | 31q | +5.6%+$21.2K |
| Parallel Advisors, LLC | $381.2K | 14,115 | 0.01% | 3q | HELD |
| MARYLAND CAPITAL ADVISORS INC. | $362.7K | 13,428 | 0.12% | 18q | -9.5%-$38.1K |
| MISSION WEALTH MANAGEMENT, LP | $340.3K | 12,598 | 0.00% | 31q | -9.2%-$34.4K |
| Focus Partners Wealth | $334.8K | 12,394 | 0.00% | 8q | -15.2%-$59.8K |
| AMERIPRISE FINANCIAL INC | $321.7K | 11,910 | 0.00% | 31q | -54.3%-$381.7K |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $314.9K | 11,660 | 0.02% | 31q | HELD |
| ASPIRIANT, LLC | $314.9K | 11,657 | 0.01% | 6q | HELD |
| Sanctuary Advisors, LLC | $305.9K | 11,325 | 0.00% | 9q | -2.3%-$7.1K |
| Bank of New York Mellon Corp | $303.9K | 11,252 | 0.00% | new | NEW |
| Mutual Advisors, LLC | $295.8K | 10,951 | 0.01% | 5q | -66.5%-$587.2K |
| Valmark Advisers, Inc. | $288.4K | 10,678 | 0.00% | 31q | -8.2%-$25.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $268.4K | 9,937 | 0.00% | 31q | +39.4%+$75.9K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $257.5K | 9,532 | 0.00% | 6q | +11.9%+$27.3K |
| CITADEL ADVISORS LLC | $253.8K | 9,395 | 0.00% | 2q | -19.8%-$62.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $248.4K | 9,142 | 0.00% | 12q | -16.3%-$48.5K |
| BANK OF NOVA SCOTIA | $248.0K | 9,180 | 0.00% | 3q | +9.9%+$22.4K |
| Investment Advisory Group, LLC | $244.6K | 9,054 | 0.05% | new | NEW |
| JANE STREET GROUP, LLC | $239.0K | 8,850 | 0.00% | 8q | -79.5%-$927.7K |
| Spire Wealth Management | $232.2K | 8,598 | 0.01% | 22q | HELD |
| D. E. Shaw & Co., Inc. | $213.2K | 7,893 | 0.00% | 5q | HELD |
| US BANCORP \DE\ | $184.6K | 6,834 | 0.00% | 31q | HELD |
| SBI Securities Co., Ltd. | $180.5K | 6,684 | 0.00% | 7q | -3.5%-$6.5K |
| EASTERN BANK | $135.1K | 5,000 | 0.00% | 8q | HELD |
| Bear Mountain Capital, Inc. | $128.3K | 4,686 | 0.04% | 11q | HELD |
| Investors Research Corp | $101.0K | 3,740 | 0.02% | 26q | -79.1%-$382.5K |
| CITIGROUP INC | $64.6K | 2,391 | 0.00% | 6q | HELD |
| RICHARDSON FINANCIAL SERVICES INC. | $60.7K | 2,248 | 0.03% | 11q | +5.9%+$3.4K |
| PNC Financial Services Group, Inc. | $53.8K | 1,990 | 0.00% | 31q | HELD |
| OSAIC HOLDINGS, INC. | $48.8K | 1,806 | 0.00% | 26q | -34.2%-$25.3K |
| JPMORGAN CHASE & CO | $47.4K | 1,743 | 0.00% | 31q | -43.5%-$36.5K |
| JONES FINANCIAL COMPANIES LLLP | $28.4K | 1,045 | 0.00% | 9q | +163.2%+$17.6K |
| Pinnacle Bancorp, Inc. | $27.0K | 1,000 | 0.01% | 31q | HELD |
| CITY HOLDING CO | $25.8K | 955 | 0.00% | 31q | HELD |
| BARRETT & COMPANY, INC. | $23.9K | 886 | 0.01% | new | NEW |
| Geneos Wealth Management Inc. | $22.4K | 828 | 0.00% | 26q | -2.9% |
| MCDONALD PARTNERS LLC | $20.4K | 754 | 0.00% | new | NEW |
| Beacon Capital Management, Inc. | $17.1K | 634 | 0.00% | 5q | HELD |
| PRIVATE TRUST CO NA | $17.1K | 632 | 0.00% | 17q | HELD |
| FARMERS & MERCHANTS INVESTMENTS INC | $14.6K | 539 | 0.00% | 31q | HELD |
| Capital Investment Advisory Services, LLC | $14.3K | 528 | 0.00% | 14q | HELD |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | $12.2K | 450 | 0.03% | 7q | HELD |
| BLAIR WILLIAM & CO/IL | $11.8K | 436 | 0.00% | 31q | HELD |
| UMB Bank, n.a. | $11.5K | 424 | 0.00% | 3q | HELD |
| Integrated Wealth Concepts LLC | $11.0K | 408 | 0.00% | new | NEW |
| EVOLUTION WEALTH MANAGEMENT INC. | $8.9K | 328 | 0.01% | 5q | -5.2% |
| Moisand Fitzgerald Tamayo, LLC | $8.5K | 315 | 0.00% | 31q | +1.3% |
| Breakwater Investment Management | $7.7K | 286 | 0.00% | 10q | -33.3%-$3.9K |
| Buck Wealth Strategies, LLC | $6.9K | 255 | 0.00% | new | NEW |
| MOTCO | $6.5K | 242 | 0.00% | 31q | HELD |
| HORIZON BANCORP INC /IN/ | $6.0K | 208 | 0.00% | 7q | HELD |
| Private Wealth Asset Management, LLC | $5.9K | 219 | 0.00% | 6q | HELD |
| Cape Investment Advisory, Inc. | $5.5K | 203 | 0.00% | new | NEW |
| Arax Advisory Partners | $5.0K | 186 | 0.00% | 3q | +12.7% |
| FRANKLIN RESOURCES INC | $5.0K | 184 | 0.00% | 25q | HELD |
| Quent Capital, LLC | $4.7K | 175 | 0.00% | 4q | HELD |
| MATHER GROUP, LLC. | $4.2K | 157 | 0.00% | 2q | HELD |
| Front Row Advisors LLC | $4.0K | 142 | 0.00% | 31q | HELD |
| Farther Finance Advisors, LLC | $3.8K | 142 | 0.00% | 3q | HELD |
| Smallwood Wealth Investment Management, LLC | $3.6K | 134 | 0.00% | 6q | HELD |
| Ameritas Advisory Services, LLC | $3.2K | 118 | 0.00% | new | NEW |
| Allworth Financial LP | $3.1K | 115 | 0.00% | 16q | HELD |
| Federation des caisses Desjardins du Quebec | $3.1K | 115 | 0.00% | 6q | HELD |
| Tower Research Capital LLC (TRC) | $2.4K | 89 | 0.00% | 4q | +1171.4%+$2.2K |
| FMR LLC | $2.2K | 83 | 0.00% | 4q | HELD |
| HARBOUR INVESTMENTS, INC. | $2.0K | 73 | 0.00% | 2q | HELD |
| IFG Advisory, LLC | $1.7K | 65 | 0.00% | new | NEW |
| Quest 10 Wealth Builders, Inc. | $1.6K | 60 | 0.00% | 7q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $1.6K | 59 | 0.00% | 5q | HELD |
| Strategic Wealth Partners, Ltd. | $1.3K | 49 | 0.00% | 3q | HELD |
| Pacific Center for Financial Services | $1.3K | 47 | 0.00% | 24q | HELD |
Showing the largest 100 of 116 reported holders.
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 | 112 | $169.2M | 6,262,488 | 13 | 24 | 29 | 0.0% |
| Q1 2026 | 110 | $161.0M | 6,047,089 | 9 | 31 | 31 | 0.0% |
| Q4 2025 | 113 | $165.0M | 5,890,968 | 11 | 20 | 39 | 0.0% |
| Q3 2025 | 110 | $167.0M | 6,005,138 | 11 | 17 | 43 | 0.0% |
| Q2 2025 | 130 | $255.4M | 9,325,084 | 30 | 35 | 31 | 0.0% |
| Q1 2025 | 111 | $146.6M | 5,989,664 | 11 | 23 | 42 | 0.0% |
| Q4 2024 | 118 | $124.7M | 5,406,902 | 10 | 32 | 32 | 0.0% |
| Q3 2024 | 130 | $165.3M | 5,997,006 | 20 | 24 | 36 | 0.0% |
| Q2 2024 | 119 | $143.6M | 5,980,164 | 7 | 29 | 41 | 0.0% |
| Q1 2024 | 125 | $224.7M | 8,607,188 | 9 | 27 | 46 | 0.1% |
| Q4 2023 | 125 | $217.6M | 7,975,855 | 10 | 29 | 45 | 0.0% |
| Q3 2023 | 123 | $183.5M | 7,717,967 | 9 | 29 | 51 | 0.0% |
| Q2 2023 | 122 | $199.6M | 8,062,984 | 6 | 30 | 51 | 0.0% |
| Q1 2023 | 133 | $288.4M | 10,970,170 | 13 | 31 | 47 | 0.0% |
| Q4 2022 | 120 | $295.5M | 11,036,012 | 9 | 39 | 41 | 0.0% |
| Q3 2022 | 149 | $322.0M | 13,315,691 | 9 | 45 | 49 | 0.0% |
| Q2 2022 | 173 | $445.4M | 15,747,929 | 21 | 48 | 51 | 0.1% |
| Q1 2022 | 166 | $423.3M | 12,409,362 | 10 | 33 | 61 | 0.0% |
| Q4 2021 | 184 | $579.1M | 16,264,831 | 17 | 41 | 62 | 0.0% |
| Q3 2021 | 171 | $605.6M | 17,041,672 | 14 | 42 | 53 | 0.0% |
| Q2 2021 | 174 | $615.3M | 16,914,644 | 16 | 34 | 63 | 0.0% |
| Q1 2021 | 176 | $579.4M | 16,834,493 | 21 | 38 | 54 | 0.0% |
| Q4 2020 | 170 | $597.6M | 17,535,657 | 13 | 26 | 76 | 0.0% |
| Q3 2020 | 168 | $556.9M | 18,740,056 | 18 | 32 | 70 | 0.0% |
| Q2 2020 | 173 | $693.7M | 24,065,703 | 19 | 31 | 86 | 0.0% |
| Q1 2020 | 195 | $883.4M | 33,028,746 | 29 | 47 | 72 | 0.0% |
| Q4 2019 | 225 | $1.5B | 37,739,097 | 16 | 66 | 68 | 0.1% |
| Q3 2019 | 203 | $1.6B | 40,763,112 | 20 | 50 | 75 | 0.1% |
| Q2 2019 | 206 | $1.7B | 43,479,506 | 23 | 48 | 77 | 0.0% |
| Q1 2019 | 216 | $1.8B | 45,358,238 | 24 | 63 | 72 | 0.0% |
| Q4 2018 | 213 | $1.7B | 47,471,658 | 3 | 3 | 5 | 0.0% |