Vault-13

SPDR INDEX SHS FDS QWLD

MSCI WRLD STRGIC · ETP · CUSIP 78463X418

57 institutional holders +3 vs Q3 2025
781,336781.3k shares reported held*
$112.0mreported value*
8 new 21 added 16 reduced 7 sold out net bought ≈ $2.3m (+16.1k 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 ≈ $143.31.

Trends to Q4 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: 54Q3 25: 54Q4 25: 5757Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 202554
Q4 202557

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q1 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 25Q3 25: 24 bought or addedQ3 25: 20 cut or sold outQ4 25: 29 bought or addedQ4 25: 23 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20242013
Q2 20243010
Q3 20241917
Q4 20242913
Q1 20252515
Q2 20252622
Q3 20252420
Q4 20252923

Biggest buyers

Steward Partners Investment Advisory, LLC New +49,582+49.6k
OSAIC HOLDINGS, INC. Added +15,540+15.5k
LPL Financial LLC Added +14,155+14.2k
Wealthcare Advisory Partners LLC Added +2,723+2.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +2,403+2.4k
Thrivent Financial for Lutherans New +2,141+2.1k
Fingerlakes Wealth Management, Inc. Added +1,736+1.7k
CITADEL ADVISORS LLC Added +1,349+1.3k
Stratos Wealth Partners, LTD. Added +1,016+1.0k
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC New +839+839

Biggest sellers

RAYMOND JAMES FINANCIAL INC Reduced -47,387-47.4k
JANE STREET GROUP, LLC Reduced -11,030-11.0k
Merit Financial Group, LLC Reduced -3,033-3.0k
VestGen Advisors, LLC Sold out -2,824-2.8k
Empirical Asset Management, LLC Reduced -2,677-2.7k
Aspire Capital Advisors LLC Reduced -1,865-1.9k
Private Advisor Group, LLC Sold out -1,840-1.8k
MORGAN STANLEY Reduced -1,834-1.8k
Ignite Planners, LLC Sold out -1,533-1.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -982-982

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 330,750330.8k $47.4m $47.4m 0.01% Added +14.2k +14,155
2 Steward Partners Investment Advisory, LLC 0.04% of their portfolio STAMFORD, CT 49,58249.6k $7.1m $7.1m 0.04% New
3 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 41,06841.1k $5.9m $5.9m 0.00% Added +1.3k +1,349
4 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 40,98741.0k $5.9m $5.9m 0.01% Added +15.5k +15,540
5 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 39,39939.4k $5.6m $5.6m 0.00% Reduced -47.4k -47,387
6 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 35,29035.3k $5.1m $5.1m 0.01% Reduced -368 -368
7 Fingerlakes Wealth Management, Inc. 2.76% of their portfolio ITHACA, NY 30,26530.3k $4.3m $4.3m 2.76% Added +1.7k +1,736
8 SYM FINANCIAL Corp 0.35% of their portfolio WINONA LAKE, IN 23,58123.6k $3.4m $3.4m 0.35% Reduced -29 -29
9 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 22,76322.8k $3.3m $3.3m 0.00% Added +403 +403
10 Stratos Wealth Partners, LTD. 0.03% of their portfolio BEACHWOOD, OH 17,98618.0k $2.6m $2.6m 0.03% Added +1.0k +1,016
11 Wealthcare Advisory Partners LLC 0.04% of their portfolio WEST CHESTER, PA 15,40915.4k $2.2m $2.2m 0.04% Added +2.7k +2,723
12 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 12,80512.8k $1.8m $1.8m 0.00% Added +386 +386
13 Geneos Wealth Management Inc. 0.04% of their portfolio ENGLEWOOD, CO 11,54011.5k $1.7m $1.7m 0.04% Added +655 +655
14 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 10,22110.2k $1.5m $1.5m 0.00% Reduced -946 -946
15 THOROUGHBRED FINANCIAL SERVICES, LLC 0.07% of their portfolio BRENTWOOD, TN 7,9037.9k $1.1m $1.1m 0.07% Added +345 +345
16 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 6,9767.0k $999.3k $999.3k 0.00% Reduced -11.0k -11,030
17 Palatine Hill Wealth Management, LLC 0.77% of their portfolio BIRMINGHAM, MI 6,7056.7k $960.5k $960.5k 0.77% First filing
18 MCDONALD PARTNERS LLC 0.30% of their portfolio CLEVELAND, OH 6,5506.5k $938.3k $938.3k 0.30% Added +175 +175
19 New England Private Wealth Advisors LLC 0.10% of their portfolio WELLESLEY, MA 5,7855.8k $828.7k $828.7k 0.10% Added +18 +18
20 Atlas Private Wealth Advisors 0.17% of their portfolio RED BANK, NJ 5,0165.0k $718.6k $718.6k 0.17% Reduced -60 -60
21 Golden State Wealth Management, LLC 0.08% of their portfolio SANTA ANA, CA 4,9855.0k $714.2k $714.2k 0.08% Reduced -218 -218
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 4,7824.8k $685.0k $685.0k 0.00% Reduced -982 -982
23 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 4,4564.5k $638.3k $638.3k 0.00% Added +2.4k +2,403
24 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 4,3594.4k $624.5k $624.5k 0.00% Added +6 +6
25 First Heartland Consultants, Inc. 0.04% of their portfolio LAKE ST. LOUIS, MO 3,9373.9k $564.0k $564.0k 0.04% Added +259 +259
26 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 3,8963.9k $558.1k $558.1k 0.01% Reduced -127 -127
27 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 3,7583.8k $538.0k $538.0k 0.01% Added +21 +21
28 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 3,3273.3k $476.6k $476.6k 0.00% Added +34 +34
29 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 3,1773.2k $455.1k $455.1k 0.01% Added +23 +23
30 WILLNER & HELLER, LLC 0.32% of their portfolio ENCINO, CA 3,1093.1k $445.3k $445.3k 0.32% Reduced -62 -62
31 Birchwood Financial Partners, Inc. 0.39% of their portfolio BLOOMINGTON, MN 2,7732.8k $397.2k $397.2k 0.39% First filing
32 Aspire Capital Advisors LLC 0.08% of their portfolio SEATTLE, WA 2,4662.5k $353.3k $353.3k 0.08% Reduced -1.9k -1,865
33 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 2,1412.1k $307.0k $307.0k 0.00% New
34 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2,1052.1k $301.6k $301.6k 0.00% Reduced -3 -3
35 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 1,8941.9k $271.3k $271.3k 0.00% Reduced -3.0k -3,033
36 Empirical Asset Management, LLC 0.07% of their portfolio WELLESLEY, MA 1,6471.6k $236.0k $236.0k 0.07% Reduced -2.7k -2,677
37 FLAGSHIP HARBOR ADVISORS, LLC 0.01% of their portfolio BOSTON, MA 1,6271.6k $233.1k $233.1k 0.01% Added +13 +13
38 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 1,2931.3k $185.2k $185.2k 0.00% Added +13 +13
39 GLENMEDE TRUST CO NA 0.00% of their portfolio PHILADELPHIA, PA 962962 $137.8k $137.8k 0.00% First filing
40 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio ORLANDO, FL 839839 $120.2k $120.2k 0.01% New
41 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 610610 $87.4k $87.4k 0.00% Unchanged
42 FMR LLC 0.00% of their portfolio BOSTON, MA 475475 $68.0k $68.0k 0.00% Unchanged
43 Collier Financial 0.04% of their portfolio DENVER, CO 406406 $58.3k $58.3k 0.04% Reduced -1 -1
44 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 345345 $49.4k $49.4k 0.00% Unchanged
45 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 338338 $48.4k $48.4k 0.00% Added +45 +45
46 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 284284 $40.7k $40.7k 0.00% Reduced -1.8k -1,834
47 Triumph Capital Management 0.01% of their portfolio DENVER, CO 224224 $32.1k $32.1k 0.01% New
48 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 214214 $30.7k $30.7k 0.00% New
49 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 104104 $14.9k $14.9k 0.00% New
50 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 5555 $7.9k $7.9k 0.00% Unchanged
51 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 4444 $6.3k $6.3k 0.00% Unchanged
52 BFSG, LLC 0.00% of their portfolio IRVINE, CA 4444 $6.3k $6.3k 0.00% Unchanged
53 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 4343 $6.2k $6.2k 0.00% New
54 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 3333 $4.7k $4.7k 0.00% Unchanged
55 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 22 $287 $287 0.00% New
56 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $143 $143 0.00% Unchanged
57 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $82 $82 0.00% Unchanged