Vault-13

SPDR INDEX SHS FDS QEMM

MSCI EMRG MKTS · ETP · CUSIP 78463X426

39 institutional holders +2 vs Q1 2025
353,688353.7k shares reported held*
$22.3mreported value*
5 new 11 added 12 reduced 5 sold out net sold ≈ $1.3m (-21.1k 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 ≈ $63.03.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

02040Q3 22: 37Q4 22: 33Q1 23: 33Q2 23: 30Q3 23: 32Q4 23: 36Q1 24: 36Q2 24: 35Q3 24: 36Q4 24: 36Q1 25: 37Q2 25: 3939Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202237
Q4 202233
Q1 202333
Q2 202330
Q3 202332
Q4 202336
Q1 202436
Q2 202435
Q3 202436
Q4 202436
Q1 202537
Q2 202539

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 23: 16 bought or addedQ3 23: 7 cut or sold outQ4 23: 17 bought or addedQ4 23: 13 cut or sold outQ4 23Q1 24: 12 bought or addedQ1 24: 14 cut or sold outQ2 24: 11 bought or addedQ2 24: 21 cut or sold outQ2 24Q3 24: 11 bought or addedQ3 24: 15 cut or sold outQ4 24: 13 bought or addedQ4 24: 17 cut or sold outQ4 24Q1 25: 12 bought or addedQ1 25: 17 cut or sold outQ2 25: 16 bought or addedQ2 25: 17 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023167
Q4 20231713
Q1 20241214
Q2 20241121
Q3 20241115
Q4 20241317
Q1 20251217
Q2 20251617

Biggest buyers

CITADEL ADVISORS LLC New +14,490+14.5k
Virtu Financial LLC Added +9,192+9.2k
Sebold Capital Management, Inc. New +5,861+5.9k
Climber Capital SA New +4,470+4.5k
COMMONWEALTH EQUITY SERVICES, LLC New +3,462+3.5k
CABOT WEALTH MANAGEMENT INC Added +692+692
RAYMOND JAMES FINANCIAL INC New +446+446
BANK OF AMERICA CORP /DE/ Added +268+268
ROYAL BANK OF CANADA Added +231+231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +138+138

Biggest sellers

JANE STREET GROUP, LLC Reduced -19,881-19.9k
MORGAN STANLEY Reduced -11,943-11.9k
FLOW TRADERS U.S. LLC Sold out -9,868-9.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -4,534-4.5k
LPL Financial LLC Reduced -3,667-3.7k
SENTINEL PENSION ADVISORS, LLC Sold out -3,553-3.6k
Ariadne Wealth Management, LP Reduced -1,915-1.9k
OLD MISSION CAPITAL LLC Reduced -1,387-1.4k
APPLETON PARTNERS INC/MA Reduced -1,225-1.2k
Geneos Wealth Management Inc. Reduced -932-932

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 106,021106.0k $6.7m $6.7m 0.00% Reduced -3.7k -3,667
2 Premier Path Wealth Partners, LLC 0.41% of their portfolio MADISON, NJ 46,28646.3k $2.9m $2.9m 0.41% Added +93 +93
3 CABOT WEALTH MANAGEMENT INC 0.21% of their portfolio BEVERLY, MA 28,36428.4k $1.8m $1.8m 0.21% Added +692 +692
4 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 22,73322.7k $1.4m $1.4m 0.04% Reduced -1.4k -1,387
5 Virtu Financial LLC 0.05% of their portfolio New York, NY 14,89214.9k $939.0k $939.0k 0.05% Added +9.2k +9,192
6 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 14,49014.5k $913.3k $913.3k 0.00% New
7 APPLETON PARTNERS INC/MA 0.06% of their portfolio BOSTON, MA 13,43713.4k $847.0k $847.0k 0.06% Reduced -1.2k -1,225
8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 12,36012.4k $787.1k $787.1k 0.00% Added +138 +138
9 ASPIRIANT, LLC 0.02% of their portfolio San Francisco, CA 12,09212.1k $762.2k $762.2k 0.02% Unchanged
10 Ariadne Wealth Management, LP 0.31% of their portfolio SANTA BARBARA, CA 9,99910.0k $649.3k $649.3k 0.31% Reduced -1.9k -1,915
11 Capital Advisors, Ltd. LLC 0.06% of their portfolio SHAKER HEIGHTS, OH 7,7617.8k $489.0k $489.0k 0.06% Unchanged
12 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 7,2187.2k $455.0k $455.0k 0.00% Added +2 +2
13 OmniStar Financial Group, Inc. 0.33% of their portfolio Wilmington, NC 6,9306.9k $436.8k $436.8k 0.33% Reduced -181 -181
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 6,6186.6k $417.2k $417.2k 0.00% Reduced -11.9k -11,943
15 Sebold Capital Management, Inc. 0.23% of their portfolio LISLE, IL 5,8615.9k $369.4k $369.4k 0.23% New
16 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 5,3775.4k $338.9k $338.9k 0.00% Added +268 +268
17 Lutz Financial Services LLC 0.02% of their portfolio OMAHA, NE 5,0155.0k $316.1k $316.1k 0.02% Unchanged
18 Climber Capital SA 0.18% of their portfolio NYON, V8 4,4704.5k $280.2k $280.2k 0.18% New
19 KWB Wealth 0.03% of their portfolio REDLANDS, CA 4,3704.4k $252.0k $252.0k 0.03% Unchanged
20 Strategic Financial Partners, Ltd. 0.12% of their portfolio Bend, OR 3,9594.0k $249.6k $249.6k 0.12% Added +12 +12
21 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 3,7183.7k $234.4k $234.4k 0.00% Reduced -19.9k -19,881
22 Edge Financial Advisors LLC 0.12% of their portfolio WHEATON, IL 3,6333.6k $229.0k $229.0k 0.12% Reduced -712 -712
23 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 3,4623.5k $218.0k $218.0k 0.00% New
24 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 1,2471.2k $78.0k $78.0k 0.01% Added +14 +14
25 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 614614 $38.7k $38.7k 0.00% Reduced -932 -932
26 Medallion Wealth Advisors, LLC 0.01% of their portfolio FARMINGTON, CT 589589 $37.3k $37.3k 0.01% Unchanged
27 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 486486 $30.0k $30.0k 0.00% Added +231 +231
28 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 446446 $28.1k $28.1k 0.00% New
29 Asset Dedication, LLC 0.00% of their portfolio SAN FRANCISCO, CA 300300 $18.9k $18.9k 0.00% Unchanged
30 Traub Capital Management LLC 0.02% of their portfolio NEEDHAM, MA 260260 $16.4k $16.4k 0.02% First filing
31 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 259259 $16.3k $16.3k 0.00% Added +100 +100
32 CWM, LLC 0.00% of their portfolio OMAHA, NE 161161 $10.0k $10.0k 0.00% Reduced -39 -39
33 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 8787 $5.5k $5.5k 0.00% First filing
34 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 7272 $4.5k $4.5k 0.00% Unchanged
35 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 6565 $4.1k $4.1k 0.00% Reduced -22 -22
36 FSA Wealth Management LLC 0.00% of their portfolio Needham, MA 3535 $2.2k $2.2k 0.00% Added +1 +1
37 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 11 $66 $66 0.00% Unchanged
38 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $1 $1 0.00% Reduced -1 -1
39 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged