Who Owns SPDR INDEX SHS FDS (RWX)? -- Institutional Holders (2026-06-30)
128 institutions reported holding $169.6M of SPDR INDEX SHS FDS (RWX) in SEC 13F filings for 2026-06-30. Largest institutional holders: OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC ($31.8M), STATE STREET CORP ($28.1M), NORTHERN TRUST CORP ($19.5M), MORGAN STANLEY ($17.4M), RPg Family Wealth Advisory, LLC ($11.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $31.8M | 1.2M | Added |
| 2 | STATE STREET CORP | $28.1M | 1.0M | Added |
| 3 | NORTHERN TRUST CORP | $19.5M | 721,445 | Trimmed |
| 4 | MORGAN STANLEY | $17.4M | 644,208 | Trimmed |
| 5 | RPg Family Wealth Advisory, LLC | $11.4M | 422,116 | Added |
| 6 | Baker Avenue Asset Management, LP | $10.8M | 399,021 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $5.9M | 217,939 | Trimmed |
| 8 | Risk Paradigm Group, LLC | $5.7M | 211,331 | Added |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.9M | 107,565 | Trimmed |
| 10 | UBS Group AG | $2.7M | 100,515 | Added |
| 11 | SACHEM HILL LLC | $2.7M | 99,197 | Added |
| 12 | Idaho Trust Co | $2.6M | 97,025 | Trimmed |
| 13 | AWM CAPITAL, LLC | $2.6M | 94,552 | Trimmed |
| 14 | ASSETMARK, INC | $2.4M | 89,506 | Trimmed |
| 15 | M&T Bank Corp | $1.7M | 64,131 | Trimmed |
| 16 | BANK OF AMERICA CORP /DE/ | $1.7M | 62,112 | Trimmed |
| 17 | Kestra Advisory Services, LLC | $1.5M | 57,206 | Added |
| 18 | Ballentine Partners, LLC | $1.4M | 51,455 | Trimmed |
| 19 | Upper Left Wealth Management, LLC | $1.2M | 45,514 | Added |
| 20 | BANK OF MONTREAL /CAN/ | $1.1M | 41,934 | Added |
| 21 | AlTi Global, Inc. | $1.1M | 40,427 | New |
| 22 | Savant Capital, LLC | $1.0M | 39,009 | Added |
| 23 | Royal Bank of Canada | $794,000 | 29,396 | Added |
| 24 | Rockefeller Capital Management L.P. | $762,546 | 28,232 | Hold |
| 25 | Aletheian Wealth Advisors LLC | $689,997 | 25,546 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30