Vault-13

SPDR INDEX SHS FDS QWLD

MSCI WRLD STRGIC · ETP · CUSIP 78463X418

56 institutional holders -1 vs Q4 2025
754,532754.5k shares reported held*
$108.0mreported value*
3 new 20 added 15 reduced 5 sold out net sold ≈ $3.8m (-26.8k 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 ≈ $143.17.

Trends to Q1 2026

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: 57Q1 26: 5656Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 202656

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q2 24: 30 bought or addedQ2 24: 10 cut or sold outQ3 24: 19 bought or addedQ3 24: 17 cut or sold outQ3 24Q4 24: 29 bought or addedQ4 24: 13 cut or sold outQ1 25: 25 bought or addedQ1 25: 15 cut or sold outQ1 25Q2 25: 26 bought or addedQ2 25: 22 cut or sold outQ3 25: 24 bought or addedQ3 25: 20 cut or sold outQ3 25Q4 25: 29 bought or addedQ4 25: 23 cut or sold outQ1 26: 23 bought or addedQ1 26: 20 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243010
Q3 20241917
Q4 20242913
Q1 20252515
Q2 20252622
Q3 20252420
Q4 20252923
Q1 20262320

Biggest buyers

Steward Partners Investment Advisory, LLC Added +16,717+16.7k
JANE STREET GROUP, LLC Added +3,958+4.0k
GATEWAY INVESTMENT ADVISERS LLC New +3,825+3.8k
Stratos Wealth Partners, LTD. Added +2,662+2.7k
OSAIC HOLDINGS, INC. Added +2,040+2.0k
Independent Advisor Alliance New +1,485+1.5k
Virtu Financial LLC New +1,415+1.4k
Fingerlakes Wealth Management, Inc. Added +795+795
ASSETMARK, INC Added +755+755
Palatine Hill Wealth Management, LLC Added +428+428

Biggest sellers

CITADEL ADVISORS LLC Reduced -28,081-28.1k
LPL Financial LLC Reduced -20,301-20.3k
Golden State Wealth Management, LLC Reduced -3,084-3.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -2,680-2.7k
Merit Financial Group, LLC Sold out -1,894-1.9k
Cetera Investment Advisers Reduced -1,832-1.8k
RAYMOND JAMES FINANCIAL INC Reduced -1,684-1.7k
Aspire Capital Advisors LLC Reduced -900-900
Geneos Wealth Management Inc. Reduced -791-791
BANK OF AMERICA CORP /DE/ Sold out -338-338

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 310,449310.4k $44.4m $44.4m 0.01% Reduced -20.3k -20,301
2 Steward Partners Investment Advisory, LLC 0.05% of their portfolio STAMFORD, CT 66,29966.3k $9.5m $9.5m 0.05% Added +16.7k +16,717
3 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 43,02743.0k $6.2m $6.2m 0.01% Added +2.0k +2,040
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 37,71537.7k $5.4m $5.4m 0.00% Reduced -1.7k -1,684
5 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 36,04536.0k $5.2m $5.2m 0.01% Added +755 +755
6 Fingerlakes Wealth Management, Inc. 2.95% of their portfolio ITHACA, NY 31,06031.1k $4.4m $4.4m 2.95% Added +795 +795
7 SYM FINANCIAL Corp 0.34% of their portfolio WINONA LAKE, IN 23,46523.5k $3.4m $3.4m 0.34% Reduced -116 -116
8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 22,70422.7k $3.3m $3.3m 0.01% Reduced -59 -59
9 Stratos Wealth Partners, LTD. 0.03% of their portfolio BEACHWOOD, OH 20,64820.6k $3.0m $3.0m 0.03% Added +2.7k +2,662
10 Wealthcare Advisory Partners LLC 0.04% of their portfolio WEST CHESTER, PA 15,38615.4k $2.2m $2.2m 0.04% Reduced -23 -23
11 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 13,12013.1k $1.9m $1.9m 0.00% Added +315 +315
12 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,98713.0k $1.9m $1.9m 0.00% Reduced -28.1k -28,081
13 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 10,93410.9k $1.6m $1.6m 0.00% Added +4.0k +3,958
14 Geneos Wealth Management Inc. 0.04% of their portfolio ENGLEWOOD, CO 10,74910.7k $1.5m $1.5m 0.04% Reduced -791 -791
15 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 8,3898.4k $1.2m $1.2m 0.00% Reduced -1.8k -1,832
16 THOROUGHBRED FINANCIAL SERVICES, LLC 0.07% of their portfolio BRENTWOOD, TN 7,9387.9k $1.1m $1.1m 0.07% Added +35 +35
17 Palatine Hill Wealth Management, LLC 0.89% of their portfolio BIRMINGHAM, MI 7,1337.1k $1.0m $1.0m 0.89% Added +428 +428
18 MCDONALD PARTNERS LLC 0.22% of their portfolio CLEVELAND, OH 6,6356.6k $949.7k $949.7k 0.22% Added +85 +85
19 New England Private Wealth Advisors LLC 0.10% of their portfolio WELLESLEY, MA 5,7855.8k $828.0k $828.0k 0.10% Unchanged
20 Atlas Private Wealth Advisors 0.17% of their portfolio RED BANK, NJ 5,1795.2k $741.3k $741.3k 0.17% Added +163 +163
21 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 4,8884.9k $699.7k $699.7k 0.00% Added +106 +106
22 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 4,3594.4k $624.0k $624.0k 0.00% Unchanged
23 First Heartland Consultants, Inc. 0.05% of their portfolio LAKE ST. LOUIS, MO 4,3514.4k $622.8k $622.8k 0.05% Added +414 +414
24 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 3,9023.9k $558.5k $558.5k 0.01% Added +6 +6
25 GATEWAY INVESTMENT ADVISERS LLC 0.01% of their portfolio CINCINNATI, OH 3,8253.8k $547.5k $547.5k 0.01% New
26 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 3,7583.8k $538.0k $538.0k 0.01% Unchanged
27 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 3,3273.3k $476.2k $476.2k 0.00% Unchanged
28 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 3,2173.2k $460.5k $460.5k 0.01% Added +40 +40
29 WILLNER & HELLER, LLC 0.32% of their portfolio ENCINO, CA 3,0013.0k $429.6k $429.6k 0.32% Reduced -108 -108
30 Birchwood Financial Partners, Inc. 0.38% of their portfolio BLOOMINGTON, MN 2,7732.8k $396.9k $396.9k 0.38% Unchanged
31 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2,2612.3k $323.7k $323.7k 0.00% Added +156 +156
32 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 2,0362.0k $291.0k $291.0k 0.00% Reduced -105 -105
33 Golden State Wealth Management, LLC 0.03% of their portfolio SANTA ANA, CA 1,9011.9k $272.2k $272.2k 0.03% Reduced -3.1k -3,084
34 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 1,7761.8k $254.2k $254.2k 0.00% Reduced -2.7k -2,680
35 FLAGSHIP HARBOR ADVISORS, LLC 0.01% of their portfolio BOSTON, MA 1,6271.6k $232.9k $232.9k 0.01% Unchanged
36 Aspire Capital Advisors LLC 0.05% of their portfolio SEATTLE, WA 1,5661.6k $224.2k $224.2k 0.05% Reduced -900 -900
37 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 1,5361.5k $219.9k $219.9k 0.00% Added +243 +243
38 Independent Advisor Alliance 0.00% of their portfolio CHARLOTTE, NC 1,4851.5k $212.6k $212.6k 0.00% New
39 Empirical Asset Management, LLC 0.06% of their portfolio WELLESLEY, MA 1,4671.5k $210.0k $210.0k 0.06% Reduced -180 -180
40 Virtu Financial LLC 0.01% of their portfolio New York, NY 1,4151.4k $202.0k $202.0k 0.01% New
41 GLENMEDE TRUST CO NA 0.00% of their portfolio PHILADELPHIA, PA 962962 $137.7k $137.7k 0.00% Unchanged
42 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio ORLANDO, FL 839839 $120.8k $120.8k 0.01% Unchanged
43 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 616616 $88.2k $88.2k 0.00% Added +6 +6
44 FMR LLC 0.00% of their portfolio BOSTON, MA 500500 $71.6k $71.6k 0.00% Added +25 +25
45 Collier Financial 0.04% of their portfolio DENVER, CO 407407 $58.2k $58.2k 0.04% Added +1 +1
46 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 345345 $49.4k $49.4k 0.00% Unchanged
47 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 263263 $37.6k $37.6k 0.00% Reduced -21 -21
48 Triumph Capital Management 0.01% of their portfolio DENVER, CO 224224 $32.1k $32.1k 0.01% Unchanged
49 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 104104 $14.9k $14.9k 0.00% Unchanged
50 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 6060 $9.0k $9.0k 0.00% Not comparable
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 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 33 $429 $429 0.00% First filing
54 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 22 $288 $288 0.00% Unchanged
55 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $143 $143 0.00% Unchanged
56 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $82 $82 0.00% Unchanged