Vault-13

SPDR INDEX SHS FDS DWX

S&P INTL ETF · ETP · CUSIP 78463X772

132 institutional holders -4 vs Q4 2024
5,701,5685.7m shares reported held*
$219.1mreported value*
13 new 36 added 45 reduced 14 sold out net bought ≈ $3.0m (+78.2k 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 ≈ $38.43.

Trends to Q1 2025

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: 136Q1 25: 132132Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022141
Q4 2022144
Q1 2023145
Q2 2023138
Q3 2023136
Q4 2023135
Q1 2024134
Q2 2024130
Q3 2024133
Q4 2024136
Q1 2025132

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 60 bought or addedQ2 23: 56 cut or sold outQ3 23: 47 bought or addedQ3 23: 58 cut or sold outQ3 23Q4 23: 34 bought or addedQ4 23: 73 cut or sold outQ1 24: 49 bought or addedQ1 24: 58 cut or sold outQ1 24Q2 24: 37 bought or addedQ2 24: 61 cut or sold outQ3 24: 41 bought or addedQ3 24: 61 cut or sold outQ3 24Q4 24: 45 bought or addedQ4 24: 51 cut or sold outQ1 25: 49 bought or addedQ1 25: 59 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20236056
Q3 20234758
Q4 20233473
Q1 20244958
Q2 20243761
Q3 20244161
Q4 20244551
Q1 20254959

Biggest buyers

Q3 Asset Management New +153,000+153.0k
UBS Group AG Added +95,952+96.0k
Concord Asset Management, LLC/VA Added +94,878+94.9k
Concord Wealth Partners Added +80,859+80.9k
WELLS FARGO & COMPANY/MN Added +40,238+40.2k
Mount Lucas Management LP Added +39,957+40.0k
Columbia River Financial Group, LLC Added +18,191+18.2k
ROYAL BANK OF CANADA Added +17,654+17.7k
AVANTAX ADVISORY SERVICES, INC. New +13,025+13.0k
Curbstone Financial Management Corp New +11,028+11.0k

Biggest sellers

JANE STREET GROUP, LLC Sold out -134,743-134.7k
Baker Avenue Asset Management, LP Reduced -107,505-107.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -75,850-75.8k
CITADEL ADVISORS LLC Sold out -69,571-69.6k
MORGAN STANLEY Reduced -21,322-21.3k
COMERICA BANK Reduced -17,862-17.9k
BANK OF AMERICA CORP /DE/ Reduced -17,177-17.2k
Conservest Capital Advisors, Inc. Sold out -15,945-15.9k
LPL Financial LLC Reduced -13,242-13.2k
COUNTRY CLUB BANK Sold out -11,658-11.7k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 889,828889.8k $34.1m $34.1m 0.00% Reduced -21.3k -21,322
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 735,167735.2k $28.2m $28.2m 0.00% Reduced -17.2k -17,177
3 UBS Group AG 0.00% of their portfolio ZURICH, V8 365,481365.5k $14.0m $14.0m 0.00% Added +96.0k +95,952
4 Columbia River Financial Group, LLC 7.76% of their portfolio VANCOUVER, WA 302,554302.6k $11.6m $11.6m 7.76% Added +18.2k +18,191
5 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 301,275301.3k $11.6m $11.6m 0.00% Added +40.2k +40,238
6 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.22% of their portfolio Seattle, WA 223,742223.7k $8.6m $8.6m 0.22% Added +844 +844
7 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 199,236199.2k $7.6m $7.6m 0.02% Reduced -2.5k -2,550
8 Concord Asset Management, LLC/VA 1.58% of their portfolio ABINGDON, VA 177,699177.7k $7.2m $7.2m 1.58% Added +94.9k +94,878
9 Concord Wealth Partners 1.09% of their portfolio ABINGDON, VA 173,272173.3k $6.6m $6.6m 1.09% Added +80.9k +80,859
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 172,084172.1k $6.6m $6.6m 0.00% Reduced -13.2k -13,242
11 Q3 Asset Management 4.02% of their portfolio BIRMINGHAM, MI 153,000153.0k $5.9m $5.9m 4.02% New
12 Allen Capital Group, LLC 0.64% of their portfolio GRAND ISLAND, NE 146,590146.6k $5.6m $5.6m 0.64% Reduced -1.4k -1,421
13 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 120,646120.6k $4.6m $4.6m 0.00% Reduced -7.0k -7,018
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 106,017106.0k $4.1m $4.1m 0.00% Reduced -971 -971
15 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 105,992106.0k $4.1m $4.1m 0.00% Added +17.7k +17,654
16 Baker Avenue Asset Management, LP 0.10% of their portfolio SAN FRANCISCO, CA 80,57080.6k $3.1m $3.1m 0.10% Reduced -107.5k -107,505
17 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 79,04079.0k $3.0m $3.0m 0.01% Reduced -8.7k -8,712
18 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 78,16478.2k $3.0m $3.0m 0.01% Reduced -1.8k -1,817
19 Mount Lucas Management LP 1.28% of their portfolio Newtown, PA 70,92270.9k $2.7m $2.7m 1.28% Added +40.0k +39,957
20 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 70,28570.3k $2.7m $2.7m 0.00% Added +4.1k +4,079
21 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 56,46056.5k $2.2m $2.2m 0.00% Added +4.9k +4,934
22 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 56,25956.3k $2.2m $2.2m 0.00% Reduced -447 -447
23 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 54,32954.3k $2.1m $2.1m 0.01% Reduced -9.3k -9,343
24 WealthShield Partners, LLC 0.24% of their portfolio CARY, NC 49,32749.3k $1.9m $1.9m 0.24% Added +1.8k +1,760
25 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 44,85144.9k $1.7m $1.7m 0.00% Added +1.6k +1,645
26 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 39,18939.2k $1.5m $1.5m 0.00% Reduced -659 -659
27 FDx Advisors, Inc. 0.44% of their portfolio BERWYN, PA 35,63435.6k $1.4m $1.4m 0.44% Added +1.1k +1,065
28 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 34,78534.8k $1.3m $1.3m 0.01% Reduced -1.7k -1,722
29 Parallel Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 32,73332.7k $1.3m $1.3m 0.03% Added +40 +40
30 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 32,72332.7k $1.3m $1.3m 0.00% Added +3.4k +3,448
31 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 31,15631.2k $1.2m $1.2m 0.00% Reduced -75.8k -75,850
32 ELEVATION POINT WEALTH PARTNERS, LLC 0.10% of their portfolio DENVER, CO 30,65630.7k $1.2m $1.2m 0.10% Reduced -138 -138
33 McAdam, LLC 0.07% of their portfolio Philadelphia, PA 28,81528.8k $1.1m $1.1m 0.07% Reduced -137 -137
34 Heartwood Wealth Advisors LLC 0.11% of their portfolio RICHMOND, VA 24,90624.9k $955.4k $955.4k 0.11% Unchanged
35 Key Financial Inc 0.21% of their portfolio WEST CHESTER, PA 24,56024.6k $942.1k $942.1k 0.21% Added +715 +715
36 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 23,89223.9k $916.5k $916.5k 0.00% Added +3.1k +3,123
37 BRANDYWINE OAK PRIVATE WEALTH LLC 0.09% of their portfolio Kennett Square, PA 23,21023.2k $890.3k $890.3k 0.09% Reduced -1.6k -1,637
38 DUMONT & BLAKE INVESTMENT ADVISORS LLC 0.25% of their portfolio PRINCETON, NJ 22,84222.8k $876.2k $876.2k 0.25% Reduced -325 -325
39 PARTNERS WEALTH MANAGEMENT, LLC 0.94% of their portfolio CARMEL BY THE SEA, CA 21,60121.6k $828.6k $828.6k 0.94% Reduced -218 -218
40 WINEBRENNER CAPITAL MANAGEMENT LLC 0.71% of their portfolio LOUISVILLE, KY 20,53520.5k $787.7k $787.7k 0.71% Unchanged
41 HBK Sorce Advisory LLC 0.02% of their portfolio ERIE, PA 20,10420.1k $771.2k $771.2k 0.02% Added +194 +194
42 Freedom Investment Management, Inc. 0.06% of their portfolio SOUTH WINDSOR, CT 19,70019.7k $755.7k $755.7k 0.06% Reduced -448 -448
43 Novak & Powell Financial Services, Inc. 0.46% of their portfolio ST. PETERSBURG, FL 19,14519.1k $734.4k $734.4k 0.46% Added +98 +98
44 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 16,41216.4k $630.0k $630.0k 0.00% Reduced -298 -298
45 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 15,20015.2k $583.1k $583.1k 0.00% Reduced -2.2k -2,153
46 Manske Wealth Management 0.21% of their portfolio HOUSTON, TX 14,77614.8k $566.8k $566.8k 0.21% Reduced -18 -18
47 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 14,56414.6k $559.0k $559.0k 0.00% Reduced -1.1k -1,061
48 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 13,38313.4k $513.4k $513.4k 0.00% Added +1.6k +1,585
49 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 13,02513.0k $499.6k $499.6k 0.00% New
50 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,95913.0k $497.1k $497.1k 0.00% Reduced -15 -15
51 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 12,62212.6k $484.2k $484.2k 0.00% Added +128 +128
52 Capital Analysts, LLC 0.02% of their portfolio FORT WASHINGTON, PA 12,48612.5k $478.0k $478.0k 0.02% Added +7.1k +7,078
53 Beverly Hills Private Wealth, LLC 0.09% of their portfolio BEVERLY HILLS, CA 11,63311.6k $446.2k $446.2k 0.09% Reduced -1.1k -1,081
54 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 11,57811.6k $444.1k $444.1k 0.00% Reduced -2.1k -2,121
55 Curbstone Financial Management Corp 0.09% of their portfolio MANCHESTER, NH 11,02811.0k $423.0k $423.0k 0.09% New
56 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 10,72410.7k $411.4k $411.4k 0.00% Added +126 +126
57 PFG Investments, LLC 0.03% of their portfolio WOODBURY, NY 10,67410.7k $409.4k $409.4k 0.03% Added +282 +282
58 MONETA GROUP INVESTMENT ADVISORS LLC 0.01% of their portfolio ST LOUIS, MO 10,47910.5k $402.0k $402.0k 0.01% Unchanged
59 Balentine LLC 0.02% of their portfolio ATLANTA, GA 10,14910.1k $389.3k $389.3k 0.02% Reduced -101 -101
60 Fifth Third Securities, Inc. 0.03% of their portfolio Cincinnati, OH 9,6849.7k $371.5k $371.5k 0.03% Added +66 +66
61 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 9,5179.5k $365.1k $365.1k 0.00% Added +16 +16
62 Transform Wealth, LLC 0.02% of their portfolio GREENWOOD VILLAGE, CO 9,1939.2k $352.6k $352.6k 0.02% Unchanged
63 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 9,0009.0k $345.2k $345.2k 0.01% New
64 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 8,4198.4k $323.0k $323.0k 0.00% Reduced -1.2k -1,241
65 Southland Equity Partners LLC 0.07% of their portfolio WILDWOOD, MO 7,8547.9k $301.3k $301.3k 0.07% Unchanged
66 COMERICA BANK 0.00% of their portfolio DALLAS, TX 7,7257.7k $296.3k $296.3k 0.00% Reduced -17.9k -17,862
67 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 7,5607.6k $290.0k $290.0k 0.02% Unchanged
68 Stablepoint Partners, LLC 0.05% of their portfolio BRAINTREE, MA 7,4497.4k $285.7k $285.7k 0.05% Reduced -102 -102
69 Counterweight Ventures, LLC 0.18% of their portfolio WILMINGTON, NC 6,6756.7k $256.1k $256.1k 0.18% Reduced -3.0k -3,000
70 FOUNDERS FINANCIAL SECURITIES LLC 0.02% of their portfolio TOWSON, MD 6,6636.7k $272.0k $272.0k 0.02% New
71 Creekside Partners 0.13% of their portfolio PETALUMA, CA 6,6196.6k $253.9k $253.9k 0.13% Added +7 +7
72 SYNOVUS FINANCIAL CORP 0.00% of their portfolio Columbus, GA 6,4546.5k $247.6k $247.6k 0.00% New
73 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 6,2726.3k $240.6k $240.6k 0.00% Reduced -50 -50
74 Benchmark Wealth Management, LLC 0.12% of their portfolio OLD LYME, CT 6,2116.2k $238.3k $238.3k 0.12% Unchanged
75 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 6,1166.1k $234.6k $234.6k 0.01% Reduced -70 -70
76 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 5,9005.9k $226.3k $226.3k 0.00% Unchanged
77 Beta Wealth Group, Inc. 0.08% of their portfolio SAN DIEGO, CA 5,8945.9k $226.1k $226.1k 0.08% New
78 Austin Private Wealth, LLC 0.02% of their portfolio Austin, TX 5,8005.8k $222.5k $222.5k 0.02% New
79 Bay Capital Advisors, LLC 0.18% of their portfolio VIRGINIA BEACH, VA 5,7145.7k $219.2k $219.2k 0.18% Reduced -695 -695
80 HBW ADVISORY SERVICES LLC 0.03% of their portfolio SIMI VALLEY, CA 5,7035.7k $218.8k $218.8k 0.03% New
81 Wood Tarver Financial Group, LLC 0.07% of their portfolio BOISE, ID 5,5045.5k $211.1k $211.1k 0.07% Reduced -1.2k -1,210
82 ARVEST INVESTMENTS, INC. 0.03% of their portfolio LOWELL, AR 4,1594.2k $159.6k $159.6k 0.03% Added +65 +65
83 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 3,8203.8k $146.5k $146.5k 0.00% Reduced -100 -100
84 Continuum Advisory, LLC 0.02% of their portfolio EAGLE, ID 3,0633.1k $117.5k $117.5k 0.02% Added +159 +159
85 Clearstead Trust, LLC 0.03% of their portfolio PORTLAND, ME 3,0003.0k $115.1k $115.1k 0.03% Unchanged
86 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 2,9432.9k $112.9k $112.9k 0.01% Added +17 +17
87 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 2,7482.7k $105.4k $105.4k 0.00% Added +1.2k +1,196
88 Crews Bank & Trust 0.02% of their portfolio PORT CHARLOTTE, FL 2,7352.7k $104.9k $104.9k 0.02% Unchanged
89 Wayfinding Financial, LLC 0.05% of their portfolio LYNNWOOD, WA 2,7262.7k $104.0k $104.0k 0.05% New
90 FMR LLC 0.00% of their portfolio BOSTON, MA 2,5062.5k $96.1k $96.1k 0.00% Reduced -157 -157
91 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,2522.3k $86.4k $86.4k 0.00% Added +1 +1
92 ARCADIA INVESTMENT MANAGEMENT CORP/MI 0.01% of their portfolio KALAMAZOO, MI 1,4001.4k $53.7k $53.7k 0.01% Added +100 +100
93 Milestone Investment Advisors LLC 0.01% of their portfolio MIDDLETON, WI 1,2491.2k $47.9k $47.9k 0.01% Unchanged
94 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 868868 $33.3k $33.3k 0.00% Added +4 +4
95 Colonial Trust Co / SC 0.01% of their portfolio SPARTANBURG, SC 866866 $33.4k $33.4k 0.01% Reduced -129 -129
96 CENTRAL TRUST Co 0.00% of their portfolio JEFFERSON CITY, MO 850850 $32.6k $32.6k 0.00% Unchanged
97 HARBOR INVESTMENT ADVISORY, LLC 0.00% of their portfolio LUTHERVILLE, MD 830830 $31.8k $31.8k 0.00% Unchanged
98 Glen Eagle Advisors, LLC 0.01% of their portfolio KINGSTON, NJ 816816 $31.3k $31.3k 0.01% Reduced -207 -207
99 PEOPLES FINANCIAL SERVICES CORP. 0.01% of their portfolio MOOSIC, PA 800800 $30.7k $30.7k 0.01% Unchanged
100 FAS Wealth Partners, Inc. 0.00% of their portfolio LEAWOOD, KS 724724 $27.8k $27.8k 0.00% Added +4 +4