Vault-13

SPDR INDEX SHS FDS SPGM

PORTFLI MSCI GBL · ETP · CUSIP 78463X475

139 institutional holders +8 vs Q1 2025
9,522,0349.5m shares reported held*
$657.3mreported value*
16 new 55 added 43 reduced 10 sold out net bought ≈ $11.2m (+162.8k 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 ($226.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $69.03.

Trends to Q2 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: 131Q2 25: 139139Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025139

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 24Q1 25: 57 bought or addedQ1 25: 49 cut or sold outQ2 25: 71 bought or addedQ2 25: 53 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235332
Q4 20236140
Q1 20246735
Q2 20248133
Q3 20246442
Q4 20247248
Q1 20255749
Q2 20257153

Biggest buyers

HighTower Advisors, LLC New +349,573+349.6k
LPL Financial LLC Added +277,580+277.6k
FLOW TRADERS U.S. LLC Added +155,095+155.1k
JPMORGAN CHASE & CO Added +85,632+85.6k
Coastal Bridge Advisors, LLC New +71,054+71.1k
ROYAL BANK OF CANADA Added +60,430+60.4k
GOLDMAN SACHS GROUP INC New +54,091+54.1k
Balentine LLC Added +40,687+40.7k
MORGAN STANLEY Added +34,239+34.2k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +25,999+26.0k

Biggest sellers

Legal & General Group Plc Sold out -354,755-354.8k
JANE STREET GROUP, LLC Reduced -250,092-250.1k
CITADEL ADVISORS LLC Reduced -107,482-107.5k
Sequoia Financial Advisors, LLC Reduced -94,568-94.6k
Investment Planning Advisors, Inc. Reduced -91,414-91.4k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -58,630-58.6k
Mariner, LLC Reduced -49,815-49.8k
Clearstead Advisors, LLC Reduced -19,571-19.6k
INTERACTIVE FINANCIAL ADVISORS, INC. Reduced -8,855-8.9k
LVW Advisors, LLC Reduced -8,253-8.3k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.06% of their portfolio FORT MILL, SC 2,628,2722.6m $181.4m $181.4m 0.06% Added +277.6k +277,580
2 Sequoia Financial Advisors, LLC 0.61% of their portfolio Akron, OH 1,280,6731.3m $88.4m $88.4m 0.61% Reduced -94.6k -94,568
3 Mariner, LLC 0.04% of their portfolio Overland Park, KS 381,365381.4k $26.3m $26.3m 0.04% Reduced -49.8k -49,815
4 Peak Financial Management, Inc. 7.33% of their portfolio WELLESLEY, MA 373,490373.5k $25.8m $25.8m 7.33% Added +1.2k +1,208
5 Advance Capital Management, Inc. 1.13% of their portfolio SOUTHFIELD, MI 359,801359.8k $24.8m $24.8m 1.13% Added +4.6k +4,612
6 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 349,573349.6k $24.1m $24.1m 0.03% New
7 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 278,612278.6k $19.5m $19.5m 0.03% Reduced -58.6k -58,630
8 Private Advisor Group, LLC 0.10% of their portfolio MORRISTOWN, NJ 277,170277.2k $19.1m $19.1m 0.10% Reduced -6.1k -6,147
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 248,288248.3k $17.1m $17.1m 0.00% Reduced -5.7k -5,706
10 Schaeffer Financial LLC 16.63% of their portfolio Rockville, MD 246,783246.8k $17.0m $17.0m 16.63% Added +5.8k +5,795
11 FLOW TRADERS U.S. LLC 0.62% of their portfolio NEW YORK, NY 241,495241.5k $16.7m $16.7m 0.62% Added +155.1k +155,095
12 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 170,223170.2k $11.7m $11.7m 0.02% Reduced -250.1k -250,092
13 MEITAV INVESTMENT HOUSE LTD 0.15% of their portfolio BENE-BERAQ, L3 163,800163.8k $11.3m $11.3m 0.15% Unchanged
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 129,876129.9k $9.0m $9.0m 0.00% Added +34.2k +34,239
15 Ethos Financial Group, LLC 0.71% of their portfolio KING OF PRUSSIA, PA 119,298119.3k $8.2m $8.2m 0.71% Reduced -6.1k -6,112
16 Belpointe Asset Management LLC 0.32% of their portfolio RENO, NV 112,093112.1k $7.7m $7.7m 0.32% Added +10.4k +10,369
17 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 99,00299.0k $6.8m $6.8m 0.00% Added +85.6k +85,632
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 97,27897.3k $6.7m $6.7m 0.00% Reduced -3.3k -3,298
19 Balentine LLC 0.24% of their portfolio ATLANTA, GA 88,46688.5k $6.1m $6.1m 0.24% Added +40.7k +40,687
20 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 88,08088.1k $6.1m $6.1m 0.00% Added +60.4k +60,430
21 UNIQUE WEALTH, LLC 0.96% of their portfolio TAMPA, FL 86,17186.2k $5.9m $5.9m 0.96% Reduced -5.4k -5,387
22 UBS Group AG 0.00% of their portfolio ZURICH, V8 85,91685.9k $5.9m $5.9m 0.00% Added +2.1k +2,107
23 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 85,73585.7k $5.9m $5.9m 0.00% Added +26.0k +25,999
24 Trilogy Capital Inc. 0.27% of their portfolio IRVINE, CA 80,26880.3k $5.5m $5.5m 0.27% Reduced -3.9k -3,898
25 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 75,03175.0k $5.2m $5.2m 0.01% Added +5.7k +5,692
26 Barden Capital Management, Inc. 4.42% of their portfolio AUSTIN, TX 73,08573.1k $5.0m $5.0m 4.42% Reduced -491 -491
27 Coastal Bridge Advisors, LLC 0.41% of their portfolio WESTPORT, CT 71,05471.1k $4.9m $4.9m 0.41% New
28 Destiny Wealth Partners, LLC 0.54% of their portfolio TAVARES, FL 58,01858.0k $4.0m $4.0m 0.54% Added +3.4k +3,420
29 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 54,09154.1k $3.7m $3.7m 0.00% New
30 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 53,44353.4k $3.7m $3.7m 0.01% Reduced -2.3k -2,305
31 INTERACTIVE FINANCIAL ADVISORS, INC. 1.52% of their portfolio New Lenox, IL 45,21345.2k $3.1m $3.1m 1.52% Reduced -8.9k -8,855
32 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 42,23142.2k $2.9m $2.9m 0.00% Added +16.6k +16,629
33 FINANCIAL CONSULATE, INC 0.56% of their portfolio HUNT VALLEY, MD 41,17641.2k $2.8m $2.8m 0.56% Added +1.8k +1,759
34 CWM, LLC 0.01% of their portfolio OMAHA, NE 40,05640.1k $2.8m $2.8m 0.01% Reduced -2.5k -2,492
35 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 39,97040.0k $2.8m $2.8m 0.01% Unchanged
36 ACT WEALTH MANAGEMENT, LLC 1.15% of their portfolio PLANO, TX 39,54639.5k $2.7m $2.7m 1.15% Added +3.1k +3,095
37 Great Waters Wealth Management 0.33% of their portfolio SHOREVIEW, MN 36,87936.9k $2.5m $2.5m 0.33% Reduced -1.1k -1,081
38 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 36,13536.1k $2.5m $2.5m 0.00% Reduced -107.5k -107,482
39 FORONJY FINANCIAL LLC 1.14% of their portfolio Los Osos, CA 35,33235.3k $2.4m $2.4m 1.14% First filing
40 Convergence Financial, LLC 0.38% of their portfolio COLUMBIA, MO 32,06132.1k $2.2m $2.2m 0.38% Added +609 +609
41 Atria Wealth Solutions, Inc. 0.05% of their portfolio NEW YORK, NY 32,04032.0k $2.2m $2.2m 0.05% Added +403 +403
42 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 30,12830.1k $2.1m $2.1m 0.00% Added +52 +52
43 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 27,08827.1k $1.9m $1.9m 0.01% Added +4.8k +4,840
44 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 26,58826.6k $1.8m $1.8m 0.01% Added +533 +533
45 Clearstead Advisors, LLC 0.02% of their portfolio CLEVELAND, OH 25,49825.5k $1.8m $1.8m 0.02% Reduced -19.6k -19,571
46 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 25,26725.3k $1.7m $1.7m 0.00% Reduced -371 -371
47 FLAGSHIP HARBOR ADVISORS, LLC 0.08% of their portfolio BOSTON, MA 23,66223.7k $1.6m $1.6m 0.08% Reduced -426 -426
48 Gerber Kawasaki Wealth & Investment Management 0.06% of their portfolio SANTA MONICA, CA 22,52622.5k $1.6m $1.6m 0.06% Reduced -420 -420
49 Tennessee Valley Asset Management Partners 0.35% of their portfolio KNOXVILLE, TN 20,16720.2k $1.4m $1.4m 0.35% Added +2.3k +2,251
50 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 19,47419.5k $1.3m $1.3m 0.00% Unchanged
51 CX Institutional 0.04% of their portfolio AUBURN, IN 15,41515.4k $1.1m $1.1m 0.04% Reduced -729 -729
52 Chicago Partners Investment Group LLC 0.03% of their portfolio CHICAGO, IL 15,31615.3k $1.1m $1.1m 0.03% Added +160 +160
53 IAG Wealth Partners, LLC 0.14% of their portfolio WAUKESHA, WI 14,85614.9k $1.0m $1.0m 0.14% Added +1.2k +1,157
54 Americana Partners, LLC 0.03% of their portfolio Houston, TX 14,49614.5k $1.0m $1.0m 0.03% Reduced -125 -125
55 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 13,08913.1k $903.1k $903.1k 0.01% Reduced -605 -605
56 Flagship Private Wealth, LLC 0.36% of their portfolio Woburn, MA 12,39812.4k $855.5k $855.5k 0.36% Added +66 +66
57 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 11,67711.7k $805.7k $805.7k 0.01% Reduced -152 -152
58 GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio WILMINGTON, DE 11,46611.5k $791.0k $791.0k 0.02% Added +2.1k +2,054
59 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 11,38111.4k $785.0k $785.0k 0.00% Added +4.5k +4,460
60 FSM Wealth Advisors, LLC 0.12% of their portfolio CLEVELAND, OH 10,50610.5k $726.0k $726.0k 0.12% Added +269 +269
61 PRIVATE TRUST CO NA 0.07% of their portfolio CLEVELAND, OH 10,34810.3k $714.0k $714.0k 0.07% Added +66 +66
62 Financial Advocates Investment Management 0.06% of their portfolio OLYMPIA, WA 10,25610.3k $707.6k $707.6k 0.06% New
63 Christensen, King & Associates Investment Services, Inc. 0.32% of their portfolio RICHLAND, WA 10,19510.2k $703.5k $703.5k 0.32% Reduced -37 -37
64 LVW Advisors, LLC 0.08% of their portfolio PITTSFORD, NY 10,09110.1k $696.3k $696.3k 0.08% Reduced -8.3k -8,253
65 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 10,08110.1k $695.6k $695.6k 0.00% Unchanged
66 Holos Integrated Wealth LLC 0.43% of their portfolio KENNETT SQUARE, PA 10,06610.1k $715.4k $715.4k 0.43% Reduced -2.2k -2,235
67 New England Capital Financial Advisors LLC 0.31% of their portfolio MERIDEN, CT 9,7399.7k $672.0k $672.0k 0.31% Added +550 +550
68 KPP Advisory Services LLC 0.11% of their portfolio Louisville, KY 9,3399.3k $644.4k $644.4k 0.11% Added +764 +764
69 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 9,2919.3k $641.0k $641.0k 0.00% Added +2.1k +2,074
70 Garrett Wealth Advisory Group, LLC 0.13% of their portfolio WEATHERFORD, TX 9,0099.0k $621.6k $621.6k 0.13% Added +560 +560
71 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 8,9649.0k $618.0k $618.0k 0.00% Added +1.0k +1,011
72 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,8008.8k $607.2k $607.2k 0.00% New
73 Professional Financial Advisors, LLC 0.14% of their portfolio NORTH PLATTE, NE 8,7128.7k $601.1k $601.1k 0.14% Reduced -547 -547
74 Atlas Private Wealth Advisors 0.07% of their portfolio RED BANK, NJ 8,2268.2k $567.7k $567.7k 0.07% Reduced -1.3k -1,257
75 PFG Advisors 0.03% of their portfolio Phoenix, AZ 8,0288.0k $553.9k $553.9k 0.03% Added +661 +661
76 Stratos Investment Management, LLC 0.02% of their portfolio BEACHWOOD, OH 7,8267.8k $540.0k $540.0k 0.02% Added +235 +235
77 Western Wealth Management, LLC 0.03% of their portfolio GOLDEN, CO 7,3557.4k $507.5k $507.5k 0.03% Added +413 +413
78 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 6,9887.0k $482.2k $482.2k 0.02% Reduced -216 -216
79 BIP Wealth, LLC 0.03% of their portfolio ATLANTA, GA 6,8866.9k $475.2k $475.2k 0.03% Reduced -560 -560
80 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 6,8566.9k $473.1k $473.1k 0.00% Added +273 +273
81 Verdence Capital Advisors LLC 0.03% of their portfolio HUNT VALLEY, MD 6,4506.5k $445.1k $445.1k 0.03% Added +55 +55
82 Vernal Point Advisors, LLC 0.26% of their portfolio San Francisco, CA 6,4356.4k $444.0k $444.0k 0.26% Unchanged
83 Bridgewater Advisors Inc. 0.03% of their portfolio NEW YORK, NY 6,0516.1k $426.7k $426.7k 0.03% Added +98 +98
84 Investment Planning Advisors, Inc. 0.15% of their portfolio CUMMING, GA 5,9726.0k $412.1k $412.1k 0.15% Reduced -91.4k -91,414
85 Jacobi Capital Management LLC 0.03% of their portfolio PITTSTON, PA 5,7815.8k $398.9k $398.9k 0.03% Added +982 +982
86 Cornerstone Wealth Management, LLC 0.02% of their portfolio ST. PETERS, MO 5,3825.4k $371.3k $371.3k 0.02% Reduced -555 -555
87 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 5,0855.1k $351.0k $351.0k 0.00% New
88 Koshinski Asset Management, Inc. 0.03% of their portfolio DECATUR, IL 4,8704.9k $336.0k $336.0k 0.03% Added +86 +86
89 Focus Partners Advisor Solutions, LLC 0.00% of their portfolio SAINT LOUIS, MO 4,7434.7k $327.3k $327.3k 0.00% Reduced -281 -281
90 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 4,3314.3k $298.8k $298.8k 0.01% Added +1.5k +1,507
91 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 4,2884.3k $295.9k $295.9k 0.01% Reduced -203 -203
92 Key Financial Inc 0.06% of their portfolio WEST CHESTER, PA 4,2484.2k $293.1k $293.1k 0.06% Reduced -699 -699
93 SIGNAL TREE FINANCIAL PARTNERS LLC 0.24% of their portfolio COPLEY, OH 4,0264.0k $277.8k $277.8k 0.24% Reduced -179 -179
94 Alaska Wealth Advisors, LLC 0.04% of their portfolio ANCHORAGE, AK 3,9183.9k $270.3k $270.3k 0.04% Added +561 +561
95 Cape Investment Advisory, Inc. 0.09% of their portfolio MCDONOUGH, GA 3,6463.6k $251.6k $251.6k 0.09% Unchanged
96 Perennial Advisors, LLC 0.05% of their portfolio NEW YORK, NY 3,6003.6k $248.4k $248.4k 0.05% New
97 United Advisor Group, LLC 0.04% of their portfolio CINCINNATI, OH 3,5893.6k $247.7k $247.7k 0.04% Added +18 +18
98 C M BIDWELL & ASSOCIATES LTD 0.13% of their portfolio HONOLULU, HI 3,5523.6k $245.1k $245.1k 0.13% Added +1 +1
99 MCF Advisors LLC 0.01% of their portfolio LEXINGTON, KY 3,2793.3k $226.2k $226.2k 0.01% Unchanged
100 MCCARTER PRIVATE WEALTH SERVICES LLC 0.13% of their portfolio Boston, MA 3,2753.3k $226.0k $226.0k 0.13% Unchanged