Vault-13

SPDR INDEX SHS FDS SPGM

PORTFLI MSCI GBL · ETP · CUSIP 78463X475

130 institutional holders +8 vs Q1 2024
9,784,7719.8m shares reported held*
$594.1mreported value*
13 new 68 added 27 reduced 6 sold out net sold ≈ $2.0m (-21.8k 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 ≈ $60.71.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 80Q4 22: 86Q1 23: 95Q2 23: 94Q3 23: 101Q4 23: 108Q1 24: 122Q2 24: 130130Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202280
Q4 202286
Q1 202395
Q2 202394
Q3 2023101
Q4 2023108
Q1 2024122
Q2 2024130

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 outQ2 23: 51 bought or addedQ2 23: 37 cut or sold outQ2 23Q3 23: 53 bought or addedQ3 23: 32 cut or sold outQ4 23: 61 bought or addedQ4 23: 40 cut or sold outQ4 23Q1 24: 67 bought or addedQ1 24: 35 cut or sold outQ2 24: 81 bought or addedQ2 24: 33 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20225031
Q1 20234232
Q2 20235137
Q3 20235332
Q4 20236140
Q1 20246735
Q2 20248133

Biggest buyers

LPL Financial LLC Added +86,753+86.8k
BANK OF AMERICA CORP /DE/ Added +67,226+67.2k
Mariner, LLC Added +55,815+55.8k
Cresset Asset Management, LLC Added +39,970+40.0k
ENVESTNET ASSET MANAGEMENT INC Added +24,645+24.6k
OSAIC HOLDINGS, INC. Added +24,346+24.3k
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Added +20,742+20.7k
ROYAL BANK OF CANADA Added +20,136+20.1k
Tennessee Valley Asset Management Partners Added +16,444+16.4k
UBS Group AG Added +14,526+14.5k

Biggest sellers

MORGAN STANLEY Reduced -100,553-100.6k
CWM, LLC Reduced -78,667-78.7k
Arkadios Wealth Advisors Sold out -60,637-60.6k
Sequoia Financial Advisors, LLC Reduced -50,410-50.4k
JANE STREET GROUP, LLC Sold out -46,930-46.9k
Legal & General Group Plc Reduced -40,727-40.7k
ICA Group Wealth Management, LLC Reduced -38,738-38.7k
EIGHT 31 FINANCIAL, LLC Reduced -32,017-32.0k
UNIQUE WEALTH, LLC Reduced -21,288-21.3k
OLD MISSION CAPITAL LLC Sold out -14,198-14.2k

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.07% of their portfolio FORT MILL, SC 2,366,7762.4m $143.9m $143.9m 0.07% Added +86.8k +86,753
2 Sequoia Financial Advisors, LLC 0.96% of their portfolio Akron, OH 1,312,1271.3m $79.8m $79.8m 0.96% Reduced -50.4k -50,410
3 Private Advisor Group, LLC 0.35% of their portfolio MORRISTOWN, NJ 858,160858.2k $52.2m $52.2m 0.35% Added +10.2k +10,151
4 Mariner, LLC 0.05% of their portfolio Overland Park, KS 428,224428.2k $26.0m $26.0m 0.05% Added +55.8k +55,815
5 Advance Capital Management, Inc. 1.17% of their portfolio SOUTHFIELD, MI 405,811405.8k $24.7m $24.7m 1.17% Reduced -642 -642
6 Legal & General Group Plc 0.01% of their portfolio London, X0 379,570379.6k $23.1m $23.1m 0.01% Reduced -40.7k -40,727
7 Peak Financial Management, Inc. 7.14% of their portfolio WELLESLEY, MA 375,482375.5k $22.8m $22.8m 7.14% Added +2.3k +2,274
8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 303,473303.5k $18.4m $18.4m 0.04% Added +2.9k +2,869
9 Mirae Asset Global Investments Co., Ltd. 0.08% of their portfolio SEOUL, M5 276,479276.5k $16.8m $16.8m 0.08% Reduced -9.0k -9,000
10 Schaeffer Financial LLC 15.71% of their portfolio Rockville, MD 238,172238.2k $14.5m $14.5m 15.71% Reduced -2.3k -2,281
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 231,409231.4k $14.1m $14.1m 0.00% Added +67.2k +67,226
12 CX Institutional 0.66% of their portfolio AUBURN, IN 230,007230.0k $14.0m $14.0m 0.66% Reduced -6.4k -6,405
13 MEITAV INVESTMENT HOUSE LTD 0.18% of their portfolio BENE-BERAQ, L3 163,800163.8k $10.0m $10.0m 0.18% Unchanged
14 UNIQUE WEALTH, LLC 1.94% of their portfolio TAMPA, FL 121,890121.9k $7.4m $7.4m 1.94% Reduced -21.3k -21,288
15 First Heartland Consultants, Inc. 0.69% of their portfolio LAKE ST. LOUIS, MO 114,061114.1k $6.9m $6.9m 0.69% Added +3.4k +3,422
16 Trilogy Capital Inc. 0.31% of their portfolio IRVINE, CA 94,06794.1k $5.7m $5.7m 0.31% Added +4 +4
17 Belpointe Asset Management LLC 0.39% of their portfolio RENO, NV 91,60291.6k $5.6m $5.6m 0.39% Added +1.9k +1,895
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 91,02591.0k $5.5m $5.5m 0.00% Added +14.5k +14,526
19 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 85,77785.8k $5.2m $5.2m 0.00% Added +24.6k +24,645
20 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 79,94079.9k $4.9m $4.9m 0.02% Added +40.0k +39,970
21 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 77,99478.0k $4.7m $4.7m 0.01% Added +24.3k +24,346
22 LVW Advisors, LLC 0.68% of their portfolio PITTSFORD, NY 75,80775.8k $4.6m $4.6m 0.68% Added +958 +958
23 FIRST HAWAIIAN BANK 0.15% of their portfolio HONOLULU, HI 75,04475.0k $4.6m $4.6m 0.15% Reduced -2.8k -2,754
24 Barden Capital Management, Inc. 3.81% of their portfolio AUSTIN, TX 66,54166.5k $4.0m $4.0m 3.81% Added +310 +310
25 TrinityPoint Wealth, LLC 0.58% of their portfolio MILFORD, CT 60,51660.5k $3.7m $3.7m 0.58% Added +1.7k +1,697
26 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 55,36355.4k $3.4m $3.4m 0.00% Reduced -100.6k -100,553
27 Balentine LLC 0.14% of their portfolio ATLANTA, GA 51,03551.0k $3.1m $3.1m 0.14% Added +5.4k +5,354
28 INTERACTIVE FINANCIAL ADVISORS, INC. 1.64% of their portfolio New Lenox, IL 48,89248.9k $3.0m $3.0m 1.64% Added +2.0k +1,958
29 FLAGSHIP HARBOR ADVISORS, LLC 0.17% of their portfolio BOSTON, MA 47,32147.3k $2.9m $2.9m 0.17% Added +6.4k +6,410
30 Atria Wealth Solutions, Inc. 0.03% of their portfolio NEW YORK, NY 46,01846.0k $2.8m $2.8m 0.03% Reduced -1.7k -1,695
31 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 43,03343.0k $2.6m $2.6m 0.00% Added +6.7k +6,694
32 Destiny Wealth Partners, LLC 0.45% of their portfolio TAVARES, FL 41,22441.2k $2.5m $2.5m 0.45% Added +443 +443
33 Great Waters Wealth Management 0.37% of their portfolio SHOREVIEW, MN 39,36239.4k $2.4m $2.4m 0.37% Reduced -652 -652
34 FINANCIAL CONSULATE, INC 0.68% of their portfolio HUNT VALLEY, MD 38,32838.3k $2.3m $2.3m 0.68% Reduced -328 -328
35 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 38,25738.3k $2.3m $2.3m 0.00% Added +20.1k +20,136
36 CWM, LLC 0.01% of their portfolio OMAHA, NE 37,30137.3k $2.3m $2.3m 0.01% Reduced -78.7k -78,667
37 Convergence Financial, LLC 0.60% of their portfolio COLUMBIA, MO 37,29037.3k $2.3m $2.3m 0.60% Added +13.7k +13,657
38 ACT WEALTH MANAGEMENT, LLC 1.08% of their portfolio PLANO, TX 35,98836.0k $2.2m $2.2m 1.08% Added +700 +700
39 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 34,09034.1k $2.1m $2.1m 0.00% Added +3.3k +3,289
40 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 30,78630.8k $1.9m $1.9m 0.00% Added +60 +60
41 Tennessee Valley Asset Management Partners 0.19% of their portfolio KNOXVILLE, TN 30,32630.3k $1.8m $1.8m 0.19% Added +16.4k +16,444
42 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.02% of their portfolio Stamford, CT 27,95228.0k $1.7m $1.7m 0.02% Added +20.7k +20,742
43 Gerber Kawasaki Wealth & Investment Management 0.07% of their portfolio SANTA MONICA, CA 24,61224.6k $1.5m $1.5m 0.07% Reduced -856 -856
44 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 22,39922.4k $1.4m $1.4m 0.00% Reduced -734 -734
45 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 19,47419.5k $1.2m $1.2m 0.00% Reduced -1.3k -1,263
46 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 17,32517.3k $1.1m $1.1m 0.00% Added +1.1k +1,088
47 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 16,56616.6k $1.0m $1.0m 0.00% Added +6.7k +6,720
48 Americana Partners, LLC 0.08% of their portfolio Houston, TX 16,06616.1k $976.5k $976.5k 0.08% Reduced -24 -24
49 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 15,74515.7k $957.0k $957.0k 0.02% Reduced -461 -461
50 Financial Advocates Investment Management 0.06% of their portfolio OLYMPIA, WA 15,01215.0k $912.4k $912.4k 0.06% Added +3.5k +3,500
51 Chicago Partners Investment Group LLC 0.03% of their portfolio CHICAGO, IL 14,36414.4k $874.2k $874.2k 0.03% Reduced -4.5k -4,543
52 Flagship Private Wealth, LLC 0.50% of their portfolio Woburn, MA 13,80413.8k $839.0k $839.0k 0.50% Added +124 +124
53 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 13,14913.1k $799.2k $799.2k 0.03% Added +442 +442
54 Strategic Financial Concepts, LLC 0.02% of their portfolio SAN ANTONIO, TX 12,11612.1k $37.5k $37.5k 0.02% New
55 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 11,45911.5k $696.5k $696.5k 0.00% Added +3 +3
56 Christensen, King & Associates Investment Services, Inc. 0.34% of their portfolio RICHLAND, WA 11,41511.4k $693.8k $693.8k 0.34% Added +181 +181
57 PRIVATE TRUST CO NA 0.07% of their portfolio CLEVELAND, OH 10,93210.9k $664.4k $664.4k 0.07% Reduced -61 -61
58 IAG Wealth Partners, LLC 0.13% of their portfolio WAUKESHA, WI 10,83010.8k $658.2k $658.2k 0.13% Added +1.8k +1,791
59 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 10,82310.8k $657.8k $657.8k 0.01% Added +882 +882
60 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 10,75610.8k $653.8k $653.8k 0.00% Added +4.8k +4,782
61 Professional Financial Advisors, LLC 0.17% of their portfolio NORTH PLATTE, NE 10,23110.2k $621.8k $621.8k 0.17% Added +32 +32
62 FSM Wealth Advisors, LLC 0.20% of their portfolio CLEVELAND, OH 9,9269.9k $603.3k $603.3k 0.20% Added +163 +163
63 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 9,8989.9k $601.6k $601.6k 0.00% Added +310 +310
64 Atlas Private Wealth Advisors 0.09% of their portfolio RED BANK, NJ 9,4359.4k $573.4k $573.4k 0.09% Added +4.7k +4,737
65 Edge Capital Group, LLC 0.03% of their portfolio ATLANTA, GA 8,9478.9k $543.8k $543.8k 0.03% Unchanged
66 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 7,6407.6k $464.4k $464.4k 0.00% Added +581 +581
67 New England Capital Financial Advisors LLC 0.25% of their portfolio MERIDEN, CT 7,3107.3k $444.3k $444.3k 0.25% Added +1.1k +1,083
68 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 7,0537.1k $428.7k $428.7k 0.02% Added +3.1k +3,089
69 Planning Capital Management Corp 0.29% of their portfolio PAOLI, PA 6,8726.9k $417.7k $417.7k 0.29% Added +1.9k +1,906
70 BIP Wealth, LLC 0.03% of their portfolio ATLANTA, GA 6,8706.9k $417.6k $417.6k 0.03% Added +246 +246
71 Western Wealth Management, LLC 0.03% of their portfolio GOLDEN, CO 6,8466.8k $416.1k $416.1k 0.03% Added +475 +475
72 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 6,7766.8k $411.8k $411.8k 0.01% Added +1.1k +1,063
73 Garrett Wealth Advisory Group, LLC 0.15% of their portfolio WEATHERFORD, TX 6,5076.5k $395.5k $395.5k 0.15% Added +238 +238
74 Cornerstone Wealth Management, LLC 0.03% of their portfolio ST. PETERS, MO 6,4576.5k $392.5k $392.5k 0.03% Added +815 +815
75 Vernal Point Advisors, LLC 0.28% of their portfolio San Francisco, CA 6,4356.4k $391.1k $391.1k 0.28% Unchanged
76 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 6,3356.3k $385.0k $385.0k 0.00% Added +2.2k +2,208
77 Verdence Capital Advisors LLC 0.03% of their portfolio HUNT VALLEY, MD 6,3256.3k $384.4k $384.4k 0.03% Added +57 +57
78 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 6,0426.0k $367.0k $367.0k 0.00% New
79 EIGHT 31 FINANCIAL, LLC 0.27% of their portfolio MIDLAND, TX 5,9315.9k $360.5k $360.5k 0.27% Reduced -32.0k -32,017
80 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 5,8495.8k $355.9k $355.9k 0.01% Added +1.3k +1,302
81 Investment Planning Advisors, Inc. 0.18% of their portfolio CUMMING, GA 5,7505.8k $349.5k $349.5k 0.18% First filing
82 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 4,8504.8k $294.8k $294.8k 0.01% Unchanged
83 Koshinski Asset Management, Inc. 0.03% of their portfolio DECATUR, IL 4,7784.8k $295.7k $295.7k 0.03% Added +1.3k +1,307
84 Colonial River Investments, LLC 0.15% of their portfolio MIDLOTHIAN, VA 4,4734.5k $271.9k $271.9k 0.15% Reduced -451 -451
85 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 4,4234.4k $268.8k $268.8k 0.01% New
86 KPP Advisory Services LLC 0.07% of their portfolio Louisville, KY 4,3334.3k $263.4k $263.4k 0.07% Added +572 +572
87 PFG Advisors 0.02% of their portfolio Phoenix, AZ 4,0964.1k $249.0k $249.0k 0.02% Added +656 +656
88 Jacobi Capital Management LLC 0.02% of their portfolio PITTSTON, PA 4,0764.1k $247.7k $247.7k 0.02% Reduced -11.7k -11,709
89 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 3,8603.9k $234.6k $234.6k 0.01% Added +452 +452
90 Heritage Wealth Partners, LLC 0.32% of their portfolio DUBLIN, OH 3,6393.6k $221.2k $221.2k 0.32% New
91 United Advisor Group, LLC 0.07% of their portfolio CINCINNATI, OH 3,5483.5k $215.7k $215.7k 0.07% Reduced -505 -505
92 C M BIDWELL & ASSOCIATES LTD 0.14% of their portfolio HONOLULU, HI 3,5473.5k $215.6k $215.6k 0.14% Added +3 +3
93 MCF Advisors LLC 0.02% of their portfolio LEXINGTON, KY 3,2823.3k $199.5k $199.5k 0.02% Unchanged
94 Cape Investment Advisory, Inc. 0.08% of their portfolio MCDONOUGH, GA 2,9272.9k $177.9k $177.9k 0.08% Unchanged
95 Joseph Group Capital Management 0.08% of their portfolio COLUMBUS, OH 2,6662.7k $162.0k $162.0k 0.08% Unchanged
96 FAS Wealth Partners, Inc. 0.01% of their portfolio LEAWOOD, KS 2,4292.4k $147.6k $147.6k 0.01% Added +16 +16
97 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 2,2692.3k $137.9k $137.9k 0.01% New
98 ICA Group Wealth Management, LLC 0.08% of their portfolio DENVER, CO 2,2112.2k $134.4k $134.4k 0.08% Reduced -38.7k -38,738
99 Alaska Wealth Advisors, LLC 0.02% of their portfolio ANCHORAGE, AK 1,9071.9k $115.9k $115.9k 0.02% New
100 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,8741.9k $113.9k $113.9k 0.00% Added +1.9k +1,873