DaveManuel.com · Institutional Ownership · Who Owns It
SPDR INDEX SHS FDS (RWO)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
212
Reporting holders
$985.2M
Reported value
0.0%
Calls
0.0%
Puts
+1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| Cambridge Investment Research Advisors, Inc. | $8.7M | 174,328 | 0.01% | 31q | +114.1%+$4.6M |
| 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 |
| 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 |
| PARK AVENUE SECURITIES LLC | $4.0M | 80,259 | 0.02% | 2q | +3.3%+$126.2K |
| Beacon Pointe Advisors, LLC | $3.6M | 72,840 | 0.02% | 31q | -2.3%-$85.6K |
| NATIXIS ADVISORS, LLC | $3.5M | 70,138 | 0.00% | 31q | +0.6%+$20.7K |
| Cetera Investment Advisers | $3.5M | 69,784 | 0.00% | 25q | HELD |
| M&T Bank Corp | $3.3M | 67,316 | 0.01% | 17q | HELD |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $2.7M | 54,995 | 0.00% | 23q | -8.0%-$236.8K |
| ROYAL BANK OF CANADA | $2.7M | 54,249 | 0.00% | 31q | -0.9%-$25.8K |
| Banque Cantonale Vaudoise | $2.6M | 53,317 | 0.10% | 26q | +4.4%+$112.0K |
| 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 |
| Columbia River Financial Group, LLC | $1.9M | 38,733 | 1.03% | 7q | +9.8%+$172.5K |
| 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 | -36.8%-$832.7K |
| 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 |
| Lester Murray Antman dba SimplyRich | $1.2M | 23,237 | 0.27% | 11q | HELD |
| 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 |
| Arkos Global Advisors | $731.0K | 14,701 | 0.09% | 31q | -1.5%-$11.0K |
| 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 |
| FDx Advisors, Inc. | $545.0K | 10,961 | 0.16% | 2q | HELD |
| 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 |
Showing the largest 100 of 212 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 59 | $64.2M | 1,376,710 | 2 | 18 | 16 | 0.0% |
| Q2 2026 | 212 | $985.2M | 19,814,173 | 18 | 69 | 60 | 0.0% |
| Q1 2026 | 211 | $888.3M | 19,411,946 | 19 | 75 | 51 | 0.0% |
| Q4 2025 | 219 | $907.6M | 20,151,484 | 16 | 79 | 56 | 0.0% |
| Q3 2025 | 208 | $870.7M | 19,026,528 | 14 | 67 | 70 | 0.0% |
| Q2 2025 | 219 | $856.0M | 19,394,246 | 20 | 56 | 80 | 0.0% |
| Q1 2025 | 211 | $831.9M | 19,074,690 | 17 | 52 | 84 | 0.0% |
| Q4 2024 | 213 | $846.8M | 19,745,138 | 16 | 69 | 63 | 0.0% |
| Q3 2024 | 212 | $965.4M | 20,395,356 | 18 | 52 | 90 | 0.0% |
| Q2 2024 | 214 | $847.1M | 20,501,484 | 13 | 60 | 84 | 0.0% |
| Q1 2024 | 220 | $925.0M | 21,605,676 | 15 | 65 | 87 | 0.0% |
| Q4 2023 | 224 | $920.2M | 21,059,452 | 24 | 62 | 79 | 0.0% |
| Q3 2023 | 213 | $796.4M | 20,847,986 | 20 | 58 | 76 | 0.0% |
| Q2 2023 | 218 | $915.7M | 22,298,976 | 18 | 67 | 86 | 0.0% |
| Q1 2023 | 220 | $909.5M | 22,071,097 | 21 | 68 | 73 | 0.0% |
| Q4 2022 | 218 | $912.7M | 22,296,006 | 22 | 76 | 68 | 0.0% |
| Q3 2022 | 208 | $7.6B | 197,634,937 | 18 | 68 | 71 | 0.0% |
| Q2 2022 | 228 | $8.3B | 188,884,504 | 18 | 66 | 77 | 0.0% |
| Q1 2022 | 237 | $11.0B | 203,750,173 | 18 | 61 | 90 | 0.0% |
| Q4 2021 | 251 | $10.8B | 191,856,170 | 21 | 80 | 67 | 0.0% |
| Q3 2021 | 231 | $11.0B | 215,575,019 | 17 | 70 | 65 | 0.0% |
| Q2 2021 | 232 | $10.4B | 202,753,223 | 20 | 68 | 81 | 0.0% |
| Q1 2021 | 223 | $4.1B | 86,699,553 | 27 | 53 | 79 | 0.0% |
| Q4 2020 | 214 | $3.3B | 74,960,287 | 21 | 51 | 78 | 0.0% |
| Q3 2020 | 203 | $1.2B | 30,803,635 | 11 | 53 | 87 | 0.0% |
| Q2 2020 | 209 | $1.4B | 35,189,000 | 20 | 55 | 94 | 0.0% |
| Q1 2020 | 218 | $2.0B | 53,887,574 | 23 | 72 | 79 | 0.0% |
| Q4 2019 | 260 | $2.7B | 52,889,437 | 20 | 84 | 72 | 0.0% |
| Q3 2019 | 230 | $2.1B | 40,335,835 | 13 | 66 | 90 | 0.0% |
| Q2 2019 | 244 | $2.6B | 51,184,553 | 26 | 64 | 94 | 0.0% |
| Q1 2019 | 246 | $2.5B | 49,427,407 | 25 | 62 | 98 | 0.0% |
| Q4 2018 | 238 | $1.9B | 46,195,514 | 4 | 1 | 5 | 0.0% |