13F Insight
DOSSIER · 13F Holders · Q2 2026
RWX

SPDR INDEX SHS FDS

122 institutions still hold SPDR INDEX SHS FDS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78463X863·122 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$158M
visible holders
Holders
122
filers reporting
Concentration
20.06%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC #1
top holder share
AI Holders Summary · Q2 2026

122 institutions reported RWX in Q2 2026. OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC leads at 20.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
CIK 0001005607
$32M1.2M1.76%Q2 202602
STATE STREET CORP
CIK 0000093751
$28M1.0M0.00%Q2 202603
NORTHERN TRUST CORP
CIK 0000073124· Index
$19M721K0.00%Q2 202604
MORGAN STANLEY
CIK 0000895421
$17M644K0.00%Q2 202605
RPg Family Wealth Advisory, LLC
CIK 0001569884
$11M422K1.05%Q2 202606
Baker Avenue Asset Management, LP
CIK 0001432529
$11M399K0.20%Q2 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M218K0.00%Q2 202608
Risk Paradigm Group, LLC
CIK 0001569886
$6M211K4.48%Q2 202609
Money Design Co.,Ltd.
CIK 0001721608
$4M161K0.21%Q2 202510
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3M108K0.00%Q2 202611
UBS Group AG
CIK 0001610520
$3M101K0.00%Q2 202612
SACHEM HILL LLC
CIK 0001994333
$3M99K0.48%Q2 202613
Idaho Trust Co
CIK 0001568069
$3M97K0.77%Q2 202614
AWM CAPITAL, LLC
CIK 0001806820
$3M95K0.20%Q2 202615
ASSETMARK, INC
CIK 0001344551
$2M90K0.00%Q2 202616
M&T BANK CORP
CIK 0000036270
$2M64K0.01%Q2 202617
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M62K0.00%Q2 202618
Kestra Advisory Services, LLC
CIK 0001830819
$2M57K0.01%Q2 202619
Ballentine Partners, LLC
CIK 0001374889
$1M51K0.02%Q2 202620
Upper Left Wealth Management, LLC
CIK 0001911228
$1M46K0.68%Q2 2026
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