Vault-13

SPDR INDEX SHS FDS NZAC

MSCI ACWI CLMTE · ETP · CUSIP 78463X194

44 institutional holders +3 vs Q1 2026
1,920,5991.9m shares reported held*
$88.4mreported value*
6 new 20 added 7 reduced 2 sold out net bought ≈ $1.2m (+21.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $46.03.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 27Q4 22: 31Q1 23: 31Q2 23: 30Q3 23: 31Q4 23: 31Q1 24: 33Q2 24: 34Q3 24: 35Q4 24: 36Q1 25: 32Q2 25: 35Q3 25: 35Q4 25: 43Q1 26: 41Q2 26: 4444Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202227
Q4 202231
Q1 202331
Q2 202330
Q3 202331
Q4 202331
Q1 202433
Q2 202434
Q3 202435
Q4 202436
Q1 202532
Q2 202535
Q3 202535
Q4 202543
Q1 202641
Q2 202644

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 12 bought or addedQ3 24: 18 cut or sold outQ4 24: 14 bought or addedQ4 24: 13 cut or sold outQ4 24Q1 25: 14 bought or addedQ1 25: 17 cut or sold outQ2 25: 18 bought or addedQ2 25: 7 cut or sold outQ2 25Q3 25: 12 bought or addedQ3 25: 15 cut or sold outQ4 25: 20 bought or addedQ4 25: 16 cut or sold outQ4 25Q1 26: 20 bought or addedQ1 26: 15 cut or sold outQ2 26: 26 bought or addedQ2 26: 9 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241218
Q4 20241413
Q1 20251417
Q2 2025187
Q3 20251215
Q4 20252016
Q1 20262015
Q2 2026269

Biggest buyers

PNC Financial Services Group, Inc. Added +22,505+22.5k
FLOW TRADERS U.S. LLC New +20,610+20.6k
BANK OF AMERICA CORP /DE/ Added +9,902+9.9k
ENVESTNET ASSET MANAGEMENT INC Added +9,772+9.8k
CARY STREET PARTNERS FINANCIAL LLC New +4,732+4.7k
Bond & Devick Financial Network, Inc. New +4,724+4.7k
Boston Trust Walden Corp New +4,573+4.6k
Betterment LLC Added +4,005+4.0k
MRA Advisory Group New +3,912+3.9k
Integrated Wealth Concepts LLC Added +3,591+3.6k

Biggest sellers

CITADEL ADVISORS LLC Sold out -39,545-39.5k
LARCH CAPITAL PARTNERS LLC Sold out -23,470-23.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -6,571-6.6k
Monument Group Wealth Advisors, LLC Reduced -4,751-4.8k
TRUIST FINANCIAL CORP Reduced -2,514-2.5k
UNITED CAPITAL FINANCIAL ADVISORS, LLC Reduced -1,931-1.9k
STATE STREET CORP Reduced -1,000-1.0k
NewEdge Advisors, LLC Reduced -12-12
WELLS FARGO & COMPANY/MN Reduced -1-1

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 977,300977.3k $44.9m $44.9m 0.00% Reduced -1.0k -1,000
2 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 212,586212.6k $9.8m $9.8m 0.00% Added +22.5k +22,505
3 Betterment LLC 0.01% of their portfolio NEW YORK, NY 140,728140.7k $6.5m $6.5m 0.01% Added +4.0k +4,005
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 70,30670.3k $3.2m $3.2m 0.00% Added +13 +13
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 70,16270.2k $3.2m $3.2m 0.00% Added +954 +954
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 67,87567.9k $3.1m $3.1m 0.00% Added +9.9k +9,902
7 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 62,00362.0k $2.8m $2.8m 0.00% Added +9.8k +9,772
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 37,80037.8k $1.7m $1.7m 0.00% Added +1.2k +1,236
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 33,54033.5k $1.5m $1.5m 0.00% Reduced -6.6k -6,571
10 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 31,87331.9k $1.5m $1.5m 0.00% Reduced -2.5k -2,514
11 FLOW TRADERS U.S. LLC 0.04% of their portfolio NEW YORK, NY 20,61020.6k $946.0k $946.0k 0.04% New
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 18,84218.8k $865.0k $865.0k 0.00% Added +131 +131
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 18,78318.8k $862.4k $862.4k 0.00% Added +2.7k +2,727
14 Invera Wealth Advisors, LLC 0.43% of their portfolio BEND, OR 17,49817.5k $803.4k $803.4k 0.43% Added +1.1k +1,092
15 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 12,44112.4k $571.2k $571.2k 0.00% Added +3.6k +3,591
16 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 12,28112.3k $553.1k $553.1k 0.00% Added +2.7k +2,712
17 Fingerlakes Wealth Management, Inc. 0.29% of their portfolio ITHACA, NY 11,78411.8k $541.0k $541.0k 0.29% Added +73 +73
18 CWC Advisors, LLC. 0.20% of their portfolio LAKE OSWEGO, OR 10,00810.0k $459.5k $459.5k 0.20% Added +3 +3
19 Wealth Analytics Partners, LLC 0.16% of their portfolio SAN DIEGO, CA 9,6749.7k $443.5k $443.5k 0.16% Unchanged
20 Mariner, LLC 0.00% of their portfolio Overland Park, KS 8,0868.1k $371.3k $371.3k 0.00% Unchanged
21 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 7,6007.6k $348.9k $348.9k 0.00% Unchanged
22 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 6,4446.4k $295.9k $295.9k 0.01% Unchanged
23 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 6,2936.3k $288.1k $288.1k 0.00% Reduced -1.9k -1,931
24 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 5,9005.9k $270.9k $270.9k 0.00% Added +500 +500
25 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 5,5045.5k $252.8k $252.8k 0.00% Added +132 +132
26 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 5,1005.1k $234.2k $234.2k 0.00% Unchanged
27 CARY STREET PARTNERS FINANCIAL LLC 0.00% of their portfolio RICHMOND, VA 4,7324.7k $217.3k $217.3k 0.00% New
28 Bond & Devick Financial Network, Inc. 0.05% of their portfolio ST. LOUIS PARK, MN 4,7244.7k $216.9k $216.9k 0.05% New
29 Boston Trust Walden Corp 0.00% of their portfolio BOSTON, MA 4,5734.6k $210.0k $210.0k 0.00% New
30 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 3,9534.0k $181.5k $181.5k 0.00% Added +18 +18
31 MRA Advisory Group 0.08% of their portfolio PARSIPPANY, NJ 3,9123.9k $211.7k $211.7k 0.08% New
32 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 3,2833.3k $150.7k $150.7k 0.00% Reduced -12 -12
33 IFG Advisory, LLC 0.01% of their portfolio ATLANTA, GA 3,2803.3k $150.6k $150.6k 0.01% New
34 Harbor Asset Planning, Inc. 0.10% of their portfolio BELMONT, MA 3,0233.0k $138.8k $138.8k 0.10% Added +19 +19
35 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 2,1922.2k $99.8k $99.8k 0.00% Unchanged
36 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,6251.6k $74.6k $74.6k 0.00% Added +7 +7
37 Monument Group Wealth Advisors, LLC 0.13% of their portfolio CONCORD, MA 1,0891.1k $264.0k $264.0k 0.13% Reduced -4.8k -4,751
38 BALLAST ADVISORS LLC 0.01% of their portfolio WOODBURY, MN 948948 $43.5k $43.5k 0.01% Unchanged
39 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 645645 $29.6k $29.6k 0.00% Unchanged
40 FMR LLC 0.00% of their portfolio BOSTON, MA 618618 $28.4k $28.4k 0.00% Unchanged
41 Private Wealth Management Group, LLC 0.01% of their portfolio PRINCETON, NJ 526526 $24.2k $24.2k 0.01% Unchanged
42 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 280280 $12.9k $12.9k 0.00% Unchanged
43 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 175175 $8.0k $8.0k 0.00% Added +16 +16
44 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $4 $4 0.00% Reduced -1 -1