Vault-13

SPDR INDEX SHS FDS SPGM

PORTFLI MSCI GBL · ETP · CUSIP 78463X475

136 institutional holders +0 vs Q3 2024
9,961,00910.0m shares reported held*
$631.2mreported value*
12 new 60 added 34 reduced 14 sold out net bought ≈ $21.6m (+341.0k 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 ($207.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $63.37.

Trends to Q4 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: 130Q3 24: 136Q4 24: 136136Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202280
Q4 202286
Q1 202395
Q2 202394
Q3 2023101
Q4 2023108
Q1 2024122
Q2 2024130
Q3 2024136
Q4 2024136

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 24Q3 24: 64 bought or addedQ3 24: 42 cut or sold outQ4 24: 72 bought or addedQ4 24: 48 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20234232
Q2 20235137
Q3 20235332
Q4 20236140
Q1 20246735
Q2 20248133
Q3 20246442
Q4 20247248

Biggest buyers

Independent Advisor Alliance New +465,025+465.0k
JANE STREET GROUP, LLC Added +243,543+243.5k
Ethos Financial Group, LLC New +125,410+125.4k
Mariner, LLC Added +86,169+86.2k
BANK OF AMERICA CORP /DE/ Added +82,404+82.4k
Investment Planning Advisors, Inc. Added +18,962+19.0k
WELLS FARGO & COMPANY/MN Added +16,073+16.1k
MORGAN STANLEY Added +13,507+13.5k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +8,950+8.9k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +8,168+8.2k

Biggest sellers

Mirae Asset Global Investments Co., Ltd. Sold out -276,479-276.5k
Empowered Funds, LLC Sold out -119,369-119.4k
First Heartland Consultants, Inc. Sold out -95,480-95.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -48,382-48.4k
Private Advisor Group, LLC Reduced -47,167-47.2k
PRUDENTIAL FINANCIAL INC Sold out -45,405-45.4k
Cresset Asset Management, LLC Reduced -39,970-40.0k
Legal & General Group Plc Reduced -24,905-24.9k
FLAGSHIP HARBOR ADVISORS, LLC Reduced -22,082-22.1k
JPMORGAN CHASE & CO Reduced -11,202-11.2k

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.06% of their portfolio FORT MILL, SC 2,279,8152.3m $144.4m $144.4m 0.06% Reduced -5.0k -4,954
2 Sequoia Financial Advisors, LLC 0.80% of their portfolio Akron, OH 1,316,8331.3m $83.4m $83.4m 0.80% Added +4.2k +4,203
3 Private Advisor Group, LLC 0.28% of their portfolio MORRISTOWN, NJ 795,930795.9k $50.4m $50.4m 0.28% Reduced -47.2k -47,167
4 Mariner, LLC 0.05% of their portfolio Overland Park, KS 504,198504.2k $31.9m $31.9m 0.05% Added +86.2k +86,169
5 Independent Advisor Alliance 0.39% of their portfolio CHARLOTTE, NC 465,025465.0k $29.5m $29.5m 0.39% New
6 Peak Financial Management, Inc. 7.13% of their portfolio WELLESLEY, MA 375,707375.7k $23.8m $23.8m 7.13% Reduced -644 -644
7 Legal & General Group Plc 0.01% of their portfolio London, X0 354,755354.8k $22.5m $22.5m 0.01% Reduced -24.9k -24,905
8 Advance Capital Management, Inc. 1.01% of their portfolio SOUTHFIELD, MI 349,282349.3k $22.1m $22.1m 1.01% Added +6.8k +6,844
9 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 317,157317.2k $20.1m $20.1m 0.04% Added +8.2k +8,168
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 296,115296.1k $18.8m $18.8m 0.00% Added +82.4k +82,404
11 JANE STREET GROUP, LLC 0.03% of their portfolio NEW YORK, NY 291,857291.9k $18.5m $18.5m 0.03% Added +243.5k +243,543
12 Schaeffer Financial LLC 15.18% of their portfolio Rockville, MD 240,378240.4k $15.2m $15.2m 15.18% Added +1.1k +1,147
13 MEITAV INVESTMENT HOUSE LTD 0.17% of their portfolio BENE-BERAQ, L3 163,800163.8k $10.4m $10.4m 0.17% Unchanged
14 Ethos Financial Group, LLC 1.04% of their portfolio KING OF PRUSSIA, PA 125,410125.4k $7.9m $7.9m 1.04% New
15 UNIQUE WEALTH, LLC 1.36% of their portfolio TAMPA, FL 103,115103.1k $6.5m $6.5m 1.36% Reduced -5.6k -5,628
16 Trilogy Capital Inc. 0.30% of their portfolio IRVINE, CA 93,53893.5k $5.9m $5.9m 0.30% Reduced -693 -693
17 Belpointe Asset Management LLC 0.35% of their portfolio RENO, NV 93,07593.1k $5.9m $5.9m 0.35% Reduced -258 -258
18 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 85,75685.8k $5.4m $5.4m 0.01% Added +5.5k +5,486
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 84,11484.1k $5.3m $5.3m 0.00% Added +13.5k +13,507
20 LVW Advisors, LLC 0.64% of their portfolio PITTSFORD, NY 82,74282.7k $5.2m $5.2m 0.64% Added +3.9k +3,936
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 80,05580.1k $5.1m $5.1m 0.00% Reduced -1.2k -1,226
22 Barden Capital Management, Inc. 3.96% of their portfolio AUSTIN, TX 72,80772.8k $4.6m $4.6m 3.96% Added +3.4k +3,413
23 FIRST HAWAIIAN BANK 0.14% of their portfolio HONOLULU, HI 69,00769.0k $4.4m $4.4m 0.14% Reduced -1.5k -1,515
24 TrinityPoint Wealth, LLC 0.56% of their portfolio MILFORD, CT 62,38962.4k $4.0m $4.0m 0.56% Added +1.3k +1,291
25 INTERACTIVE FINANCIAL ADVISORS, INC. 1.81% of their portfolio New Lenox, IL 54,40854.4k $3.4m $3.4m 1.81% Added +3.2k +3,201
26 Balentine LLC 0.13% of their portfolio ATLANTA, GA 50,64450.6k $3.2m $3.2m 0.13% Added +118 +118
27 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 49,86449.9k $3.2m $3.2m 0.00% Added +8.9k +8,950
28 CWM, LLC 0.01% of their portfolio OMAHA, NE 45,90045.9k $2.9m $2.9m 0.01% Reduced -4.7k -4,672
29 Destiny Wealth Partners, LLC 0.47% of their portfolio TAVARES, FL 45,16845.2k $2.9m $2.9m 0.47% Added +1.4k +1,436
30 Clearstead Advisors, LLC 0.04% of their portfolio CLEVELAND, OH 43,43043.4k $2.8m $2.8m 0.04% Reduced -9 -9
31 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 41,45741.5k $2.6m $2.6m 0.00% Reduced -48.4k -48,382
32 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 39,97040.0k $2.5m $2.5m 0.01% Reduced -40.0k -39,970
33 FINANCIAL CONSULATE, INC 0.65% of their portfolio HUNT VALLEY, MD 38,72538.7k $2.5m $2.5m 0.65% Added +1.9k +1,926
34 Great Waters Wealth Management 0.31% of their portfolio SHOREVIEW, MN 38,57938.6k $2.4m $2.4m 0.31% Added +130 +130
35 ACT WEALTH MANAGEMENT, LLC 1.05% of their portfolio PLANO, TX 35,35935.4k $2.2m $2.2m 1.05% Added +131 +131
36 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 33,43033.4k $2.1m $2.1m 0.00% Added +16.1k +16,073
37 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 33,12333.1k $2.1m $2.1m 0.02% Reduced -2.2k -2,152
38 Convergence Financial, LLC 0.41% of their portfolio COLUMBIA, MO 32,13332.1k $2.0m $2.0m 0.41% Reduced -5.2k -5,228
39 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 30,86230.9k $2.0m $2.0m 0.00% Added +75 +75
40 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.02% of their portfolio Stamford, CT 29,28629.3k $1.9m $1.9m 0.02% Added +115 +115
41 Investment Planning Advisors, Inc. 0.68% of their portfolio CUMMING, GA 24,71224.7k $1.6m $1.6m 0.68% Added +19.0k +18,962
42 FLAGSHIP HARBOR ADVISORS, LLC 0.08% of their portfolio BOSTON, MA 23,88423.9k $1.5m $1.5m 0.08% Reduced -22.1k -22,082
43 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 22,38822.4k $1.4m $1.4m 0.00% Reduced -2 -2
44 Gerber Kawasaki Wealth & Investment Management 0.06% of their portfolio SANTA MONICA, CA 22,01022.0k $1.4m $1.4m 0.06% Added +588 +588
45 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 19,47419.5k $1.2m $1.2m 0.00% Unchanged
46 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 19,32719.3k $1.2m $1.2m 0.00% First filing
47 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 19,22919.2k $1.2m $1.2m 0.00% Added +572 +572
48 CX Institutional 0.05% of their portfolio AUBURN, IN 18,37518.4k $1.2m $1.2m 0.05% Reduced -1.7k -1,702
49 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 18,08818.1k $1.1m $1.1m 0.00% Reduced -138 -138
50 Holos Integrated Wealth LLC 0.76% of their portfolio KENNETT SQUARE, PA 17,54817.5k $1.1m $1.1m 0.76% First filing
51 Tennessee Valley Asset Management Partners 0.18% of their portfolio KNOXVILLE, TN 16,78916.8k $1.1m $1.1m 0.18% Added +532 +532
52 Financial Advocates Investment Management 0.06% of their portfolio OLYMPIA, WA 15,59915.6k $987.9k $987.9k 0.06% Reduced -1.0k -1,034
53 Strategic Wealth Investment Group, LLC 0.05% of their portfolio LOUISVILLE, KY 15,16915.2k $1.3m $1.3m 0.05% Added +6.3k +6,348
54 Chicago Partners Investment Group LLC 0.03% of their portfolio CHICAGO, IL 14,98315.0k $955.9k $955.9k 0.03% Added +213 +213
55 Americana Partners, LLC 0.04% of their portfolio Houston, TX 14,64214.6k $927.3k $927.3k 0.04% Reduced -1.5k -1,494
56 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 14,46714.5k $916.2k $916.2k 0.01% Added +2.9k +2,916
57 IAG Wealth Partners, LLC 0.15% of their portfolio WAUKESHA, WI 13,20013.2k $836.0k $836.0k 0.15% Added +1.1k +1,095
58 Flagship Private Wealth, LLC 0.40% of their portfolio Woburn, MA 13,17313.2k $834.2k $834.2k 0.40% Added +99 +99
59 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 11,82911.8k $749.1k $749.1k 0.01% Reduced -3.9k -3,916
60 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 11,51211.5k $729.1k $729.1k 0.00% Reduced -11.2k -11,202
61 PRIVATE TRUST CO NA 0.07% of their portfolio CLEVELAND, OH 10,45910.5k $662.4k $662.4k 0.07% Reduced -26 -26
62 FSM Wealth Advisors, LLC 0.16% of their portfolio CLEVELAND, OH 10,36810.4k $663.3k $663.3k 0.16% Added +273 +273
63 Christensen, King & Associates Investment Services, Inc. 0.31% of their portfolio RICHLAND, WA 10,33810.3k $667.7k $667.7k 0.31% Reduced -81 -81
64 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 10,08110.1k $638.4k $638.4k 0.00% Unchanged
65 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 9,8399.8k $623.1k $623.1k 0.00% Reduced -166 -166
66 Atlas Private Wealth Advisors 0.09% of their portfolio RED BANK, NJ 9,4839.5k $600.6k $600.6k 0.09% Added +48 +48
67 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 9,4279.4k $597.0k $597.0k 0.02% Reduced -3.7k -3,725
68 Professional Financial Advisors, LLC 0.15% of their portfolio NORTH PLATTE, NE 9,3369.3k $591.2k $591.2k 0.15% Reduced -404 -404
69 KPP Advisory Services LLC 0.13% of their portfolio Louisville, KY 8,7658.8k $555.1k $555.1k 0.13% Added +3.8k +3,787
70 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 8,7378.7k $553.3k $553.3k 0.00% Reduced -21 -21
71 New England Capital Financial Advisors LLC 0.25% of their portfolio MERIDEN, CT 8,2318.2k $521.3k $521.3k 0.25% Reduced -280 -280
72 NORTHEAST PLANNING ASSOCIATES, INC. / NH / 0.53% of their portfolio BEDFORD, NH 8,1508.2k $516.1k $516.1k 0.53% First filing
73 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 8,0168.0k $507.4k $507.4k 0.01% Added +1.4k +1,445
74 Garrett Wealth Advisory Group, LLC 0.11% of their portfolio WEATHERFORD, TX 7,7677.8k $491.9k $491.9k 0.11% Added +816 +816
75 BIP Wealth, LLC 0.03% of their portfolio ATLANTA, GA 7,4327.4k $470.6k $470.6k 0.03% Added +562 +562
76 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 7,2047.2k $456.2k $456.2k 0.01% Added +151 +151
77 Western Wealth Management, LLC 0.02% of their portfolio GOLDEN, CO 6,8916.9k $436.4k $436.4k 0.02% Added +109 +109
78 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 6,5716.6k $416.0k $416.0k 0.00% Added +364 +364
79 PFG Advisors 0.03% of their portfolio Phoenix, AZ 6,5436.5k $414.4k $414.4k 0.03% Added +741 +741
80 Vernal Point Advisors, LLC 0.28% of their portfolio San Francisco, CA 6,4356.4k $407.5k $407.5k 0.28% Unchanged
81 Verdence Capital Advisors LLC 0.03% of their portfolio HUNT VALLEY, MD 6,3956.4k $405.0k $405.0k 0.03% Added +70 +70
82 Cornerstone Wealth Management, LLC 0.03% of their portfolio ST. PETERS, MO 6,0736.1k $384.6k $384.6k 0.03% Reduced -584 -584
83 Hughes Financial Services, LLC 0.08% of their portfolio HERNDON, VA 5,8265.8k $369.0k $369.0k 0.08% First filing
84 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 5,0135.0k $317.5k $317.5k 0.00% New
85 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 4,9184.9k $311.5k $311.5k 0.01% Added +166 +166
86 Koshinski Asset Management, Inc. 0.03% of their portfolio DECATUR, IL 4,7844.8k $303.0k $303.0k 0.03% Added +6 +6
87 Key Financial Inc 0.07% of their portfolio WEST CHESTER, PA 4,6764.7k $296.1k $296.1k 0.07% Added +3.6k +3,570
88 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 4,6444.6k $294.1k $294.1k 0.01% Added +373 +373
89 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 4,3994.4k $278.6k $278.6k 0.00% New
90 Private Portfolio Partners LLC 0.05% of their portfolio PARAMUS, NJ 4,3214.3k $273.6k $273.6k 0.05% Added +531 +531
91 SIGNAL TREE FINANCIAL PARTNERS LLC 0.31% of their portfolio COPLEY, OH 4,1244.1k $261.2k $261.2k 0.31% First filing
92 Heritage Wealth Partners, LLC 0.29% of their portfolio DUBLIN, OH 3,6793.7k $233.0k $233.0k 0.29% Added +40 +40
93 Cape Investment Advisory, Inc. 0.09% of their portfolio MCDONOUGH, GA 3,6223.6k $229.4k $229.4k 0.09% Added +675 +675
94 United Advisor Group, LLC 0.04% of their portfolio CINCINNATI, OH 3,5713.6k $226.2k $226.2k 0.04% Added +23 +23
95 C M BIDWELL & ASSOCIATES LTD 0.14% of their portfolio HONOLULU, HI 3,5503.5k $224.8k $224.8k 0.14% Added +2 +2
96 Jacobi Capital Management LLC 0.02% of their portfolio PITTSTON, PA 3,5343.5k $223.8k $223.8k 0.02% Added +371 +371
97 MCF Advisors LLC 0.01% of their portfolio LEXINGTON, KY 3,2793.3k $207.7k $207.7k 0.01% Reduced -3 -3
98 MCCARTER PRIVATE WEALTH SERVICES LLC 0.13% of their portfolio Boston, MA 3,2753.3k $207.4k $207.4k 0.13% Unchanged
99 FAS Wealth Partners, Inc. 0.01% of their portfolio LEAWOOD, KS 2,4482.4k $155.1k $155.1k 0.01% Added +19 +19
100 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 2,2942.3k $145.3k $145.3k 0.01% Added +25 +25