Vault-13

SPDR INDEX SHS FDS QWLD

MSCI WRLD STRGIC · ETP · CUSIP 78463X418

54 institutional holders +4 vs Q1 2025
770,148770.1k shares reported held*
$103.8mreported value*
8 new 18 added 18 reduced 4 sold out net bought ≈ $76.2k (+564 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 ≈ $134.76.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 23Q4 22: 22Q1 23: 28Q2 23: 29Q3 23: 33Q4 23: 35Q1 24: 36Q2 24: 44Q3 24: 45Q4 24: 46Q1 25: 50Q2 25: 5454Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202223
Q4 202222
Q1 202328
Q2 202329
Q3 202333
Q4 202335
Q1 202436
Q2 202444
Q3 202445
Q4 202446
Q1 202550
Q2 202554

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 23: 22 bought or addedQ3 23: 6 cut or sold outQ4 23: 22 bought or addedQ4 23: 8 cut or sold outQ4 23Q1 24: 20 bought or addedQ1 24: 13 cut or sold outQ2 24: 30 bought or addedQ2 24: 10 cut or sold outQ2 24Q3 24: 19 bought or addedQ3 24: 17 cut or sold outQ4 24: 29 bought or addedQ4 24: 13 cut or sold outQ4 24Q1 25: 25 bought or addedQ1 25: 15 cut or sold outQ2 25: 26 bought or addedQ2 25: 22 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023226
Q4 2023228
Q1 20242013
Q2 20243010
Q3 20241917
Q4 20242913
Q1 20252515
Q2 20252622

Biggest buyers

LPL Financial LLC Added +48,193+48.2k
Golden State Wealth Management, LLC New +8,614+8.6k
Aspire Capital Advisors LLC New +6,688+6.7k
Prospera Financial Services Inc New +6,497+6.5k
Thrivent Financial for Lutherans New +6,060+6.1k
Mariner, LLC Added +5,580+5.6k
THOROUGHBRED FINANCIAL SERVICES, LLC Added +4,041+4.0k
Fingerlakes Wealth Management, Inc. Added +3,309+3.3k
MML INVESTORS SERVICES, LLC New +1,848+1.8k
Private Advisor Group, LLC New +1,840+1.8k

Biggest sellers

Ignite Planners, LLC Reduced -23,244-23.2k
RAYMOND JAMES FINANCIAL INC Reduced -21,968-22.0k
JANE STREET GROUP, LLC Reduced -11,636-11.6k
CITADEL ADVISORS LLC Reduced -11,627-11.6k
Geneos Wealth Management Inc. Reduced -10,123-10.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -5,878-5.9k
PRINCIPAL SECURITIES, INC. Reduced -4,391-4.4k
Merit Financial Group, LLC Reduced -2,825-2.8k
UBS Group AG Sold out -2,577-2.6k
ASSETMARK, INC Reduced -2,124-2.1k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 324,766324.8k $43.8m $43.8m 0.01% Added +48.2k +48,193
2 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 81,85581.9k $11.0m $11.0m 0.00% Reduced -22.0k -21,968
3 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 36,05736.1k $4.9m $4.9m 0.01% Reduced -2.1k -2,124
4 Mariner, LLC 0.01% of their portfolio Overland Park, KS 29,09829.1k $3.9m $3.9m 0.01% Added +5.6k +5,580
5 Fingerlakes Wealth Management, Inc. 2.70% of their portfolio ITHACA, NY 26,84926.8k $3.6m $3.6m 2.70% Added +3.3k +3,309
6 SYM FINANCIAL Corp 0.36% of their portfolio WINONA LAKE, IN 23,60023.6k $3.2m $3.2m 0.36% Reduced -229 -229
7 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 21,67621.7k $2.9m $2.9m 0.00% Reduced -22 -22
8 ARQ WEALTH ADVISORS, LLC 0.58% of their portfolio SCOTTSDALE, AZ 13,15013.2k $1.7m $1.7m 0.58% Unchanged
9 Wealthcare Advisory Partners LLC 0.04% of their portfolio WEST CHESTER, PA 12,65012.7k $1.7m $1.7m 0.04% Added +34 +34
10 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 12,56012.6k $1.7m $1.7m 0.02% Added +322 +322
11 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 12,40512.4k $1.7m $1.7m 0.01% Reduced -20 -20
12 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 10,87310.9k $1.5m $1.5m 0.00% Reduced -189 -189
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 10,81410.8k $1.5m $1.5m 0.00% Added +686 +686
14 Geneos Wealth Management Inc. 0.04% of their portfolio ENGLEWOOD, CO 10,64510.6k $1.4m $1.4m 0.04% Reduced -10.1k -10,123
15 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 10,34110.3k $1.4m $1.4m 0.02% Reduced -2.8k -2,825
16 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 9,8369.8k $1.3m $1.3m 0.00% Reduced -11.6k -11,627
17 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 9,7279.7k $1.3m $1.3m 0.00% Added +1.8k +1,838
18 Atlas Private Wealth Advisors 0.16% of their portfolio RED BANK, NJ 9,3349.3k $1.3m $1.3m 0.16% Added +780 +780
19 Empirical Asset Management, LLC 0.38% of their portfolio WELLESLEY, MA 9,1259.1k $1.2m $1.2m 0.38% Added +145 +145
20 Golden State Wealth Management, LLC 0.14% of their portfolio SANTA ANA, CA 8,6148.6k $1.2m $1.2m 0.14% New
21 THOROUGHBRED FINANCIAL SERVICES, LLC 0.08% of their portfolio BRENTWOOD, TN 7,9778.0k $1.1m $1.1m 0.08% Added +4.0k +4,041
22 Aspire Capital Advisors LLC 0.25% of their portfolio SEATTLE, WA 6,6886.7k $902.1k $902.1k 0.25% New
23 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 6,4976.5k $876.3k $876.3k 0.02% New
24 MCDONALD PARTNERS LLC 0.21% of their portfolio CLEVELAND, OH 6,3756.4k $859.8k $859.8k 0.21% Unchanged
25 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 6,0606.1k $817.0k $817.0k 0.00% New
26 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 5,9395.9k $801.0k $801.0k 0.00% Reduced -11.6k -11,636
27 New England Private Wealth Advisors LLC 0.11% of their portfolio WELLESLEY, MA 5,7675.8k $775.1k $775.1k 0.11% Added +16 +16
28 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 4,3534.4k $587.1k $587.1k 0.00% Unchanged
29 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 4,0044.0k $540.1k $540.1k 0.01% Reduced -24 -24
30 Capital Analysts, LLC 0.02% of their portfolio FORT WASHINGTON, PA 3,7373.7k $504.0k $504.0k 0.02% Added +19 +19
31 First Heartland Consultants, Inc. 0.04% of their portfolio LAKE ST. LOUIS, MO 3,6493.6k $492.2k $492.2k 0.04% Reduced -98 -98
32 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 3,2953.3k $444.5k $444.5k 0.00% Added +30 +30
33 WILLNER & HELLER, LLC 0.36% of their portfolio ENCINO, CA 3,1713.2k $427.7k $427.7k 0.36% Added +121 +121
34 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 3,0393.0k $409.9k $409.9k 0.01% Reduced -4.4k -4,391
35 VestGen Advisors, LLC 0.02% of their portfolio CHICAGO, IL 2,9903.0k $403.3k $403.3k 0.02% Reduced -202 -202
36 Ignite Planners, LLC 0.05% of their portfolio SAN CLEMENTE, CA 1,9391.9k $259.4k $259.4k 0.05% Reduced -23.2k -23,244
37 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 1,8481.8k $249.0k $249.0k 0.00% New
38 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 1,8401.8k $248.2k $248.2k 0.00% New
39 FLAGSHIP HARBOR ADVISORS, LLC 0.01% of their portfolio BOSTON, MA 1,6141.6k $217.7k $217.7k 0.01% Added +12 +12
40 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 1,2801.3k $172.6k $172.6k 0.00% Reduced -8 -8
41 Glenmede Investment Management, LP 0.00% of their portfolio PHILADELPHIA, PA 962962 $129.8k $129.8k 0.00% First filing
42 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 745745 $100.5k $100.5k 0.00% Added +400 +400
43 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 711711 $95.9k $95.9k 0.00% New
44 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 610610 $82.3k $82.3k 0.00% Added +255 +255
45 FMR LLC 0.00% of their portfolio BOSTON, MA 330330 $44.5k $44.5k 0.00% Unchanged
46 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 321321 $43.3k $43.3k 0.00% Added +57 +57
47 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 284284 $38.3k $38.3k 0.00% Reduced -149 -149
48 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 5555 $7.4k $7.4k 0.00% First filing
49 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 4444 $5.9k $5.9k 0.00% Unchanged
50 BFSG, LLC 0.00% of their portfolio IRVINE, CA 4444 $5.9k $5.9k 0.00% Unchanged
51 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 55 $0 $0 0.00% New
52 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $135 $135 0.00% Unchanged
53 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $38 $38 0.00% Reduced -1 -1
54 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged