Vault-13

SPDR INDEX SHS FDS SPGM

PORTFLI MSCI GBL · ETP · CUSIP 78463X475

131 institutional holders -5 vs Q4 2024
9,326,2019.3m shares reported held*
$582.3mreported value*
12 new 45 added 37 reduced 12 sold out net sold ≈ $35.4m (-566.3k 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 ($204.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $62.44.

Trends to Q1 2025

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: 136Q1 25: 131131Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202280
Q4 202286
Q1 202395
Q2 202394
Q3 2023101
Q4 2023108
Q1 2024122
Q2 2024130
Q3 2024136
Q4 2024136
Q1 2025131

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 51 bought or addedQ2 23: 37 cut or sold outQ3 23: 53 bought or addedQ3 23: 32 cut or sold outQ3 23Q4 23: 61 bought or addedQ4 23: 40 cut or sold outQ1 24: 67 bought or addedQ1 24: 35 cut or sold outQ1 24Q2 24: 81 bought or addedQ2 24: 33 cut or sold outQ3 24: 64 bought or addedQ3 24: 42 cut or sold outQ3 24Q4 24: 72 bought or addedQ4 24: 48 cut or sold outQ1 25: 57 bought or addedQ1 25: 49 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20235137
Q3 20235332
Q4 20236140
Q1 20246735
Q2 20248133
Q3 20246442
Q4 20247248
Q1 20255749

Biggest buyers

CITADEL ADVISORS LLC New +143,617+143.6k
JANE STREET GROUP, LLC Added +128,458+128.5k
FLOW TRADERS U.S. LLC New +86,400+86.4k
Investment Planning Advisors, Inc. Added +72,674+72.7k
LPL Financial LLC Added +70,877+70.9k
ENVESTNET ASSET MANAGEMENT INC Added +59,119+59.1k
Sequoia Financial Advisors, LLC Added +58,408+58.4k
MML INVESTORS SERVICES, LLC New +55,748+55.7k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +20,085+20.1k
MORGAN STANLEY Added +11,523+11.5k

Biggest sellers

Private Advisor Group, LLC Reduced -512,613-512.6k
Independent Advisor Alliance Sold out -465,025-465.0k
Mariner, LLC Reduced -73,018-73.0k
FIRST HAWAIIAN BANK Sold out -69,007-69.0k
LVW Advisors, LLC Reduced -64,398-64.4k
BANK OF AMERICA CORP /DE/ Reduced -42,121-42.1k
WELLS FARGO & COMPANY/MN Reduced -29,244-29.2k
OSAIC HOLDINGS, INC. Reduced -16,417-16.4k
Financial Advocates Investment Management Sold out -15,599-15.6k
Strategic Wealth Investment Group, LLC Sold out -15,169-15.2k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.06% of their portfolio FORT MILL, SC 2,350,6922.4m $146.7m $146.7m 0.06% Added +70.9k +70,877
2 Sequoia Financial Advisors, LLC 0.66% of their portfolio Akron, OH 1,375,2411.4m $85.8m $85.8m 0.66% Added +58.4k +58,408
3 Mariner, LLC 0.04% of their portfolio Overland Park, KS 431,180431.2k $26.9m $26.9m 0.04% Reduced -73.0k -73,018
4 JANE STREET GROUP, LLC 0.05% of their portfolio NEW YORK, NY 420,315420.3k $26.2m $26.2m 0.05% Added +128.5k +128,458
5 Peak Financial Management, Inc. 6.96% of their portfolio WELLESLEY, MA 372,282372.3k $23.2m $23.2m 6.96% Reduced -3.4k -3,425
6 Advance Capital Management, Inc. 1.06% of their portfolio SOUTHFIELD, MI 355,189355.2k $22.2m $22.2m 1.06% Added +5.9k +5,907
7 Legal & General Group Plc 0.01% of their portfolio London, X0 354,755354.8k $22.2m $22.2m 0.01% Unchanged
8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 337,242337.2k $21.1m $21.1m 0.04% Added +20.1k +20,085
9 Private Advisor Group, LLC 0.11% of their portfolio MORRISTOWN, NJ 283,317283.3k $17.7m $17.7m 0.11% Reduced -512.6k -512,613
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 253,994254.0k $15.9m $15.9m 0.00% Reduced -42.1k -42,121
11 Schaeffer Financial LLC 16.60% of their portfolio Rockville, MD 240,988241.0k $15.0m $15.0m 16.60% Added +610 +610
12 MEITAV INVESTMENT HOUSE LTD 0.19% of their portfolio BENE-BERAQ, L3 163,800163.8k $10.2m $10.2m 0.19% Unchanged
13 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 143,617143.6k $9.0m $9.0m 0.01% New
14 Ethos Financial Group, LLC 0.76% of their portfolio KING OF PRUSSIA, PA 125,410125.4k $7.9m $7.9m 0.76% Unchanged
15 Belpointe Asset Management LLC 0.33% of their portfolio RENO, NV 101,724101.7k $6.3m $6.3m 0.33% Added +8.6k +8,649
16 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 100,576100.6k $6.3m $6.3m 0.00% Added +59.1k +59,119
17 Investment Planning Advisors, Inc. 2.47% of their portfolio CUMMING, GA 97,38697.4k $6.1m $6.1m 2.47% Added +72.7k +72,674
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 95,63795.6k $6.0m $6.0m 0.00% Added +11.5k +11,523
19 UNIQUE WEALTH, LLC 1.08% of their portfolio TAMPA, FL 91,55891.6k $5.7m $5.7m 1.08% Reduced -11.6k -11,557
20 FLOW TRADERS U.S. LLC 0.23% of their portfolio NEW YORK, NY 86,40086.4k $5.4m $5.4m 0.23% New
21 Trilogy Capital Inc. 0.28% of their portfolio IRVINE, CA 84,16684.2k $5.3m $5.3m 0.28% Reduced -9.4k -9,372
22 UBS Group AG 0.00% of their portfolio ZURICH, V8 83,80983.8k $5.2m $5.2m 0.00% Added +3.8k +3,754
23 Barden Capital Management, Inc. 4.09% of their portfolio AUSTIN, TX 73,57673.6k $4.6m $4.6m 4.09% Added +769 +769
24 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 69,33969.3k $4.3m $4.3m 0.01% Reduced -16.4k -16,417
25 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 59,73659.7k $3.7m $3.7m 0.00% Added +9.9k +9,872
26 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 55,74855.7k $3.5m $3.5m 0.01% New
27 Destiny Wealth Partners, LLC 0.54% of their portfolio TAVARES, FL 54,59854.6k $3.4m $3.4m 0.54% Added +9.4k +9,430
28 INTERACTIVE FINANCIAL ADVISORS, INC. 1.78% of their portfolio New Lenox, IL 54,06854.1k $3.4m $3.4m 1.78% Reduced -340 -340
29 Balentine LLC 0.12% of their portfolio ATLANTA, GA 47,77947.8k $3.0m $3.0m 0.12% Reduced -2.9k -2,865
30 Clearstead Advisors, LLC 0.04% of their portfolio CLEVELAND, OH 45,06945.1k $2.8m $2.8m 0.04% Added +1.6k +1,639
31 CWM, LLC 0.01% of their portfolio OMAHA, NE 42,54842.5k $2.7m $2.7m 0.01% Reduced -3.4k -3,352
32 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 39,97040.0k $2.5m $2.5m 0.01% Unchanged
33 FINANCIAL CONSULATE, INC 0.62% of their portfolio HUNT VALLEY, MD 39,41739.4k $2.5m $2.5m 0.62% Added +692 +692
34 Great Waters Wealth Management 0.33% of their portfolio SHOREVIEW, MN 37,96038.0k $2.4m $2.4m 0.33% Reduced -619 -619
35 ACT WEALTH MANAGEMENT, LLC 1.03% of their portfolio PLANO, TX 36,45136.5k $2.3m $2.3m 1.03% Added +1.1k +1,092
36 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 31,63731.6k $2.0m $2.0m 0.02% Reduced -1.5k -1,486
37 Convergence Financial, LLC 0.39% of their portfolio COLUMBIA, MO 31,45231.5k $2.0m $2.0m 0.39% Reduced -681 -681
38 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 30,07630.1k $1.9m $1.9m 0.00% Reduced -786 -786
39 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 27,65027.6k $1.7m $1.7m 0.00% Added +9.6k +9,562
40 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 26,05526.1k $1.6m $1.6m 0.01% Reduced -3.2k -3,231
41 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 25,63825.6k $1.6m $1.6m 0.00% Added +3.2k +3,250
42 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 25,60225.6k $1.6m $1.6m 0.00% Added +6.3k +6,275
43 FLAGSHIP HARBOR ADVISORS, LLC 0.08% of their portfolio BOSTON, MA 24,08824.1k $1.5m $1.5m 0.08% Added +204 +204
44 Gerber Kawasaki Wealth & Investment Management 0.06% of their portfolio SANTA MONICA, CA 22,94622.9k $1.4m $1.4m 0.06% Added +936 +936
45 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 22,24822.2k $1.4m $1.4m 0.00% Added +3.0k +3,019
46 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 19,47419.5k $1.2m $1.2m 0.00% Unchanged
47 LVW Advisors, LLC 0.14% of their portfolio PITTSFORD, NY 18,34418.3k $1.1m $1.1m 0.14% Reduced -64.4k -64,398
48 Tennessee Valley Asset Management Partners 0.18% of their portfolio KNOXVILLE, TN 17,91617.9k $1.1m $1.1m 0.18% Added +1.1k +1,127
49 CX Institutional 0.04% of their portfolio AUBURN, IN 16,14416.1k $1.0m $1.0m 0.04% Reduced -2.2k -2,231
50 Chicago Partners Investment Group LLC 0.03% of their portfolio CHICAGO, IL 15,15615.2k $960.1k $960.1k 0.03% Added +173 +173
51 Americana Partners, LLC 0.04% of their portfolio Houston, TX 14,62114.6k $912.6k $912.6k 0.04% Reduced -21 -21
52 IAG Wealth Partners, LLC 0.13% of their portfolio WAUKESHA, WI 13,69913.7k $855.1k $855.1k 0.13% Added +499 +499
53 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 13,69413.7k $854.8k $854.8k 0.01% Reduced -773 -773
54 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 13,37013.4k $834.6k $834.6k 0.00% Added +1.9k +1,858
55 Flagship Private Wealth, LLC 0.37% of their portfolio Woburn, MA 12,33212.3k $769.8k $769.8k 0.37% Reduced -841 -841
56 Holos Integrated Wealth LLC 0.50% of their portfolio KENNETT SQUARE, PA 12,30112.3k $767.8k $767.8k 0.50% Reduced -5.2k -5,247
57 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 11,82911.8k $738.4k $738.4k 0.01% Unchanged
58 PRIVATE TRUST CO NA 0.07% of their portfolio CLEVELAND, OH 10,28210.3k $641.8k $641.8k 0.07% Reduced -177 -177
59 FSM Wealth Advisors, LLC 0.14% of their portfolio CLEVELAND, OH 10,23710.2k $639.0k $639.0k 0.14% Reduced -131 -131
60 Christensen, King & Associates Investment Services, Inc. 0.31% of their portfolio RICHLAND, WA 10,23210.2k $657.8k $657.8k 0.31% Reduced -106 -106
61 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 10,08110.1k $629.3k $629.3k 0.00% Unchanged
62 Atlas Private Wealth Advisors 0.08% of their portfolio RED BANK, NJ 9,4839.5k $592.0k $592.0k 0.08% Unchanged
63 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 9,4129.4k $587.4k $587.4k 0.01% Added +1.4k +1,396
64 Professional Financial Advisors, LLC 0.15% of their portfolio NORTH PLATTE, NE 9,2599.3k $577.9k $577.9k 0.15% Reduced -77 -77
65 New England Capital Financial Advisors LLC 0.29% of their portfolio MERIDEN, CT 9,1899.2k $573.6k $573.6k 0.29% Added +958 +958
66 KPP Advisory Services LLC 0.10% of their portfolio Louisville, KY 8,5758.6k $535.3k $535.3k 0.10% Reduced -190 -190
67 Garrett Wealth Advisory Group, LLC 0.12% of their portfolio WEATHERFORD, TX 8,4498.4k $527.4k $527.4k 0.12% Added +682 +682
68 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 7,9538.0k $496.0k $496.0k 0.00% Added +1.4k +1,382
69 Stratos Investment Management, LLC 0.03% of their portfolio BEACHWOOD, OH 7,5917.6k $473.8k $473.8k 0.03% New
70 BIP Wealth, LLC 0.03% of their portfolio ATLANTA, GA 7,4467.4k $464.7k $464.7k 0.03% Added +14 +14
71 PFG Advisors 0.03% of their portfolio Phoenix, AZ 7,3677.4k $459.8k $459.8k 0.03% Added +824 +824
72 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 7,2177.2k $450.5k $450.5k 0.00% Reduced -1.5k -1,520
73 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 7,2047.2k $449.7k $449.7k 0.01% Unchanged
74 Western Wealth Management, LLC 0.03% of their portfolio GOLDEN, CO 6,9426.9k $433.3k $433.3k 0.03% Added +51 +51
75 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 6,9216.9k $432.0k $432.0k 0.00% Added +2.5k +2,522
76 Hughes Financial Services, LLC 0.08% of their portfolio HERNDON, VA 6,6366.6k $415.6k $415.6k 0.08% Added +810 +810
77 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 6,5836.6k $410.9k $410.9k 0.00% Reduced -3.3k -3,256
78 Vernal Point Advisors, LLC 0.27% of their portfolio San Francisco, CA 6,4356.4k $401.7k $401.7k 0.27% Unchanged
79 Verdence Capital Advisors LLC 0.03% of their portfolio HUNT VALLEY, MD 6,3956.4k $399.2k $399.2k 0.03% Unchanged
80 Bridgewater Advisors Inc. 0.03% of their portfolio NEW YORK, NY 5,9536.0k $373.3k $373.3k 0.03% New
81 Cornerstone Wealth Management, LLC 0.03% of their portfolio ST. PETERS, MO 5,9375.9k $370.6k $370.6k 0.03% Reduced -136 -136
82 SATOVSKY ASSET MANAGEMENT LLC 0.08% of their portfolio NEW YORK, NY 5,9055.9k $368.6k $368.6k 0.08% New
83 Focus Partners Advisor Solutions, LLC 0.00% of their portfolio SAINT LOUIS, MO 5,0245.0k $313.6k $313.6k 0.00% Added +106 +106
84 Key Financial Inc 0.07% of their portfolio WEST CHESTER, PA 4,9474.9k $308.8k $308.8k 0.07% Added +271 +271
85 Jacobi Capital Management LLC 0.02% of their portfolio PITTSTON, PA 4,7994.8k $299.6k $299.6k 0.02% Added +1.3k +1,265
86 Koshinski Asset Management, Inc. 0.03% of their portfolio DECATUR, IL 4,7844.8k $298.6k $298.6k 0.03% Unchanged
87 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 4,4914.5k $280.4k $280.4k 0.01% Reduced -153 -153
88 SIGNAL TREE FINANCIAL PARTNERS LLC 0.26% of their portfolio COPLEY, OH 4,2054.2k $262.5k $262.5k 0.26% Added +81 +81
89 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 4,1864.2k $261.3k $261.3k 0.00% Reduced -29.2k -29,244
90 Heritage Wealth Partners, LLC 0.35% of their portfolio DUBLIN, OH 3,6793.7k $229.7k $229.7k 0.35% Unchanged
91 Cape Investment Advisory, Inc. 0.09% of their portfolio MCDONOUGH, GA 3,6463.6k $227.6k $227.6k 0.09% Added +24 +24
92 United Advisor Group, LLC 0.05% of their portfolio CINCINNATI, OH 3,5713.6k $222.9k $222.9k 0.05% Unchanged
93 C M BIDWELL & ASSOCIATES LTD 0.13% of their portfolio HONOLULU, HI 3,5513.6k $221.6k $221.6k 0.13% Added +1 +1
94 Alaska Wealth Advisors, LLC 0.03% of their portfolio ANCHORAGE, AK 3,3573.4k $209.5k $209.5k 0.03% New
95 MCF Advisors LLC 0.01% of their portfolio LEXINGTON, KY 3,2793.3k $204.7k $204.7k 0.01% Unchanged
96 MCCARTER PRIVATE WEALTH SERVICES LLC 0.13% of their portfolio Boston, MA 3,2753.3k $204.4k $204.4k 0.13% Unchanged
97 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 2,8242.8k $176.3k $176.3k 0.00% Added +1.8k +1,793
98 FAS Wealth Partners, Inc. 0.01% of their portfolio LEAWOOD, KS 2,4482.4k $152.8k $152.8k 0.01% Unchanged
99 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 2,2942.3k $143.2k $143.2k 0.01% Unchanged
100 Joseph Group Capital Management 0.05% of their portfolio COLUMBUS, OH 1,9371.9k $120.9k $120.9k 0.05% Reduced -164 -164