Vault-13

SPDR INDEX SHS FDS CWI

MSCI ACWI EXUS · ETP · CUSIP 78463X848

194 institutional holders +13 vs Q3 2022
45,119,06945.1m shares reported held*
$1.1bnreported value*
28 new 60 added 60 reduced 18 sold out net bought ≈ $129.8m (+5.5m 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 ≈ $23.77.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 181Q4 22: 194194Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022181
Q4 2022194

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +4,803,893+4.8m
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC New +1,149,549+1.1m
Forvis Mazars Wealth Advisors, LLC Added +869,022+869.0k
TRUIST FINANCIAL CORP Added +506,508+506.5k
Gerber Kawasaki Wealth & Investment Management Added +462,747+462.7k
Avantax Planning Partners, Inc. Added +354,035+354.0k
Baird Financial Group, Inc. New +312,267+312.3k
MONEY CONCEPTS CAPITAL CORP New +274,484+274.5k
Raymond James Financial Services Advisors, Inc. Added +240,380+240.4k
Merit Financial Group, LLC Added +228,685+228.7k

Biggest sellers

JANE STREET GROUP, LLC Sold out -897,860-897.9k
Mirae Asset Global Investments Co., Ltd. Reduced -830,000-830.0k
ROYAL BANK OF CANADA Reduced -531,957-532.0k
STATE STREET CORP Reduced -530,284-530.3k
FLOW TRADERS U.S. LLC Sold out -447,334-447.3k
Iowa State Bank Reduced -282,389-282.4k
UBS Group AG Reduced -280,853-280.9k
HENGEHOLD CAPITAL MANAGEMENT LLC Reduced -252,923-252.9k
PITCAIRN CO Reduced -223,242-223.2k
OLD MISSION CAPITAL LLC Reduced -192,173-192.2k

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, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 11,900,96011.9m $286.3m $286.3m 0.04% Added +4.8m +4,803,893
2 PNC Financial Services Group, Inc. 0.08% of their portfolio Pittsburgh, PA 3,248,8233.2m $78.2m $78.2m 0.08% Added +12.7k +12,658
3 SYNOVUS FINANCIAL CORP 0.51% of their portfolio Columbus, GA 1,865,0401.9m $44.9m $44.9m 0.51% Added +46.6k +46,607
4 TRUIST FINANCIAL CORP 0.07% of their portfolio CHARLOTTE, NC 1,690,3131.7m $40.7m $40.7m 0.07% Added +506.5k +506,508
5 EASTERN BANK 1.99% of their portfolio BOSTON, MA 1,550,7621.6m $37.3m $37.3m 1.99% Reduced -106.8k -106,778
6 Avantax Planning Partners, Inc. 1.47% of their portfolio DUBUQUE, IA 1,540,1031.5m $37.1m $37.1m 1.47% Added +354.0k +354,035
7 PITCAIRN CO 3.19% of their portfolio CONSHOHOCKEN, PA 1,327,4101.3m $31.9m $31.9m 3.19% Reduced -223.2k -223,242
8 HENGEHOLD CAPITAL MANAGEMENT LLC 4.37% of their portfolio CINCINNATI, OH 1,308,2011.3m $31.5m $31.5m 4.37% Reduced -252.9k -252,923
9 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1.03% of their portfolio MINNEAPOLIS, MN 1,149,5491.1m $27.7m $27.7m 1.03% New
10 Forvis Mazars Wealth Advisors, LLC 0.93% of their portfolio Springfield, MO 1,109,8451.1m $26.7m $26.7m 0.93% Added +869.0k +869,022
11 Wealth CMT 14.10% of their portfolio CHERRY HILL, NJ 1,103,0961.1m $26.5m $26.5m 14.10% Added +109.2k +109,182
12 Sequoia Financial Advisors, LLC 0.49% of their portfolio Akron, OH 834,540834.5k $20.1m $20.1m 0.49% Reduced -8.3k -8,323
13 FINANCIAL CONSULATE, INC 6.71% of their portfolio HUNT VALLEY, MD 798,855798.9k $19.2m $19.2m 6.71% Added +5.3k +5,254
14 LODESTAR PRIVATE ASSET MANAGEMENT LLC 3.65% of their portfolio ALAMO, CA 792,080792.1k $19.1m $19.1m 3.65% First filing
15 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 737,040737.0k $17.7m $17.7m 0.02% Added +94.0k +94,014
16 Gerber Kawasaki Wealth & Investment Management 1.30% of their portfolio SANTA MONICA, CA 607,456607.5k $14.6m $14.6m 1.30% Added +462.7k +462,747
17 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1.08% of their portfolio ROCHESTER, NY 589,761589.8k $14.2m $14.2m 1.08% Added +9.5k +9,541
18 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 577,228577.2k $439.2k $439.2k 0.01% Added +72.7k +72,662
19 UBS Group AG 0.01% of their portfolio ZURICH, V8 451,343451.3k $10.9m $10.9m 0.01% Reduced -280.9k -280,853
20 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 434,413434.4k $10.5m $10.5m 0.01% Reduced -48.0k -48,035
21 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 422,068422.1k $10.6m $10.6m 0.00% Reduced -41.7k -41,684
22 ARCADIA INVESTMENT ADVISORS LLC 6.91% of their portfolio EAGLE, ID 411,251411.3k $9.9m $9.9m 6.91% Added +13.3k +13,322
23 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 328,191328.2k $7.9m $7.9m 0.02% Added +162.2k +162,166
24 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 317,026317.0k $7.6m $7.6m 0.00% Reduced -11.1k -11,100
25 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 315,330315.3k $7.6m $7.6m 0.00% Reduced -530.3k -530,284
26 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 312,267312.3k $7.5m $7.5m 0.02% New
27 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 311,938311.9k $7.5m $7.5m 0.02% Added +240.4k +240,380
28 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 303,842303.8k $7.3m $7.3m 0.00% Reduced -28.6k -28,598
29 WHITTIER TRUST CO 0.14% of their portfolio SOUTH PASADENA, CA 297,677297.7k $7.2m $7.2m 0.14% Reduced -68 -68
30 IAG Wealth Partners, LLC 2.11% of their portfolio WAUKESHA, WI 297,632297.6k $7.2m $7.2m 2.11% Added +58.6k +58,555
31 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 297,200297.2k $7.1m $7.1m 0.02% Reduced -72.0k -72,043
32 HANTZ FINANCIAL SERVICES, INC. 0.20% of their portfolio SOUTHFIELD, MI 276,788276.8k $6.7m $6.7m 0.20% Reduced -14.3k -14,338
33 MONEY CONCEPTS CAPITAL CORP 0.29% of their portfolio PALM BEACH GARDENS, FL 274,484274.5k $6.6m $6.6m 0.29% New
34 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 273,846273.8k $6.6m $6.6m 0.00% Added +66.2k +66,194
35 First Personal Financial Services 1.71% of their portfolio CHARLOTTE, NC 262,856262.9k $6.3m $6.3m 1.71% Reduced -566 -566
36 Focus Financial Network, Inc. 0.49% of their portfolio MINNEAPOLIS, MN 252,692252.7k $6.1m $6.1m 0.49% Added +13.2k +13,217
37 Merit Financial Group, LLC 0.22% of their portfolio ALPHARETTA, GA 251,951252.0k $6.1m $6.1m 0.22% Added +228.7k +228,685
38 TOBIAS FINANCIAL ADVISORS, INC. 1.76% of their portfolio Plantation, FL 222,912222.9k $5.4m $5.4m 1.76% Reduced -2.8k -2,818
39 Mill Creek Capital Advisors, LLC 0.21% of their portfolio Conshohocken, PA 213,254213.3k $5.1m $5.1m 0.21% First filing
40 Montecito Bank & Trust 1.23% of their portfolio SANTA BARBARA, CA 211,188211.2k $5.1m $5.1m 1.23% Reduced -15.9k -15,923
41 Sargent Bickham Lagudis LLC 0.38% of their portfolio Boulder, CO 194,759194.8k $4.7m $4.7m 0.38% Reduced -8.7k -8,709
42 Courage Miller Partners, LLC 2.03% of their portfolio NORFOLK, VA 183,485183.5k $4.4m $4.4m 2.03% Reduced -4.3k -4,333
43 COLONY GROUP LLC 0.06% of their portfolio Boston, MA 168,432168.4k $4.1m $4.1m 0.06% Reduced -310 -310
44 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 166,048166.0k $4.0m $4.0m 0.02% Reduced -47.0k -46,990
45 Capital Investment Advisors, LLC 0.12% of their portfolio ATLANTA, GA 163,426163.4k $3.9m $3.9m 0.12% Reduced -4.4k -4,427
46 Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio SEOUL, M5 156,825156.8k $3.8m $3.8m 0.01% Reduced -830.0k -830,000
47 J.P. Morgan Private Wealth Advisors LLC 0.01% of their portfolio SAN FRANCISCO, CA 149,487149.5k $3.6m $3.6m 0.01% Added +85 +85
48 Valmark Advisers, Inc. 0.08% of their portfolio AKRON, OH 148,554148.6k $3.6m $3.6m 0.08% Added +5.7k +5,723
49 Domani Wealth, LLC 0.88% of their portfolio YORK, PA 145,834145.8k $3.5m $3.5m 0.88% Added +30.7k +30,688
50 TIEMANN INVESTMENT ADVISORS, LLC 1.84% of their portfolio MENLO PARK, CA 130,727130.7k $3.1m $3.1m 1.84% Added +17.8k +17,830
51 Walkner Condon Financial Advisors LLC 0.89% of their portfolio MADISON, WI 124,000124.0k $3.0m $3.0m 0.89% Unchanged
52 GREENWOOD CAPITAL ASSOCIATES LLC 0.48% of their portfolio GREENWOOD, SC 120,713120.7k $2.9m $2.9m 0.48% Added +40.0k +39,967
53 Mach-1 Financial Group, LLC 1.30% of their portfolio Rogers, AR 116,030116.0k $2.8m $2.8m 1.30% Added +114.2k +114,174
54 Ledge Wealth Management, Inc. 1.26% of their portfolio SARTELL, MN 114,477114.5k $2.8m $2.8m 1.26% Added +36.7k +36,689
55 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 113,030113.0k $2.7m $2.7m 0.02% New
56 Iowa State Bank 0.64% of their portfolio URBANDALE, IA 106,332106.3k $2.6m $2.6m 0.64% Reduced -282.4k -282,389
57 HBK Sorce Advisory LLC 0.07% of their portfolio ERIE, PA 102,348102.3k $2.5m $2.5m 0.07% Added +51.8k +51,832
58 Quantitative Advantage, LLC 0.36% of their portfolio MINNETONKA, MN 97,91597.9k $2.4m $2.4m 0.36% Added +19.8k +19,809
59 HHM Wealth Advisors, LLC 0.52% of their portfolio CHATTANOOGA, TN 94,64494.6k $2.3m $2.3m 0.52% Unchanged
60 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 85,31685.3k $2.1m $2.1m 0.01% Reduced -5.3k -5,305
61 Krilogy Financial LLC 0.19% of their portfolio ST. LOUIS, MO 85,08785.1k $2.0m $2.0m 0.19% Reduced -15.0k -14,970
62 FINANCIAL COUNSELORS INC 0.04% of their portfolio Overland Park, KS 81,59581.6k $2.0m $2.0m 0.04% Reduced -984 -984
63 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 81,04381.0k $1.9m $1.9m 0.01% Added +63.2k +63,185
64 NORTHWEST INVESTMENT COUNSELORS, LLC 0.56% of their portfolio Lake Oswego, OR 80,04480.0k $1.9m $1.9m 0.56% Unchanged
65 OLD MISSION CAPITAL LLC 0.08% of their portfolio CHICAGO, IL 77,65177.7k $1.9m $1.9m 0.08% Reduced -192.2k -192,173
66 Blackhawk Capital Partners, LLC 1.44% of their portfolio THIENSVILLE, WI 76,54176.5k $1.8m $1.8m 1.44% Added +39.8k +39,803
67 Abbrea Capital, LLC 0.31% of their portfolio Greenbrae, CA 71,56171.6k $1.7m $1.7m 0.31% Reduced -3.4k -3,377
68 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 71,18771.2k $1.7m $1.7m 0.03% Added +32.5k +32,465
69 QP WEALTH MANAGEMENT, LLC 2.62% of their portfolio BOCA RATON, FL 69,84269.8k $1.7m $1.7m 2.62% New
70 Wambolt & Associates, LLC 0.65% of their portfolio LITTLETON, CO 69,82669.8k $1.7m $1.7m 0.65% Reduced -2.1k -2,115
71 UMB Bank, n.a. 0.03% of their portfolio Kansas City, MO 69,68769.7k $1.7m $1.7m 0.03% Unchanged
72 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 66,37366.4k $1.6m $1.6m 0.00% Reduced -75.6k -75,561
73 MERIDIAN INVESTMENT COUNSEL INC. 0.61% of their portfolio LAFAYETTE, CA 63,66163.7k $1.5m $1.5m 0.61% Unchanged
74 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 59,65759.7k $1.4m $1.4m 0.01% First filing
75 Stratos Wealth Partners, LTD. 0.04% of their portfolio BEACHWOOD, OH 59,15659.2k $1.4m $1.4m 0.04% New
76 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 58,59158.6k $1.4m $1.4m 0.00% Added +727 +727
77 MITCHELL CAPITAL MANAGEMENT CO 0.38% of their portfolio LEAWOOD, KS 56,61356.6k $1.4m $1.4m 0.38% Added +181 +181
78 Freestone Capital Holdings, LLC 0.06% of their portfolio Seattle, WA 55,95656.0k $1.3m $1.3m 0.06% Reduced -23.1k -23,082
79 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 54,85454.9k $1.3m $1.3m 0.00% Added +52.4k +52,424
80 NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio ST. LOUIS, MO 54,75054.8k $1.3m $1.3m 0.01% Unchanged
81 Opal Wealth Advisors, LLC 0.72% of their portfolio JERICHO, NY 54,58354.6k $1.3m $1.3m 0.72% Reduced -3.4k -3,431
82 MONOGRAPH WEALTH ADVISORS, LLC 0.32% of their portfolio MANHATTAN BEACH, CA 49,66549.7k $1.2m $1.2m 0.32% Unchanged
83 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 47,19147.2k $1.1m $1.1m 0.00% Reduced -532.0k -531,957
84 Mariner, LLC 0.00% of their portfolio Overland Park, KS 46,71146.7k $1.1m $1.1m 0.00% Added +5.4k +5,439
85 RKL Wealth Management LLC 0.15% of their portfolio LANCASTER, PA 46,57246.6k $1.1m $1.1m 0.15% Reduced -4.2k -4,159
86 Laraway Financial Advisors Inc 1.12% of their portfolio SAINT CLOUD, MN 44,35444.4k $1.1m $1.1m 1.12% Reduced -1.7k -1,726
87 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 43,30543.3k $1.0m $1.0m 0.01% Added +1.3k +1,298
88 Apollon Wealth Management, LLC 0.07% of their portfolio MOUNT PLEASANT, SC 43,01643.0k $1.0m $1.0m 0.07% Reduced -974 -974
89 Mutual Advisors, LLC 0.05% of their portfolio OMAHA, NE 42,85442.9k $1.0m $1.0m 0.05% Added +2.4k +2,361
90 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 39,62039.6k $953.3k $953.3k 0.01% Reduced -45 -45
91 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 39,30539.3k $945.7k $945.7k 0.02% Added +485 +485
92 Investors Research Corp 0.25% of their portfolio ATLANTA, GA 38,57338.6k $928.1k $928.1k 0.25% Reduced -327 -327
93 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 37,10237.1k $892.7k $892.7k 0.02% New
94 StrategIQ Financial Group, LLC 0.10% of their portfolio MERRILLVILLE, IN 36,13836.1k $869.5k $869.5k 0.10% Reduced -648 -648
95 Tradition Wealth Management, LLC 0.12% of their portfolio EDINA, MN 36,12236.1k $869.0k $869.0k 0.12% Reduced -6.0k -5,956
96 Bragg Financial Advisors, Inc 0.05% of their portfolio CHARLOTTE, NC 35,59035.6k $856.3k $856.3k 0.05% New
97 Newman Dignan & Sheerar, Inc. 0.28% of their portfolio PROVIDENCE, RI 34,89034.9k $839.5k $839.5k 0.28% Reduced -5.6k -5,636
98 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 33,23433.2k $799.6k $799.6k 0.00% Reduced -8.7k -8,723
99 Compass Wealth Management LLC 0.25% of their portfolio GUILFORD, CT 31,09531.1k $748.1k $748.1k 0.25% First filing
100 Masso Torrence Wealth Management Inc. 0.56% of their portfolio MARLTON, NJ 29,22029.2k $703.0k $703.0k 0.56% Reduced -22.1k -22,101