Who Owns SPDR INDEX SHS FDS (RWX)? -- Institutional Holders (2026-06-30)
52 institutions reported holding $62.9M of SPDR INDEX SHS FDS (RWX) in SEC 13F filings for 2026-06-30. Largest institutional holders: OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC ($31.8M), Baker Avenue Asset Management, LP ($10.8M), RPg Family Wealth Advisory, LLC ($5.6M), AWM CAPITAL, LLC ($2.6M), ASSETMARK, INC ($2.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $31.8M | 1.2M | Added |
| 2 | Baker Avenue Asset Management, LP | $10.8M | 399,021 | Added |
| 3 | RPg Family Wealth Advisory, LLC | $5.6M | 206,828 | Added |
| 4 | AWM CAPITAL, LLC | $2.6M | 94,552 | Trimmed |
| 5 | ASSETMARK, INC | $2.4M | 89,506 | Trimmed |
| 6 | M&T Bank Corp | $1.7M | 64,131 | Trimmed |
| 7 | Kestra Advisory Services, LLC | $1.5M | 57,206 | Added |
| 8 | Ballentine Partners, LLC | $1.4M | 51,455 | Trimmed |
| 9 | Upper Left Wealth Management, LLC | $1.2M | 45,514 | Added |
| 10 | Aletheian Wealth Advisors LLC | $689,997 | 25,546 | Hold |
| 11 | New England Private Wealth Advisors LLC | $681,502 | 24,692 | Added |
| 12 | MARYLAND CAPITAL ADVISORS INC. | $362,691 | 13,428 | Trimmed |
| 13 | MISSION WEALTH MANAGEMENT, LP | $340,277 | 12,598 | Trimmed |
| 14 | ASPIRIANT, LLC | $314,856 | 11,657 | Hold |
| 15 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $257,460 | 9,532 | Added |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $248,376 | 9,142 | Trimmed |
| 17 | Spire Wealth Management | $232,238 | 8,598 | Trimmed |
| 18 | SBI Securities Co., Ltd. | $180,535 | 6,684 | Trimmed |
| 19 | EASTERN BANK | $135,050 | 5,000 | Hold |
| 20 | Bear Mountain Capital, Inc. | $128,256 | 4,686 | Hold |
| 21 | Investors Research Corp | $101,017 | 3,740 | Trimmed |
| 22 | CITIGROUP INC | $64,581 | 2,391 | Hold |
| 23 | Pinnacle Bancorp, Inc. | $27,010 | 1,000 | Hold |
| 24 | CITY HOLDING CO | $25,785 | 955 | Hold |
| 25 | BARRETT & COMPANY, INC. | $23,921 | 886 | New |
Source: SEC Form 13F filings · as of 2026-06-30