Vault-13

SPDR INDEX SHS FDS CWI

MSCI ACWI EXUS · ETP · CUSIP 78463X848

207 institutional holders +1 vs Q4 2023
41,930,79241.9m shares reported held*
$1.2bnreported value*
17 new 53 added 82 reduced 12 sold out net bought ≈ $19.8m (-633.7k 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 ≈ $29.29.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 181Q4 22: 194Q1 23: 199Q2 23: 195Q3 23: 200Q4 23: 206Q1 24: 207207Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 2022181
Q4 2022194
Q1 2023199
Q2 2023195
Q3 2023200
Q4 2023206
Q1 2024207

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 23Q1 24: 70 bought or addedQ1 24: 94 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20228878
Q1 20237795
Q2 20237291
Q3 20238666
Q4 20238686
Q1 20247094

Biggest buyers

HUNTINGTON NATIONAL BANK New +1,332,368+1.3m
JANE STREET GROUP, LLC Added +1,316,533+1.3m
MORGAN STANLEY Added +760,788+760.8k
ENVESTNET ASSET MANAGEMENT INC Added +556,067+556.1k
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC New +488,421+488.4k
OLD MISSION CAPITAL LLC New +392,164+392.2k
HighTower Advisors, LLC Added +256,111+256.1k
PNC Financial Services Group, Inc. Added +246,680+246.7k
Focus Partners Advisor Solutions, LLC New +190,854+190.9k
Dakota Wealth Management New +101,367+101.4k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -1,882,345-1.9m
Gerber Kawasaki Wealth & Investment Management Reduced -1,231,852-1.2m
EASTERN BANK Reduced -406,200-406.2k
LPL Financial LLC Reduced -399,899-399.9k
HENGEHOLD CAPITAL MANAGEMENT LLC Reduced -397,276-397.3k
AE Wealth Management LLC Sold out -254,773-254.8k
Avantax Planning Partners, Inc. Reduced -245,572-245.6k
GOLDMAN SACHS GROUP INC Reduced -202,331-202.3k
Mariner, LLC Reduced -127,570-127.6k
MONEY CONCEPTS CAPITAL CORP Reduced -91,552-91.6k

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, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 6,777,6136.8m $192.5m $192.5m 0.02% Reduced -1.9m -1,882,345
2 PNC Financial Services Group, Inc. 0.07% of their portfolio Pittsburgh, PA 3,398,8063.4m $96.5m $96.5m 0.07% Added +246.7k +246,680
3 Avantax Planning Partners, Inc. 1.82% of their portfolio DUBUQUE, IA 1,983,4862.0m $56.3m $56.3m 1.82% Reduced -245.6k -245,572
4 JANE STREET GROUP, LLC 0.07% of their portfolio NEW YORK, NY 1,910,9191.9m $54.3m $54.3m 0.07% Added +1.3m +1,316,533
5 HighTower Advisors, LLC 0.08% of their portfolio CHICAGO, IL 1,750,0371.8m $49.7m $49.7m 0.08% Added +256.1k +256,111
6 GLOBALT Investments LLC / GA 1.84% of their portfolio Atlanta, GA 1,629,9461.6m $46.3m $46.3m 1.84% Reduced -38.7k -38,734
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,527,2041.5m $43.4m $43.4m 0.00% Added +760.8k +760,788
8 HUNTINGTON NATIONAL BANK 0.30% of their portfolio COLUMBUS, OH 1,332,3681.3m $37.8m $37.8m 0.30% New
9 PITCAIRN CO 2.21% of their portfolio CONSHOHOCKEN, PA 1,201,5561.2m $34.1m $34.1m 2.21% Reduced -663 -663
10 HENGEHOLD CAPITAL MANAGEMENT LLC 3.63% of their portfolio CINCINNATI, OH 1,199,9451.2m $34.1m $34.1m 3.63% Reduced -397.3k -397,276
11 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.76% of their portfolio MINNEAPOLIS, MN 1,181,4131.2m $33.6m $33.6m 0.76% Added +71.3k +71,305
12 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,074,7121.1m $30.5m $30.5m 0.02% Reduced -399.9k -399,899
13 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 919,168919.2k $26.1m $26.1m 0.01% Added +556.1k +556,067
14 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.07% of their portfolio PLYMOUTH, MN 910,948910.9k $25.9m $25.9m 0.07% Reduced -38.4k -38,438
15 Forvis Mazars Wealth Advisors, LLC 0.56% of their portfolio Springfield, MO 781,094781.1k $22.2m $22.2m 0.56% Added +1.6k +1,600
16 LODESTAR PRIVATE ASSET MANAGEMENT LLC 2.85% of their portfolio ALAMO, CA 703,509703.5k $20.0m $20.0m 2.85% Added +6.7k +6,684
17 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 696,877696.9k $19.8m $19.8m 0.03% Reduced -38.4k -38,387
18 Sequoia Financial Advisors, LLC 0.23% of their portfolio Akron, OH 647,866647.9k $18.4m $18.4m 0.23% Reduced -13.7k -13,686
19 EASTERN BANK 0.66% of their portfolio BOSTON, MA 556,728556.7k $15.8m $15.8m 0.66% Reduced -406.2k -406,200
20 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 0.96% of their portfolio ROCHESTER, NY 538,681538.7k $15.3m $15.3m 0.96% Reduced -9.1k -9,105
21 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.39% of their portfolio LOS ANGELES, CA 488,421488.4k $13.9m $13.9m 0.39% New
22 ARCADIA INVESTMENT ADVISORS LLC 6.48% of their portfolio EAGLE, ID 399,396399.4k $11.3m $11.3m 6.48% Reduced -13.3k -13,254
23 OLD MISSION CAPITAL LLC 0.27% of their portfolio CHICAGO, IL 392,164392.2k $11.1m $11.1m 0.27% New
24 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 374,852374.9k $10.6m $10.6m 0.00% Added +19.3k +19,270
25 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 367,376367.4k $10.4m $10.4m 0.02% Added +14.5k +14,482
26 IAG Wealth Partners, LLC 2.13% of their portfolio WAUKESHA, WI 349,729349.7k $9.9m $9.9m 2.13% Reduced -4.4k -4,372
27 UBS Group AG 0.00% of their portfolio ZURICH, V8 349,339349.3k $9.9m $9.9m 0.00% Reduced -19.8k -19,802
28 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 334,098334.1k $9.5m $9.5m 0.00% Added +25.1k +25,081
29 Private Advisor Group, LLC 0.07% of their portfolio MORRISTOWN, NJ 318,725318.7k $9.1m $9.1m 0.07% Added +37.0k +37,018
30 Gerber Kawasaki Wealth & Investment Management 0.48% of their portfolio SANTA MONICA, CA 316,252316.3k $9.0m $9.0m 0.48% Reduced -1.2m -1,231,852
31 NewEdge Advisors, LLC 0.08% of their portfolio NEW ORLEANS, LA 309,326309.3k $8.8m $8.8m 0.08% Reduced -3.4k -3,417
32 Focus Financial Network, Inc. 0.37% of their portfolio MINNEAPOLIS, MN 280,338280.3k $7.6m $7.6m 0.37% First filing
33 HANTZ FINANCIAL SERVICES, INC. 0.15% of their portfolio SOUTHFIELD, MI 278,389278.4k $7.9m $7.9m 0.15% Reduced -6.1k -6,054
34 Mach-1 Financial Group, LLC 5.96% of their portfolio Rogers, AR 275,248275.2k $7.8m $7.8m 5.96% Added +22.4k +22,425
35 WHITTIER TRUST CO 0.11% of their portfolio SOUTH PASADENA, CA 274,561274.6k $7.8m $7.8m 0.11% Reduced -1.2k -1,216
36 Merit Financial Group, LLC 0.18% of their portfolio ALPHARETTA, GA 264,830264.8k $7.5m $7.5m 0.18% Reduced -2.8k -2,783
37 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 261,438261.4k $7.4m $7.4m 0.00% Reduced -3.3k -3,274
38 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 219,052219.1k $6.2m $6.2m 0.01% Reduced -5.3k -5,278
39 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 208,975209.0k $5.9m $5.9m 0.02% Added +46.7k +46,714
40 First Personal Financial Services 1.35% of their portfolio CHARLOTTE, NC 204,952205.0k $5.8m $5.8m 1.35% Added +7.7k +7,715
41 NISA INVESTMENT ADVISORS, LLC 0.04% of their portfolio ST. LOUIS, MO 199,000199.0k $5.7m $5.7m 0.04% Added +58.0k +58,000
42 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 198,929198.9k $5.6m $5.6m 0.00% Added +15.8k +15,822
43 TOBIAS FINANCIAL ADVISORS, INC. 1.26% of their portfolio Plantation, FL 195,876195.9k $5.6m $5.6m 1.26% Reduced -123 -123
44 Courage Miller Partners, LLC 1.89% of their portfolio NORFOLK, VA 192,584192.6k $5.5m $5.5m 1.89% Added +2.1k +2,109
45 Sharkey, Howes & Javer 0.89% of their portfolio DENVER, CO 191,976192.0k $5.5m $5.5m 0.89% Reduced -9.8k -9,823
46 Focus Partners Advisor Solutions, LLC 0.16% of their portfolio SAINT LOUIS, MO 190,854190.9k $5.4m $5.4m 0.16% New
47 Mill Creek Capital Advisors, LLC 0.15% of their portfolio Conshohocken, PA 190,106190.1k $5.4m $5.4m 0.15% Reduced -1.2k -1,227
48 Focus Partners Wealth 0.04% of their portfolio ST LOUIS, MO 164,930164.9k $4.7m $4.7m 0.04% Reduced -2.1k -2,113
49 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 159,385159.4k $4.5m $4.5m 0.01% Added +4.8k +4,763
50 MONEY CONCEPTS CAPITAL CORP 0.39% of their portfolio PALM BEACH GARDENS, FL 149,126149.1k $4.2m $4.2m 0.39% Reduced -91.6k -91,552
51 Montecito Bank & Trust 0.82% of their portfolio SANTA BARBARA, CA 144,960145.0k $4.1m $4.1m 0.82% Added +1.2k +1,202
52 Savant Capital, LLC 0.05% of their portfolio ROCKFORD, IL 141,812141.8k $4.0m $4.0m 0.05% Reduced -7.6k -7,643
53 Valmark Advisers, Inc. 0.07% of their portfolio AKRON, OH 140,875140.9k $4.0m $4.0m 0.07% Reduced -2.0k -1,957
54 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 136,747136.7k $3.9m $3.9m 0.01% Reduced -25.7k -25,731
55 Capital Investment Advisors, LLC 0.09% of their portfolio ATLANTA, GA 134,446134.4k $3.8m $3.8m 0.09% Reduced -8.1k -8,080
56 TIEMANN INVESTMENT ADVISORS, LLC 1.64% of their portfolio MENLO PARK, CA 128,805128.8k $3.7m $3.7m 1.64% Reduced -745 -745
57 Walkner Condon Financial Advisors LLC 0.75% of their portfolio MADISON, WI 124,000124.0k $3.5m $3.5m 0.75% Unchanged
58 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 104,955105.0k $3.0m $3.0m 0.00% Added +84.1k +84,084
59 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 102,930102.9k $2.9m $2.9m 0.00% Added +50.5k +50,513
60 Mariner, LLC 0.01% of their portfolio Overland Park, KS 102,779102.8k $2.9m $2.9m 0.01% Reduced -127.6k -127,570
61 FINANCIAL COUNSELORS INC 0.05% of their portfolio Overland Park, KS 101,960102.0k $2.9m $2.9m 0.05% Added +9.2k +9,158
62 Dakota Wealth Management 0.07% of their portfolio PALM BEACH GARDENS, FL 101,367101.4k $2.9m $2.9m 0.07% New
63 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 99,08899.1k $2.8m $2.8m 0.02% Reduced -12.3k -12,295
64 Opal Wealth Advisors, LLC 0.91% of their portfolio JERICHO, NY 94,35694.4k $2.7m $2.7m 0.91% Added +9.8k +9,837
65 BTC Capital Management, Inc. 0.23% of their portfolio DES MOINES, IA 89,58689.6k $2.5m $2.5m 0.23% First filing
66 HHM Wealth Advisors, LLC 0.41% of their portfolio CHATTANOOGA, TN 88,67488.7k $2.5m $2.5m 0.41% Reduced -3.3k -3,285
67 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 82,23782.2k $2.3m $2.3m 0.03% Added +400 +400
68 SYNOVUS FINANCIAL CORP 0.03% of their portfolio Columbus, GA 76,49476.5k $2.2m $2.2m 0.03% Reduced -1.4k -1,396
69 NORTHWEST INVESTMENT COUNSELORS, LLC 0.51% of their portfolio Lake Oswego, OR 73,76973.8k $2.1m $2.1m 0.51% Reduced -925 -925
70 Priebe Wealth Holdings LLC 1.54% of their portfolio MAPLE GROVE, MN 69,53269.5k $2.0m $2.0m 1.54% Added +6.4k +6,416
71 MERIDIAN INVESTMENT COUNSEL INC. 0.66% of their portfolio LAFAYETTE, CA 69,52469.5k $2.0m $2.0m 0.66% Reduced -3.7k -3,700
72 Abbrea Capital, LLC 0.25% of their portfolio Greenbrae, CA 66,85966.9k $1.9m $1.9m 0.25% Reduced -3.0k -2,992
73 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 65,39165.4k $1.9m $1.9m 0.00% Reduced -1.3k -1,268
74 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 62,38862.4k $1.8m $1.8m 0.00% Reduced -28.8k -28,771
75 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 61,21561.2k $1.7m $1.7m 0.00% Reduced -199 -199
76 Freestone Capital Holdings, LLC 0.06% of their portfolio Seattle, WA 55,65755.7k $1.6m $1.6m 0.06% Unchanged
77 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 54,68154.7k $1.6m $1.6m 0.01% Reduced -7.8k -7,847
78 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 50,09350.1k $1.4m $1.4m 0.00% Added +2.0k +2,022
79 MONOGRAPH WEALTH ADVISORS, LLC 0.21% of their portfolio MANHATTAN BEACH, CA 49,66549.7k $1.4m $1.4m 0.21% Unchanged
80 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 49,60049.6k $1.4m $1.4m 0.00% Added +19.4k +19,400
81 Apollon Wealth Management, LLC 0.04% of their portfolio MOUNT PLEASANT, SC 47,33647.3k $1.3m $1.3m 0.04% Reduced -372 -372
82 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 45,32745.3k $1.3m $1.3m 0.00% New
83 BAILARD, INC. 0.03% of their portfolio Foster City, CA 44,55644.6k $1.3m $1.3m 0.03% Added +11.2k +11,200
84 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 44,14644.1k $1.3m $1.3m 0.00% Added +25.7k +25,719
85 Towneley Capital Management, Inc / DE 0.30% of their portfolio LAGUNA HILLS, CA 42,35842.4k $1.2m $1.2m 0.30% Unchanged
86 HBK Sorce Advisory LLC 0.04% of their portfolio ERIE, PA 40,97441.0k $1.2m $1.2m 0.04% Reduced -1.7k -1,723
87 Laraway Financial Advisors Inc 1.02% of their portfolio SAINT CLOUD, MN 40,79740.8k $1.2m $1.2m 1.02% Reduced -652 -652
88 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 39,30539.3k $1.1m $1.1m 0.01% Unchanged
89 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 38,89538.9k $1.1m $1.1m 0.01% Reduced -449 -449
90 FINANCIAL CONSULATE, INC 0.32% of their portfolio HUNT VALLEY, MD 38,61438.6k $1.1m $1.1m 0.32% Reduced -672 -672
91 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 38,25838.3k $1.1m $1.1m 0.00% Added +9.0k +8,959
92 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 36,69536.7k $1.0m $1.0m 0.00% Added +19.7k +19,700
93 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 36,62536.6k $1.0m $1.0m 0.03% Added +4.6k +4,599
94 Investors Research Corp 0.24% of their portfolio ATLANTA, GA 35,41735.4k $1.0m $1.0m 0.24% Reduced -173 -173
95 RKL Wealth Management LLC 0.10% of their portfolio LANCASTER, PA 35,02435.0k $994.7k $994.7k 0.10% Reduced -5.6k -5,630
96 Iowa State Bank 0.22% of their portfolio URBANDALE, IA 34,85434.9k $989.9k $989.9k 0.22% Reduced -14.6k -14,618
97 Tradition Wealth Management, LLC 0.10% of their portfolio EDINA, MN 34,70734.7k $985.7k $985.7k 0.10% Reduced -1.3k -1,312
98 Newman Dignan & Sheerar, Inc. 0.26% of their portfolio PROVIDENCE, RI 34,50934.5k $980.0k $980.0k 0.26% Added +745 +745
99 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 34,45934.5k $978.6k $978.6k 0.00% Reduced -202.3k -202,331
100 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 33,76433.8k $958.9k $958.9k 0.02% New