DaveManuel.com · Institutional Ownership · Who Owns It
SPDR INDEX SHS FDS (RWX)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
115
Reporting holders
$169.6M
Reported value
0.0%
Calls
0.0%
Puts
-2
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 |
|---|---|---|---|---|---|
| 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 | -11.4%-$756.5K |
| 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 | -6.9%-$127.5K |
| 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 |
| Virtu Financial LLC | $585.0K | 21,673 | 0.02% | 3q | +39.0%+$164.2K |
| LPL Financial LLC | $548.4K | 20,305 | 0.00% | 31q | HELD |
| 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 | -8.5%-$30.0K |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $242.0K | 8,959 | 0.00% | 14q | -12.5%-$34.5K |
| 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 |
| Strategic Wealth Advisors LLC | $93.0K | 3,324 | 0.08% | 3q | HELD |
| 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 |
| 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 |
| BESSEMER GROUP INC | $7.0K | 277 | 0.00% | 2q | HELD |
| 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 |
Showing the largest 100 of 115 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 | 32 | $12.6M | 498,725 | 3 | 9 | 5 | 0.0% |
| Q2 2026 | 115 | $169.6M | 6,278,442 | 11 | 24 | 30 | 0.0% |
| Q1 2026 | 117 | $155.4M | 5,837,975 | 10 | 30 | 34 | 0.0% |
| Q4 2025 | 118 | $167.5M | 5,982,230 | 12 | 21 | 39 | 0.0% |
| Q3 2025 | 113 | $168.4M | 6,057,975 | 12 | 17 | 44 | 0.0% |
| Q2 2025 | 137 | $263.4M | 9,615,623 | 33 | 35 | 33 | 0.0% |
| Q1 2025 | 115 | $150.9M | 6,165,063 | 11 | 25 | 42 | 0.0% |
| Q4 2024 | 124 | $129.3M | 5,606,915 | 11 | 34 | 33 | 0.0% |
| Q3 2024 | 137 | $174.5M | 6,331,734 | 20 | 24 | 40 | 0.0% |
| Q2 2024 | 127 | $153.0M | 6,372,137 | 7 | 32 | 43 | 0.0% |
| Q1 2024 | 134 | $236.3M | 9,051,916 | 9 | 29 | 49 | 0.1% |
| Q4 2023 | 135 | $230.5M | 8,449,436 | 12 | 31 | 46 | 0.0% |
| Q3 2023 | 133 | $194.2M | 8,165,963 | 12 | 31 | 53 | 0.0% |
| Q2 2023 | 133 | $210.7M | 8,508,847 | 6 | 32 | 55 | 0.0% |
| Q1 2023 | 149 | $304.4M | 11,580,648 | 17 | 35 | 52 | 0.0% |
| Q4 2022 | 140 | $317.5M | 11,857,149 | 12 | 41 | 49 | 0.0% |
| Q3 2022 | 147 | $3.2B | 131,969,661 | 8 | 43 | 51 | 0.0% |
| Q2 2022 | 172 | $3.7B | 129,945,117 | 20 | 47 | 52 | 0.0% |
| Q1 2022 | 166 | $7.0B | 206,013,564 | 10 | 33 | 61 | 0.0% |
| Q4 2021 | 184 | $5.7B | 158,884,069 | 17 | 41 | 63 | 0.0% |
| Q3 2021 | 172 | $5.7B | 161,588,750 | 14 | 42 | 53 | 0.0% |
| Q2 2021 | 175 | $6.1B | 167,046,171 | 16 | 35 | 62 | 0.0% |
| Q1 2021 | 175 | $5.1B | 146,887,594 | 20 | 36 | 55 | 0.0% |
| Q4 2020 | 170 | $5.9B | 172,981,056 | 13 | 26 | 76 | 0.0% |
| Q3 2020 | 167 | $4.9B | 163,625,006 | 17 | 32 | 70 | 0.0% |
| Q2 2020 | 173 | $4.5B | 155,565,072 | 19 | 32 | 85 | 0.0% |
| Q1 2020 | 193 | $4.5B | 167,388,736 | 29 | 46 | 74 | 0.0% |
| Q4 2019 | 223 | $5.7B | 148,197,016 | 15 | 65 | 68 | 0.0% |
| Q3 2019 | 202 | $5.6B | 140,987,734 | 19 | 50 | 75 | 0.0% |
| Q2 2019 | 206 | $5.4B | 139,526,363 | 23 | 48 | 77 | 0.0% |
| Q1 2019 | 215 | $5.6B | 142,830,619 | 23 | 63 | 72 | 0.0% |
| Q4 2018 | 213 | $3.3B | 93,901,182 | 3 | 3 | 5 | 0.0% |