Vault-13

SPDR INDEX SHS FDS CWI

MSCI ACWI EXUS · ETP · CUSIP 78463X848

199 institutional holders +5 vs Q4 2022
38,119,49338.1m shares reported held*
$978.4mreported value*
29 new 48 added 75 reduced 20 sold out net sold ≈ $166.5m (-6.9m 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 ($1.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.67.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 181Q4 22: 194Q1 23: 199199Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022181
Q4 2022194
Q1 2023199

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 88 bought or addedQ4 22: 78 cut or sold outQ4 22Q1 23: 77 bought or addedQ1 23: 95 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20228878
Q1 20237795

Biggest buyers

JANE STREET GROUP, LLC New +1,874,657+1.9m
ROYAL BANK OF CANADA Added +584,233+584.2k
HENGEHOLD CAPITAL MANAGEMENT LLC Added +255,318+255.3k
CITADEL ADVISORS LLC New +204,554+204.6k
FLOW TRADERS U.S. LLC New +156,434+156.4k
NewEdge Advisors, LLC Added +147,049+147.0k
Equitable Holdings, Inc. New +122,469+122.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +121,283+121.3k
BTC Capital Management, Inc. New +89,586+89.6k
Gerber Kawasaki Wealth & Investment Management Added +83,307+83.3k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -5,747,370-5.7m
Wealth CMT Sold out -1,103,096-1.1m
TRUIST FINANCIAL CORP Reduced -951,679-951.7k
EASTERN BANK Reduced -589,514-589.5k
Private Advisor Group, LLC Reduced -405,136-405.1k
AMERIPRISE FINANCIAL INC Reduced -303,860-303.9k
Forvis Mazars Wealth Advisors, LLC Reduced -278,452-278.5k
MONEY CONCEPTS CAPITAL CORP Reduced -258,689-258.7k
Raymond James Financial Services Advisors, Inc. Reduced -158,586-158.6k
Mirae Asset Global Investments Co., Ltd. Sold out -156,825-156.8k

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, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 6,153,5906.2m $158.3m $158.3m 0.02% Reduced -5.7m -5,747,370
2 PNC Financial Services Group, Inc. 0.07% of their portfolio Pittsburgh, PA 3,192,8993.2m $82.2m $82.2m 0.07% Reduced -55.9k -55,924
3 SYNOVUS FINANCIAL CORP 0.54% of their portfolio Columbus, GA 1,876,8631.9m $48.3m $48.3m 0.54% Added +11.8k +11,823
4 JANE STREET GROUP, LLC 0.08% of their portfolio NEW YORK, NY 1,874,6571.9m $48.2m $48.2m 0.08% New
5 HENGEHOLD CAPITAL MANAGEMENT LLC 5.53% of their portfolio CINCINNATI, OH 1,563,5191.6m $40.2m $40.2m 5.53% Added +255.3k +255,318
6 Avantax Planning Partners, Inc. 1.61% of their portfolio DUBUQUE, IA 1,539,3491.5m $39.6m $39.6m 1.61% Reduced -754 -754
7 PITCAIRN CO 3.15% of their portfolio CONSHOHOCKEN, PA 1,333,0221.3m $34.3m $34.3m 3.15% Added +5.6k +5,612
8 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.80% of their portfolio MINNEAPOLIS, MN 1,048,9201.0m $27.0m $27.0m 0.80% Reduced -100.6k -100,629
9 EASTERN BANK 1.24% of their portfolio BOSTON, MA 961,248961.2k $24.7m $24.7m 1.24% Reduced -589.5k -589,514
10 Forvis Mazars Wealth Advisors, LLC 0.70% of their portfolio Springfield, MO 831,393831.4k $21.4m $21.4m 0.70% Reduced -278.5k -278,452
11 FINANCIAL CONSULATE, INC 7.33% of their portfolio HUNT VALLEY, MD 816,192816.2k $21.0m $21.0m 7.33% Added +17.3k +17,337
12 LODESTAR PRIVATE ASSET MANAGEMENT LLC 3.73% of their portfolio ALAMO, CA 812,644812.6k $20.9m $20.9m 3.73% Added +20.6k +20,564
13 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 789,348789.3k $20.3m $20.3m 0.02% Added +52.3k +52,308
14 Sequoia Financial Advisors, LLC 0.43% of their portfolio Akron, OH 748,540748.5k $19.3m $19.3m 0.43% Reduced -86.0k -86,000
15 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 738,634738.6k $19.0m $19.0m 0.03% Reduced -951.7k -951,679
16 Gerber Kawasaki Wealth & Investment Management 1.40% of their portfolio SANTA MONICA, CA 690,763690.8k $17.8m $17.8m 1.40% Added +83.3k +83,307
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 631,424631.4k $16.2m $16.2m 0.00% Added +584.2k +584,233
18 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1.11% of their portfolio ROCHESTER, NY 578,905578.9k $14.9m $14.9m 1.11% Reduced -10.9k -10,856
19 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 427,942427.9k $11.0m $11.0m 0.01% Reduced -6.5k -6,471
20 ARCADIA INVESTMENT ADVISORS LLC 7.05% of their portfolio EAGLE, ID 398,631398.6k $10.3m $10.3m 7.05% Reduced -12.6k -12,620
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 398,191398.2k $10.2m $10.2m 0.00% Reduced -53.2k -53,152
22 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 325,899325.9k $8.4m $8.4m 0.00% Added +8.9k +8,873
23 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 321,384321.4k $8.3m $8.3m 0.02% Added +9.1k +9,117
24 IAG Wealth Partners, LLC 2.29% of their portfolio WAUKESHA, WI 321,096321.1k $8.3m $8.3m 2.29% Added +23.5k +23,464
25 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 315,144315.1k $8.1m $8.1m 0.00% Reduced -186 -186
26 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 304,062304.1k $7.8m $7.8m 0.02% Added +6.9k +6,862
27 WHITTIER TRUST CO 0.14% of their portfolio SOUTH PASADENA, CA 293,591293.6k $7.6m $7.6m 0.14% Reduced -4.1k -4,086
28 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 290,175290.2k $7.5m $7.5m 0.00% Reduced -13.7k -13,667
29 Focus Financial Network, Inc. 0.43% of their portfolio MINNEAPOLIS, MN 268,660268.7k $6.9m $6.9m 0.43% Added +16.0k +15,968
30 Merit Financial Group, LLC 0.24% of their portfolio ALPHARETTA, GA 256,826256.8k $6.6m $6.6m 0.24% Added +4.9k +4,875
31 HANTZ FINANCIAL SERVICES, INC. 0.17% of their portfolio SOUTHFIELD, MI 245,518245.5k $6.3m $6.3m 0.17% Reduced -31.3k -31,270
32 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 244,537244.5k $6.3m $6.3m 0.00% Reduced -29.3k -29,309
33 Goldstone Financial Group, LLC 1.99% of their portfolio OAKBROOK TERRACE, IL 234,746234.7k $6.0m $6.0m 1.99% First filing
34 TOBIAS FINANCIAL ADVISORS, INC. 1.61% of their portfolio Plantation, FL 213,174213.2k $5.5m $5.5m 1.61% Reduced -9.7k -9,738
35 Mill Creek Capital Advisors, LLC 0.20% of their portfolio Conshohocken, PA 206,455206.5k $5.3m $5.3m 0.20% Reduced -6.8k -6,799
36 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 204,554204.6k $5.3m $5.3m 0.01% New
37 First Personal Financial Services 1.35% of their portfolio CHARLOTTE, NC 202,436202.4k $5.2m $5.2m 1.35% Reduced -60.4k -60,420
38 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 200,564200.6k $5.2m $5.2m 0.01% Reduced -127.6k -127,627
39 Montecito Bank & Trust 1.14% of their portfolio SANTA BARBARA, CA 186,328186.3k $4.8m $4.8m 1.14% Reduced -24.9k -24,860
40 NewEdge Advisors, LLC 0.06% of their portfolio NEW ORLEANS, LA 184,151184.2k $4.7m $4.7m 0.06% Added +147.0k +147,049
41 Courage Miller Partners, LLC 1.99% of their portfolio NORFOLK, VA 182,484182.5k $4.7m $4.7m 1.99% Reduced -1.0k -1,001
42 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 172,092172.1k $4.4m $4.4m 0.04% Reduced -405.1k -405,136
43 COLONY GROUP LLC 0.06% of their portfolio Boston, MA 168,875168.9k $4.3m $4.3m 0.06% Added +443 +443
44 Capital Investment Advisors, LLC 0.12% of their portfolio ATLANTA, GA 159,770159.8k $4.1m $4.1m 0.12% Reduced -3.7k -3,656
45 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 156,963157.0k $4.0m $4.0m 0.02% Reduced -9.1k -9,085
46 FLOW TRADERS U.S. LLC 0.16% of their portfolio NEW YORK, NY 156,434156.4k $4.0m $4.0m 0.16% New
47 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 153,352153.4k $3.9m $3.9m 0.01% Reduced -158.6k -158,586
48 J.P. Morgan Private Wealth Advisors LLC 0.01% of their portfolio SAN FRANCISCO, CA 150,231150.2k $3.9m $3.9m 0.01% Added +744 +744
49 Valmark Advisers, Inc. 0.08% of their portfolio AKRON, OH 146,335146.3k $3.8m $3.8m 0.08% Reduced -2.2k -2,219
50 Domani Wealth, LLC 0.87% of their portfolio YORK, PA 145,899145.9k $3.8m $3.8m 0.87% Added +65 +65
51 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 144,028144.0k $3.7m $3.7m 0.01% Added +77.7k +77,655
52 Mach-1 Financial Group, LLC 0.21% of their portfolio Rogers, AR 135,001135.0k $124.0k $124.0k 0.21% Added +19.0k +18,971
53 TIEMANN INVESTMENT ADVISORS, LLC 1.86% of their portfolio MENLO PARK, CA 132,512132.5k $3.4m $3.4m 1.86% Added +1.8k +1,785
54 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 130,667130.7k $3.4m $3.4m 0.02% Added +17.6k +17,637
55 OLD MISSION CAPITAL LLC 0.10% of their portfolio CHICAGO, IL 127,138127.1k $3.3m $3.3m 0.10% Added +49.5k +49,487
56 Walkner Condon Financial Advisors LLC 0.89% of their portfolio MADISON, WI 124,000124.0k $3.2m $3.2m 0.89% Unchanged
57 Equitable Holdings, Inc. 0.05% of their portfolio NEW YORK, NY 122,469122.5k $3.2m $3.2m 0.05% New
58 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 121,283121.3k $3.1m $3.1m 0.00% New
59 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 119,603119.6k $3.1m $3.1m 0.03% Added +76.3k +76,298
60 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 118,208118.2k $3.0m $3.0m 0.00% Reduced -303.9k -303,860
61 Ledge Wealth Management, Inc. 1.24% of their portfolio SARTELL, MN 101,314101.3k $2.6m $2.6m 1.24% Reduced -13.2k -13,163
62 HHM Wealth Advisors, LLC 0.50% of their portfolio CHATTANOOGA, TN 94,64494.6k $2.4m $2.4m 0.50% Unchanged
63 Quantitative Advantage, LLC 0.35% of their portfolio MINNETONKA, MN 93,05293.1k $2.4m $2.4m 0.35% Reduced -4.9k -4,863
64 BTC Capital Management, Inc. 0.27% of their portfolio DES MOINES, IA 89,58689.6k $2.3m $2.3m 0.27% New
65 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 88,20088.2k $2.3m $2.3m 0.00% Added +67.4k +67,400
66 FINANCIAL COUNSELORS INC 0.05% of their portfolio Overland Park, KS 81,60581.6k $2.1m $2.1m 0.05% Added +10 +10
67 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 80,12880.1k $2.1m $2.1m 0.01% Reduced -5.2k -5,188
68 NORTHWEST INVESTMENT COUNSELORS, LLC 0.55% of their portfolio Lake Oswego, OR 77,19477.2k $2.0m $2.0m 0.55% Reduced -2.9k -2,850
69 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 74,99875.0k $1.9m $1.9m 0.01% Reduced -6.0k -6,045
70 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 74,38874.4k $1.9m $1.9m 0.01% Added +14.7k +14,731
71 Abbrea Capital, LLC 0.31% of their portfolio Greenbrae, CA 71,56171.6k $1.8m $1.8m 0.31% Unchanged
72 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 71,18771.2k $1.8m $1.8m 0.03% Unchanged
73 Opal Wealth Advisors, LLC 1.05% of their portfolio JERICHO, NY 70,05770.1k $1.8m $1.8m 1.05% Added +15.5k +15,474
74 MITCHELL CAPITAL MANAGEMENT CO 0.43% of their portfolio LEAWOOD, KS 67,74667.7k $1.7m $1.7m 0.43% Added +11.1k +11,133
75 Wambolt & Associates, LLC 0.61% of their portfolio LITTLETON, CO 66,58266.6k $1.7m $1.7m 0.61% Reduced -3.2k -3,244
76 MERIDIAN INVESTMENT COUNSEL INC. 0.62% of their portfolio LAFAYETTE, CA 63,22463.2k $1.6m $1.6m 0.62% Reduced -437 -437
77 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 60,22260.2k $1.5m $1.5m 0.00% New
78 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 57,82357.8k $1.5m $1.5m 0.00% Reduced -768 -768
79 Stratos Wealth Partners, LTD. 0.04% of their portfolio BEACHWOOD, OH 57,59257.6k $1.5m $1.5m 0.04% Reduced -1.6k -1,564
80 GREENWOOD CAPITAL ASSOCIATES LLC 0.21% of their portfolio GREENWOOD, SC 55,52355.5k $1.4m $1.4m 0.21% Reduced -65.2k -65,190
81 Iowa State Bank 0.36% of their portfolio URBANDALE, IA 55,48755.5k $1.4m $1.4m 0.36% Reduced -50.8k -50,845
82 NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio ST. LOUIS, MO 54,75054.8k $1.4m $1.4m 0.01% Unchanged
83 Freestone Capital Holdings, LLC 0.06% of their portfolio Seattle, WA 53,23853.2k $1.4m $1.4m 0.06% Reduced -2.7k -2,718
84 MONOGRAPH WEALTH ADVISORS, LLC 0.30% of their portfolio MANHATTAN BEACH, CA 49,66549.7k $1.3m $1.3m 0.30% Unchanged
85 RKL Wealth Management LLC 0.15% of their portfolio LANCASTER, PA 45,30945.3k $1.2m $1.2m 0.15% Reduced -1.3k -1,263
86 HBK Sorce Advisory LLC 0.05% of their portfolio ERIE, PA 44,70244.7k $1.2m $1.2m 0.05% Reduced -57.6k -57,646
87 Mariner, LLC 0.00% of their portfolio Overland Park, KS 44,68044.7k $1.1m $1.1m 0.00% Reduced -2.0k -2,031
88 Laraway Financial Advisors Inc 1.12% of their portfolio SAINT CLOUD, MN 42,99143.0k $1.1m $1.1m 1.12% Reduced -1.4k -1,363
89 Mutual Advisors, LLC 0.04% of their portfolio OMAHA, NE 41,72741.7k $1.1m $1.1m 0.04% Reduced -1.1k -1,127
90 Apollon Wealth Management, LLC 0.07% of their portfolio MOUNT PLEASANT, SC 41,46241.5k $1.1m $1.1m 0.07% Reduced -1.6k -1,554
91 Investors Research Corp 0.25% of their portfolio ATLANTA, GA 37,35237.4k $961.1k $961.1k 0.25% Reduced -1.2k -1,221
92 Tradition Wealth Management, LLC 0.12% of their portfolio EDINA, MN 36,70636.7k $944.0k $944.0k 0.12% Added +584 +584
93 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 36,34136.3k $935.1k $935.1k 0.00% Reduced -3.3k -3,279
94 StrategIQ Financial Group, LLC 0.11% of their portfolio MERRILLVILLE, IN 35,85435.9k $922.5k $922.5k 0.11% Reduced -284 -284
95 Bragg Financial Advisors, Inc 0.05% of their portfolio CHARLOTTE, NC 35,59035.6k $915.7k $915.7k 0.05% Unchanged
96 Newman Dignan & Sheerar, Inc. 0.29% of their portfolio PROVIDENCE, RI 35,14235.1k $904.2k $904.2k 0.29% Added +252 +252
97 Compass Wealth Management LLC 0.27% of their portfolio GUILFORD, CT 33,62733.6k $865.2k $865.2k 0.27% Added +2.5k +2,532
98 Masso Torrence Wealth Management Inc. 0.65% of their portfolio MARLTON, NJ 32,03532.0k $824.3k $824.3k 0.65% Added +2.8k +2,815
99 BAILARD, INC. 0.03% of their portfolio Foster City, CA 28,08128.1k $722.5k $722.5k 0.03% Added +480 +480
100 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 27,83027.8k $716.1k $716.1k 0.01% Reduced -1.3k -1,268