RWX institutional holders
SPDR INDEX SHS FDS · 13F, 2026Q2
| Managers holding | 116 |
|---|
| Shares held | 6,278,850 |
|---|
| Reported value | $169.6m |
|---|
| Quarter flows | 14 new, 25 added, 31 trimmed, 14 exited |
|---|
Top 25 holders
| Manager | Shares | Value | % of manager's 13F |
|---|
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1,176,078 | $31.8m | 1.8% |
| STATE STREET CORP | 1,039,777 | $28.1m | 0.0% |
| NORTHERN TRUST CORP | 721,445 | $19.5m | 0.0% |
| MORGAN STANLEY | 644,208 | $17.4m | 0.0% |
| RPg Family Wealth Advisory, LLC | 422,116 | $11.4m | 1.1% |
| Baker Avenue Asset Management, LP | 399,021 | $10.8m | 0.2% |
| WELLS FARGO & COMPANY/MN | 217,939 | $5.9m | 0.0% |
| Risk Paradigm Group, LLC | 211,331 | $5.7m | 4.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 107,565 | $2.9m | 0.0% |
| UBS Group AG | 100,515 | $2.7m | 0.0% |
| SACHEM HILL LLC | 99,197 | $2.7m | 0.5% |
| Idaho Trust Co | 97,025 | $2.6m | 0.8% |
| AWM CAPITAL, LLC | 94,552 | $2.6m | 0.2% |
| ASSETMARK, INC | 89,506 | $2.4m | 0.0% |
| M&T Bank Corp | 64,131 | $1.7m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 62,112 | $1.7m | 0.0% |
| Kestra Advisory Services, LLC | 57,206 | $1.5m | 0.0% |
| Ballentine Partners, LLC | 51,455 | $1.4m | 0.0% |
| Upper Left Wealth Management, LLC | 45,514 | $1.2m | 0.7% |
| BANK OF MONTREAL /CAN/ | 41,934 | $1.1m | 0.0% |
| AlTi Global, Inc. | 40,427 | $1.1m | 0.0% |
| Savant Capital, LLC | 39,009 | $1.0m | 0.0% |
| ROYAL BANK OF CANADA | 29,396 | $794,000 | 0.0% |
| Rockefeller Capital Management L.P. | 28,232 | $762,546 | 0.0% |
| Aletheian Wealth Advisors LLC | 25,546 | $689,997 | 0.3% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("RWX"). RWX price history · All 13F data
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