Vault-13

SPDR INDEX SHS FDS CWI

MSCI ACWI EXUS · ETP · CUSIP 78463X848

195 institutional holders -4 vs Q1 2023
40,068,10640.1m shares reported held*
$1.0bnreported value*
17 new 55 added 72 reduced 19 sold out net bought ≈ $55.2m (+2.1m 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 ≈ $26.13.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 181Q4 22: 194Q1 23: 199Q2 23: 195195Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022181
Q4 2022194
Q1 2023199
Q2 2023195

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 23Q2 23: 72 bought or addedQ2 23: 91 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20228878
Q1 20237795
Q2 20237291

Biggest buyers

Wealth CMT New +1,133,849+1.1m
PITCAIRN CO Added +701,898+701.9k
Gerber Kawasaki Wealth & Investment Management Added +534,359+534.4k
LPL Financial LLC Added +433,106+433.1k
Federation des caisses Desjardins du Quebec New +271,847+271.8k
MONEY CONCEPTS CAPITAL CORP Added +223,819+223.8k
BANK OF AMERICA CORP /DE/ Added +194,787+194.8k
Savant Capital, LLC New +147,035+147.0k
Private Advisor Group, LLC Added +115,661+115.7k
Mariner, LLC Added +109,765+109.8k

Biggest sellers

ROYAL BANK OF CANADA Reduced -604,382-604.4k
JANE STREET GROUP, LLC Reduced -307,472-307.5k
Goldstone Financial Group, LLC Sold out -234,746-234.7k
CITADEL ADVISORS LLC Reduced -193,499-193.5k
FLOW TRADERS U.S. LLC Sold out -156,434-156.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -121,283-121.3k
Equitable Holdings, Inc. Reduced -103,483-103.5k
Kestra Advisory Services, LLC Reduced -55,191-55.2k
OLD MISSION CAPITAL LLC Reduced -46,533-46.5k
GOLDMAN SACHS GROUP INC Reduced -44,768-44.8k

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, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 6,348,3776.3m $165.9m $165.9m 0.02% Added +194.8k +194,787
2 PNC Financial Services Group, Inc. 0.07% of their portfolio Pittsburgh, PA 3,183,7063.2m $83.2m $83.2m 0.07% Reduced -9.2k -9,193
3 PITCAIRN CO 4.48% of their portfolio CONSHOHOCKEN, PA 2,034,9202.0m $53.2m $53.2m 4.48% Added +701.9k +701,898
4 SYNOVUS FINANCIAL CORP 0.53% of their portfolio Columbus, GA 1,841,4681.8m $48.1m $48.1m 0.53% Reduced -35.4k -35,395
5 JANE STREET GROUP, LLC 0.06% of their portfolio NEW YORK, NY 1,567,1851.6m $41.0m $41.0m 0.06% Reduced -307.5k -307,472
6 HENGEHOLD CAPITAL MANAGEMENT LLC 5.43% of their portfolio CINCINNATI, OH 1,565,4841.6m $40.9m $40.9m 5.43% Added +2.0k +1,965
7 Avantax Planning Partners, Inc. 1.57% of their portfolio DUBUQUE, IA 1,515,8551.5m $39.6m $39.6m 1.57% Reduced -23.5k -23,494
8 Gerber Kawasaki Wealth & Investment Management 2.15% of their portfolio SANTA MONICA, CA 1,225,1221.2m $32.0m $32.0m 2.15% Added +534.4k +534,359
9 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,222,4541.2m $31.9m $31.9m 0.02% Added +433.1k +433,106
10 Wealth CMT 44.77% of their portfolio CHERRY HILL, NJ 1,133,8491.1m $29.6m $29.6m 44.77% New
11 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.77% of their portfolio MINNEAPOLIS, MN 1,046,9131.0m $27.4m $27.4m 0.77% Reduced -2.0k -2,007
12 EASTERN BANK 1.20% of their portfolio BOSTON, MA 963,532963.5k $25.2m $25.2m 1.20% Added +2.3k +2,284
13 FINANCIAL CONSULATE, INC 10.22% of their portfolio HUNT VALLEY, MD 922,268922.3k $24.1m $24.1m 10.22% Added +106.1k +106,076
14 Forvis Mazars Wealth Advisors, LLC 0.62% of their portfolio Springfield, MO 814,996815.0k $21.3m $21.3m 0.62% Reduced -16.4k -16,397
15 LODESTAR PRIVATE ASSET MANAGEMENT LLC 3.40% of their portfolio ALAMO, CA 775,183775.2k $20.3m $20.3m 3.40% Reduced -37.5k -37,461
16 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 753,444753.4k $19.7m $19.7m 0.03% Added +14.8k +14,810
17 Sequoia Financial Advisors, LLC 0.32% of their portfolio Akron, OH 711,844711.8k $18.6m $18.6m 0.32% Reduced -36.7k -36,696
18 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1.01% of their portfolio ROCHESTER, NY 548,874548.9k $14.3m $14.3m 1.01% Reduced -30.0k -30,031
19 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 447,075447.1k $11.7m $11.7m 0.01% Added +19.1k +19,133
20 ARCADIA INVESTMENT ADVISORS LLC 6.90% of their portfolio EAGLE, ID 403,237403.2k $10.5m $10.5m 6.90% Added +4.6k +4,606
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 365,308365.3k $9.5m $9.5m 0.00% Reduced -32.9k -32,883
22 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 340,263340.3k $8.9m $8.9m 0.00% Added +14.4k +14,364
23 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 332,762332.8k $8.7m $8.7m 0.02% Added +11.4k +11,378
24 IAG Wealth Partners, LLC 2.24% of their portfolio WAUKESHA, WI 323,831323.8k $8.5m $8.5m 2.24% Added +2.7k +2,735
25 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 315,080315.1k $8.2m $8.2m 0.00% Reduced -64 -64
26 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 302,850302.9k $7.9m $7.9m 0.02% Reduced -1.2k -1,212
27 WHITTIER TRUST CO 0.13% of their portfolio SOUTH PASADENA, CA 291,243291.2k $7.6m $7.6m 0.13% Reduced -2.3k -2,348
28 Private Advisor Group, LLC 0.07% of their portfolio MORRISTOWN, NJ 287,753287.8k $7.5m $7.5m 0.07% Added +115.7k +115,661
29 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 283,677283.7k $7.4m $7.4m 0.00% Added +39.1k +39,140
30 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 282,809282.8k $7.5m $7.5m 0.00% Reduced -7.4k -7,366
31 Federation des caisses Desjardins du Quebec 0.07% of their portfolio LEVIS, A8 271,847271.8k $7.1m $7.1m 0.07% New
32 Focus Financial Network, Inc. 0.39% of their portfolio MINNEAPOLIS, MN 271,751271.8k $7.1m $7.1m 0.39% Added +3.1k +3,091
33 Merit Financial Group, LLC 0.22% of their portfolio ALPHARETTA, GA 255,444255.4k $6.7m $6.7m 0.22% Reduced -1.4k -1,382
34 HANTZ FINANCIAL SERVICES, INC. 0.16% of their portfolio SOUTHFIELD, MI 251,193251.2k $6.6m $6.6m 0.16% Added +5.7k +5,675
35 MONEY CONCEPTS CAPITAL CORP 0.64% of their portfolio PALM BEACH GARDENS, FL 239,614239.6k $6.3m $6.3m 0.64% Added +223.8k +223,819
36 NewEdge Advisors, LLC 0.07% of their portfolio NEW ORLEANS, LA 237,701237.7k $6.2m $6.2m 0.07% Added +53.5k +53,550
37 Mach-1 Financial Group, LLC 2.48% of their portfolio Rogers, AR 237,107237.1k $6.2m $6.2m 2.48% Added +102.1k +102,106
38 AE Wealth Management LLC 0.04% of their portfolio TOPEKA, KS 226,898226.9k $5.9m $5.9m 0.04% Added +96.2k +96,231
39 TOBIAS FINANCIAL ADVISORS, INC. 1.48% of their portfolio Plantation, FL 210,619210.6k $5.5m $5.5m 1.48% Reduced -2.6k -2,555
40 Mill Creek Capital Advisors, LLC 0.17% of their portfolio Conshohocken, PA 200,892200.9k $5.2m $5.2m 0.17% Reduced -5.6k -5,563
41 First Personal Financial Services 1.30% of their portfolio CHARLOTTE, NC 199,701199.7k $5.2m $5.2m 1.30% Reduced -2.7k -2,735
42 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 199,054199.1k $5.2m $5.2m 0.01% Reduced -1.5k -1,510
43 Montecito Bank & Trust 1.09% of their portfolio SANTA BARBARA, CA 184,165184.2k $4.8m $4.8m 1.09% Reduced -2.2k -2,163
44 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 180,362180.4k $4.7m $4.7m 0.02% Added +100.2k +100,234
45 Courage Miller Partners, LLC 1.95% of their portfolio NORFOLK, VA 178,878178.9k $4.7m $4.7m 1.95% Reduced -3.6k -3,606
46 COLONY GROUP LLC 0.06% of their portfolio Boston, MA 165,790165.8k $4.3m $4.3m 0.06% Reduced -3.1k -3,085
47 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 158,180158.2k $4.1m $4.1m 0.02% Added +1.2k +1,217
48 Capital Investment Advisors, LLC 0.13% of their portfolio ATLANTA, GA 157,393157.4k $4.1m $4.1m 0.13% Reduced -2.4k -2,377
49 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 156,726156.7k $4.1m $4.1m 0.01% Added +12.7k +12,698
50 Mariner, LLC 0.01% of their portfolio Overland Park, KS 154,445154.4k $4.0m $4.0m 0.01% Added +109.8k +109,765
51 J.P. Morgan Private Wealth Advisors LLC 0.02% of their portfolio SAN FRANCISCO, CA 149,400149.4k $3.9m $3.9m 0.02% Reduced -831 -831
52 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 147,766147.8k $3.9m $3.9m 0.01% Reduced -5.6k -5,586
53 Savant Capital, LLC 0.06% of their portfolio ROCKFORD, IL 147,035147.0k $3.8m $3.8m 0.06% New
54 Valmark Advisers, Inc. 0.08% of their portfolio AKRON, OH 144,007144.0k $3.8m $3.8m 0.08% Reduced -2.3k -2,328
55 TIEMANN INVESTMENT ADVISORS, LLC 1.75% of their portfolio MENLO PARK, CA 131,397131.4k $3.4m $3.4m 1.75% Reduced -1.1k -1,115
56 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 124,828124.8k $3.2m $3.2m 0.00% Added +6.6k +6,620
57 Walkner Condon Financial Advisors LLC 0.86% of their portfolio MADISON, WI 124,000124.0k $3.2m $3.2m 0.86% Unchanged
58 HHM Wealth Advisors, LLC 0.46% of their portfolio CHATTANOOGA, TN 94,64494.6k $2.5m $2.5m 0.46% Unchanged
59 Ledge Wealth Management, Inc. 1.17% of their portfolio SARTELL, MN 93,33393.3k $2.4m $2.4m 1.17% Reduced -8.0k -7,981
60 BTC Capital Management, Inc. 0.25% of their portfolio DES MOINES, IA 89,58689.6k $2.3m $2.3m 0.25% Unchanged
61 FINANCIAL COUNSELORS INC 0.04% of their portfolio Overland Park, KS 82,00182.0k $2.1m $2.1m 0.04% Added +396 +396
62 OLD MISSION CAPITAL LLC 0.08% of their portfolio CHICAGO, IL 80,60580.6k $2.1m $2.1m 0.08% Reduced -46.5k -46,533
63 NORTHWEST INVESTMENT COUNSELORS, LLC 0.54% of their portfolio Lake Oswego, OR 76,99477.0k $2.0m $2.0m 0.54% Reduced -200 -200
64 Opal Wealth Advisors, LLC 0.96% of their portfolio JERICHO, NY 73,95174.0k $1.9m $1.9m 0.96% Added +3.9k +3,894
65 MERIDIAN INVESTMENT COUNSEL INC. 0.68% of their portfolio LAFAYETTE, CA 73,22473.2k $1.9m $1.9m 0.68% Added +10.0k +10,000
66 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 71,58771.6k $1.9m $1.9m 0.03% Added +400 +400
67 Abbrea Capital, LLC 0.29% of their portfolio Greenbrae, CA 71,56171.6k $1.9m $1.9m 0.29% Unchanged
68 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 70,35470.4k $1.8m $1.8m 0.00% Reduced -4.6k -4,644
69 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 64,41264.4k $1.7m $1.7m 0.02% Reduced -55.2k -55,191
70 Wambolt & Associates, LLC 0.58% of their portfolio LITTLETON, CO 62,77562.8k $1.6m $1.6m 0.58% Reduced -3.8k -3,807
71 MITCHELL CAPITAL MANAGEMENT CO 0.37% of their portfolio LEAWOOD, KS 62,69862.7k $1.6m $1.6m 0.37% Reduced -5.0k -5,048
72 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 61,47361.5k $1.6m $1.6m 0.00% Reduced -12.9k -12,915
73 Stratos Wealth Partners, LTD. 0.03% of their portfolio BEACHWOOD, OH 57,88657.9k $1.5m $1.5m 0.03% Added +294 +294
74 NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio ST. LOUIS, MO 54,75054.8k $1.4m $1.4m 0.01% Unchanged
75 Freestone Capital Holdings, LLC 0.06% of their portfolio Seattle, WA 53,23853.2k $1.4m $1.4m 0.06% Unchanged
76 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 50,10050.1k $1.3m $1.3m 0.00% Reduced -38.1k -38,100
77 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 49,69449.7k $1.3m $1.3m 0.00% Reduced -8.1k -8,129
78 MONOGRAPH WEALTH ADVISORS, LLC 0.28% of their portfolio MANHATTAN BEACH, CA 49,66549.7k $1.3m $1.3m 0.28% Unchanged
79 Iowa State Bank 0.32% of their portfolio URBANDALE, IA 48,36948.4k $1.3m $1.3m 0.32% Reduced -7.1k -7,118
80 RKL Wealth Management LLC 0.14% of their portfolio LANCASTER, PA 44,98045.0k $1.2m $1.2m 0.14% Reduced -329 -329
81 HBK Sorce Advisory LLC 0.05% of their portfolio ERIE, PA 43,27743.3k $1.1m $1.1m 0.05% Reduced -1.4k -1,425
82 Laraway Financial Advisors Inc 1.10% of their portfolio SAINT CLOUD, MN 42,52942.5k $1.1m $1.1m 1.10% Reduced -462 -462
83 Apollon Wealth Management, LLC 0.05% of their portfolio MOUNT PLEASANT, SC 41,28941.3k $1.1m $1.1m 0.05% Reduced -173 -173
84 Masso Torrence Wealth Management Inc. 0.75% of their portfolio MARLTON, NJ 39,98640.0k $1.0m $1.0m 0.75% Added +8.0k +7,951
85 Investors Research Corp 0.25% of their portfolio ATLANTA, GA 37,37737.4k $976.7k $976.7k 0.25% Added +25 +25
86 Mutual Advisors, LLC 0.04% of their portfolio OMAHA, NE 37,04037.0k $967.9k $967.9k 0.04% Reduced -4.7k -4,687
87 Tradition Wealth Management, LLC 0.11% of their portfolio EDINA, MN 36,90836.9k $964.0k $964.0k 0.11% Added +202 +202
88 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 36,03036.0k $941.5k $941.5k 0.00% Reduced -311 -311
89 Bragg Financial Advisors, Inc 0.05% of their portfolio CHARLOTTE, NC 35,59035.6k $930.0k $930.0k 0.05% Unchanged
90 StrategIQ Financial Group, LLC 0.10% of their portfolio MERRILLVILLE, IN 34,37634.4k $898.2k $898.2k 0.10% Reduced -1.5k -1,478
91 Newman Dignan & Sheerar, Inc. 0.25% of their portfolio PROVIDENCE, RI 31,59631.6k $825.6k $825.6k 0.25% Reduced -3.5k -3,546
92 BAILARD, INC. 0.03% of their portfolio Foster City, CA 27,60127.6k $721.2k $721.2k 0.03% Reduced -480 -480
93 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 27,04227.0k $707.0k $707.0k 0.00% Reduced -604.4k -604,382
94 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 26,74626.7k $698.9k $698.9k 0.01% Reduced -1.1k -1,084
95 Bristlecone Advisors, LLC 0.07% of their portfolio BELLEVUE, WA 26,70226.7k $697.7k $697.7k 0.07% Unchanged
96 SAGE FINANCIAL GROUP INC 0.07% of their portfolio W. CONSHOHOCKEN, PA 25,77125.8k $673.4k $673.4k 0.07% Unchanged
97 Wela Strategies, Inc. 0.50% of their portfolio ATLANTA, GA 24,77024.8k $647.2k $647.2k 0.50% Reduced -206 -206
98 WFA of San Diego, LLC 0.61% of their portfolio SAN DIEGO, CA 23,79723.8k $621.8k $621.8k 0.61% New
99 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 20,96821.0k $548.0k $548.0k 0.00% Added +966 +966
100 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 20,06420.1k $524.0k $524.0k 0.00% Reduced -533 -533