Vault-13

SPDR INDEX SHS FDS SPGM

PORTFLI MSCI GBL · ETP · CUSIP 78463X475

94 institutional holders -1 vs Q1 2023
7,983,6148.0m shares reported held*
$417.9mreported value*
8 new 43 added 28 reduced 9 sold out net sold ≈ $36.3m (-693.2k 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 ≈ $52.35.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 80Q4 22: 86Q1 23: 95Q2 23: 9494Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202280
Q4 202286
Q1 202395
Q2 202394

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 50 bought or addedQ4 22: 31 cut or sold outQ4 22Q1 23: 42 bought or addedQ1 23: 32 cut or sold outQ1 23Q2 23: 51 bought or addedQ2 23: 37 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20225031
Q1 20234232
Q2 20235137

Biggest buyers

LPL Financial LLC Added +207,260+207.3k
MEITAV INVESTMENT HOUSE LTD Added +163,800+163.8k
Mariner, LLC Added +122,276+122.3k
Sequoia Financial Advisors, LLC Added +90,492+90.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +66,060+66.1k
Private Advisor Group, LLC Added +34,777+34.8k
Advance Capital Management, Inc. Added +22,646+22.6k
Cerity Partners LLC New +14,136+14.1k
Destiny Wealth Partners, LLC Added +12,379+12.4k
STIFEL FINANCIAL CORP New +10,302+10.3k

Biggest sellers

Stadion Money Management, LLC Sold out -861,315-861.3k
Gateway Wealth Partners, LLC Sold out -283,311-283.3k
JANE STREET GROUP, LLC Reduced -107,868-107.9k
Financial Advocates Investment Management Reduced -71,050-71.0k
Ascentis Independent Advisors Sold out -43,713-43.7k
Legal & General Group Plc Reduced -40,151-40.2k
Barden Capital Management, Inc. Reduced -26,718-26.7k
MORGAN STANLEY Reduced -11,388-11.4k
UBS Group AG Reduced -10,675-10.7k
BANK OF AMERICA CORP /DE/ Reduced -8,432-8.4k

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.07% of their portfolio FORT MILL, SC 1,821,9621.8m $95.4m $95.4m 0.07% Added +207.3k +207,260
2 Sequoia Financial Advisors, LLC 1.19% of their portfolio Akron, OH 1,325,1871.3m $69.4m $69.4m 1.19% Added +90.5k +90,492
3 Private Advisor Group, LLC 0.40% of their portfolio MORRISTOWN, NJ 869,081869.1k $45.5m $45.5m 0.40% Added +34.8k +34,777
4 Legal & General Group Plc 0.01% of their portfolio London, X0 439,177439.2k $23.0m $23.0m 0.01% Reduced -40.2k -40,151
5 Advance Capital Management, Inc. 2.44% of their portfolio SOUTHFIELD, MI 411,585411.6k $21.5m $21.5m 2.44% Added +22.6k +22,646
6 Peak Financial Management, Inc. 6.90% of their portfolio WELLESLEY, MA 370,347370.3k $19.4m $19.4m 6.90% Reduced -2.9k -2,875
7 MEITAV INVESTMENT HOUSE LTD 0.14% of their portfolio BENE-BERAQ, L3 327,600327.6k $17.0m $17.0m 0.14% Added +163.8k +163,800
8 Mirae Asset Global Investments Co., Ltd. 0.03% of their portfolio SEOUL, M5 285,479285.5k $14.9m $14.9m 0.03% Unchanged
9 Mariner, LLC 0.02% of their portfolio Overland Park, KS 146,299146.3k $7.7m $7.7m 0.02% Added +122.3k +122,276
10 Syntal Capital Partners, LLC 2.86% of their portfolio MIDLAND, TX 136,262136.3k $7.1m $7.1m 2.86% Reduced -1.4k -1,352
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 131,193131.2k $6.9m $6.9m 0.01% Added +66.1k +66,060
12 UNIQUE WEALTH, LLC 2.85% of their portfolio TAMPA, FL 124,698124.7k $6.5m $6.5m 2.85% Added +4.7k +4,746
13 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 113,035113.0k $5.9m $5.9m 0.00% Reduced -8.4k -8,432
14 Trilogy Capital Inc. 0.31% of their portfolio IRVINE, CA 89,76089.8k $4.8m $4.8m 0.31% Added +5.1k +5,058
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 80,58380.6k $4.2m $4.2m 0.00% Reduced -10.7k -10,675
16 Itau Unibanco Holding S.A. 0.19% of their portfolio SAO PAULO, D5 79,20079.2k $4.1m $4.1m 0.19% Unchanged
17 FIRST HAWAIIAN BANK 0.13% of their portfolio HONOLULU, HI 77,79877.8k $4.1m $4.1m 0.13% Unchanged
18 Barden Capital Management, Inc. 4.02% of their portfolio AUSTIN, TX 69,80569.8k $3.7m $3.7m 4.02% Reduced -26.7k -26,718
19 LVW Advisors, LLC 0.69% of their portfolio PITTSFORD, NY 65,77965.8k $3.4m $3.4m 0.69% Added +6.4k +6,371
20 Atria Wealth Solutions, Inc. 0.04% of their portfolio NEW YORK, NY 61,49261.5k $3.2m $3.2m 0.04% Reduced -1.8k -1,849
21 Arkadios Wealth Advisors 0.36% of their portfolio ATLANTA, GA 59,90159.9k $3.1m $3.1m 0.36% Added +3.2k +3,237
22 INTERACTIVE FINANCIAL ADVISORS, INC. 1.80% of their portfolio New Lenox, IL 50,69150.7k $2.7m $2.7m 1.80% Added +1.1k +1,138
23 Destiny Wealth Partners, LLC 0.50% of their portfolio TAVARES, FL 48,89548.9k $2.6m $2.6m 0.50% Added +12.4k +12,379
24 Great Waters Wealth Management 0.50% of their portfolio SHOREVIEW, MN 48,07148.1k $2.5m $2.5m 0.50% Reduced -2.8k -2,770
25 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 47,76647.8k $2.5m $2.5m 0.00% Reduced -11.4k -11,388
26 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 39,97040.0k $2.1m $2.1m 0.01% Unchanged
27 FINANCIAL CONSULATE, INC 0.88% of their portfolio HUNT VALLEY, MD 39,63239.6k $2.1m $2.1m 0.88% Reduced -590 -590
28 ICA Group Wealth Management, LLC 0.49% of their portfolio DENVER, CO 37,62537.6k $2.0m $2.0m 0.49% Added +2.5k +2,503
29 Balentine LLC 0.06% of their portfolio ATLANTA, GA 37,06037.1k $1.9m $1.9m 0.06% Reduced -2.7k -2,662
30 ACT WEALTH MANAGEMENT, LLC 1.01% of their portfolio PLANO, TX 34,43834.4k $1.8m $1.8m 1.01% Added +2.9k +2,943
31 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 33,85133.9k $1.8m $1.8m 0.00% Added +3.4k +3,443
32 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 31,59831.6k $1.7m $1.7m 0.00% Added +1.4k +1,350
33 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 28,22728.2k $1.5m $1.5m 0.00% Reduced -107.9k -107,868
34 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 27,66627.7k $1.4m $1.4m 0.00% Added +2.3k +2,252
35 Gerber Kawasaki Wealth & Investment Management 0.09% of their portfolio SANTA MONICA, CA 25,34125.3k $1.3m $1.3m 0.09% Reduced -784 -784
36 OLD MISSION CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 23,42023.4k $1.2m $1.2m 0.05% Added +2.0k +2,024
37 Merit Financial Group, LLC 0.04% of their portfolio ALPHARETTA, GA 20,91420.9k $1.1m $1.1m 0.04% Reduced -7.0k -6,995
38 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 19,68019.7k $1.0m $1.0m 0.00% Reduced -2.1k -2,097
39 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 15,55815.6k $814.0k $814.0k 0.00% Added +3.8k +3,795
40 Financial Advocates Investment Management 0.06% of their portfolio OLYMPIA, WA 14,45014.4k $756.3k $756.3k 0.06% Reduced -71.0k -71,050
41 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 14,13614.1k $739.9k $739.9k 0.00% New
42 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 13,84913.8k $724.8k $724.8k 0.00% Reduced -3.0k -2,972
43 Flagship Private Wealth, LLC 0.56% of their portfolio Woburn, MA 13,02713.0k $681.8k $681.8k 0.56% Added +150 +150
44 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 12,90512.9k $675.4k $675.4k 0.00% Reduced -2.1k -2,120
45 Chicago Partners Investment Group LLC 0.03% of their portfolio CHICAGO, IL 11,98012.0k $635.3k $635.3k 0.03% Added +1.1k +1,136
46 Jacobi Capital Management LLC 0.07% of their portfolio PITTSTON, PA 11,77211.8k $616.1k $616.1k 0.07% Added +269 +269
47 Atlas Private Wealth Advisors 0.12% of their portfolio RED BANK, NJ 11,63611.6k $609.1k $609.1k 0.12% Added +5.7k +5,656
48 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 11,39211.4k $596.2k $596.2k 0.03% Added +1.1k +1,136
49 CWM, LLC 0.00% of their portfolio OMAHA, NE 11,29711.3k $591.0k $591.0k 0.00% Added +186 +186
50 Professional Financial Advisors, LLC 0.30% of their portfolio NORTH PLATTE, NE 11,08611.1k $580.3k $580.3k 0.30% Reduced -3.4k -3,404
51 Tennessee Valley Asset Management Partners 0.17% of their portfolio KNOXVILLE, TN 10,39010.4k $543.8k $543.8k 0.17% Added +2.0k +1,981
52 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 10,30210.3k $539.2k $539.2k 0.00% New
53 C M BIDWELL & ASSOCIATES LTD 0.35% of their portfolio HONOLULU, HI 9,2589.3k $484.6k $484.6k 0.35% Added +335 +335
54 FSM Wealth Advisors, LLC 0.22% of their portfolio CLEVELAND, OH 8,3138.3k $434.6k $434.6k 0.22% Reduced -5 -5
55 Total Wealth Planning, LLC 0.09% of their portfolio CINCINNATI, OH 8,1908.2k $428.7k $428.7k 0.09% Reduced -2.6k -2,583
56 DENVER WEALTH MANAGEMENT, INC. 0.30% of their portfolio DENVER, CO 8,1898.2k $428.6k $428.6k 0.30% Reduced -1.9k -1,905
57 New England Capital Financial Advisors LLC 0.24% of their portfolio MERIDEN, CT 6,8526.9k $358.6k $358.6k 0.24% Added +706 +706
58 Verdence Capital Advisors LLC 0.04% of their portfolio HUNT VALLEY, MD 6,2046.2k $324.7k $324.7k 0.04% Added +71 +71
59 IAG Wealth Partners, LLC 0.08% of their portfolio WAUKESHA, WI 6,0136.0k $314.7k $314.7k 0.08% Reduced -78 -78
60 BIP Wealth, LLC 0.02% of their portfolio ATLANTA, GA 5,7605.8k $301.5k $301.5k 0.02% Reduced -799 -799
61 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 5,6225.6k $294.3k $294.3k 0.00% Reduced -1 -1
62 Western Wealth Management, LLC 0.02% of their portfolio GOLDEN, CO 5,5395.5k $289.9k $289.9k 0.02% Added +701 +701
63 StrategIQ Financial Group, LLC 0.03% of their portfolio MERRILLVILLE, IN 5,4365.4k $284.5k $284.5k 0.03% Added +1.3k +1,265
64 Koshinski Asset Management, Inc. 0.03% of their portfolio DECATUR, IL 5,3345.3k $279.2k $279.2k 0.03% Reduced -1.6k -1,633
65 Garrett Wealth Advisory Group, LLC 0.12% of their portfolio WEATHERFORD, TX 5,3255.3k $278.8k $278.8k 0.12% Added +291 +291
66 PRIVATE TRUST CO NA 0.03% of their portfolio CLEVELAND, OH 4,9545.0k $259.3k $259.3k 0.03% Added +804 +804
67 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 4,5544.6k $238.4k $238.4k 0.00% New
68 Cornerstone Wealth Management, LLC 0.02% of their portfolio ST. PETERS, MO 4,2344.2k $221.6k $221.6k 0.02% Unchanged
69 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 3,9964.0k $209.2k $209.2k 0.00% New
70 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 3,8733.9k $202.7k $202.7k 0.00% New
71 MCF Advisors LLC 0.02% of their portfolio LEXINGTON, KY 3,3313.3k $174.3k $174.3k 0.02% Added +20 +20
72 Joseph Group Capital Management 0.12% of their portfolio COLUMBUS, OH 2,7142.7k $142.1k $142.1k 0.12% Unchanged
73 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 2,6412.6k $138.2k $138.2k 0.01% Added +8 +8
74 FAS Wealth Partners, Inc. 0.02% of their portfolio LEAWOOD, KS 2,3962.4k $125.4k $125.4k 0.02% Added +20 +20
75 Plante Moran Financial Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 1,7531.8k $91.8k $91.8k 0.01% Unchanged
76 ACIMA PRIVATE WEALTH, LLC 0.04% of their portfolio RICHMOND, VA 1,6221.6k $84.9k $84.9k 0.04% Unchanged
77 Beacon Capital Management, LLC 0.02% of their portfolio FRANKLIN, TN 1,4001.4k $73.3k $73.3k 0.02% New
78 Cape Investment Advisory, Inc. 0.04% of their portfolio MCDONOUGH, GA 1,3351.3k $69.9k $69.9k 0.04% Unchanged
79 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,0781.1k $56.4k $56.4k 0.00% Added +12 +12
80 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio RICHMOND, VA 777777 $40.7k $40.7k 0.00% Added +9 +9
81 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 631631 $33.0k $33.0k 0.00% Reduced -136 -136
82 FMR LLC 0.00% of their portfolio BOSTON, MA 371371 $19.4k $19.4k 0.00% Reduced -385 -385
83 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 242242 $12.7k $12.7k 0.00% Added +100 +100
84 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 204204 $10.7k $10.7k 0.00% Added +3 +3
85 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 127127 $6.7k $6.7k 0.00% Unchanged
86 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 114114 $6.0k $6.0k 0.00% Unchanged
87 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 8282 $4.3k $4.3k 0.00% Added +42 +42
88 Cassady Schiller Wealth Management, LLC 0.00% of their portfolio CINCINNATI, OH 7171 $3.7k $3.7k 0.00% New
89 Key Financial Inc 0.00% of their portfolio WEST CHESTER, PA 6969 $3.6k $3.6k 0.00% New
90 NORTHWEST INVESTMENT COUNSELORS, LLC 0.00% of their portfolio Lake Oswego, OR 6666 $3.5k $3.5k 0.00% Unchanged
91 Investors Research Corp 0.00% of their portfolio ATLANTA, GA 4646 $2.4k $2.4k 0.00% Unchanged
92 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 3030 $1.6k $1.6k 0.00% Unchanged
93 TILIA FIDUCIARY PARTNERS, INC. 0.00% of their portfolio WILMINGTON, NC 2020 $1.0k $1.0k 0.00% Added +1 +1
94 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged