Vault-13

SPDR INDEX SHS FDS CWI

MSCI ACWI EXUS · ETP · CUSIP 78463X848

206 institutional holders +6 vs Q3 2023
42,612,27442.6m shares reported held*
$1.2bnreported value*
21 new 65 added 66 reduced 20 sold out net sold ≈ $29.8m (-1.1m 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 ≈ $27.03.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 181Q4 22: 194Q1 23: 199Q2 23: 195Q3 23: 200Q4 23: 206206Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 2022181
Q4 2022194
Q1 2023199
Q2 2023195
Q3 2023200
Q4 2023206

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 23Q4 23: 86 bought or addedQ4 23: 86 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 20228878
Q1 20237795
Q2 20237291
Q3 20238666
Q4 20238686

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +1,848,545+1.8m
Avantax Planning Partners, Inc. Added +650,295+650.3k
MORGAN STANLEY Added +386,907+386.9k
JPMORGAN CHASE & CO Added +354,144+354.1k
GOLDMAN SACHS GROUP INC Added +221,336+221.3k
Gerber Kawasaki Wealth & Investment Management Added +67,011+67.0k
LPL Financial LLC Added +63,345+63.3k
AMERIPRISE FINANCIAL INC Added +55,224+55.2k
HENGEHOLD CAPITAL MANAGEMENT LLC Added +47,615+47.6k
Mariner, LLC Added +45,887+45.9k

Biggest sellers

SYNOVUS FINANCIAL CORP Reduced -1,711,150-1.7m
PITCAIRN CO Reduced -837,336-837.3k
JANE STREET GROUP, LLC Reduced -674,535-674.5k
BANK OF MONTREAL /CAN/ Reduced -608,518-608.5k
STATE STREET CORP Sold out -315,799-315.8k
Federation des caisses Desjardins du Quebec Sold out -271,847-271.8k
OLD MISSION CAPITAL LLC Sold out -114,607-114.6k
Sharkey, Howes & Javer Reduced -101,376-101.4k
OSAIC HOLDINGS, INC. Reduced -71,789-71.8k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -64,639-64.6k

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 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 8,659,9588.7m $234.2m $234.2m 0.03% Added +1.8m +1,848,545
2 PNC Financial Services Group, Inc. 0.07% of their portfolio Pittsburgh, PA 3,152,1263.2m $85.2m $85.2m 0.07% Reduced -34.9k -34,942
3 Avantax Planning Partners, Inc. 2.30% of their portfolio DUBUQUE, IA 2,229,0582.2m $60.3m $60.3m 2.30% Added +650.3k +650,295
4 GLOBALT Investments LLC / GA 1.88% of their portfolio Atlanta, GA 1,668,6801.7m $45.1m $45.1m 1.88% First filing
5 HENGEHOLD CAPITAL MANAGEMENT LLC 5.12% of their portfolio CINCINNATI, OH 1,597,2211.6m $43.2m $43.2m 5.12% Added +47.6k +47,615
6 Gerber Kawasaki Wealth & Investment Management 2.51% of their portfolio SANTA MONICA, CA 1,548,1041.5m $41.9m $41.9m 2.51% Added +67.0k +67,011
7 HighTower Advisors, LLC 0.07% of their portfolio CHICAGO, IL 1,493,9261.5m $40.4m $40.4m 0.07% Added +29.6k +29,558
8 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,474,6111.5m $39.9m $39.9m 0.02% Added +63.3k +63,345
9 PITCAIRN CO 2.40% of their portfolio CONSHOHOCKEN, PA 1,202,2191.2m $32.5m $32.5m 2.40% Reduced -837.3k -837,336
10 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.75% of their portfolio MINNEAPOLIS, MN 1,110,1081.1m $30.0m $30.0m 0.75% Added +11.5k +11,472
11 EASTERN BANK 1.18% of their portfolio BOSTON, MA 962,928962.9k $26.0m $26.0m 1.18% Added +216 +216
12 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.07% of their portfolio PLYMOUTH, MN 949,386949.4k $25.7m $25.7m 0.07% Reduced -64.6k -64,639
13 Forvis Mazars Wealth Advisors, LLC 0.59% of their portfolio Springfield, MO 779,494779.5k $21.1m $21.1m 0.59% Reduced -22.0k -21,961
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 766,416766.4k $20.7m $20.7m 0.00% Added +386.9k +386,907
15 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 735,264735.3k $19.9m $19.9m 0.03% Reduced -16.8k -16,771
16 LODESTAR PRIVATE ASSET MANAGEMENT LLC 2.89% of their portfolio ALAMO, CA 696,825696.8k $18.8m $18.8m 2.89% Reduced -45.2k -45,159
17 Sequoia Financial Advisors, LLC 0.22% of their portfolio Akron, OH 661,552661.6k $17.9m $17.9m 0.22% Reduced -39.0k -39,001
18 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 594,386594.4k $16.1m $16.1m 0.02% Reduced -674.5k -674,535
19 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 0.97% of their portfolio ROCHESTER, NY 547,786547.8k $14.8m $14.8m 0.97% Added +4.2k +4,199
20 ARCADIA INVESTMENT ADVISORS LLC 6.73% of their portfolio EAGLE, ID 412,650412.6k $11.2m $11.2m 6.73% Added +5.4k +5,378
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 369,141369.1k $10.0m $10.0m 0.00% Added +13.5k +13,540
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 363,101363.1k $9.8m $9.8m 0.00% Reduced -64.5k -64,503
23 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 355,582355.6k $9.6m $9.6m 0.00% Added +354.1k +354,144
24 IAG Wealth Partners, LLC 2.18% of their portfolio WAUKESHA, WI 354,101354.1k $9.6m $9.6m 2.18% Added +26.9k +26,852
25 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 352,894352.9k $9.5m $9.5m 0.02% Added +20.8k +20,773
26 NewEdge Advisors, LLC 0.08% of their portfolio NEW ORLEANS, LA 312,743312.7k $8.3m $8.3m 0.08% Added +17.9k +17,872
27 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 309,017309.0k $8.4m $8.4m 0.00% Added +22.1k +22,140
28 HANTZ FINANCIAL SERVICES, INC. 0.17% of their portfolio SOUTHFIELD, MI 284,443284.4k $7.7m $7.7m 0.17% Added +26.9k +26,896
29 Private Advisor Group, LLC 0.06% of their portfolio MORRISTOWN, NJ 281,707281.7k $7.6m $7.6m 0.06% Reduced -27.8k -27,782
30 WHITTIER TRUST CO 0.12% of their portfolio SOUTH PASADENA, CA 275,777275.8k $7.5m $7.5m 0.12% Reduced -9.8k -9,850
31 FOCUS FINANCIAL NETWORK INC /ADV 0.28% of their portfolio Minneapolis, MN 273,975274.0k $7.4m $7.4m 0.28% First filing
32 Merit Financial Group, LLC 0.22% of their portfolio ALPHARETTA, GA 267,613267.6k $7.2m $7.2m 0.22% Added +15.1k +15,144
33 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 264,712264.7k $7.2m $7.2m 0.00% Reduced -608.5k -608,518
34 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 254,773254.8k $6.8m $6.8m 0.03% Added +31.8k +31,828
35 Mach-1 Financial Group, LLC 2.60% of their portfolio Rogers, AR 252,823252.8k $6.8m $6.8m 2.60% Added +12.6k +12,637
36 MONEY CONCEPTS CAPITAL CORP 0.60% of their portfolio PALM BEACH GARDENS, FL 240,678240.7k $6.5m $6.5m 0.60% Reduced -11.0k -11,007
37 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 236,790236.8k $6.4m $6.4m 0.00% Added +221.3k +221,336
38 Mariner, LLC 0.01% of their portfolio Overland Park, KS 230,349230.3k $6.2m $6.2m 0.01% Added +45.9k +45,887
39 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 224,330224.3k $6.1m $6.1m 0.01% Added +17.5k +17,498
40 Sharkey, Howes & Javer 0.96% of their portfolio DENVER, CO 201,799201.8k $5.5m $5.5m 0.96% Reduced -101.4k -101,376
41 First Personal Financial Services 1.30% of their portfolio CHARLOTTE, NC 197,237197.2k $5.3m $5.3m 1.30% Reduced -2.6k -2,565
42 TOBIAS FINANCIAL ADVISORS, INC. 1.29% of their portfolio Plantation, FL 195,999196.0k $5.3m $5.3m 1.29% Reduced -14.0k -13,971
43 Mill Creek Capital Advisors, LLC 0.15% of their portfolio Conshohocken, PA 191,333191.3k $5.2m $5.2m 0.15% Reduced -2.5k -2,509
44 Courage Miller Partners, LLC 1.95% of their portfolio NORFOLK, VA 190,475190.5k $5.2m $5.2m 1.95% Added +1.9k +1,883
45 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 183,107183.1k $4.9m $4.9m 0.00% Added +55.2k +55,224
46 Focus Partners Wealth 0.06% of their portfolio ST LOUIS, MO 167,043167.0k $4.5m $4.5m 0.06% First filing
47 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 162,478162.5k $4.4m $4.4m 0.01% Reduced -71.8k -71,789
48 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 162,261162.3k $4.4m $4.4m 0.02% Reduced -18.3k -18,282
49 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 154,622154.6k $4.2m $4.2m 0.01% Added +7.5k +7,465
50 Savant Capital, LLC 0.05% of their portfolio ROCKFORD, IL 149,455149.5k $4.0m $4.0m 0.05% Reduced -2.9k -2,886
51 Montecito Bank & Trust 0.84% of their portfolio SANTA BARBARA, CA 143,758143.8k $3.9m $3.9m 0.84% Reduced -39.7k -39,723
52 Valmark Advisers, Inc. 0.07% of their portfolio AKRON, OH 142,832142.8k $3.9m $3.9m 0.07% Reduced -1.4k -1,361
53 Capital Investment Advisors, LLC 0.10% of their portfolio ATLANTA, GA 142,526142.5k $3.9m $3.9m 0.10% Reduced -7.4k -7,411
54 NISA INVESTMENT ADVISORS, LLC 0.03% of their portfolio ST. LOUIS, MO 141,000141.0k $3.8m $3.8m 0.03% Added +42.0k +42,000
55 TIEMANN INVESTMENT ADVISORS, LLC 1.70% of their portfolio MENLO PARK, CA 129,550129.6k $3.5m $3.5m 1.70% Reduced -2.9k -2,947
56 Walkner Condon Financial Advisors LLC 0.76% of their portfolio MADISON, WI 124,000124.0k $3.4m $3.4m 0.76% Unchanged
57 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 111,383111.4k $3.0m $3.0m 0.02% Reduced -42.3k -42,276
58 Ledge Wealth Management, Inc. 1.06% of their portfolio SARTELL, MN 101,079101.1k $2.7m $2.7m 1.06% Reduced -39 -39
59 FINANCIAL COUNSELORS INC 0.04% of their portfolio Overland Park, KS 92,80292.8k $2.5m $2.5m 0.04% Added +10.1k +10,090
60 HHM Wealth Advisors, LLC 0.43% of their portfolio CHATTANOOGA, TN 91,95992.0k $2.5m $2.5m 0.43% Reduced -2.7k -2,685
61 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 91,15991.2k $2.5m $2.5m 0.00% Added +11.0k +11,037
62 Opal Wealth Advisors, LLC 0.90% of their portfolio JERICHO, NY 84,51984.5k $2.3m $2.3m 0.90% Added +5.8k +5,810
63 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 81,83781.8k $2.2m $2.2m 0.03% Added +4.1k +4,100
64 SYNOVUS FINANCIAL CORP 0.03% of their portfolio Columbus, GA 77,89077.9k $2.1m $2.1m 0.03% Reduced -1.7m -1,711,150
65 NORTHWEST INVESTMENT COUNSELORS, LLC 0.54% of their portfolio Lake Oswego, OR 74,69474.7k $2.0m $2.0m 0.54% Reduced -2.1k -2,150
66 MERIDIAN INVESTMENT COUNSEL INC. 0.68% of their portfolio LAFAYETTE, CA 73,22473.2k $2.0m $2.0m 0.68% Reduced -115 -115
67 Abbrea Capital, LLC 0.27% of their portfolio Greenbrae, CA 69,85169.9k $1.9m $1.9m 0.27% Reduced -1.7k -1,710
68 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 66,65966.7k $1.8m $1.8m 0.00% Reduced -3.4k -3,400
69 Priebe Wealth Holdings LLC 1.40% of their portfolio MAPLE GROVE, MN 63,11663.1k $1.7m $1.7m 1.40% First filing
70 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 62,52862.5k $1.7m $1.7m 0.01% Reduced -2.0k -1,955
71 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 61,41461.4k $1.7m $1.7m 0.00% Reduced -55 -55
72 Freestone Capital Holdings, LLC 0.07% of their portfolio Seattle, WA 55,65755.7k $1.5m $1.5m 0.07% Unchanged
73 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 52,41752.4k $1.4m $1.4m 0.00% Reduced -23.3k -23,287
74 MONOGRAPH WEALTH ADVISORS, LLC 0.24% of their portfolio MANHATTAN BEACH, CA 49,66549.7k $1.3m $1.3m 0.24% Unchanged
75 Iowa State Bank 0.32% of their portfolio URBANDALE, IA 49,47249.5k $1.3m $1.3m 0.32% Added +17 +17
76 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 48,07148.1k $1.3m $1.3m 0.00% Reduced -137 -137
77 Apollon Wealth Management, LLC 0.04% of their portfolio MOUNT PLEASANT, SC 47,70847.7k $1.3m $1.3m 0.04% Added +6.3k +6,304
78 HBK Sorce Advisory LLC 0.04% of their portfolio ERIE, PA 42,69742.7k $1.2m $1.2m 0.04% Reduced -68 -68
79 Towneley Capital Management, Inc / DE 0.29% of their portfolio LAGUNA HILLS, CA 42,35842.4k $1.1m $1.1m 0.29% First filing
80 Laraway Financial Advisors Inc 1.06% of their portfolio SAINT CLOUD, MN 41,44941.4k $1.1m $1.1m 1.06% Reduced -790 -790
81 RKL Wealth Management LLC 0.12% of their portfolio LANCASTER, PA 40,65440.7k $1.1m $1.1m 0.12% Reduced -1.1k -1,125
82 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 39,34439.3k $1.1m $1.1m 0.01% New
83 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 39,30539.3k $1.1m $1.1m 0.01% Unchanged
84 FINANCIAL CONSULATE, INC 0.35% of their portfolio HUNT VALLEY, MD 39,28639.3k $1.1m $1.1m 0.35% Reduced -1.8k -1,847
85 Wambolt & Associates, LLC 0.33% of their portfolio LITTLETON, CO 37,66637.7k $1.0m $1.0m 0.33% Reduced -15.1k -15,088
86 Tradition Wealth Management, LLC 0.10% of their portfolio EDINA, MN 36,01936.0k $974.0k $974.0k 0.10% Reduced -591 -591
87 Bragg Financial Advisors, Inc 0.05% of their portfolio CHARLOTTE, NC 35,91635.9k $971.2k $971.2k 0.05% Added +326 +326
88 Masso Torrence Wealth Management Inc. 0.66% of their portfolio MARLTON, NJ 35,86835.9k $969.9k $969.9k 0.66% Reduced -6.8k -6,815
89 Investors Research Corp 0.23% of their portfolio ATLANTA, GA 35,59035.6k $962.4k $962.4k 0.23% Reduced -69 -69
90 StrategIQ Financial Group, LLC 0.10% of their portfolio MERRILLVILLE, IN 33,94733.9k $917.9k $917.9k 0.10% Reduced -282 -282
91 Newman Dignan & Sheerar, Inc. 0.28% of their portfolio PROVIDENCE, RI 33,76433.8k $913.0k $913.0k 0.28% Added +1.4k +1,417
92 BAILARD, INC. 0.03% of their portfolio Foster City, CA 33,35633.4k $901.9k $901.9k 0.03% Added +5.8k +5,755
93 Global Retirement Partners, LLC 0.04% of their portfolio San Rafael, CA 32,51632.5k $855.8k $855.8k 0.04% Added +474 +474
94 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 32,02632.0k $866.0k $866.0k 0.03% Reduced -5.4k -5,417
95 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 31,20931.2k $843.9k $843.9k 0.01% Added +10.0k +10,004
96 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 30,96931.0k $837.4k $837.4k 0.00% New
97 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 30,20030.2k $817.0k $817.0k 0.00% Added +7.9k +7,900
98 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 29,29929.3k $792.0k $792.0k 0.00% Added +7.2k +7,213
99 Bristlecone Advisors, LLC 0.07% of their portfolio BELLEVUE, WA 26,70226.7k $722.0k $722.0k 0.07% Unchanged
100 Wela Strategies, Inc. 0.38% of their portfolio ATLANTA, GA 26,40726.4k $714.0k $714.0k 0.38% Reduced -220 -220