Vault-13

SPDR INDEX SHS FDS SPGM

PORTFLI MSCI GBL · ETP · CUSIP 78463X475

180 institutional holders +8 vs Q1 2026
11,571,80011.6m shares reported held*
$990.9mreported value*
22 new 68 added 53 reduced 16 sold out net bought ≈ $84.8m (+990.4k 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 ($382.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $85.63.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 80Q4 22: 86Q1 23: 95Q2 23: 94Q3 23: 101Q4 23: 108Q1 24: 122Q2 24: 130Q3 24: 136Q4 24: 136Q1 25: 131Q2 25: 139Q3 25: 146Q4 25: 158Q1 26: 172Q2 26: 180180Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 2025146
Q4 2025158
Q1 2026172
Q2 2026180

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q3 25: 70 bought or addedQ3 25: 58 cut or sold outQ4 25: 91 bought or addedQ4 25: 54 cut or sold outQ4 25Q1 26: 89 bought or addedQ1 26: 57 cut or sold outQ2 26: 90 bought or addedQ2 26: 69 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20246442
Q4 20247248
Q1 20255749
Q2 20257153
Q3 20257058
Q4 20259154
Q1 20268957
Q2 20269069

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300kQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $265.0kQ1 26P/C —Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$0$265.0k—
Q2 2026$0$0—

Biggest buyers

BANK OF NOVA SCOTIA New +1,232,400+1.2m
HighTower Advisors, LLC Added +822,698+822.7k
Sequoia Financial Advisors, LLC Added +209,359+209.4k
Private Advisor Group, LLC Added +165,291+165.3k
NewEdge Advisors, LLC Added +128,531+128.5k
Goldstone Financial Group, LLC Added +122,695+122.7k
LPL Financial LLC Added +70,559+70.6k
MENORA MIVTACHIM HOLDINGS LTD. New +63,000+63.0k
Cambridge Investment Research Advisors, Inc. Added +50,409+50.4k
RAYMOND JAMES FINANCIAL INC Added +30,689+30.7k

Biggest sellers

FLOW TRADERS U.S. LLC Reduced -861,601-861.6k
Independent Advisor Alliance Sold out -370,713-370.7k
Mariner, LLC Reduced -236,547-236.5k
JANE STREET GROUP, LLC Sold out -177,385-177.4k
MEITAV INVESTMENT HOUSE LTD Sold out -143,590-143.6k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -102,216-102.2k
FINANCIAL CONSULATE, INC Reduced -41,131-41.1k
CITADEL ADVISORS LLC Sold out -30,633-30.6k
Fund Evaluation Group, LLC Sold out -26,923-26.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -25,022-25.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 2,266,0942.3m $194.1m $194.1m 0.04% Added +70.6k +70,559
2 Sequoia Financial Advisors, LLC 0.95% of their portfolio Akron, OH 2,214,0462.2m $189.7m $189.7m 0.95% Added +209.4k +209,359
3 BANK OF NOVA SCOTIA 0.16% of their portfolio TORONTO, A6 1,232,4001.2m $105.6m $105.6m 0.16% New
4 HighTower Advisors, LLC 0.07% of their portfolio CHICAGO, IL 846,356846.4k $72.5m $72.5m 0.07% Added +822.7k +822,698
5 Private Advisor Group, LLC 0.17% of their portfolio MORRISTOWN, NJ 423,517423.5k $36.3m $36.3m 0.17% Added +165.3k +165,291
6 Peak Financial Management, Inc. 7.18% of their portfolio WELLESLEY, MA 365,097365.1k $31.3m $31.3m 7.18% Added +670 +670
7 COMMERCE BANK 0.09% of their portfolio KANSAS CITY, MO 242,015242.0k $20.7m $20.7m 0.09% Added +2.2k +2,235
8 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 233,160233.2k $20.0m $20.0m 0.02% Added +16.9k +16,945
9 Goldstone Financial Group, LLC 1.80% of their portfolio OAKBROOK TERRACE, IL 230,291230.3k $19.7m $19.7m 1.80% Added +122.7k +122,695
10 Schaeffer Financial LLC 15.03% of their portfolio Rockville, MD 226,929226.9k $19.4m $19.4m 15.03% Reduced -24.3k -24,296
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 183,094183.1k $15.7m $15.7m 0.00% Added +12.4k +12,449
12 Advance Capital Management, Inc. 0.41% of their portfolio SOUTHFIELD, MI 147,537147.5k $12.6m $12.6m 0.41% Added +2.9k +2,861
13 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 146,790146.8k $12.6m $12.6m 0.00% Reduced -21.1k -21,087
14 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 129,594129.6k $11.1m $11.1m 0.03% Added +128.5k +128,531
15 Ethos Financial Group, LLC 0.68% of their portfolio KING OF PRUSSIA, PA 122,686122.7k $10.2m $10.2m 0.68% Reduced -4.4k -4,422
16 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 109,143109.1k $9.4m $9.4m 0.00% Added +10.4k +10,411
17 Belpointe Asset Management LLC 0.29% of their portfolio RENO, NV 102,168102.2k $8.8m $8.8m 0.29% Reduced -1.3k -1,308
18 Clearstead Advisors, LLC 0.08% of their portfolio CLEVELAND, OH 95,54495.5k $8.2m $8.2m 0.08% Added +26.4k +26,439
19 FORONJY FINANCIAL LLC 2.87% of their portfolio Los Osos, CA 91,19591.2k $7.8m $7.8m 2.87% Added +16.9k +16,905
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 90,02990.0k $7.7m $7.7m 0.00% Reduced -4.0k -4,024
21 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 89,84289.8k $7.7m $7.7m 0.01% Added +50.4k +50,409
22 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 89,47689.5k $7.6m $7.6m 0.00% Reduced -180 -180
23 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 83,87383.9k $7.2m $7.2m 0.00% Added +30.7k +30,689
24 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 79,11279.1k $6.8m $6.8m 0.01% Reduced -102.2k -102,216
25 Coastal Bridge Advisors, LLC 0.41% of their portfolio WESTPORT, CT 77,97778.0k $6.7m $6.7m 0.41% Added +783 +783
26 Barden Capital Management, Inc. 6.12% of their portfolio AUSTIN, TX 77,49577.5k $6.6m $6.6m 6.12% Added +648 +648
27 Investment Planning Advisors, Inc. 1.45% of their portfolio CUMMING, GA 72,89072.9k $6.2m $6.2m 1.45% Added +4.1k +4,138
28 Balentine LLC 0.22% of their portfolio ATLANTA, GA 72,88972.9k $6.2m $6.2m 0.22% Reduced -4.7k -4,704
29 UNIQUE WEALTH, LLC 0.69% of their portfolio TAMPA, FL 69,15569.2k $5.9m $5.9m 0.69% Reduced -6.6k -6,634
30 MENORA MIVTACHIM HOLDINGS LTD. 0.02% of their portfolio Ramat Gan, L3 63,00063.0k $5.4m $5.4m 0.02% New
31 Betterment LLC 0.01% of their portfolio NEW YORK, NY 61,22361.2k $5.2m $5.2m 0.01% Added +4.5k +4,546
32 Destiny Wealth Partners, LLC 0.70% of their portfolio TAVARES, FL 58,62758.6k $5.0m $5.0m 0.70% Reduced -3.6k -3,556
33 FLOW TRADERS U.S. LLC 0.18% of their portfolio NEW YORK, NY 51,73151.7k $4.4m $4.4m 0.18% Reduced -861.6k -861,601
34 ACT WEALTH MANAGEMENT, LLC 1.04% of their portfolio PLANO, TX 41,43541.4k $3.5m $3.5m 1.04% Added +625 +625
35 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 39,97040.0k $3.4m $3.4m 0.01% Unchanged
36 INTERACTIVE FINANCIAL ADVISORS, INC. 1.78% of their portfolio New Lenox, IL 34,32834.3k $2.9m $2.9m 1.78% Reduced -35 -35
37 Great Waters Wealth Management 0.24% of their portfolio SHOREVIEW, MN 30,49030.5k $2.6m $2.6m 0.24% Reduced -1.0k -1,002
38 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 30,10530.1k $2.6m $2.6m 0.00% Added +45 +45
39 SHP Wealth Management 0.17% of their portfolio PLYMOUTH, MA 29,05029.1k $2.5m $2.5m 0.17% Added +12.3k +12,318
40 Convergence Financial, LLC 0.19% of their portfolio COLUMBIA, MO 28,21628.2k $2.4m $2.4m 0.19% Added +12.6k +12,648
41 Tennessee Valley Asset Management Partners 0.26% of their portfolio KNOXVILLE, TN 27,43927.4k $2.4m $2.4m 0.26% Added +1.4k +1,351
42 FINANCIAL CONSULATE, INC 0.25% of their portfolio HUNT VALLEY, MD 25,97226.0k $2.2m $2.2m 0.25% Reduced -41.1k -41,131
43 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 24,70224.7k $2.1m $2.1m 0.00% Added +2.2k +2,218
44 FLAGSHIP HARBOR ADVISORS, LLC 0.08% of their portfolio BOSTON, MA 24,28724.3k $2.1m $2.1m 0.08% Added +583 +583
45 Ausdal Financial Partners, Inc. 0.08% of their portfolio Davenport, IA 23,70023.7k $2.0m $2.0m 0.08% Added +9.7k +9,693
46 Cooper Financial Group 0.17% of their portfolio IRVINE, CA 23,43023.4k $2.0m $2.0m 0.17% Added +630 +630
47 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 23,11223.1k $2.0m $2.0m 0.00% Reduced -234 -234
48 Gerber Kawasaki Wealth & Investment Management 0.05% of their portfolio SANTA MONICA, CA 22,65522.7k $1.9m $1.9m 0.05% Reduced -537 -537
49 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 22,54722.5k $1.9m $1.9m 0.00% Reduced -242 -242
50 IAG Wealth Partners, LLC 0.18% of their portfolio WAUKESHA, WI 21,20021.2k $1.8m $1.8m 0.18% Added +4.2k +4,189
51 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 19,10619.1k $1.6m $1.6m 0.00% Reduced -87 -87
52 PFG Advisors 0.08% of their portfolio Phoenix, AZ 18,49718.5k $1.6m $1.6m 0.08% Added +297 +297
53 Sigma Planning Corp 0.04% of their portfolio ANN ARBOR, MI 18,11918.1k $1.6m $1.6m 0.04% Reduced -1.6k -1,550
54 GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio WILMINGTON, DE 17,68617.7k $1.5m $1.5m 0.02% Added +2.0k +2,018
55 New England Capital Financial Advisors LLC 0.33% of their portfolio MERIDEN, CT 16,34016.3k $1.4m $1.4m 0.33% Added +4.8k +4,757
56 XY Planning Network, Inc. 0.17% of their portfolio BOZEMAN, MT 16,19516.2k $1.4m $1.4m 0.17% Unchanged
57 Chicago Partners Investment Group LLC 0.03% of their portfolio CHICAGO, IL 15,12715.1k $1.3m $1.3m 0.03% Added +473 +473
58 Modern Wealth Management, LLC 0.02% of their portfolio KANSAS CITY, MO 14,95815.0k $1.3m $1.3m 0.02% Added +8.9k +8,858
59 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 14,35114.4k $1.2m $1.2m 0.00% Added +721 +721
60 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 13,98114.0k $1.2m $1.2m 0.00% Added +2.7k +2,687
61 Global Assets Advisory, LLC 0.26% of their portfolio ORLANDO, FL 13,92613.9k $1.2m $1.2m 0.26% New
62 Americana Partners, LLC 0.03% of their portfolio Houston, TX 13,49313.5k $1.2m $1.2m 0.03% Added +9 +9
63 CX Institutional 0.03% of their portfolio AUBURN, IN 13,20313.2k $1.1m $1.1m 0.03% Reduced -873 -873
64 Flagship Private Wealth, LLC 0.38% of their portfolio Woburn, MA 12,61412.6k $1.1m $1.1m 0.38% Reduced -477 -477
65 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 12,22412.2k $1.0m $1.0m 0.01% Reduced -681 -681
66 KPP Advisory Services LLC 0.13% of their portfolio Louisville, KY 11,94011.9k $1.0m $1.0m 0.13% Reduced -196 -196
67 FSM Wealth Advisors, LLC 0.10% of their portfolio CLEVELAND, OH 11,01011.0k $943.2k $943.2k 0.10% Added +169 +169
68 Mariner, LLC 0.00% of their portfolio Overland Park, KS 10,71210.7k $917.7k $917.7k 0.00% Reduced -236.5k -236,547
69 PRIVATE TRUST CO NA 0.07% of their portfolio CLEVELAND, OH 10,13810.1k $868.5k $868.5k 0.07% Reduced -685 -685
70 Christensen, King & Associates Investment Services, Inc. 0.32% of their portfolio RICHLAND, WA 9,4089.4k $806.0k $806.0k 0.32% Reduced -539 -539
71 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 9,3749.4k $803.1k $803.1k 0.00% Added +56 +56
72 Noble Wealth Partners LLC 0.69% of their portfolio DENVER, CO 9,3279.3k $799.0k $799.0k 0.69% First filing
73 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 8,9929.0k $770.3k $770.3k 0.00% Added +685 +685
74 VERUS CAPITAL PARTNERS, LLC 0.04% of their portfolio SCOTTSDALE, AZ 8,6918.7k $744.6k $744.6k 0.04% Reduced -89 -89
75 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 8,5668.6k $733.8k $733.8k 0.00% Reduced -9.3k -9,251
76 Western Wealth Management, LLC 0.02% of their portfolio GOLDEN, CO 7,8957.9k $676.4k $676.4k 0.02% Reduced -182 -182
77 BIP Wealth, LLC 0.02% of their portfolio ATLANTA, GA 7,8177.8k $669.7k $669.7k 0.02% Reduced -309 -309
78 Strategic Wealth Investment Group, LLC 0.08% of their portfolio LOUISVILLE, KY 7,6047.6k $651.4k $651.4k 0.08% Added +36 +36
79 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 7,5717.6k $648.6k $648.6k 0.01% Unchanged
80 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 7,5227.5k $644.4k $644.4k 0.01% Reduced -16.2k -16,240
81 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 7,4727.5k $640.1k $640.1k 0.00% Added +812 +812
82 LVW Advisors, LLC 0.06% of their portfolio PITTSFORD, NY 7,4477.4k $638.0k $638.0k 0.06% Reduced -1.2k -1,175
83 Professional Financial Advisors, LLC 0.11% of their portfolio NORTH PLATTE, NE 7,4347.4k $636.8k $636.8k 0.11% Added +21 +21
84 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 7,4067.4k $634.5k $634.5k 0.00% Added +2.8k +2,793
85 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 7,3017.3k $625.5k $625.5k 0.00% Added +1.5k +1,513
86 JAMES INVESTMENT RESEARCH, INC. 0.06% of their portfolio ALPHA, OH 7,0447.0k $603.5k $603.5k 0.06% New
87 Stratos Investment Management, LLC 0.02% of their portfolio BEACHWOOD, OH 6,7196.7k $575.7k $575.7k 0.02% Reduced -123 -123
88 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 6,6326.6k $568.2k $568.2k 0.00% Unchanged
89 Garrett Wealth Advisory Group, LLC 0.09% of their portfolio WEATHERFORD, TX 6,5786.6k $563.5k $563.5k 0.09% Reduced -33 -33
90 Monument Capital Management 0.11% of their portfolio ALEXANDRIA, VA 6,5246.5k $558.9k $558.9k 0.11% New
91 BlackRock, Inc. 0.00% of their portfolio New York, NY 6,5136.5k $558.0k $558.0k 0.00% Reduced -15 -15
92 Vernal Point Advisors, LLC 0.19% of their portfolio San Francisco, CA 6,4356.4k $551.3k $551.3k 0.19% Unchanged
93 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 6,0256.0k $516.2k $516.2k 0.00% Unchanged
94 Alaska Wealth Advisors, LLC 0.05% of their portfolio ANCHORAGE, AK 5,8835.9k $504.0k $504.0k 0.05% Reduced -145 -145
95 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 5,7575.8k $493.2k $493.2k 0.01% Added +34 +34
96 Clear Creek Financial Management, LLC 0.03% of their portfolio SILVERDALE, WA 5,5775.6k $477.8k $477.8k 0.03% New
97 Stillwater Private Wealth, LLC 0.32% of their portfolio GLEN MILLS, PA 5,4915.5k $484.0k $484.0k 0.32% Reduced -6.3k -6,280
98 Bridgewater Advisors Inc. 0.03% of their portfolio NEW YORK, NY 5,3845.4k $463.0k $463.0k 0.03% Reduced -792 -792
99 Perennial Advisors, LLC 0.07% of their portfolio NEW YORK, NY 5,3555.4k $458.8k $458.8k 0.07% Unchanged
100 William Mack & Associates, Inc. 0.16% of their portfolio TROY, MI 5,1405.1k $440.3k $440.3k 0.16% New