Vault-13

SPDR INDEX SHS FDS DWX

S&P INTL ETF · ETP · CUSIP 78463X772

136 institutional holders +3 vs Q3 2024
5,692,0615.7m shares reported held*
$199.0mreported value*
5 new 40 added 39 reduced 12 sold out net sold ≈ $4.2m (-120.1k 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 ≈ $34.96.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 141Q4 22: 144Q1 23: 145Q2 23: 138Q3 23: 136Q4 23: 135Q1 24: 134Q2 24: 130Q3 24: 133Q4 24: 136136Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022141
Q4 2022144
Q1 2023145
Q2 2023138
Q3 2023136
Q4 2023135
Q1 2024134
Q2 2024130
Q3 2024133
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: 55 bought or addedQ1 23: 64 cut or sold outQ2 23: 60 bought or addedQ2 23: 56 cut or sold outQ2 23Q3 23: 47 bought or addedQ3 23: 58 cut or sold outQ4 23: 34 bought or addedQ4 23: 73 cut or sold outQ4 23Q1 24: 49 bought or addedQ1 24: 58 cut or sold outQ2 24: 37 bought or addedQ2 24: 61 cut or sold outQ2 24Q3 24: 41 bought or addedQ3 24: 61 cut or sold outQ4 24: 45 bought or addedQ4 24: 51 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20235564
Q2 20236056
Q3 20234758
Q4 20233473
Q1 20244958
Q2 20243761
Q3 20244161
Q4 20244551

Biggest buyers

Baker Avenue Asset Management, LP Added +108,432+108.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +59,519+59.5k
MERCER GLOBAL ADVISORS INC /ADV Added +56,247+56.2k
CITADEL ADVISORS LLC Added +55,517+55.5k
JANE STREET GROUP, LLC Added +36,168+36.2k
MML INVESTORS SERVICES, LLC Added +15,125+15.1k
COUNTRY CLUB BANK New +11,658+11.7k
Stratos Wealth Partners, LTD. New +9,660+9.7k
Transform Wealth, LLC New +9,193+9.2k
JONES FINANCIAL COMPANIES LLLP Added +8,545+8.5k

Biggest sellers

Merriman Wealth Management, LLC Sold out -107,583-107.6k
UBS Group AG Reduced -87,379-87.4k
Mount Lucas Management LP Reduced -35,897-35.9k
JPMORGAN CHASE & CO Reduced -35,379-35.4k
BANK OF AMERICA CORP /DE/ Reduced -29,436-29.4k
MORGAN STANLEY Reduced -27,827-27.8k
Beverly Hills Private Wealth, LLC Reduced -16,554-16.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -15,516-15.5k
ELEVATION POINT WEALTH PARTNERS, LLC Reduced -15,278-15.3k
AVANTAX ADVISORY SERVICES, INC. Sold out -13,397-13.4k

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 911,150911.1k $31.9m $31.9m 0.00% Reduced -27.8k -27,827
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 752,344752.3k $26.3m $26.3m 0.00% Reduced -29.4k -29,436
3 Columbia River Financial Group, LLC 6.83% of their portfolio VANCOUVER, WA 284,363284.4k $9.9m $9.9m 6.83% First filing
4 UBS Group AG 0.00% of their portfolio ZURICH, V8 269,529269.5k $9.4m $9.4m 0.00% Reduced -87.4k -87,379
5 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 261,037261.0k $9.1m $9.1m 0.00% Reduced -4.6k -4,597
6 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.21% of their portfolio Seattle, WA 222,898222.9k $7.8m $7.8m 0.21% Added +3.8k +3,794
7 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 201,786201.8k $7.1m $7.1m 0.02% Added +1.8k +1,818
8 Baker Avenue Asset Management, LP 0.20% of their portfolio SAN FRANCISCO, CA 188,075188.1k $6.6m $6.6m 0.20% Added +108.4k +108,432
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 185,326185.3k $6.5m $6.5m 0.00% Reduced -10.3k -10,334
10 Allen Capital Group, LLC 0.63% of their portfolio GRAND ISLAND, NE 148,011148.0k $5.2m $5.2m 0.63% Reduced -2.0k -2,019
11 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 134,743134.7k $4.7m $4.7m 0.01% Added +36.2k +36,168
12 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 127,664127.7k $4.5m $4.5m 0.00% Reduced -5.0k -5,028
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 107,006107.0k $3.7m $3.7m 0.01% Added +59.5k +59,519
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 106,988107.0k $3.7m $3.7m 0.00% Reduced -15.5k -15,516
15 Concord Wealth Partners 0.53% of their portfolio ABINGDON, VA 92,41392.4k $3.2m $3.2m 0.53% Reduced -737 -737
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 88,33888.3k $3.1m $3.1m 0.00% Reduced -7.4k -7,400
17 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 87,75287.8k $3.1m $3.1m 0.01% Added +928 +928
18 Concord Asset Management, LLC/VA 0.64% of their portfolio ABINGDON, VA 82,82182.8k $2.9m $2.9m 0.64% Added +3.2k +3,159
19 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 79,98180.0k $2.8m $2.8m 0.01% Added +56.2k +56,247
20 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 69,57169.6k $2.4m $2.4m 0.00% Added +55.5k +55,517
21 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 66,20666.2k $2.3m $2.3m 0.00% Added +2.0k +1,953
22 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 63,67263.7k $2.2m $2.2m 0.01% Added +15.1k +15,125
23 Kades & Cheifetz LLC 1.06% of their portfolio Berwyn, PA 58,96659.0k $2.1m $2.1m 1.06% Reduced -9.9k -9,895
24 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 56,70656.7k $2.0m $2.0m 0.00% Reduced -645 -645
25 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 51,52651.5k $1.8m $1.8m 0.00% Reduced -102 -102
26 WealthShield Partners, LLC 0.24% of their portfolio CARY, NC 47,56747.6k $1.7m $1.7m 0.24% Reduced -11.7k -11,724
27 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 43,20643.2k $1.5m $1.5m 0.00% First filing
28 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 39,84839.8k $1.4m $1.4m 0.00% Added +560 +560
29 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 36,50736.5k $1.3m $1.3m 0.01% Reduced -1.2k -1,175
30 FDx Advisors, Inc. 0.35% of their portfolio BERWYN, PA 34,56934.6k $1.2m $1.2m 0.35% Added +1.4k +1,413
31 Parallel Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 32,69332.7k $1.1m $1.1m 0.03% Reduced -5.1k -5,052
32 Mount Lucas Management LP 0.38% of their portfolio Newtown, PA 30,96531.0k $1.1m $1.1m 0.38% Reduced -35.9k -35,897
33 ELEVATION POINT WEALTH PARTNERS, LLC 0.09% of their portfolio DENVER, CO 30,79430.8k $1.1m $1.1m 0.09% Reduced -15.3k -15,278
34 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 29,27529.3k $1.0m $1.0m 0.00% Added +8.5k +8,545
35 McAdam, LLC 0.06% of their portfolio Philadelphia, PA 28,95229.0k $1.0m $1.0m 0.06% Added +2.8k +2,803
36 COMERICA BANK 0.00% of their portfolio DALLAS, TX 25,58725.6k $894.5k $894.5k 0.00% Reduced -817 -817
37 Heartwood Wealth Advisors LLC 0.10% of their portfolio RICHMOND, VA 24,90624.9k $870.7k $870.7k 0.10% Added +669 +669
38 BRANDYWINE OAK PRIVATE WEALTH LLC 0.08% of their portfolio Kennett Square, PA 24,84724.8k $868.7k $868.7k 0.08% Reduced -80 -80
39 Key Financial Inc 0.19% of their portfolio WEST CHESTER, PA 23,84523.8k $833.6k $833.6k 0.19% Unchanged
40 DUMONT & BLAKE INVESTMENT ADVISORS LLC 0.22% of their portfolio PRINCETON, NJ 23,16723.2k $809.9k $809.9k 0.22% Reduced -30 -30
41 PARTNERS WEALTH MANAGEMENT, LLC 0.87% of their portfolio CARMEL BY THE SEA, CA 21,81921.8k $762.8k $762.8k 0.87% First filing
42 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 20,76920.8k $726.1k $726.1k 0.00% Added +63 +63
43 WINEBRENNER CAPITAL MANAGEMENT LLC 0.55% of their portfolio LOUISVILLE, KY 20,53520.5k $717.9k $717.9k 0.55% First filing
44 Freedom Investment Management, Inc. 0.06% of their portfolio SOUTH WINDSOR, CT 20,14820.1k $704.4k $704.4k 0.06% Added +1.0k +1,036
45 HBK Sorce Advisory LLC 0.02% of their portfolio ERIE, PA 19,91019.9k $696.1k $696.1k 0.02% Reduced -130 -130
46 Novak & Powell Financial Services, Inc. 0.40% of their portfolio ST. PETERSBURG, FL 19,04719.0k $665.9k $665.9k 0.40% Added +133 +133
47 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 17,35317.4k $606.7k $606.7k 0.00% Reduced -35.4k -35,379
48 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 16,71016.7k $584.0k $584.0k 0.00% Reduced -1.7k -1,689
49 Conservest Capital Advisors, Inc. 0.06% of their portfolio WYNNEWOOD, PA 15,94515.9k $557.4k $557.4k 0.06% Added +4.8k +4,842
50 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 15,62515.6k $546.0k $546.0k 0.00% Reduced -99 -99
51 Manske Wealth Management 0.21% of their portfolio HOUSTON, TX 14,79414.8k $517.2k $517.2k 0.21% First filing
52 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 13,69913.7k $478.9k $478.9k 0.00% Added +1.3k +1,251
53 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,97413.0k $453.6k $453.6k 0.00% Added +24 +24
54 Beverly Hills Private Wealth, LLC 0.09% of their portfolio BEVERLY HILLS, CA 12,71412.7k $444.5k $444.5k 0.09% Reduced -16.6k -16,554
55 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 12,49412.5k $436.8k $436.8k 0.00% Reduced -1.6k -1,605
56 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 11,79811.8k $412.5k $412.5k 0.00% Reduced -115 -115
57 COUNTRY CLUB BANK 0.03% of their portfolio KANSAS CITY, MO 11,65811.7k $407.0k $407.0k 0.03% New
58 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 10,59810.6k $370.5k $370.5k 0.00% Added +239 +239
59 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 10,52510.5k $368.0k $368.0k 0.01% Reduced -1.8k -1,825
60 MONETA GROUP INVESTMENT ADVISORS LLC 0.01% of their portfolio ST LOUIS, MO 10,47910.5k $366.3k $366.3k 0.01% Unchanged
61 PFG Investments, LLC 0.02% of their portfolio WOODBURY, NY 10,39210.4k $363.3k $363.3k 0.02% Reduced -553 -553
62 Balentine LLC 0.01% of their portfolio ATLANTA, GA 10,25010.2k $358.3k $358.3k 0.01% Added +2.1k +2,075
63 Counterweight Ventures, LLC 0.24% of their portfolio WILMINGTON, NC 9,6759.7k $338.2k $338.2k 0.24% Unchanged
64 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 9,6609.7k $337.7k $337.7k 0.00% New
65 Fifth Third Securities, Inc. 0.03% of their portfolio Cincinnati, OH 9,6189.6k $336.2k $336.2k 0.03% Reduced -2.0k -1,984
66 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 9,5019.5k $332.2k $332.2k 0.00% Added +22 +22
67 Transform Wealth, LLC 0.02% of their portfolio GREENWOOD VILLAGE, CO 9,1939.2k $321.4k $321.4k 0.02% New
68 Southland Equity Partners LLC 0.06% of their portfolio WILDWOOD, MO 7,8547.9k $274.6k $274.6k 0.06% Reduced -175 -175
69 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 7,5607.6k $264.3k $264.3k 0.02% Unchanged
70 Stablepoint Partners, LLC 0.05% of their portfolio BRAINTREE, MA 7,5517.6k $264.0k $264.0k 0.05% Reduced -53 -53
71 Wood Tarver Financial Group, LLC 0.08% of their portfolio BOISE, ID 6,7146.7k $234.0k $234.0k 0.08% First filing
72 Creekside Partners 0.12% of their portfolio PETALUMA, CA 6,6126.6k $231.2k $231.2k 0.12% Added +10 +10
73 Bay Capital Advisors, LLC 0.18% of their portfolio VIRGINIA BEACH, VA 6,4096.4k $224.0k $224.0k 0.18% First filing
74 Note Advisors, LLC 0.20% of their portfolio BUFFALO, NY 6,3496.3k $222.0k $222.0k 0.20% First filing
75 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 6,3226.3k $221.0k $221.0k 0.00% Reduced -220 -220
76 Benchmark Wealth Management, LLC 0.11% of their portfolio OLD LYME, CT 6,2116.2k $217.1k $217.1k 0.11% Unchanged
77 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 6,1866.2k $216.3k $216.3k 0.01% Added +855 +855
78 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 5,9005.9k $206.3k $206.3k 0.00% Unchanged
79 FLPUTNAM INVESTMENT MANAGEMENT CO 0.00% of their portfolio PORTLAND, ME 5,7825.8k $202.1k $202.1k 0.00% Reduced -3.1k -3,129
80 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 5,4085.4k $189.0k $189.0k 0.01% Added +713 +713
81 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 5,2005.2k $181.8k $181.8k 0.01% Reduced -69 -69
82 AlphaCentric Advisors LLC 0.16% of their portfolio SAN JUAN, PR 4,4794.5k $156.6k $156.6k 0.16% Reduced -4.9k -4,896
83 ARVEST INVESTMENTS, INC. 0.02% of their portfolio LOWELL, AR 4,0944.1k $143.1k $143.1k 0.02% Reduced -84 -84
84 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 3,9203.9k $137.0k $137.0k 0.00% Unchanged
85 Clearstead Trust, LLC 0.02% of their portfolio PORTLAND, ME 3,0003.0k $104.9k $104.9k 0.02% Unchanged
86 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 2,9262.9k $102.3k $102.3k 0.01% Added +22 +22
87 Continuum Advisory, LLC 0.01% of their portfolio EAGLE, ID 2,9042.9k $101.5k $101.5k 0.01% Added +155 +155
88 Crews Bank & Trust 0.02% of their portfolio PORT CHARLOTTE, FL 2,7352.7k $95.6k $95.6k 0.02% First filing
89 FMR LLC 0.00% of their portfolio BOSTON, MA 2,6632.7k $93.1k $93.1k 0.00% Added +702 +702
90 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,2512.3k $78.7k $78.7k 0.00% Added +1 +1
91 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 1,6791.7k $58.7k $58.7k 0.00% Reduced -4.0k -4,026
92 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,5521.6k $54.2k $54.2k 0.00% Added +2 +2
93 ARCADIA INVESTMENT MANAGEMENT CORP/MI 0.01% of their portfolio KALAMAZOO, MI 1,3001.3k $45.4k $45.4k 0.01% Unchanged
94 Milestone Investment Advisors LLC 0.01% of their portfolio MIDDLETON, WI 1,2491.2k $43.7k $43.7k 0.01% Unchanged
95 Glen Eagle Advisors, LLC 0.01% of their portfolio KINGSTON, NJ 1,0231.0k $35.8k $35.8k 0.01% Added +1 +1
96 Colonial Trust Co / SC 0.01% of their portfolio SPARTANBURG, SC 995995 $37.5k $37.5k 0.01% Unchanged
97 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 864864 $30.2k $30.2k 0.00% Added +7 +7
98 CENTRAL TRUST Co 0.00% of their portfolio JEFFERSON CITY, MO 850850 $29.7k $29.7k 0.00% Unchanged
99 HARBOR INVESTMENT ADVISORY, LLC 0.00% of their portfolio LUTHERVILLE, MD 830830 $29.0k $29.0k 0.00% Unchanged
100 PEOPLES FINANCIAL SERVICES CORP. 0.01% of their portfolio MOOSIC, PA 800800 $28.0k $28.0k 0.01% Unchanged