Vault-13

SPDR INDEX SHS FDS DWX

S&P INTL ETF · ETP · CUSIP 78463X772

143 institutional holders +11 vs Q1 2025
6,523,6116.5m shares reported held*
$274.8mreported value*
24 new 37 added 41 reduced 13 sold out net bought ≈ $35.3m (+836.9k 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 ($457.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $42.12.

Trends to Q2 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: 132Q2 25: 143143Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025143

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 24Q1 25: 49 bought or addedQ1 25: 59 cut or sold outQ2 25: 61 bought or addedQ2 25: 54 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234758
Q4 20233473
Q1 20244958
Q2 20243761
Q3 20244161
Q4 20244551
Q1 20254959
Q2 20256154

Biggest buyers

WELLS FARGO & COMPANY/MN Added +334,966+335.0k
Focus Partners Wealth New +161,743+161.7k
Baker Avenue Asset Management, LP Added +129,874+129.9k
ROYAL BANK OF CANADA Added +85,904+85.9k
Dorsey Wright & Associates New +66,718+66.7k
JANE STREET GROUP, LLC New +57,762+57.8k
Concord Wealth Partners Added +54,988+55.0k
Concord Asset Management, LLC/VA Added +50,561+50.6k
ENVESTNET ASSET MANAGEMENT INC Added +48,048+48.0k
Red Tortoise LLC New +47,508+47.5k

Biggest sellers

ASSETMARK, INC Reduced -193,115-193.1k
Q3 Asset Management Sold out -153,000-153.0k
MORGAN STANLEY Reduced -36,896-36.9k
Columbia River Financial Group, LLC Reduced -33,078-33.1k
BANK OF AMERICA CORP /DE/ Reduced -23,809-23.8k
MERCER GLOBAL ADVISORS INC /ADV Reduced -9,596-9.6k
Mount Lucas Management LP Reduced -8,978-9.0k
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management Reduced -8,787-8.8k
Stratos Wealth Partners, LTD. Sold out -8,419-8.4k
FOUNDERS FINANCIAL SECURITIES LLC Sold out -6,663-6.7k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 852,932852.9k $36.0m $36.0m 0.00% Reduced -36.9k -36,896
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 711,358711.4k $30.0m $30.0m 0.00% Reduced -23.8k -23,809
3 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 636,241636.2k $26.8m $26.8m 0.01% Added +335.0k +334,966
4 UBS Group AG 0.00% of their portfolio ZURICH, V8 388,488388.5k $16.4m $16.4m 0.00% Added +23.0k +23,007
5 Columbia River Financial Group, LLC 7.31% of their portfolio VANCOUVER, WA 269,476269.5k $11.3m $11.3m 7.31% Reduced -33.1k -33,078
6 Concord Wealth Partners 1.40% of their portfolio ABINGDON, VA 228,260228.3k $9.6m $9.6m 1.40% Added +55.0k +54,988
7 Concord Asset Management, LLC/VA 1.45% of their portfolio ABINGDON, VA 228,260228.3k $9.6m $9.6m 1.45% Added +50.6k +50,561
8 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.20% of their portfolio Seattle, WA 214,955215.0k $9.1m $9.1m 0.20% Reduced -8.8k -8,787
9 Baker Avenue Asset Management, LP 0.25% of their portfolio SAN FRANCISCO, CA 210,444210.4k $8.9m $8.9m 0.25% Added +129.9k +129,874
10 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 191,896191.9k $8.1m $8.1m 0.00% Added +85.9k +85,904
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 187,453187.5k $7.9m $7.9m 0.00% Added +15.4k +15,369
12 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 161,743161.7k $6.8m $6.8m 0.01% New
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 154,065154.1k $6.5m $6.5m 0.00% Added +48.0k +48,048
14 Allen Capital Group, LLC 0.63% of their portfolio GRAND ISLAND, NE 143,129143.1k $6.0m $6.0m 0.63% Reduced -3.5k -3,461
15 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 119,307119.3k $5.0m $5.0m 0.00% Reduced -1.3k -1,339
16 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 98,00298.0k $4.1m $4.1m 0.01% Added +41.5k +41,542
17 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 91,85091.8k $3.9m $3.9m 0.01% Added +12.8k +12,810
18 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 72,60672.6k $3.1m $3.1m 0.01% Added +18.3k +18,277
19 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 70,43770.4k $3.0m $3.0m 0.00% Added +152 +152
20 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 68,56868.6k $2.9m $2.9m 0.01% Reduced -9.6k -9,596
21 Dorsey Wright & Associates 0.67% of their portfolio PASADENA, CA 66,71866.7k $2.8m $2.8m 0.67% New
22 Mount Lucas Management LP 1.24% of their portfolio Newtown, PA 61,94461.9k $2.6m $2.6m 1.24% Reduced -9.0k -8,978
23 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 57,76257.8k $2.4m $2.4m 0.00% New
24 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 53,57953.6k $2.3m $2.3m 0.00% Reduced -2.7k -2,680
25 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 48,40348.4k $2.0m $2.0m 0.01% Added +32.0k +31,991
26 WealthShield Partners, LLC 0.24% of their portfolio CARY, NC 47,79047.8k $2.0m $2.0m 0.24% Reduced -1.5k -1,537
27 Red Tortoise LLC 0.98% of their portfolio ATLANTA, GA 47,50847.5k $2.0m $2.0m 0.98% New
28 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 43,15643.2k $1.8m $1.8m 0.00% Reduced -1.7k -1,695
29 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 38,26638.3k $1.6m $1.6m 0.01% New
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 37,84837.8k $1.6m $1.6m 0.00% Added +6.7k +6,692
31 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 36,34536.3k $1.5m $1.5m 0.01% Added +1.6k +1,560
32 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 35,96336.0k $1.5m $1.5m 0.00% Reduced -3.2k -3,226
33 FDx Advisors, Inc. 0.45% of their portfolio BERWYN, PA 34,98235.0k $1.5m $1.5m 0.45% Reduced -652 -652
34 Parallel Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 32,83432.8k $1.4m $1.4m 0.03% Added +101 +101
35 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 32,52432.5k $1.4m $1.4m 0.00% Reduced -199 -199
36 ELEVATION POINT WEALTH PARTNERS, LLC 0.10% of their portfolio DENVER, CO 30,57630.6k $1.3m $1.3m 0.10% Reduced -80 -80
37 McAdam, LLC 0.07% of their portfolio Philadelphia, PA 28,30328.3k $1.2m $1.2m 0.07% Reduced -512 -512
38 Heartwood Wealth Advisors LLC 0.11% of their portfolio RICHMOND, VA 24,90624.9k $1.0m $1.0m 0.11% Unchanged
39 Key Financial Inc 0.21% of their portfolio WEST CHESTER, PA 24,44024.4k $1.0m $1.0m 0.21% Reduced -120 -120
40 BRANDYWINE OAK PRIVATE WEALTH LLC 0.09% of their portfolio Kennett Square, PA 23,21023.2k $978.3k $978.3k 0.09% Unchanged
41 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 23,15923.2k $976.2k $976.2k 0.00% Reduced -733 -733
42 DUMONT & BLAKE INVESTMENT ADVISORS LLC 0.25% of their portfolio PRINCETON, NJ 22,50722.5k $948.7k $948.7k 0.25% Reduced -335 -335
43 PARTNERS WEALTH MANAGEMENT, LLC 0.95% of their portfolio CARMEL BY THE SEA, CA 21,60121.6k $831.9k $831.9k 0.95% Unchanged
44 WINEBRENNER CAPITAL MANAGEMENT LLC 0.70% of their portfolio LOUISVILLE, KY 20,53520.5k $865.5k $865.5k 0.70% Unchanged
45 Novak & Powell Financial Services, Inc. 0.57% of their portfolio ST. PETERSBURG, FL 19,42219.4k $818.7k $818.7k 0.57% Added +277 +277
46 Freedom Investment Management, Inc. 0.06% of their portfolio SOUTH WINDSOR, CT 19,07719.1k $804.1k $804.1k 0.06% Reduced -623 -623
47 Compound Planning, Inc. 0.03% of their portfolio NEW YORK, NY 18,91818.9k $797.4k $797.4k 0.03% New
48 NFSG Corp 0.13% of their portfolio BOCA RATON, FL 18,61818.6k $784.7k $784.7k 0.13% New
49 HBK Sorce Advisory LLC 0.02% of their portfolio ERIE, PA 18,12218.1k $763.8k $763.8k 0.02% Reduced -2.0k -1,982
50 Manske Wealth Management 0.21% of their portfolio HOUSTON, TX 14,77614.8k $622.8k $622.8k 0.21% Unchanged
51 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 14,62614.6k $616.0k $616.0k 0.00% Added +62 +62
52 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 14,19714.2k $598.4k $598.4k 0.00% Reduced -1.0k -1,003
53 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 13,38313.4k $564.1k $564.1k 0.00% Unchanged
54 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 13,25313.3k $558.6k $558.6k 0.00% Added +228 +228
55 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 13,05013.1k $550.1k $550.1k 0.00% Added +428 +428
56 Capital Analysts, LLC 0.02% of their portfolio FORT WASHINGTON, PA 12,50612.5k $527.0k $527.0k 0.02% Added +20 +20
57 VestGen Investment Management 0.37% of their portfolio EGG HARBOR TOWNSHIP, NJ 12,09512.1k $509.8k $509.8k 0.37% New
58 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 11,66711.7k $491.8k $491.8k 0.00% New
59 Beverly Hills Private Wealth, LLC 0.09% of their portfolio BEVERLY HILLS, CA 11,38911.4k $480.0k $480.0k 0.09% Reduced -244 -244
60 Fifth Third Securities, Inc. 0.04% of their portfolio Cincinnati, OH 11,34411.3k $478.1k $478.1k 0.04% Added +1.7k +1,660
61 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 11,21311.2k $472.6k $472.6k 0.00% Reduced -365 -365
62 Curbstone Financial Management Corp 0.10% of their portfolio MANCHESTER, NH 11,02811.0k $464.8k $464.8k 0.10% Unchanged
63 Brown Miller Wealth Management, LLC 0.14% of their portfolio MCLEAN, VA 10,85010.8k $457.3k $457.3k 0.14% New
64 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 10,85010.8k $457.3k $457.3k 0.01% Added +1.9k +1,850
65 PFG Investments, LLC 0.03% of their portfolio WOODBURY, NY 10,82510.8k $456.3k $456.3k 0.03% Added +151 +151
66 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 10,69710.7k $450.9k $450.9k 0.00% Reduced -27 -27
67 Balentine LLC 0.02% of their portfolio ATLANTA, GA 10,10710.1k $426.0k $426.0k 0.02% Reduced -42 -42
68 MONETA GROUP INVESTMENT ADVISORS LLC 0.00% of their portfolio ST LOUIS, MO 9,7649.8k $411.6k $411.6k 0.00% Reduced -715 -715
69 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 9,5639.6k $403.1k $403.1k 0.00% Added +46 +46
70 NorthCoast Asset Management LLC 0.00% of their portfolio STAMFORD, CT 9,1939.2k $387.5k $387.5k 0.00% New
71 Mariner, LLC 0.00% of their portfolio Overland Park, KS 8,7228.7k $367.6k $367.6k 0.00% Reduced -4.2k -4,237
72 COMERICA BANK 0.00% of their portfolio DALLAS, TX 7,9257.9k $334.0k $334.0k 0.00% Added +200 +200
73 Southland Equity Partners LLC 0.07% of their portfolio WILDWOOD, MO 7,8257.8k $329.8k $329.8k 0.07% Reduced -29 -29
74 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 7,5607.6k $318.7k $318.7k 0.02% Unchanged
75 Stablepoint Partners, LLC 0.05% of their portfolio BRAINTREE, MA 7,3427.3k $309.5k $309.5k 0.05% Reduced -107 -107
76 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 7,0607.1k $297.6k $297.6k 0.00% New
77 Counterweight Ventures, LLC 0.18% of their portfolio WILMINGTON, NC 6,6756.7k $281.4k $281.4k 0.18% Unchanged
78 Creekside Partners 0.13% of their portfolio PETALUMA, CA 6,6416.6k $279.9k $279.9k 0.13% Added +22 +22
79 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 6,4376.4k $271.3k $271.3k 0.00% Added +165 +165
80 SYNOVUS FINANCIAL CORP 0.00% of their portfolio Columbus, GA 6,2556.3k $263.7k $263.7k 0.00% Reduced -199 -199
81 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 6,2506.2k $263.4k $263.4k 0.01% Added +134 +134
82 Benchmark Wealth Management, LLC 0.12% of their portfolio OLD LYME, CT 6,2116.2k $261.8k $261.8k 0.12% Unchanged
83 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 6,1216.1k $258.0k $258.0k 0.00% Reduced -193.1k -193,115
84 Sequent Planning LLC 0.08% of their portfolio OMAHA, NE 5,9886.0k $252.4k $252.4k 0.08% New
85 Austin Private Wealth, LLC 0.02% of their portfolio Austin, TX 5,9776.0k $251.9k $251.9k 0.02% Added +177 +177
86 Beta Wealth Group, Inc. 0.09% of their portfolio SAN DIEGO, CA 5,9275.9k $249.8k $249.8k 0.09% Added +33 +33
87 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 5,9005.9k $248.7k $248.7k 0.00% Unchanged
88 Gibbs Wealth Management 0.05% of their portfolio Alpharetta, GA 5,7425.7k $242.0k $242.0k 0.05% New
89 Legacy Capital Group California, Inc. 0.06% of their portfolio LOS GATOS, CA 5,3905.4k $227.2k $227.2k 0.06% New
90 Wood Tarver Financial Group, LLC 0.07% of their portfolio BOISE, ID 5,3815.4k $226.0k $226.0k 0.07% Reduced -123 -123
91 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 5,2005.2k $219.2k $219.2k 0.01% First filing
92 Wealthspire Retirement, LLC 0.01% of their portfolio ALISO VIEJO, CA 5,1055.1k $215.2k $215.2k 0.01% New
93 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 5,0905.1k $214.5k $214.5k 0.01% New
94 CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 0.04% of their portfolio BETHLEHEM, PA 4,9665.0k $209.3k $209.3k 0.04% New
95 Hardin Capital Partners, LLC 0.12% of their portfolio GREENVILLE, SC 4,8664.9k $206.6k $206.6k 0.12% New
96 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 4,7754.8k $201.3k $201.3k 0.00% New
97 ARVEST INVESTMENTS, INC. 0.02% of their portfolio LOWELL, AR 3,7903.8k $159.8k $159.8k 0.02% Reduced -369 -369
98 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 3,7503.8k $158.1k $158.1k 0.00% Reduced -70 -70
99 Clearstead Trust, LLC 0.02% of their portfolio PORTLAND, ME 3,0003.0k $126.5k $126.5k 0.02% Unchanged
100 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 2,9893.0k $126.0k $126.0k 0.01% Added +46 +46