Vault-13

SPDR INDEX SHS FDS QWLD

MSCI WRLD STRGIC · ETP · CUSIP 78463X418

58 institutional holders +2 vs Q1 2026
653,899653.9k shares reported held*
$99.4mreported value*
5 new 25 added 12 reduced 4 sold out net sold ≈ $15.3m (-100.7k 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 ≈ $151.99.

Trends to Q2 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: 56Q2 26: 5858Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 202658

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 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 25Q1 26: 23 bought or addedQ1 26: 20 cut or sold outQ2 26: 30 bought or addedQ2 26: 16 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241917
Q4 20242913
Q1 20252515
Q2 20252622
Q3 20252420
Q4 20252923
Q1 20262320
Q2 20263016

Biggest buyers

MORGAN STANLEY Added +21,364+21.4k
Cambridge Investment Research Advisors, Inc. Added +14,404+14.4k
ASSETMARK, INC Added +10,002+10.0k
OSAIC HOLDINGS, INC. Added +4,797+4.8k
GOLDMAN SACHS GROUP INC New +3,087+3.1k
Fingerlakes Wealth Management, Inc. Added +2,413+2.4k
RAYMOND JAMES FINANCIAL INC Added +1,916+1.9k
Stratos Wealth Partners, LTD. Added +1,443+1.4k
Prospera Financial Services Inc New +1,396+1.4k
Ameritas Advisory Services, LLC New +761+761

Biggest sellers

LPL Financial LLC Reduced -136,077-136.1k
CITADEL ADVISORS LLC Reduced -9,343-9.3k
JANE STREET GROUP, LLC Reduced -9,147-9.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -1,776-1.8k
Aspire Capital Advisors LLC Sold out -1,566-1.6k
Independent Advisor Alliance Sold out -1,485-1.5k
Virtu Financial LLC Sold out -1,415-1.4k
Wealthcare Advisory Partners LLC Reduced -1,266-1.3k
Focus Partners Wealth Reduced -1,192-1.2k
Cetera Investment Advisers Reduced -802-802

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 174,372174.4k $26.5m $26.5m 0.01% Reduced -136.1k -136,077
2 Steward Partners Investment Advisory, LLC 0.05% of their portfolio STAMFORD, CT 66,30266.3k $10.1m $10.1m 0.05% Added +3 +3
3 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 47,82447.8k $7.3m $7.3m 0.01% Added +4.8k +4,797
4 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 46,04746.0k $7.0m $7.0m 0.01% Added +10.0k +10,002
5 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 39,63139.6k $6.0m $6.0m 0.00% Added +1.9k +1,916
6 Fingerlakes Wealth Management, Inc. 2.74% of their portfolio ITHACA, NY 33,47333.5k $5.1m $5.1m 2.74% Added +2.4k +2,413
7 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 27,52427.5k $4.2m $4.2m 0.00% Added +14.4k +14,404
8 SYM FINANCIAL Corp 0.29% of their portfolio WINONA LAKE, IN 23,51823.5k $3.6m $3.6m 0.29% Added +53 +53
9 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 22,45722.5k $3.5m $3.5m 0.01% Reduced -247 -247
10 Stratos Wealth Partners, LTD. 0.03% of their portfolio BEACHWOOD, OH 22,09122.1k $3.4m $3.4m 0.03% Added +1.4k +1,443
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 21,62721.6k $3.3m $3.3m 0.00% Added +21.4k +21,364
12 Wealthcare Advisory Partners LLC 0.04% of their portfolio WEST CHESTER, PA 14,12014.1k $2.1m $2.1m 0.04% Reduced -1.3k -1,266
13 Geneos Wealth Management Inc. 0.03% of their portfolio ENGLEWOOD, CO 10,79210.8k $1.6m $1.6m 0.03% Added +43 +43
14 THOROUGHBRED FINANCIAL SERVICES, LLC 0.06% of their portfolio BRENTWOOD, TN 7,9057.9k $1.2m $1.2m 0.06% Reduced -33 -33
15 Palatine Hill Wealth Management, LLC 0.94% of their portfolio BIRMINGHAM, MI 7,6887.7k $1.2m $1.2m 0.94% Added +555 +555
16 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 7,5877.6k $1.2m $1.2m 0.00% Reduced -802 -802
17 MCDONALD PARTNERS LLC 0.24% of their portfolio CLEVELAND, OH 6,6356.6k $1.0m $1.0m 0.24% Unchanged
18 New England Private Wealth Advisors LLC 0.09% of their portfolio WELLESLEY, MA 5,8005.8k $886.5k $886.5k 0.09% Added +15 +15
19 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 5,2825.3k $802.4k $802.4k 0.00% Added +394 +394
20 Atlas Private Wealth Advisors 0.17% of their portfolio RED BANK, NJ 5,2465.2k $796.9k $796.9k 0.17% Added +67 +67
21 First Heartland Consultants, Inc. 0.04% of their portfolio LAKE ST. LOUIS, MO 4,4924.5k $682.4k $682.4k 0.04% Added +141 +141
22 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 4,4124.4k $670.2k $670.2k 0.01% Added +510 +510
23 GATEWAY INVESTMENT ADVISERS LLC 0.01% of their portfolio CINCINNATI, OH 3,8253.8k $581.1k $581.1k 0.01% Unchanged
24 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 3,7763.8k $574.0k $574.0k 0.01% Added +18 +18
25 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 3,6443.6k $553.6k $553.6k 0.00% Reduced -9.3k -9,343
26 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 3,5843.6k $544.5k $544.5k 0.01% Added +367 +367
27 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 3,3573.4k $509.9k $509.9k 0.00% Added +30 +30
28 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 3,1673.2k $481.2k $481.2k 0.00% Reduced -1.2k -1,192
29 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 3,0873.1k $469.0k $469.0k 0.00% New
30 WILLNER & HELLER, LLC 0.29% of their portfolio ENCINO, CA 3,0263.0k $459.7k $459.7k 0.29% Added +25 +25
31 Birchwood Financial Partners, Inc. 0.34% of their portfolio BLOOMINGTON, MN 2,7732.8k $421.3k $421.3k 0.34% Unchanged
32 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2,4352.4k $369.7k $369.7k 0.00% Added +174 +174
33 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 1,9471.9k $296.0k $296.0k 0.00% Reduced -89 -89
34 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 1,7871.8k $271.5k $271.5k 0.00% Reduced -9.1k -9,147
35 FLAGSHIP HARBOR ADVISORS, LLC 0.01% of their portfolio BOSTON, MA 1,6391.6k $249.0k $249.0k 0.01% Added +12 +12
36 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 1,5501.6k $235.4k $235.4k 0.00% Added +14 +14
37 Empirical Asset Management, LLC 0.05% of their portfolio WELLESLEY, MA 1,4191.4k $215.5k $215.5k 0.05% Reduced -48 -48
38 Prospera Financial Services Inc 0.00% of their portfolio Dallas, TX 1,3961.4k $212.1k $212.1k 0.00% New
39 Golden State Wealth Management, LLC 0.02% of their portfolio SANTA ANA, CA 1,1511.2k $174.9k $174.9k 0.02% Reduced -750 -750
40 GLENMEDE TRUST CO NA 0.00% of their portfolio PHILADELPHIA, PA 962962 $146.1k $146.1k 0.00% Unchanged
41 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio ORLANDO, FL 845845 $128.3k $128.3k 0.01% Added +6 +6
42 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 761761 $115.6k $115.6k 0.00% New
43 FMR LLC 0.00% of their portfolio BOSTON, MA 677677 $102.8k $102.8k 0.00% Added +177 +177
44 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 616616 $93.6k $93.6k 0.00% Unchanged
45 UBS Group AG 0.00% of their portfolio ZURICH, V8 445445 $67.6k $67.6k 0.00% New
46 Collier Financial 0.04% of their portfolio DENVER, CO 407407 $61.8k $61.8k 0.04% Unchanged
47 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 345345 $52.4k $52.4k 0.00% Unchanged
48 Triumph Capital Management 0.00% of their portfolio DENVER, CO 107107 $16.3k $16.3k 0.00% Reduced -117 -117
49 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 104104 $15.8k $15.8k 0.00% Unchanged
50 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 6060 $9.0k $9.0k 0.00% Unchanged
51 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 5555 $8.4k $8.4k 0.00% First filing
52 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 4444 $6.7k $6.7k 0.00% Unchanged
53 BFSG, LLC 0.00% of their portfolio IRVINE, CA 4444 $6.7k $6.7k 0.00% Unchanged
54 FIDUCIARY FINANCIAL ADVISORS 0.00% of their portfolio GRAND RAPIDS, MI 3333 $5.0k $5.0k 0.00% New
55 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 33 $456 $456 0.00% Unchanged
56 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 22 $304 $304 0.00% Unchanged
57 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $152 $152 0.00% Unchanged
58 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $111 $111 0.00% Unchanged