Vault-13

SPDR INDEX SHS FDS CWI

MSCI ACWI EXUS · ETP · CUSIP 78463X848

200 institutional holders +5 vs Q2 2023
42,169,91442.2m shares reported held*
$1.1bnreported value*
16 new 70 added 55 reduced 11 sold out net bought ≈ $80.0m (+3.2m 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 ($384.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $24.92.

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 181Q4 22: 194Q1 23: 199Q2 23: 195Q3 23: 200200Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 2022181
Q4 2022194
Q1 2023199
Q2 2023195
Q3 2023200

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 23Q3 23: 86 bought or addedQ3 23: 66 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 20228878
Q1 20237795
Q2 20237291
Q3 20238666

Biggest buyers

HighTower Advisors, LLC Added +1,161,518+1.2m
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +1,001,883+1.0m
BANK OF MONTREAL /CAN/ Added +590,421+590.4k
BANK OF AMERICA CORP /DE/ Added +463,036+463.0k
Sharkey, Howes & Javer New +303,175+303.2k
Gerber Kawasaki Wealth & Investment Management Added +255,971+256.0k
LPL Financial LLC Added +188,812+188.8k
OSAIC HOLDINGS, INC. Added +77,541+77.5k
CITADEL ADVISORS LLC Added +64,649+64.6k
Avantax Planning Partners, Inc. Added +62,908+62.9k

Biggest sellers

FINANCIAL CONSULATE, INC Reduced -881,135-881.1k
JANE STREET GROUP, LLC Reduced -298,264-298.3k
SYNOVUS FINANCIAL CORP Reduced -52,428-52.4k
Cerity Partners LLC Sold out -36,030-36.0k
Focus Financial Network, Inc. Reduced -34,805-34.8k
LODESTAR PRIVATE ASSET MANAGEMENT LLC Reduced -33,199-33.2k
RENAISSANCE TECHNOLOGIES LLC Reduced -27,800-27.8k
ENVESTNET ASSET MANAGEMENT INC Reduced -19,471-19.5k
HENGEHOLD CAPITAL MANAGEMENT LLC Reduced -15,878-15.9k
PRW Wealth Management LLC Sold out -13,792-13.8k

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, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 6,811,4136.8m $169.5m $169.5m 0.02% Added +463.0k +463,036
2 PNC Financial Services Group, Inc. 0.07% of their portfolio Pittsburgh, PA 3,187,0683.2m $79.3m $79.3m 0.07% Added +3.4k +3,362
3 PITCAIRN CO 4.24% of their portfolio CONSHOHOCKEN, PA 2,039,5552.0m $50.8m $50.8m 4.24% Added +4.6k +4,635
4 SYNOVUS FINANCIAL CORP 0.51% of their portfolio Columbus, GA 1,789,0401.8m $44.5m $44.5m 0.51% Reduced -52.4k -52,428
5 Avantax Planning Partners, Inc. 1.64% of their portfolio DUBUQUE, IA 1,578,7631.6m $39.3m $39.3m 1.64% Added +62.9k +62,908
6 HENGEHOLD CAPITAL MANAGEMENT LLC 5.03% of their portfolio CINCINNATI, OH 1,549,6061.5m $38.6m $38.6m 5.03% Reduced -15.9k -15,878
7 Gerber Kawasaki Wealth & Investment Management 2.51% of their portfolio SANTA MONICA, CA 1,481,0931.5m $36.9m $36.9m 2.51% Added +256.0k +255,971
8 HighTower Advisors, LLC 0.07% of their portfolio CHICAGO, IL 1,464,3681.5m $36.4m $36.4m 0.07% Added +1.2m +1,161,518
9 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,411,2661.4m $35.1m $35.1m 0.02% Added +188.8k +188,812
10 JANE STREET GROUP, LLC 0.05% of their portfolio NEW YORK, NY 1,268,9211.3m $31.6m $31.6m 0.05% Reduced -298.3k -298,264
11 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.77% of their portfolio MINNEAPOLIS, MN 1,098,6361.1m $27.3m $27.3m 0.77% Added +51.7k +51,723
12 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.08% of their portfolio PLYMOUTH, MN 1,014,0251.0m $25.2m $25.2m 0.08% Added +1.0m +1,001,883
13 EASTERN BANK 1.19% of their portfolio BOSTON, MA 962,712962.7k $24.0m $24.0m 1.19% Reduced -820 -820
14 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 873,230873.2k $22.9m $22.9m 0.01% Added +590.4k +590,421
15 Forvis Mazars Wealth Advisors, LLC 0.60% of their portfolio Springfield, MO 801,455801.5k $19.9m $19.9m 0.60% Reduced -13.5k -13,541
16 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 752,035752.0k $18.7m $18.7m 0.03% Reduced -1.4k -1,409
17 LODESTAR PRIVATE ASSET MANAGEMENT LLC 3.16% of their portfolio ALAMO, CA 741,984742.0k $18.5m $18.5m 3.16% Reduced -33.2k -33,199
18 Sequoia Financial Advisors, LLC 0.31% of their portfolio Akron, OH 700,553700.6k $17.4m $17.4m 0.31% Reduced -11.3k -11,291
19 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1.00% of their portfolio ROCHESTER, NY 543,587543.6k $13.5m $13.5m 1.00% Reduced -5.3k -5,287
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 427,604427.6k $10.6m $10.6m 0.00% Reduced -19.5k -19,471
21 ARCADIA INVESTMENT ADVISORS LLC 6.71% of their portfolio EAGLE, ID 407,272407.3k $10.1m $10.1m 6.71% Added +4.0k +4,035
22 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 379,509379.5k $9.4m $9.4m 0.00% Added +39.2k +39,246
23 UBS Group AG 0.00% of their portfolio ZURICH, V8 355,601355.6k $8.9m $8.9m 0.00% Reduced -9.7k -9,707
24 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 332,121332.1k $8.3m $8.3m 0.02% Reduced -641 -641
25 IAG Wealth Partners, LLC 2.27% of their portfolio WAUKESHA, WI 327,249327.2k $8.1m $8.1m 2.27% Added +3.4k +3,418
26 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 315,799315.8k $7.9m $7.9m 0.00% Added +719 +719
27 Private Advisor Group, LLC 0.07% of their portfolio MORRISTOWN, NJ 309,489309.5k $7.7m $7.7m 0.07% Added +21.7k +21,736
28 Sharkey, Howes & Javer 1.45% of their portfolio DENVER, CO 303,175303.2k $7.5m $7.5m 1.45% New
29 NewEdge Advisors, LLC 0.08% of their portfolio NEW ORLEANS, LA 294,871294.9k $7.3m $7.3m 0.08% Added +57.2k +57,170
30 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 286,877286.9k $7.1m $7.1m 0.00% Added +3.2k +3,200
31 WHITTIER TRUST CO 0.13% of their portfolio SOUTH PASADENA, CA 285,627285.6k $7.1m $7.1m 0.13% Reduced -5.6k -5,616
32 Federation des caisses Desjardins du Quebec 0.07% of their portfolio LEVIS, A8 271,847271.8k $6.8m $6.8m 0.07% Unchanged
33 HANTZ FINANCIAL SERVICES, INC. 0.16% of their portfolio SOUTHFIELD, MI 257,547257.5k $6.4m $6.4m 0.16% Added +6.4k +6,354
34 Merit Financial Group, LLC 0.21% of their portfolio ALPHARETTA, GA 252,469252.5k $6.3m $6.3m 0.21% Reduced -3.0k -2,975
35 MONEY CONCEPTS CAPITAL CORP 0.66% of their portfolio PALM BEACH GARDENS, FL 251,685251.7k $6.3m $6.3m 0.66% Added +12.1k +12,071
36 Mach-1 Financial Group, LLC 2.51% of their portfolio Rogers, AR 240,186240.2k $6.0m $6.0m 2.51% Added +3.1k +3,079
37 Focus Financial Network, Inc. 0.33% of their portfolio MINNEAPOLIS, MN 236,946236.9k $5.9m $5.9m 0.33% Reduced -34.8k -34,805
38 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 234,267234.3k $5.8m $5.8m 0.01% Added +77.5k +77,541
39 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 222,945222.9k $5.5m $5.5m 0.03% Reduced -4.0k -3,953
40 TOBIAS FINANCIAL ADVISORS, INC. 1.37% of their portfolio Plantation, FL 209,970210.0k $5.2m $5.2m 1.37% Reduced -649 -649
41 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 206,832206.8k $5.1m $5.1m 0.01% Added +7.8k +7,778
42 First Personal Financial Services 1.29% of their portfolio CHARLOTTE, NC 199,802199.8k $5.0m $5.0m 1.29% Added +101 +101
43 Mill Creek Capital Advisors, LLC 0.16% of their portfolio Conshohocken, PA 193,842193.8k $4.8m $4.8m 0.16% Reduced -7.0k -7,050
44 J.P. Morgan Private Wealth Advisors LLC 0.01% of their portfolio SAN FRANCISCO, CA 188,635188.6k $4.7m $4.7m 0.01% Added +39.2k +39,235
45 Courage Miller Partners, LLC 1.93% of their portfolio NORFOLK, VA 188,592188.6k $4.7m $4.7m 1.93% Added +9.7k +9,714
46 Mariner, LLC 0.01% of their portfolio Overland Park, KS 184,462184.5k $4.6m $4.6m 0.01% Added +30.0k +30,017
47 Montecito Bank & Trust 1.07% of their portfolio SANTA BARBARA, CA 183,481183.5k $4.6m $4.6m 1.07% Reduced -684 -684
48 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 180,543180.5k $4.5m $4.5m 0.02% Added +181 +181
49 COLONY GROUP LLC 0.06% of their portfolio Boston, MA 165,540165.5k $4.1m $4.1m 0.06% Reduced -250 -250
50 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.03% of their portfolio IRVING, TX 153,659153.7k $3.8m $3.8m 0.03% Reduced -4.5k -4,521
51 Savant Capital, LLC 0.06% of their portfolio ROCKFORD, IL 152,341152.3k $3.8m $3.8m 0.06% Added +5.3k +5,306
52 Capital Investment Advisors, LLC 0.10% of their portfolio ATLANTA, GA 149,937149.9k $3.7m $3.7m 0.10% Reduced -7.5k -7,456
53 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 147,157147.2k $3.7m $3.7m 0.01% Reduced -609 -609
54 Valmark Advisers, Inc. 0.07% of their portfolio AKRON, OH 144,193144.2k $3.6m $3.6m 0.07% Added +186 +186
55 TIEMANN INVESTMENT ADVISORS, LLC 1.76% of their portfolio MENLO PARK, CA 132,497132.5k $3.3m $3.3m 1.76% Added +1.1k +1,100
56 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 127,883127.9k $3.2m $3.2m 0.00% Added +3.1k +3,055
57 Walkner Condon Financial Advisors LLC 0.82% of their portfolio MADISON, WI 124,000124.0k $3.1m $3.1m 0.82% Unchanged
58 OLD MISSION CAPITAL LLC 0.10% of their portfolio CHICAGO, IL 114,607114.6k $2.9m $2.9m 0.10% Added +34.0k +34,002
59 Ledge Wealth Management, Inc. 1.13% of their portfolio SARTELL, MN 101,118101.1k $2.5m $2.5m 1.13% Added +7.8k +7,785
60 NISA INVESTMENT ADVISORS, LLC 0.02% of their portfolio ST. LOUIS, MO 99,00099.0k $2.5m $2.5m 0.02% Added +44.2k +44,250
61 HHM Wealth Advisors, LLC 0.46% of their portfolio CHATTANOOGA, TN 94,64494.6k $2.4m $2.4m 0.46% Unchanged
62 BTC Capital Management, Inc. 0.26% of their portfolio DES MOINES, IA 89,58689.6k $2.2m $2.2m 0.26% Unchanged
63 FINANCIAL COUNSELORS INC 0.04% of their portfolio Overland Park, KS 82,71282.7k $2.1m $2.1m 0.04% Added +711 +711
64 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 80,12280.1k $2.0m $2.0m 0.00% Added +53.1k +53,080
65 Opal Wealth Advisors, LLC 1.15% of their portfolio JERICHO, NY 78,70978.7k $2.0m $2.0m 1.15% Added +4.8k +4,758
66 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 77,73777.7k $1.9m $1.9m 0.03% Added +6.2k +6,150
67 NORTHWEST INVESTMENT COUNSELORS, LLC 0.53% of their portfolio Lake Oswego, OR 76,84476.8k $1.9m $1.9m 0.53% Reduced -150 -150
68 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 75,70475.7k $1.9m $1.9m 0.00% Added +64.6k +64,649
69 MERIDIAN INVESTMENT COUNSEL INC. 0.68% of their portfolio LAFAYETTE, CA 73,33973.3k $1.8m $1.8m 0.68% Added +115 +115
70 Abbrea Capital, LLC 0.28% of their portfolio Greenbrae, CA 71,56171.6k $1.8m $1.8m 0.28% Unchanged
71 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 70,05970.1k $1.7m $1.7m 0.00% Reduced -295 -295
72 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 64,48364.5k $1.6m $1.6m 0.02% Added +71 +71
73 Stratos Wealth Partners, LTD. 0.03% of their portfolio BEACHWOOD, OH 63,21863.2k $1.6m $1.6m 0.03% Added +5.3k +5,332
74 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 61,46961.5k $1.5m $1.5m 0.00% Reduced -4 -4
75 MITCHELL CAPITAL MANAGEMENT CO 0.34% of their portfolio LEAWOOD, KS 57,61157.6k $1.4m $1.4m 0.34% Reduced -5.1k -5,087
76 Freestone Capital Holdings, LLC 0.07% of their portfolio Seattle, WA 55,65755.7k $1.4m $1.4m 0.07% Added +2.4k +2,419
77 Wambolt & Associates, LLC 0.47% of their portfolio LITTLETON, CO 52,75452.8k $1.3m $1.3m 0.47% Reduced -10.0k -10,021
78 MONOGRAPH WEALTH ADVISORS, LLC 0.24% of their portfolio MANHATTAN BEACH, CA 49,66549.7k $1.2m $1.2m 0.24% Unchanged
79 Iowa State Bank 0.32% of their portfolio URBANDALE, IA 49,45549.5k $1.2m $1.2m 0.32% Added +1.1k +1,086
80 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 48,20848.2k $1.2m $1.2m 0.00% Reduced -1.5k -1,486
81 HBK Sorce Advisory LLC 0.05% of their portfolio ERIE, PA 42,76542.8k $1.1m $1.1m 0.05% Reduced -512 -512
82 Masso Torrence Wealth Management Inc. 0.82% of their portfolio MARLTON, NJ 42,68342.7k $1.1m $1.1m 0.82% Added +2.7k +2,697
83 Laraway Financial Advisors Inc 1.10% of their portfolio SAINT CLOUD, MN 42,23942.2k $1.1m $1.1m 1.10% Reduced -290 -290
84 RKL Wealth Management LLC 0.13% of their portfolio LANCASTER, PA 41,77941.8k $1.0m $1.0m 0.13% Reduced -3.2k -3,201
85 Apollon Wealth Management, LLC 0.05% of their portfolio MOUNT PLEASANT, SC 41,40441.4k $1.0m $1.0m 0.05% Added +115 +115
86 FINANCIAL CONSULATE, INC 0.45% of their portfolio HUNT VALLEY, MD 41,13341.1k $1.0m $1.0m 0.45% Reduced -881.1k -881,135
87 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 39,30539.3k $978.3k $978.3k 0.01% New
88 Mutual Advisors, LLC 0.04% of their portfolio OMAHA, NE 37,44337.4k $931.9k $931.9k 0.04% Added +403 +403
89 Tradition Wealth Management, LLC 0.11% of their portfolio EDINA, MN 36,61036.6k $911.0k $911.0k 0.11% Reduced -298 -298
90 Investors Research Corp 0.23% of their portfolio ATLANTA, GA 35,65935.7k $887.6k $887.6k 0.23% Reduced -1.7k -1,718
91 Bragg Financial Advisors, Inc 0.05% of their portfolio CHARLOTTE, NC 35,59035.6k $885.8k $885.8k 0.05% Unchanged
92 StrategIQ Financial Group, LLC 0.10% of their portfolio MERRILLVILLE, IN 34,22934.2k $852.0k $852.0k 0.10% Reduced -147 -147
93 Newman Dignan & Sheerar, Inc. 0.26% of their portfolio PROVIDENCE, RI 32,34732.3k $805.1k $805.1k 0.26% Added +751 +751
94 Global Retirement Partners, LLC 0.04% of their portfolio San Rafael, CA 32,04232.0k $777.0k $777.0k 0.04% Added +25.2k +25,201
95 FLOW TRADERS U.S. LLC 0.03% of their portfolio NEW YORK, NY 28,36528.4k $706.0k $706.0k 0.03% New
96 BAILARD, INC. 0.02% of their portfolio Foster City, CA 27,60127.6k $687.0k $687.0k 0.02% Unchanged
97 Bristlecone Advisors, LLC 0.07% of their portfolio BELLEVUE, WA 26,70226.7k $664.6k $664.6k 0.07% Unchanged
98 Wela Strategies, Inc. 0.40% of their portfolio ATLANTA, GA 26,62726.6k $662.8k $662.8k 0.40% Added +1.9k +1,857
99 SAGE FINANCIAL GROUP INC 0.07% of their portfolio W. CONSHOHOCKEN, PA 25,77125.8k $641.4k $641.4k 0.07% Unchanged
100 WFA of San Diego, LLC 0.59% of their portfolio SAN DIEGO, CA 22,81322.8k $567.8k $567.8k 0.59% Reduced -984 -984