Vault-13

SPDR INDEX SHS FDS CWI

MSCI ACWI EXUS · ETP · CUSIP 78463X848

210 institutional holders +3 vs Q1 2024
41,004,05141.0m shares reported held*
$1.2bnreported value*
13 new 67 added 69 reduced 11 sold out net sold ≈ $33.5m (-950.4k 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 ≈ $29.07.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 181Q4 22: 194Q1 23: 199Q2 23: 195Q3 23: 200Q4 23: 206Q1 24: 207Q2 24: 210210Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022181
Q4 2022194
Q1 2023199
Q2 2023195
Q3 2023200
Q4 2023206
Q1 2024207
Q2 2024210

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 outQ2 23: 72 bought or addedQ2 23: 91 cut or sold outQ2 23Q3 23: 86 bought or addedQ3 23: 66 cut or sold outQ4 23: 86 bought or addedQ4 23: 86 cut or sold outQ4 23Q1 24: 70 bought or addedQ1 24: 94 cut or sold outQ2 24: 80 bought or addedQ2 24: 80 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20228878
Q1 20237795
Q2 20237291
Q3 20238666
Q4 20238686
Q1 20247094
Q2 20248080

Biggest buyers

BANK OF MONTREAL /CAN/ Added +353,554+353.6k
Strategic Financial Concepts, LLC Added +241,336+241.3k
Waverly Advisors, LLC Added +203,322+203.3k
Clearstead Advisors, LLC Added +157,191+157.2k
Sterling Group Wealth Management, LLC New +149,409+149.4k
PNC Financial Services Group, Inc. Added +133,251+133.3k
LPL Financial LLC Added +46,059+46.1k
AMERIPRISE FINANCIAL INC Added +43,178+43.2k
RAYMOND JAMES & ASSOCIATES Added +40,682+40.7k
Private Advisor Group, LLC Added +34,967+35.0k

Biggest sellers

MORGAN STANLEY Reduced -916,341-916.3k
JANE STREET GROUP, LLC Reduced -369,217-369.2k
BANK OF AMERICA CORP /DE/ Reduced -296,378-296.4k
MONEY CONCEPTS CAPITAL CORP Sold out -149,126-149.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -104,955-105.0k
CITADEL ADVISORS LLC Reduced -88,301-88.3k
Mach-1 Financial Group, LLC Reduced -79,811-79.8k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -76,737-76.7k
Sequoia Financial Advisors, LLC Reduced -76,400-76.4k
OLD MISSION CAPITAL LLC Reduced -70,236-70.2k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 6,481,2356.5m $183.5m $183.5m 0.02% Reduced -296.4k -296,378
2 PNC Financial Services Group, Inc. 0.07% of their portfolio Pittsburgh, PA 3,532,0573.5m $100.0m $100.0m 0.07% Added +133.3k +133,251
3 Avantax Planning Partners, Inc. 1.75% of their portfolio DUBUQUE, IA 1,920,3121.9m $54.4m $54.4m 1.75% Reduced -63.2k -63,174
4 HighTower Advisors, LLC 0.08% of their portfolio CHICAGO, IL 1,769,6721.8m $50.1m $50.1m 0.08% Added +19.6k +19,635
5 GLOBALT Investments LLC / GA 1.81% of their portfolio Atlanta, GA 1,597,2711.6m $45.2m $45.2m 1.81% Reduced -32.7k -32,675
6 JANE STREET GROUP, LLC 0.05% of their portfolio NEW YORK, NY 1,541,7021.5m $43.6m $43.6m 0.05% Reduced -369.2k -369,217
7 HUNTINGTON NATIONAL BANK 0.29% of their portfolio COLUMBUS, OH 1,340,2671.3m $37.9m $37.9m 0.29% Added +7.9k +7,899
8 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.73% of their portfolio MINNEAPOLIS, MN 1,207,7771.2m $34.2m $34.2m 0.73% Added +26.4k +26,364
9 PITCAIRN CO 2.07% of their portfolio CONSHOHOCKEN, PA 1,195,9041.2m $33.9m $33.9m 2.07% Reduced -5.7k -5,652
10 HENGEHOLD CAPITAL MANAGEMENT LLC 3.48% of their portfolio CINCINNATI, OH 1,181,0811.2m $33.4m $33.4m 3.48% Reduced -18.9k -18,864
11 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,120,7711.1m $31.7m $31.7m 0.02% Added +46.1k +46,059
12 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 890,055890.1k $25.2m $25.2m 0.01% Reduced -29.1k -29,113
13 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.06% of their portfolio PLYMOUTH, MN 834,211834.2k $23.6m $23.6m 0.06% Reduced -76.7k -76,737
14 Forvis Mazars Wealth Advisors, LLC 0.55% of their portfolio Springfield, MO 781,852781.9k $22.1m $22.1m 0.55% Added +758 +758
15 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 705,393705.4k $20.0m $20.0m 0.03% Added +8.5k +8,516
16 LODESTAR PRIVATE ASSET MANAGEMENT LLC 2.74% of their portfolio ALAMO, CA 704,117704.1k $19.9m $19.9m 2.74% Added +608 +608
17 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 614,992615.0k $17.6m $17.6m 0.01% Added +353.6k +353,554
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 610,863610.9k $17.3m $17.3m 0.00% Reduced -916.3k -916,341
19 Sequoia Financial Advisors, LLC 0.20% of their portfolio Akron, OH 571,466571.5k $16.2m $16.2m 0.20% Reduced -76.4k -76,400
20 EASTERN BANK 0.64% of their portfolio BOSTON, MA 556,666556.7k $15.8m $15.8m 0.64% Reduced -62 -62
21 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 0.92% of their portfolio ROCHESTER, NY 526,045526.0k $14.9m $14.9m 0.92% Reduced -12.6k -12,636
22 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.37% of their portfolio LOS ANGELES, CA 521,680521.7k $14.8m $14.8m 0.37% Added +33.3k +33,259
23 ARCADIA INVESTMENT ADVISORS LLC 6.23% of their portfolio EAGLE, ID 387,485387.5k $11.0m $11.0m 6.23% Reduced -11.9k -11,911
24 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 374,662374.7k $10.6m $10.6m 0.02% Added +7.3k +7,286
25 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 355,357355.4k $10.1m $10.1m 0.00% Added +21.3k +21,259
26 Private Advisor Group, LLC 0.07% of their portfolio MORRISTOWN, NJ 353,692353.7k $10.0m $10.0m 0.07% Added +35.0k +34,967
27 IAG Wealth Partners, LLC 1.97% of their portfolio WAUKESHA, WI 346,053346.1k $9.8m $9.8m 1.97% Reduced -3.7k -3,676
28 UBS Group AG 0.00% of their portfolio ZURICH, V8 335,901335.9k $9.5m $9.5m 0.00% Reduced -13.4k -13,438
29 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 328,556328.6k $9.3m $9.3m 0.00% Reduced -46.3k -46,296
30 NewEdge Advisors, LLC 0.07% of their portfolio NEW ORLEANS, LA 325,530325.5k $9.2m $9.2m 0.07% Added +16.2k +16,204
31 OLD MISSION CAPITAL LLC 0.24% of their portfolio CHICAGO, IL 321,928321.9k $9.1m $9.1m 0.24% Reduced -70.2k -70,236
32 Gerber Kawasaki Wealth & Investment Management 0.45% of their portfolio SANTA MONICA, CA 317,564317.6k $9.0m $9.0m 0.45% Added +1.3k +1,312
33 HANTZ FINANCIAL SERVICES, INC. 0.17% of their portfolio SOUTHFIELD, MI 308,718308.7k $8.7m $8.7m 0.17% Added +30.3k +30,329
34 Focus Financial Network, Inc. 0.36% of their portfolio MINNEAPOLIS, MN 286,116286.1k $8.3m $8.3m 0.36% Added +5.8k +5,778
35 WHITTIER TRUST CO 0.11% of their portfolio SOUTH PASADENA, CA 272,752272.8k $7.7m $7.7m 0.11% Reduced -1.8k -1,809
36 Merit Financial Group, LLC 0.17% of their portfolio ALPHARETTA, GA 268,224268.2k $7.6m $7.6m 0.17% Added +3.4k +3,394
37 Strategic Financial Concepts, LLC 0.01% of their portfolio SAN ANTONIO, TX 249,068249.1k $8.8k $8.8k 0.01% Added +241.3k +241,336
38 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 242,107242.1k $6.9m $6.9m 0.00% Added +43.2k +43,178
39 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 240,664240.7k $6.8m $6.8m 0.02% Added +31.7k +31,689
40 Waverly Advisors, LLC 0.13% of their portfolio BIRMINGHAM, AL 237,086237.1k $6.7m $6.7m 0.13% Added +203.3k +203,322
41 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 222,375222.4k $6.3m $6.3m 0.01% Added +3.3k +3,323
42 First Personal Financial Services 1.32% of their portfolio CHARLOTTE, NC 206,717206.7k $5.9m $5.9m 1.32% Added +1.8k +1,765
43 NISA INVESTMENT ADVISORS, LLC 0.04% of their portfolio ST. LOUIS, MO 199,000199.0k $5.6m $5.6m 0.04% Unchanged
44 TOBIAS FINANCIAL ADVISORS, INC. 1.20% of their portfolio Plantation, FL 196,131196.1k $5.6m $5.6m 1.20% Added +255 +255
45 Mach-1 Financial Group, LLC 3.90% of their portfolio Rogers, AR 195,437195.4k $5.5m $5.5m 3.90% Reduced -79.8k -79,811
46 Focus Partners Advisor Solutions, LLC 0.14% of their portfolio SAINT LOUIS, MO 195,023195.0k $5.5m $5.5m 0.14% Added +4.2k +4,169
47 Courage Miller Partners, LLC 1.97% of their portfolio NORFOLK, VA 193,405193.4k $5.5m $5.5m 1.97% Added +821 +821
48 Sharkey, Howes & Javer 0.82% of their portfolio DENVER, CO 180,331180.3k $5.1m $5.1m 0.82% Reduced -11.6k -11,645
49 Mill Creek Capital Advisors, LLC 0.13% of their portfolio Conshohocken, PA 175,078175.1k $5.0m $5.0m 0.13% Reduced -15.0k -15,028
50 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 168,986169.0k $4.8m $4.8m 0.01% Added +9.6k +9,601
51 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 166,356166.4k $4.7m $4.7m 0.02% Added +1.4k +1,426
52 Clearstead Advisors, LLC 0.08% of their portfolio CLEVELAND, OH 157,367157.4k $4.5m $4.5m 0.08% Added +157.2k +157,191
53 Sterling Group Wealth Management, LLC 2.43% of their portfolio PASADENA, CA 149,409149.4k $4.2m $4.2m 2.43% New
54 Valmark Advisers, Inc. 0.07% of their portfolio AKRON, OH 145,759145.8k $4.1m $4.1m 0.07% Added +4.9k +4,884
55 Savant Capital, LLC 0.04% of their portfolio ROCKFORD, IL 139,451139.5k $3.9m $3.9m 0.04% Reduced -2.4k -2,361
56 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 138,367138.4k $3.9m $3.9m 0.01% Added +1.6k +1,620
57 Walkner Condon Financial Advisors LLC 0.82% of their portfolio MADISON, WI 134,696134.7k $3.8m $3.8m 0.82% Added +10.7k +10,696
58 Montecito Bank & Trust 0.77% of their portfolio SANTA BARBARA, CA 133,030133.0k $3.8m $3.8m 0.77% Reduced -11.9k -11,930
59 TIEMANN INVESTMENT ADVISORS, LLC 1.61% of their portfolio MENLO PARK, CA 128,150128.2k $3.6m $3.6m 1.61% Reduced -655 -655
60 Capital Investment Advisors, LLC 0.08% of their portfolio ATLANTA, GA 125,272125.3k $3.5m $3.5m 0.08% Reduced -9.2k -9,174
61 FINANCIAL COUNSELORS INC 0.05% of their portfolio Overland Park, KS 112,331112.3k $3.2m $3.2m 0.05% Added +10.4k +10,371
62 Mariner, LLC 0.01% of their portfolio Overland Park, KS 104,480104.5k $3.0m $3.0m 0.01% Added +1.7k +1,701
63 Dakota Wealth Management 0.07% of their portfolio PALM BEACH GARDENS, FL 99,88999.9k $2.8m $2.8m 0.07% Reduced -1.5k -1,478
64 Opal Wealth Advisors, LLC 0.89% of their portfolio JERICHO, NY 97,58297.6k $2.8m $2.8m 0.89% Added +3.2k +3,226
65 BTC Capital Management, Inc. 0.24% of their portfolio DES MOINES, IA 89,58689.6k $2.5m $2.5m 0.24% Unchanged
66 HHM Wealth Advisors, LLC 0.38% of their portfolio CHATTANOOGA, TN 88,67488.7k $2.5m $2.5m 0.38% Unchanged
67 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 85,44385.4k $2.4m $2.4m 0.02% Reduced -13.6k -13,645
68 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 84,40684.4k $2.4m $2.4m 0.03% Added +2.2k +2,169
69 SYNOVUS FINANCIAL CORP 0.03% of their portfolio Columbus, GA 79,78479.8k $2.3m $2.3m 0.03% Added +3.3k +3,290
70 Priebe Wealth Holdings LLC 1.75% of their portfolio MAPLE GROVE, MN 78,19978.2k $2.2m $2.2m 1.75% Added +8.7k +8,667
71 NORTHWEST INVESTMENT COUNSELORS, LLC 0.52% of their portfolio Lake Oswego, OR 73,43173.4k $2.1m $2.1m 0.52% Reduced -338 -338
72 MERIDIAN INVESTMENT COUNSEL INC. 0.62% of their portfolio LAFAYETTE, CA 69,43969.4k $2.0m $2.0m 0.62% Reduced -85 -85
73 Abbrea Capital, LLC 0.24% of their portfolio Greenbrae, CA 65,12465.1k $1.8m $1.8m 0.24% Reduced -1.7k -1,735
74 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 64,17164.2k $1.8m $1.8m 0.00% Reduced -1.2k -1,220
75 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 61,40161.4k $1.7m $1.7m 0.00% Added +186 +186
76 Freestone Capital Holdings, LLC 0.06% of their portfolio Seattle, WA 58,50258.5k $1.7m $1.7m 0.06% Added +2.8k +2,845
77 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 55,35455.4k $1.6m $1.6m 0.01% Added +673 +673
78 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 52,41552.4k $1.5m $1.5m 0.00% Added +2.3k +2,322
79 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 50,57650.6k $1.4m $1.4m 0.00% Added +40.7k +40,682
80 MONOGRAPH WEALTH ADVISORS, LLC 0.21% of their portfolio MANHATTAN BEACH, CA 49,66549.7k $1.4m $1.4m 0.21% Unchanged
81 Apollon Wealth Management, LLC 0.04% of their portfolio MOUNT PLEASANT, SC 47,93647.9k $1.4m $1.4m 0.04% Added +600 +600
82 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 47,19247.2k $1.3m $1.3m 0.00% Added +1.9k +1,865
83 BAILARD, INC. 0.03% of their portfolio Foster City, CA 44,55644.6k $1.3m $1.3m 0.03% Unchanged
84 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 44,21344.2k $1.3m $1.3m 0.00% Reduced -18.2k -18,175
85 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 43,82743.8k $1.2m $1.2m 0.00% Reduced -319 -319
86 Mutual Advisors, LLC 0.04% of their portfolio OMAHA, NE 41,80641.8k $1.2m $1.2m 0.04% Added +5.2k +5,181
87 Laraway Financial Advisors Inc 0.98% of their portfolio SAINT CLOUD, MN 40,43540.4k $1.1m $1.1m 0.98% Reduced -362 -362
88 HBK Sorce Advisory LLC 0.04% of their portfolio ERIE, PA 39,77339.8k $1.1m $1.1m 0.04% Reduced -1.2k -1,201
89 FINANCIAL CONSULATE, INC 0.31% of their portfolio HUNT VALLEY, MD 37,76337.8k $1.1m $1.1m 0.31% Reduced -851 -851
90 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 36,72136.7k $1.0m $1.0m 0.01% Reduced -2.2k -2,174
91 Tradition Wealth Management, LLC 0.10% of their portfolio EDINA, MN 35,94735.9k $1.0m $1.0m 0.10% Added +1.2k +1,240
92 Masso Torrence Wealth Management Inc. 0.56% of their portfolio MARLTON, NJ 35,41735.4k $1.0m $1.0m 0.56% Added +4.1k +4,111
93 Newman Dignan & Sheerar, Inc. 0.26% of their portfolio PROVIDENCE, RI 35,24135.2k $997.7k $997.7k 0.26% Added +732 +732
94 RKL Wealth Management LLC 0.10% of their portfolio LANCASTER, PA 35,14935.1k $995.1k $995.1k 0.10% Added +125 +125
95 Investors Research Corp 0.23% of their portfolio ATLANTA, GA 34,98135.0k $990.3k $990.3k 0.23% Reduced -436 -436
96 Towneley Capital Management, Inc / DE 0.23% of their portfolio LAGUNA HILLS, CA 33,99834.0k $962.5k $962.5k 0.23% Reduced -8.4k -8,360
97 Iowa State Bank 0.21% of their portfolio URBANDALE, IA 33,77933.8k $956.3k $956.3k 0.21% Reduced -1.1k -1,075
98 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 33,54333.5k $949.6k $949.6k 0.00% Reduced -3.2k -3,152
99 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 32,80232.8k $928.6k $928.6k 0.00% Added +423 +423
100 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 32,29132.3k $914.0k $914.0k 0.00% Reduced -6.0k -5,967