Vault-13

SPDR INDEX SHS FDS CWI

MSCI ACWI EXUS · ETP · CUSIP 78463X848

181 institutional holders
38,623,01738.6m shares reported held*
$819.8mreported value*

* 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 ≈ $21.23.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
PNC FINANCIAL SERVICES GROUP, INC. 13G · institution filed 2025-02-07 6.3% 3.6m≈ $146.0m 2025-02-07

Holders, Q3 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 7,097,0677.1m $150.5m $150.5m 0.02% —
2 PNC Financial Services Group, Inc. 0.07% of their portfolio Pittsburgh, PA 3,236,1653.2m $68.6m $68.6m 0.07% —
3 SYNOVUS FINANCIAL CORP 0.47% of their portfolio Columbus, GA 1,818,4331.8m $38.6m $38.6m 0.47% —
4 EASTERN BANK 2.01% of their portfolio BOSTON, MA 1,657,5401.7m $35.2m $35.2m 2.01% —
5 HENGEHOLD CAPITAL MANAGEMENT LLC 5.09% of their portfolio CINCINNATI, OH 1,561,1241.6m $33.1m $33.1m 5.09% —
6 PITCAIRN CO 3.56% of their portfolio CONSHOHOCKEN, PA 1,550,6521.6m $32.9m $32.9m 3.56% —
7 Avantax Planning Partners, Inc. 1.13% of their portfolio DUBUQUE, IA 1,186,0681.2m $25.2m $25.2m 1.13% —
8 TRUIST FINANCIAL CORP 0.05% of their portfolio CHARLOTTE, NC 1,183,8051.2m $25.1m $25.1m 0.05% —
9 Wealth CMT 12.65% of their portfolio CHERRY HILL, NJ 993,914993.9k $21.1m $21.1m 12.65% —
10 Mirae Asset Global Investments Co., Ltd. 0.06% of their portfolio SEOUL, M5 986,825986.8k $20.9m $20.9m 0.06% —
11 JANE STREET GROUP, LLC 0.04% of their portfolio NEW YORK, NY 897,860897.9k $19.0m $19.0m 0.04% —
12 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 845,614845.6k $17.9m $17.9m 0.00% —
13 Sequoia Financial Advisors, LLC 0.56% of their portfolio Akron, OH 842,863842.9k $17.9m $17.9m 0.56% —
14 FINANCIAL CONSULATE, INC 7.10% of their portfolio HUNT VALLEY, MD 793,601793.6k $16.8m $16.8m 7.10% —
15 UBS Group AG 0.01% of their portfolio ZURICH, V8 732,196732.2k $15.5m $15.5m 0.01% —
16 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 643,026643.0k $13.6m $13.6m 0.01% —
17 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1.03% of their portfolio ROCHESTER, NY 580,220580.2k $12.3m $12.3m 1.03% —
18 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 579,148579.1k $12.3m $12.3m 0.00% —
19 Private Advisor Group, LLC 0.12% of their portfolio MORRISTOWN, NJ 504,566504.6k $10.7m $10.7m 0.12% —
20 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 482,448482.4k $10.2m $10.2m 0.01% —
21 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 463,752463.8k $9.8m $9.8m 0.00% —
22 FLOW TRADERS U.S. LLC 0.51% of their portfolio NEW YORK, NY 447,334447.3k $9.5m $9.5m 0.51% —
23 ARCADIA INVESTMENT ADVISORS LLC 6.38% of their portfolio EAGLE, ID 397,929397.9k $8.4m $8.4m 6.38% —
24 Iowa State Bank 2.34% of their portfolio URBANDALE, IA 388,721388.7k $8.2m $8.2m 2.34% —
25 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 369,243369.2k $7.8m $7.8m 0.02% —
26 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 332,440332.4k $7.6m $7.6m 0.00% —
27 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 328,126328.1k $7.0m $7.0m 0.00% —
28 WHITTIER TRUST CO 0.13% of their portfolio SOUTH PASADENA, CA 297,745297.7k $6.3m $6.3m 0.13% —
29 HANTZ FINANCIAL SERVICES, INC. 0.21% of their portfolio SOUTHFIELD, MI 291,126291.1k $6.2m $6.2m 0.21% —
30 OLD MISSION CAPITAL LLC 0.25% of their portfolio CHICAGO, IL 269,824269.8k $5.7m $5.7m 0.25% —
31 First Personal Financial Services 1.62% of their portfolio CHARLOTTE, NC 263,422263.4k $5.6m $5.6m 1.62% —
32 Forvis Mazars Wealth Advisors, LLC 0.21% of their portfolio Springfield, MO 240,823240.8k $5.1m $5.1m 0.21% —
33 Focus Financial Network, Inc. 0.44% of their portfolio MINNEAPOLIS, MN 239,475239.5k $5.1m $5.1m 0.44% —
34 IAG Wealth Partners, LLC 1.68% of their portfolio WAUKESHA, WI 239,077239.1k $5.1m $5.1m 1.68% —
35 Montecito Bank & Trust 1.25% of their portfolio SANTA BARBARA, CA 227,111227.1k $4.8m $4.8m 1.25% —
36 TOBIAS FINANCIAL ADVISORS, INC. 1.69% of their portfolio Plantation, FL 225,730225.7k $4.8m $4.8m 1.69% —
37 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.03% of their portfolio IRVING, TX 213,038213.0k $4.5m $4.5m 0.03% —
38 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 207,652207.7k $4.4m $4.4m 0.00% —
39 Sargent Bickham Lagudis LLC 0.39% of their portfolio Boulder, CO 203,468203.5k $4.3m $4.3m 0.39% —
40 Courage Miller Partners, LLC 2.01% of their portfolio NORFOLK, VA 187,818187.8k $4.0m $4.0m 2.01% —
41 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 169,256169.3k $3.6m $3.6m 0.01% —
42 COLONY GROUP LLC 0.06% of their portfolio Boston, MA 168,742168.7k $3.6m $3.6m 0.06% —
43 Capital Investment Advisors, LLC 0.12% of their portfolio ATLANTA, GA 167,853167.9k $3.6m $3.6m 0.12% —
44 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 166,025166.0k $3.5m $3.5m 0.01% —
45 J.P. Morgan Private Wealth Advisors LLC 0.01% of their portfolio SAN FRANCISCO, CA 149,402149.4k $3.2m $3.2m 0.01% —
46 Gerber Kawasaki Wealth & Investment Management 0.29% of their portfolio SANTA MONICA, CA 144,709144.7k $3.1m $3.1m 0.29% —
47 Valmark Advisers, Inc. 0.06% of their portfolio AKRON, OH 142,831142.8k $3.0m $3.0m 0.06% —
48 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 141,934141.9k $3.0m $3.0m 0.01% —
49 Walkner Condon Financial Advisors LLC 0.85% of their portfolio MADISON, WI 124,000124.0k $2.6m $2.6m 0.85% —
50 Domani Wealth, LLC 0.72% of their portfolio YORK, PA 115,146115.1k $2.4m $2.4m 0.72% —
51 TIEMANN INVESTMENT ADVISORS, LLC 1.55% of their portfolio MENLO PARK, CA 112,897112.9k $2.4m $2.4m 1.55% —
52 Krilogy Financial LLC 0.25% of their portfolio ST. LOUIS, MO 100,057100.1k $2.1m $2.1m 0.25% —
53 HHM Wealth Advisors, LLC 0.53% of their portfolio CHATTANOOGA, TN 94,64494.6k $2.0m $2.0m 0.53% —
54 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 90,62190.6k $1.9m $1.9m 0.01% —
55 FINANCIAL COUNSELORS INC 0.04% of their portfolio Overland Park, KS 82,57982.6k $1.8m $1.8m 0.04% —
56 GREENWOOD CAPITAL ASSOCIATES LLC 0.29% of their portfolio GREENWOOD, SC 80,74680.7k $1.7m $1.7m 0.29% —
57 NORTHWEST INVESTMENT COUNSELORS, LLC 0.56% of their portfolio Lake Oswego, OR 80,04480.0k $1.7m $1.7m 0.56% —
58 Freestone Capital Holdings, LLC 0.08% of their portfolio Seattle, WA 79,03879.0k $1.7m $1.7m 0.08% —
59 Quantitative Advantage, LLC 0.29% of their portfolio MINNETONKA, MN 78,10678.1k $1.7m $1.7m 0.29% —
60 Ledge Wealth Management, Inc. 1.01% of their portfolio SARTELL, MN 77,78877.8k $1.6m $1.6m 1.01% —
61 Abbrea Capital, LLC 0.30% of their portfolio Greenbrae, CA 74,93874.9k $1.6m $1.6m 0.30% —
62 Wambolt & Associates, LLC 0.65% of their portfolio LITTLETON, CO 71,94171.9k $1.5m $1.5m 0.65% —
63 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 71,55871.6k $1.5m $1.5m 0.00% —
64 UMB Bank, n.a. 0.02% of their portfolio Kansas City, MO 69,68769.7k $1.5m $1.5m 0.02% —
65 MERIDIAN INVESTMENT COUNSEL INC. 0.60% of their portfolio LAFAYETTE, CA 63,66163.7k $1.4m $1.4m 0.60% —
66 Opal Wealth Advisors, LLC 0.90% of their portfolio JERICHO, NY 58,01458.0k $1.2m $1.2m 0.90% —
67 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 57,86457.9k $1.2m $1.2m 0.00% —
68 MITCHELL CAPITAL MANAGEMENT CO 0.34% of their portfolio LEAWOOD, KS 56,43256.4k $1.2m $1.2m 0.34% —
69 NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio ST. LOUIS, MO 54,75054.8k $1.2m $1.2m 0.01% —
70 Masso Torrence Wealth Management Inc. 0.96% of their portfolio MARLTON, NJ 51,32151.3k $1.1m $1.1m 0.96% —
71 RKL Wealth Management LLC 0.16% of their portfolio LANCASTER, PA 50,73150.7k $1.1m $1.1m 0.16% —
72 HBK Sorce Advisory LLC 0.07% of their portfolio ERIE, PA 50,51650.5k $1.1m $1.1m 0.07% —
73 MONOGRAPH WEALTH ADVISORS, LLC 0.35% of their portfolio MANHATTAN BEACH, CA 49,66549.7k $1.1m $1.1m 0.35% —
74 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 47,10047.1k $999.0k $999.0k 0.00% —
75 Laraway Financial Advisors Inc 1.09% of their portfolio SAINT CLOUD, MN 46,08046.1k $976.0k $976.0k 1.09% —
76 Apollon Wealth Management, LLC 0.08% of their portfolio MOUNT PLEASANT, SC 43,99044.0k $933.0k $933.0k 0.08% —
77 Tradition Wealth Management, LLC 0.13% of their portfolio EDINA, MN 42,07842.1k $892.0k $892.0k 0.13% —
78 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 42,00742.0k $891.0k $891.0k 0.01% —
79 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 41,95742.0k $890.0k $890.0k 0.00% —
80 Mariner, LLC 0.00% of their portfolio Overland Park, KS 41,27241.3k $875.0k $875.0k 0.00% —
81 Newman Dignan & Sheerar, Inc. 0.32% of their portfolio PROVIDENCE, RI 40,52640.5k $860.0k $860.0k 0.32% —
82 Mutual Advisors, LLC 0.04% of their portfolio OMAHA, NE 40,49340.5k $859.0k $859.0k 0.04% —
83 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 39,66539.7k $841.0k $841.0k 0.01% —
84 Investors Research Corp 0.25% of their portfolio ATLANTA, GA 38,90038.9k $825.0k $825.0k 0.25% —
85 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 38,82038.8k $823.0k $823.0k 0.02% —
86 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 38,72238.7k $821.0k $821.0k 0.02% —
87 StrategIQ Financial Group, LLC 0.10% of their portfolio MERRILLVILLE, IN 36,78636.8k $780.0k $780.0k 0.10% —
88 BALASA DINVERNO & FOLTZ LLC 0.05% of their portfolio ITASCA, IL 36,74736.7k $779.0k $779.0k 0.05% —
89 Blackhawk Capital Partners, LLC 0.64% of their portfolio THIENSVILLE, WI 36,73836.7k $779.0k $779.0k 0.64% —
90 First Commonwealth Financial Corp /PA/ 0.29% of their portfolio Indiana, PA 33,23433.2k $705.0k $705.0k 0.29% —
91 TRANSCEND CAPITAL ADVISORS, LLC 0.07% of their portfolio MADISON, NJ 31,30031.3k $664.0k $664.0k 0.07% —
92 Grey Ledge Advisors, LLC 0.22% of their portfolio GUILFORD, CT 28,88528.9k $613.0k $613.0k 0.22% —
93 WFA of San Diego, LLC 0.55% of their portfolio SAN DIEGO, CA 28,69728.7k $609.0k $609.0k 0.55% —
94 BAILARD, INC. 0.02% of their portfolio Foster City, CA 28,05128.1k $595.0k $595.0k 0.02% —
95 TIAA, FSB 0.00% of their portfolio ST. LOUIS, MO 26,81326.8k $569.0k $569.0k 0.00% —
96 Bristlecone Advisors, LLC 0.07% of their portfolio BELLEVUE, WA 26,70226.7k $566.0k $566.0k 0.07% —
97 SAGE FINANCIAL GROUP INC 0.07% of their portfolio W. CONSHOHOCKEN, PA 25,77125.8k $547.0k $547.0k 0.07% —
98 SMI Advisory Services, LLC 0.18% of their portfolio COLUMBUS, IN 25,77125.8k $547.0k $547.0k 0.18% —
99 ROCKLAND TRUST CO 0.04% of their portfolio HANOVER, MA 24,33024.3k $516.0k $516.0k 0.04% —
100 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 23,26623.3k $493.0k $493.0k 0.02% —