Vault-13

SPDR INDEX SHS FDS CWI

MSCI ACWI EXUS · ETP · CUSIP 78463X848

225 institutional holders +0 vs Q4 2024
43,483,47443.5m shares reported held*
$1.3bnreported value*
22 new 62 added 79 reduced 21 sold out net bought ≈ $5.8m (+210.5k 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 ($126.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $29.82. Options: 1 managers hold calls ($1.0m notional), 1 hold puts ($331.3k).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 181Q4 22: 194Q1 23: 199Q2 23: 195Q3 23: 200Q4 23: 206Q1 24: 207Q2 24: 210Q3 24: 210Q4 24: 225Q1 25: 225225Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022181
Q4 2022194
Q1 2023199
Q2 2023195
Q3 2023200
Q4 2023206
Q1 2024207
Q2 2024210
Q3 2024210
Q4 2024225
Q1 2025225

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 23: 72 bought or addedQ2 23: 91 cut or sold outQ3 23: 86 bought or addedQ3 23: 66 cut or sold outQ3 23Q4 23: 86 bought or addedQ4 23: 86 cut or sold outQ1 24: 70 bought or addedQ1 24: 94 cut or sold outQ1 24Q2 24: 80 bought or addedQ2 24: 80 cut or sold outQ3 24: 62 bought or addedQ3 24: 94 cut or sold outQ3 24Q4 24: 87 bought or addedQ4 24: 87 cut or sold outQ1 25: 84 bought or addedQ1 25: 100 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20237291
Q3 20238666
Q4 20238686
Q1 20247094
Q2 20248080
Q3 20246294
Q4 20248787
Q1 202584100

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5m$2mQ2 24 calls: $0Q2 24 puts: $0Q2 24P/C —Q3 24 calls: $203.9kQ3 24 puts: $1.8mQ3 24P/C 9.06Q4 24 calls: $1.2mQ4 24 puts: $1.3mQ4 24P/C 1.11Q1 25 calls: $1.0mQ1 25 puts: $331.3kQ1 25P/C 0.33
Numbers
QuarterCallsPutsP/C
Q2 2024$0$0—
Q3 2024$203.9k$1.8m9.06
Q4 2024$1.2m$1.3m1.11
Q1 2025$1.0m$331.3k0.33

Biggest buyers

JANE STREET GROUP, LLC Added +702,306+702.3k
Wealth Alliance Advisory Group, LLC New +463,164+463.2k
Mirae Asset Global Investments Co., Ltd. New +423,520+423.5k
Atlas Private Wealth Advisors Added +374,364+374.4k
Mach-1 Financial Group, LLC Added +211,140+211.1k
Avantax Planning Partners, Inc. Added +152,134+152.1k
MORGAN STANLEY Added +125,730+125.7k
CWC Advisors, LLC. New +125,494+125.5k
JPMORGAN CHASE & CO Added +116,235+116.2k
PNC Financial Services Group, Inc. Added +115,211+115.2k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -1,731,425-1.7m
EASTERN BANK Reduced -458,481-458.5k
Focus Partners Wealth Reduced -195,179-195.2k
RENAISSANCE GROUP LLC Sold out -108,215-108.2k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -74,361-74.4k
PITCAIRN CO Reduced -68,522-68.5k
LPL Financial LLC Reduced -62,541-62.5k
Forvis Mazars Wealth Advisors, LLC Reduced -62,355-62.4k
GREENWOOD CAPITAL ASSOCIATES LLC Sold out -53,255-53.3k
Wela Strategies, Inc. Reduced -43,480-43.5k

Biggest calls

CITADEL ADVISORS LLC Reduced $1.0m34.4k shares

Biggest puts

CITADEL ADVISORS LLC Reduced $331.3k11.2k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 7,565,8517.6m $223.8m $223.8m 0.02% Reduced -1.7m -1,731,425
2 PNC Financial Services Group, Inc. 0.06% of their portfolio Pittsburgh, PA 3,858,4073.9m $114.1m $114.1m 0.06% Added +115.2k +115,211
3 Avantax Planning Partners, Inc. 2.17% of their portfolio DUBUQUE, IA 2,074,3672.1m $61.4m $61.4m 2.17% Added +152.1k +152,134
4 HighTower Advisors, LLC 0.07% of their portfolio CHICAGO, IL 1,856,1301.9m $54.9m $54.9m 0.07% Added +50.2k +50,166
5 GLOBALT Investments LLC / GA 1.78% of their portfolio Atlanta, GA 1,469,8991.5m $43.5m $43.5m 1.78% Reduced -27.4k -27,448
6 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,319,8751.3m $39.0m $39.0m 0.02% Reduced -62.5k -62,541
7 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.66% of their portfolio MINNEAPOLIS, MN 1,188,2211.2m $35.1m $35.1m 0.66% Reduced -25.9k -25,915
8 HENGEHOLD CAPITAL MANAGEMENT LLC 3.21% of their portfolio CINCINNATI, OH 1,141,7451.1m $33.8m $33.8m 3.21% Reduced -7.0k -6,962
9 PITCAIRN CO 1.86% of their portfolio CONSHOHOCKEN, PA 1,043,3771.0m $30.9m $30.9m 1.86% Reduced -68.5k -68,522
10 JANE STREET GROUP, LLC 0.04% of their portfolio NEW YORK, NY 835,611835.6k $24.7m $24.7m 0.04% Added +702.3k +702,306
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 787,949787.9k $23.3m $23.3m 0.00% Added +125.7k +125,730
12 Clal Insurance Enterprises Holdings Ltd 0.24% of their portfolio Tel-aviv, L3 781,424781.4k $23.1m $23.1m 0.24% Added +10.8k +10,800
13 LODESTAR PRIVATE ASSET MANAGEMENT LLC 2.78% of their portfolio ALAMO, CA 747,201747.2k $22.1m $22.1m 2.78% Added +6.6k +6,573
14 Forvis Mazars Wealth Advisors, LLC 0.50% of their portfolio Springfield, MO 711,608711.6k $21.0m $21.0m 0.50% Reduced -62.4k -62,355
15 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 689,120689.1k $20.4m $20.4m 0.03% Reduced -6.3k -6,325
16 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 613,958614.0k $18.2m $18.2m 0.01% Added +23.7k +23,673
17 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 598,954599.0k $17.7m $17.7m 0.03% Reduced -74.4k -74,361
18 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.44% of their portfolio LOS ANGELES, CA 569,021569.0k $16.8m $16.8m 0.44% Added +72.9k +72,855
19 Atlas Private Wealth Advisors 2.24% of their portfolio RED BANK, NJ 544,401544.4k $16.1m $16.1m 2.24% Added +374.4k +374,364
20 Sequoia Financial Advisors, LLC 0.12% of their portfolio Akron, OH 526,868526.9k $15.6m $15.6m 0.12% Reduced -16.3k -16,329
21 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 0.81% of their portfolio ROCHESTER, NY 501,498501.5k $14.8m $14.8m 0.81% Reduced -10.2k -10,151
22 Private Advisor Group, LLC 0.08% of their portfolio MORRISTOWN, NJ 464,854464.9k $13.8m $13.8m 0.08% Added +72.6k +72,575
23 Wealth Alliance Advisory Group, LLC 2.84% of their portfolio Wichita, KS 463,164463.2k $13.7m $13.7m 2.84% New
24 Mirae Asset Global Investments Co., Ltd. 0.05% of their portfolio SEOUL, M5 423,520423.5k $12.6m $12.6m 0.05% New
25 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 423,027423.0k $12.5m $12.5m 0.02% Added +19.3k +19,322
26 Focus Partners Advisor Solutions, LLC 0.18% of their portfolio SAINT LOUIS, MO 409,812409.8k $12.1m $12.1m 0.18% Reduced -216 -216
27 Wilmington Savings Fund Society, FSB 0.23% of their portfolio WILMINGTON, DE 409,770409.8k $12.1m $12.1m 0.23% Unchanged
28 ARCADIA INVESTMENT ADVISORS LLC 6.38% of their portfolio EAGLE, ID 385,730385.7k $11.4m $11.4m 6.38% Added +3.9k +3,856
29 HUNTINGTON NATIONAL BANK 0.08% of their portfolio COLUMBUS, OH 353,816353.8k $10.5m $10.5m 0.08% Reduced -14.2k -14,220
30 NewEdge Advisors, LLC 0.06% of their portfolio NEW ORLEANS, LA 336,594336.6k $10.0m $10.0m 0.06% Reduced -12.2k -12,168
31 IAG Wealth Partners, LLC 1.45% of their portfolio WAUKESHA, WI 315,594315.6k $9.3m $9.3m 1.45% Reduced -17.5k -17,474
32 HANTZ FINANCIAL SERVICES, INC. 0.16% of their portfolio SOUTHFIELD, MI 314,297314.3k $9.3m $9.3m 0.16% Reduced -33.2k -33,205
33 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 311,996312.0k $9.2m $9.2m 0.00% Added +116.2k +116,235
34 Merit Financial Group, LLC 0.12% of their portfolio ALPHARETTA, GA 276,121276.1k $8.2m $8.2m 0.12% Added +4.0k +3,963
35 Gerber Kawasaki Wealth & Investment Management 0.36% of their portfolio SANTA MONICA, CA 273,384273.4k $8.1m $8.1m 0.36% Reduced -10.7k -10,718
36 WHITTIER TRUST CO 0.11% of their portfolio SOUTH PASADENA, CA 265,465265.5k $7.8m $7.8m 0.11% Reduced -5.9k -5,862
37 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 262,203262.2k $7.8m $7.8m 0.02% Reduced -6.2k -6,199
38 Waverly Advisors, LLC 0.09% of their portfolio BIRMINGHAM, AL 259,810259.8k $7.7m $7.7m 0.09% Added +27.0k +27,038
39 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 252,981253.0k $7.5m $7.5m 0.01% Added +42.2k +42,215
40 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 252,507252.5k $7.5m $7.5m 0.00% Reduced -23.5k -23,508
41 UBS Group AG 0.00% of their portfolio ZURICH, V8 246,658246.7k $7.3m $7.3m 0.00% Reduced -2.6k -2,641
42 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 242,255242.3k $7.2m $7.2m 0.00% Reduced -2.9k -2,911
43 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 230,616230.6k $6.8m $6.8m 0.00% Added +4.8k +4,824
44 Mach-1 Financial Group, LLC 2.03% of their portfolio Rogers, AR 228,829228.8k $6.8m $6.8m 2.03% Added +211.1k +211,140
45 Friday Financial 3.97% of their portfolio DUBUQUE, IA 223,054223.1k $6.6m $6.6m 3.97% Unchanged
46 Mill Creek Capital Advisors, LLC 0.15% of their portfolio Conshohocken, PA 212,576212.6k $6.3m $6.3m 0.15% Added +45.3k +45,300
47 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 200,408200.4k $5.9m $5.9m 0.00% Added +3.3k +3,346
48 NISA INVESTMENT ADVISORS, LLC 0.03% of their portfolio ST. LOUIS, MO 199,000199.0k $5.9m $5.9m 0.03% Unchanged
49 Courage Miller Partners, LLC 1.98% of their portfolio NORFOLK, VA 197,188197.2k $5.8m $5.8m 1.98% Added +4.1k +4,133
50 TOBIAS FINANCIAL ADVISORS, INC. 1.12% of their portfolio Plantation, FL 195,618195.6k $5.8m $5.8m 1.12% Unchanged
51 VestGen Advisors, LLC 0.25% of their portfolio CHICAGO, IL 186,747186.7k $5.5m $5.5m 0.25% First filing
52 Brady Martz Wealth Solutions, LLC 1.25% of their portfolio GRAND FORKS, ND 186,156186.2k $5.5m $5.5m 1.25% Added +1.5k +1,506
53 Sterling Group Wealth Management, LLC 2.55% of their portfolio PASADENA, CA 160,763160.8k $4.8m $4.8m 2.55% Added +6.5k +6,505
54 Mariner, LLC 0.01% of their portfolio Overland Park, KS 157,956158.0k $4.7m $4.7m 0.01% Reduced -6.2k -6,248
55 Clearstead Advisors, LLC 0.07% of their portfolio CLEVELAND, OH 157,240157.2k $4.7m $4.7m 0.07% Reduced -182 -182
56 CVFG LLC 4.15% of their portfolio SHELBYVILLE, IN 154,431154.4k $4.6m $4.6m 4.15% Added +10.6k +10,649
57 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 150,001150.0k $4.4m $4.4m 0.01% Reduced -195.2k -195,179
58 3EDGE Asset Management, LP 0.29% of their portfolio Naples, FL 144,690144.7k $4.3m $4.3m 0.29% Added +43.6k +43,563
59 Valmark Advisers, Inc. 0.06% of their portfolio AKRON, OH 144,320144.3k $4.3m $4.3m 0.06% Added +1.2k +1,240
60 Walkner Condon Financial Advisors LLC 0.81% of their portfolio MADISON, WI 134,696134.7k $4.0m $4.0m 0.81% Unchanged
61 Opal Wealth Advisors, LLC 1.22% of their portfolio JERICHO, NY 133,355133.4k $3.9m $3.9m 1.22% Added +14.3k +14,259
62 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 131,712131.7k $3.9m $3.9m 0.01% Reduced -13.7k -13,687
63 Savant Capital, LLC 0.03% of their portfolio ROCKFORD, IL 126,386126.4k $3.7m $3.7m 0.03% Reduced -2.1k -2,106
64 CWC Advisors, LLC. 2.11% of their portfolio LAKE OSWEGO, OR 125,494125.5k $3.7m $3.7m 2.11% New
65 Montecito Bank & Trust 0.65% of their portfolio SANTA BARBARA, CA 124,481124.5k $3.7m $3.7m 0.65% Reduced -3.0k -3,020
66 FINANCIAL COUNSELORS INC 0.05% of their portfolio Overland Park, KS 122,393122.4k $3.6m $3.6m 0.05% Added +7.3k +7,296
67 Capital Investment Advisors, LLC 0.07% of their portfolio ATLANTA, GA 115,858115.9k $3.4m $3.4m 0.07% Reduced -4.2k -4,174
68 TIEMANN INVESTMENT ADVISORS, LLC 1.52% of their portfolio MENLO PARK, CA 113,218113.2k $3.3m $3.3m 1.52% Reduced -1.1k -1,072
69 EASTERN BANK 0.06% of their portfolio BOSTON, MA 105,321105.3k $3.1m $3.1m 0.06% Reduced -458.5k -458,481
70 NOVEM GROUP 0.43% of their portfolio Rochester, NY 102,207102.2k $3.0m $3.0m 0.43% Added +2.9k +2,854
71 TD PRIVATE CLIENT WEALTH LLC 0.08% of their portfolio NEW YORK, NY 99,982100.0k $3.0m $3.0m 0.08% Added +24.0k +24,030
72 Priebe Wealth Holdings LLC 1.76% of their portfolio MAPLE GROVE, MN 95,53195.5k $2.8m $2.8m 1.76% Added +3.1k +3,067
73 Focus Financial Network, Inc. 0.11% of their portfolio MINNEAPOLIS, MN 91,46791.5k $2.7m $2.7m 0.11% Reduced -6.2k -6,207
74 BTC Capital Management, Inc. 0.24% of their portfolio DES MOINES, IA 89,58689.6k $2.6m $2.6m 0.24% Unchanged
75 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 86,44886.4k $2.6m $2.6m 0.01% Reduced -893 -893
76 SYNOVUS FINANCIAL CORP 0.03% of their portfolio Columbus, GA 86,11786.1k $2.5m $2.5m 0.03% Added +8.3k +8,331
77 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 79,40379.4k $2.3m $2.3m 0.02% Reduced -30 -30
78 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 79,28079.3k $2.3m $2.3m 0.02% Reduced -3.1k -3,054
79 HHM Wealth Advisors, LLC 0.32% of their portfolio CHATTANOOGA, TN 79,15979.2k $2.3m $2.3m 0.32% Unchanged
80 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 77,57677.6k $2.3m $2.3m 0.00% Added +49.9k +49,866
81 Mutual Advisors, LLC 0.07% of their portfolio OMAHA, NE 75,43375.4k $2.3m $2.3m 0.07% Added +10.7k +10,651
82 MERIDIAN INVESTMENT COUNSEL INC. 0.63% of their portfolio LAFAYETTE, CA 72,03972.0k $2.1m $2.1m 0.63% Added +1.1k +1,100
83 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 65,95866.0k $2.0m $2.0m 0.01% Reduced -3.4k -3,370
84 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 64,43064.4k $1.9m $1.9m 0.00% Added +35.5k +35,473
85 Freestone Capital Holdings, LLC 0.07% of their portfolio Seattle, WA 62,52562.5k $1.8m $1.8m 0.07% Added +2.8k +2,823
86 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 60,53860.5k $1.8m $1.8m 0.00% Reduced -1.7k -1,710
87 FIRST AMERICAN TRUST, FSB 0.14% of their portfolio SANTA ANA, CA 52,40952.4k $1.6m $1.6m 0.14% Added +5.4k +5,441
88 MONOGRAPH WEALTH ADVISORS, LLC 0.20% of their portfolio MANHATTAN BEACH, CA 49,66549.7k $1.5m $1.5m 0.20% Unchanged
89 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 48,92948.9k $1.4m $1.4m 0.00% Reduced -6.0k -5,989
90 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 47,06047.1k $1.4m $1.4m 0.00% Reduced -2.4k -2,433
91 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 45,78045.8k $1.4m $1.4m 0.00% Reduced -15.8k -15,827
92 BAILARD, INC. 0.03% of their portfolio Foster City, CA 44,25644.3k $1.3m $1.3m 0.03% Unchanged
93 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 42,88942.9k $1.3m $1.3m 0.00% Reduced -191 -191
94 Apollon Wealth Management, LLC 0.03% of their portfolio MOUNT PLEASANT, SC 41,43441.4k $1.2m $1.2m 0.03% Reduced -4.2k -4,177
95 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 38,72138.7k $1.1m $1.1m 0.00% Added +2.0k +1,988
96 HBK Sorce Advisory LLC 0.03% of their portfolio ERIE, PA 38,36938.4k $1.1m $1.1m 0.03% Reduced -39 -39
97 Laraway Financial Advisors Inc 0.89% of their portfolio SAINT CLOUD, MN 37,98438.0k $1.1m $1.1m 0.89% Reduced -1.0k -1,047
98 Tradition Wealth Management, LLC 0.10% of their portfolio EDINA, MN 36,81436.8k $1.1m $1.1m 0.10% Added +1.5k +1,500
99 Newman Dignan & Sheerar, Inc. 0.30% of their portfolio PROVIDENCE, RI 36,58436.6k $1.1m $1.1m 0.30% Added +694 +694
100 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 36,39836.4k $1.1m $1.1m 0.01% Unchanged