Vault-13

SPDR INDEX SHS FDS CWI

MSCI ACWI EXUS · ETP · CUSIP 78463X848

237 institutional holders +12 vs Q1 2025
43,511,02043.5m shares reported held*
$1.4bnreported value*
27 new 74 added 77 reduced 19 sold out net sold ≈ $1.2m (-35.7k 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 ($92.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $32.92. Options: 1 managers hold calls ($398.5k notional), 0 hold puts (—).

Trends to Q2 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: 225Q2 25: 237237Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025237

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 24Q3 24: 62 bought or addedQ3 24: 94 cut or sold outQ4 24: 87 bought or addedQ4 24: 87 cut or sold outQ4 24Q1 25: 84 bought or addedQ1 25: 100 cut or sold outQ2 25: 101 bought or addedQ2 25: 96 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20238666
Q4 20238686
Q1 20247094
Q2 20248080
Q3 20246294
Q4 20248787
Q1 202584100
Q2 202510196

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5m$2mQ3 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 0.33Q2 25 calls: $398.5kQ2 25 puts: $0Q2 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2024$203.9k$1.8m9.06
Q4 2024$1.2m$1.3m1.11
Q1 2025$1.0m$331.3k0.33
Q2 2025$398.5k$00.00

Biggest buyers

Jacobi Capital Management LLC New +584,073+584.1k
Avantax Planning Partners, Inc. Added +319,964+320.0k
3EDGE Asset Management, LP Added +311,736+311.7k
BANK OF AMERICA CORP /DE/ Added +289,313+289.3k
LPL Financial LLC Added +145,213+145.2k
Mill Creek Capital Advisors, LLC Added +127,684+127.7k
Gerber Kawasaki Wealth & Investment Management Added +113,289+113.3k
Thrivent Financial for Lutherans New +96,076+96.1k
Rockefeller Capital Management L.P. Added +56,500+56.5k
LODESTAR PRIVATE ASSET MANAGEMENT LLC Added +37,961+38.0k

Biggest sellers

JANE STREET GROUP, LLC Sold out -835,611-835.6k
PITCAIRN CO Reduced -301,222-301.2k
HighTower Advisors, LLC Reduced -203,583-203.6k
MORGAN STANLEY Reduced -175,763-175.8k
Sequoia Financial Advisors, LLC Reduced -150,518-150.5k
FINANCIAL COUNSELORS INC Sold out -122,393-122.4k
JPMORGAN CHASE & CO Reduced -108,086-108.1k
CAPTRUST FINANCIAL ADVISORS Reduced -96,425-96.4k
WELLS FARGO & COMPANY/MN Reduced -78,081-78.1k
GOLDMAN SACHS GROUP INC Reduced -53,467-53.5k

Biggest calls

CITADEL ADVISORS LLC Reduced $398.5k12.2k shares

Biggest puts

None

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 7,855,1647.9m $256.5m $256.5m 0.02% Added +289.3k +289,313
2 PNC Financial Services Group, Inc. 0.08% of their portfolio Pittsburgh, PA 3,848,1293.8m $125.7m $125.7m 0.08% Reduced -10.3k -10,278
3 Avantax Planning Partners, Inc. 2.48% of their portfolio DUBUQUE, IA 2,394,3312.4m $78.2m $78.2m 2.48% Added +320.0k +319,964
4 HighTower Advisors, LLC 0.07% of their portfolio CHICAGO, IL 1,652,5471.7m $54.0m $54.0m 0.07% Reduced -203.6k -203,583
5 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,465,0881.5m $47.8m $47.8m 0.02% Added +145.2k +145,213
6 GLOBALT Investments LLC / GA 1.80% of their portfolio Atlanta, GA 1,439,4211.4m $47.0m $47.0m 1.80% Reduced -30.5k -30,478
7 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.63% of their portfolio MINNEAPOLIS, MN 1,148,0421.1m $37.5m $37.5m 0.63% Reduced -40.2k -40,179
8 HENGEHOLD CAPITAL MANAGEMENT LLC 3.40% of their portfolio CINCINNATI, OH 1,140,7911.1m $37.3m $37.3m 3.40% Reduced -954 -954
9 LODESTAR PRIVATE ASSET MANAGEMENT LLC 2.95% of their portfolio ALAMO, CA 785,162785.2k $25.6m $25.6m 2.95% Added +38.0k +37,961
10 Clal Insurance Enterprises Holdings Ltd 0.25% of their portfolio Tel-aviv, L3 781,424781.4k $25.5m $25.5m 0.25% Unchanged
11 PITCAIRN CO 1.59% of their portfolio CONSHOHOCKEN, PA 742,155742.2k $24.2m $24.2m 1.59% Reduced -301.2k -301,222
12 Forvis Mazars Wealth Advisors, LLC 0.50% of their portfolio Springfield, MO 706,444706.4k $23.1m $23.1m 0.50% Reduced -5.2k -5,164
13 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 686,603686.6k $22.4m $22.4m 0.03% Reduced -2.5k -2,517
14 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 617,595617.6k $20.2m $20.2m 0.01% Added +3.6k +3,637
15 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 612,186612.2k $20.0m $20.0m 0.00% Reduced -175.8k -175,763
16 Jacobi Capital Management LLC 1.27% of their portfolio PITTSTON, PA 584,073584.1k $19.1m $19.1m 1.27% New
17 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 569,855569.9k $18.7m $18.7m 0.03% Reduced -29.1k -29,099
18 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.43% of their portfolio LOS ANGELES, CA 568,497568.5k $18.6m $18.6m 0.43% Reduced -524 -524
19 Atlas Private Wealth Advisors 2.32% of their portfolio RED BANK, NJ 552,137552.1k $18.0m $18.0m 2.32% Added +7.7k +7,736
20 Private Advisor Group, LLC 0.09% of their portfolio MORRISTOWN, NJ 485,594485.6k $15.9m $15.9m 0.09% Added +20.7k +20,740
21 Wealth Alliance Advisory Group, LLC 2.96% of their portfolio Wichita, KS 475,441475.4k $15.5m $15.5m 2.96% Added +12.3k +12,277
22 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 0.78% of their portfolio ROCHESTER, NY 464,287464.3k $15.2m $15.2m 0.78% Reduced -37.2k -37,211
23 Mirae Asset Global Investments Co., Ltd. 0.05% of their portfolio SEOUL, M5 458,520458.5k $15.0m $15.0m 0.05% Added +35.0k +35,000
24 3EDGE Asset Management, LP 0.92% of their portfolio Naples, FL 456,426456.4k $14.9m $14.9m 0.92% Added +311.7k +311,736
25 Wilmington Savings Fund Society, FSB 0.25% of their portfolio WILMINGTON, DE 430,680430.7k $14.1m $14.1m 0.25% Added +20.9k +20,910
26 Focus Partners Advisor Solutions, LLC 0.19% of their portfolio SAINT LOUIS, MO 425,027425.0k $13.9m $13.9m 0.19% Added +15.2k +15,215
27 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 421,489421.5k $13.8m $13.8m 0.02% Reduced -1.5k -1,538
28 Gerber Kawasaki Wealth & Investment Management 0.49% of their portfolio SANTA MONICA, CA 386,673386.7k $12.6m $12.6m 0.49% Added +113.3k +113,289
29 ARCADIA INVESTMENT ADVISORS LLC 6.41% of their portfolio EAGLE, ID 378,915378.9k $12.4m $12.4m 6.41% Reduced -6.8k -6,815
30 Sequoia Financial Advisors, LLC 0.08% of their portfolio Akron, OH 376,350376.4k $12.3m $12.3m 0.08% Reduced -150.5k -150,518
31 HUNTINGTON NATIONAL BANK 0.08% of their portfolio COLUMBUS, OH 350,717350.7k $11.5m $11.5m 0.08% Reduced -3.1k -3,099
32 NewEdge Advisors, LLC 0.06% of their portfolio NEW ORLEANS, LA 343,391343.4k $11.2m $11.2m 0.06% Added +6.8k +6,797
33 Mill Creek Capital Advisors, LLC 0.25% of their portfolio Conshohocken, PA 340,260340.3k $11.1m $11.1m 0.25% Added +127.7k +127,684
34 HANTZ FINANCIAL SERVICES, INC. 0.16% of their portfolio SOUTHFIELD, MI 307,993308.0k $10.1m $10.1m 0.16% Reduced -6.3k -6,304
35 IAG Wealth Partners, LLC 1.31% of their portfolio WAUKESHA, WI 302,274302.3k $9.9m $9.9m 1.31% Reduced -13.3k -13,320
36 Merit Financial Group, LLC 0.10% of their portfolio ALPHARETTA, GA 276,442276.4k $9.0m $9.0m 0.10% Added +321 +321
37 Waverly Advisors, LLC 0.10% of their portfolio BIRMINGHAM, AL 275,064275.1k $9.0m $9.0m 0.10% Added +15.3k +15,254
38 WHITTIER TRUST CO 0.10% of their portfolio SOUTH PASADENA, CA 265,091265.1k $8.7m $8.7m 0.10% Reduced -374 -374
39 UBS Group AG 0.00% of their portfolio ZURICH, V8 252,480252.5k $8.2m $8.2m 0.00% Added +5.8k +5,822
40 Mach-1 Financial Group, LLC 2.35% of their portfolio Rogers, AR 246,902246.9k $8.1m $8.1m 2.35% Added +18.1k +18,073
41 Friday Financial 3.95% of their portfolio DUBUQUE, IA 237,758237.8k $7.8m $7.8m 3.95% Added +14.7k +14,704
42 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 226,395226.4k $7.4m $7.4m 0.00% Reduced -15.9k -15,860
43 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 224,478224.5k $7.3m $7.3m 0.00% Reduced -6.1k -6,138
44 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 205,393205.4k $6.7m $6.7m 0.01% Reduced -47.6k -47,588
45 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 203,910203.9k $6.7m $6.7m 0.00% Reduced -108.1k -108,086
46 Courage Miller Partners, LLC 2.07% of their portfolio NORFOLK, VA 200,366200.4k $6.5m $6.5m 2.07% Added +3.2k +3,178
47 NISA INVESTMENT ADVISORS, LLC 0.03% of their portfolio ST. LOUIS, MO 199,000199.0k $6.5m $6.5m 0.03% Unchanged
48 TOBIAS FINANCIAL ADVISORS, INC. 1.07% of their portfolio Plantation, FL 191,704191.7k $6.3m $6.3m 1.07% Reduced -3.9k -3,914
49 Brady Martz Wealth Solutions, LLC 1.18% of their portfolio GRAND FORKS, ND 186,640186.6k $6.1m $6.1m 1.18% Added +484 +484
50 VestGen Advisors, LLC 0.24% of their portfolio CHICAGO, IL 185,891185.9k $6.1m $6.1m 0.24% Reduced -856 -856
51 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 174,426174.4k $5.7m $5.7m 0.00% Reduced -78.1k -78,081
52 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 172,759172.8k $5.6m $5.6m 0.00% Reduced -27.6k -27,649
53 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 165,778165.8k $5.4m $5.4m 0.01% Reduced -96.4k -96,425
54 CVFG LLC 4.22% of their portfolio SHELBYVILLE, IN 162,797162.8k $5.3m $5.3m 4.22% Added +8.4k +8,366
55 Clearstead Advisors, LLC 0.07% of their portfolio CLEVELAND, OH 157,293157.3k $5.1m $5.1m 0.07% Added +53 +53
56 Mariner, LLC 0.01% of their portfolio Overland Park, KS 155,453155.5k $5.1m $5.1m 0.01% Reduced -2.5k -2,503
57 Sterling Group Wealth Management, LLC 2.80% of their portfolio PASADENA, CA 154,854154.9k $5.1m $5.1m 2.80% Reduced -5.9k -5,909
58 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 150,551150.6k $4.9m $4.9m 0.01% Added +550 +550
59 Valmark Advisers, Inc. 0.07% of their portfolio AKRON, OH 143,239143.2k $4.7m $4.7m 0.07% Reduced -1.1k -1,081
60 Opal Wealth Advisors, LLC 1.25% of their portfolio JERICHO, NY 137,921137.9k $4.5m $4.5m 1.25% Added +4.6k +4,566
61 Walkner Condon Financial Advisors LLC 0.82% of their portfolio MADISON, WI 136,585136.6k $4.5m $4.5m 0.82% Added +1.9k +1,889
62 CWC Advisors, LLC. 2.24% of their portfolio LAKE OSWEGO, OR 132,748132.7k $4.3m $4.3m 2.24% Added +7.3k +7,254
63 Savant Capital, LLC 0.03% of their portfolio ROCKFORD, IL 125,951126.0k $4.1m $4.1m 0.03% Reduced -435 -435
64 Midwest Trust Co 0.06% of their portfolio Overland Park, KS 125,117125.1k $4.1m $4.1m 0.06% First filing
65 Capital Investment Advisors, LLC 0.07% of their portfolio ATLANTA, GA 113,560113.6k $3.7m $3.7m 0.07% Reduced -2.3k -2,298
66 TIEMANN INVESTMENT ADVISORS, LLC 1.48% of their portfolio MENLO PARK, CA 110,878110.9k $3.6m $3.6m 1.48% Reduced -2.3k -2,340
67 NOVEM GROUP 0.44% of their portfolio Rochester, NY 106,320106.3k $3.5m $3.5m 0.44% Added +4.1k +4,113
68 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 103,560103.6k $3.4m $3.4m 0.00% Added +56.5k +56,500
69 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 101,983102.0k $3.3m $3.3m 0.01% Reduced -29.7k -29,729
70 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 96,78596.8k $3.2m $3.2m 0.01% Added +30.8k +30,827
71 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 96,07696.1k $3.1m $3.1m 0.01% New
72 EASTERN BANK 0.06% of their portfolio BOSTON, MA 95,80395.8k $3.1m $3.1m 0.06% Reduced -9.5k -9,518
73 TD PRIVATE CLIENT WEALTH LLC 0.07% of their portfolio NEW YORK, NY 92,71992.7k $3.0m $3.0m 0.07% Reduced -7.3k -7,263
74 Focus Financial Network, Inc. 0.12% of their portfolio MINNEAPOLIS, MN 91,67291.7k $3.0m $3.0m 0.12% Added +205 +205
75 BTC Capital Management, Inc. 0.24% of their portfolio DES MOINES, IA 89,58689.6k $2.9m $2.9m 0.24% Unchanged
76 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 85,91585.9k $2.8m $2.8m 0.01% Reduced -533 -533
77 SYNOVUS FINANCIAL CORP 0.03% of their portfolio Columbus, GA 85,63585.6k $2.8m $2.8m 0.03% Reduced -482 -482
78 Mutual Advisors, LLC 0.07% of their portfolio OMAHA, NE 83,64983.6k $2.8m $2.8m 0.07% Added +8.2k +8,216
79 Freestone Capital Holdings, LLC 0.09% of their portfolio Seattle, WA 79,71179.7k $2.6m $2.6m 0.09% Added +17.2k +17,186
80 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 78,52378.5k $2.6m $2.6m 0.02% Reduced -757 -757
81 Priebe Wealth Holdings LLC 2.17% of their portfolio MAPLE GROVE, MN 76,86376.9k $2.5m $2.5m 2.17% Reduced -18.7k -18,668
82 HHM Wealth Advisors, LLC 0.28% of their portfolio CHATTANOOGA, TN 72,77972.8k $2.4m $2.4m 0.28% Reduced -6.4k -6,380
83 MERIDIAN INVESTMENT COUNSEL INC. 0.64% of their portfolio LAFAYETTE, CA 72,03972.0k $2.4m $2.4m 0.64% Unchanged
84 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 69,00669.0k $2.3m $2.3m 0.02% Reduced -10.4k -10,397
85 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 60,59460.6k $2.0m $2.0m 0.00% Added +56 +56
86 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 60,41460.4k $2.0m $2.0m 0.00% Reduced -4.0k -4,016
87 FIRST AMERICAN TRUST, FSB 0.14% of their portfolio SANTA ANA, CA 54,85454.9k $1.8m $1.8m 0.14% Added +2.4k +2,445
88 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 52,28152.3k $1.7m $1.7m 0.01% Added +18.5k +18,490
89 MONOGRAPH WEALTH ADVISORS, LLC 0.20% of their portfolio MANHATTAN BEACH, CA 49,66549.7k $1.6m $1.6m 0.20% Unchanged
90 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 47,39747.4k $1.5m $1.5m 0.00% Added +1.6k +1,617
91 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 45,98546.0k $1.5m $1.5m 0.00% Reduced -2.9k -2,944
92 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 45,76545.8k $1.5m $1.5m 0.00% Added +2.9k +2,876
93 BAILARD, INC. 0.03% of their portfolio Foster City, CA 44,25644.3k $1.4m $1.4m 0.03% Unchanged
94 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 38,03538.0k $1.2m $1.2m 0.02% Reduced -3.4k -3,399
95 Laraway Financial Advisors Inc 0.94% of their portfolio SAINT CLOUD, MN 37,99138.0k $1.2m $1.2m 0.94% Added +7 +7
96 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 37,87537.9k $1.2m $1.2m 0.00% Reduced -846 -846
97 Tradition Wealth Management, LLC 0.10% of their portfolio EDINA, MN 37,78137.8k $1.2m $1.2m 0.10% Added +967 +967
98 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 36,40036.4k $1.2m $1.2m 0.01% Added +2 +2
99 HBK Sorce Advisory LLC 0.03% of their portfolio ERIE, PA 35,36235.4k $1.2m $1.2m 0.03% Reduced -3.0k -3,007
100 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 34,26834.3k $1.1m $1.1m 0.00% Reduced -1.5k -1,455