Vault-13

SPDR INDEX SHS FDS CWI

MSCI ACWI EXUS · ETP · CUSIP 78463X848

260 institutional holders +14 vs Q3 2025
51,964,65552.0m shares reported held*
$1.9bnreported value*
25 new 94 added 69 reduced 12 sold out net bought ≈ $160.2m (+4.5m 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 ($629.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $36.19.

Trends to Q4 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: 237Q3 25: 246Q4 25: 260260Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 2025246
Q4 2025260

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 25Q3 25: 81 bought or addedQ3 25: 82 cut or sold outQ4 25: 119 bought or addedQ4 25: 81 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20247094
Q2 20248080
Q3 20246294
Q4 20248787
Q1 202584100
Q2 202510196
Q3 20258182
Q4 202511981

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ1 25 calls: $1.0mQ1 25 puts: $331.3kQ1 25P/C 0.33Q2 25 calls: $398.5kQ2 25 puts: $0Q2 25P/C 0.00Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —
Numbers
QuarterCallsPutsP/C
Q1 2025$1.0m$331.3k0.33
Q2 2025$398.5k$00.00
Q3 2025$0$0—
Q4 2025$0$0—

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +2,143,714+2.1m
Mirae Asset Global Investments Co., Ltd. Added +744,900+744.9k
CAPTRUST FINANCIAL ADVISORS Added +467,304+467.3k
PNC Financial Services Group, Inc. Added +424,490+424.5k
Merit Financial Group, LLC Added +390,436+390.4k
3EDGE Asset Management, LP Added +274,957+275.0k
Mach-1 Financial Group, LLC New +241,519+241.5k
TRUIST FINANCIAL CORP Added +110,640+110.6k
LPL Financial LLC Added +109,282+109.3k
AQR CAPITAL MANAGEMENT LLC New +78,800+78.8k

Biggest sellers

PITCAIRN CO Sold out -692,048-692.0k
JPMORGAN CHASE & CO Reduced -201,309-201.3k
VestGen Advisors, LLC Reduced -164,141-164.1k
JANE STREET GROUP, LLC Sold out -105,576-105.6k
Avantax Planning Partners, Inc. Reduced -101,444-101.4k
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Reduced -55,795-55.8k
BANK OF NOVA SCOTIA Sold out -50,000-50.0k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -34,585-34.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -33,719-33.7k
EASTERN BANK Reduced -26,653-26.7k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 10,341,56110.3m $371.5m $371.5m 0.03% Added +2.1m +2,143,714
2 PNC Financial Services Group, Inc. 0.09% of their portfolio Pittsburgh, PA 4,463,6144.5m $160.3m $160.3m 0.09% Added +424.5k +424,490
3 Merit Financial Group, LLC 0.92% of their portfolio ALPHARETTA, GA 3,186,0183.2m $114.4m $114.4m 0.92% Added +390.4k +390,436
4 Avantax Planning Partners, Inc. 2.28% of their portfolio DUBUQUE, IA 2,264,5742.3m $81.3m $81.3m 2.28% Reduced -101.4k -101,444
5 HighTower Advisors, LLC 0.07% of their portfolio CHICAGO, IL 1,755,2751.8m $63.0m $63.0m 0.07% Added +34.2k +34,244
6 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,646,3521.6m $59.1m $59.1m 0.02% Added +109.3k +109,282
7 GLOBALT Investments LLC / GA 1.85% of their portfolio Atlanta, GA 1,412,1731.4m $50.7m $50.7m 1.85% Reduced -4.2k -4,183
8 Mirae Asset Global Investments Co., Ltd. 0.12% of their portfolio SEOUL, M5 1,236,2201.2m $44.4m $44.4m 0.12% Added +744.9k +744,900
9 HENGEHOLD CAPITAL MANAGEMENT LLC 3.56% of their portfolio CINCINNATI, OH 1,176,8811.2m $42.3m $42.3m 3.56% Added +19.9k +19,931
10 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.58% of their portfolio MINNEAPOLIS, MN 1,073,9031.1m $38.6m $38.6m 0.58% Reduced -55.8k -55,795
11 3EDGE Asset Management, LP 1.92% of their portfolio Naples, FL 1,026,5631.0m $37.0m $37.0m 1.92% Added +275.0k +274,957
12 Pitcairn Wealth Advisors LLC 3.25% of their portfolio CONSHOHOCKEN, PA 1,004,3001.0m $36.1m $36.1m 3.25% First filing
13 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 871,547871.5k $31.3m $31.3m 0.04% Added +110.6k +110,640
14 LODESTAR PRIVATE ASSET MANAGEMENT LLC 3.01% of their portfolio ALAMO, CA 833,994834.0k $30.0m $30.0m 3.01% Added +35.1k +35,085
15 Forvis Mazars Wealth Advisors, LLC 0.46% of their portfolio Springfield, MO 674,272674.3k $24.2m $24.2m 0.46% Reduced -10.3k -10,274
16 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 631,653631.7k $22.7m $22.7m 0.00% Added +7.4k +7,431
17 CAPTRUST FINANCIAL ADVISORS 0.04% of their portfolio RALEIGH, NC 626,658626.7k $22.5m $22.5m 0.04% Added +467.3k +467,304
18 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 608,823608.8k $21.9m $21.9m 0.01% Reduced -33.7k -33,719
19 Jacobi Capital Management LLC 1.25% of their portfolio PITTSTON, PA 602,516602.5k $21.6m $21.6m 1.25% Added +20.7k +20,749
20 Private Advisor Group, LLC 0.10% of their portfolio MORRISTOWN, NJ 582,015582.0k $20.9m $20.9m 0.10% Added +21.6k +21,570
21 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.40% of their portfolio LOS ANGELES, CA 553,488553.5k $19.9m $19.9m 0.40% Reduced -4.6k -4,628
22 Clal Insurance Enterprises Holdings Ltd 0.12% of their portfolio Tel-aviv, L3 516,099516.1k $18.5m $18.5m 0.12% Unchanged
23 Wealth Alliance Advisory Group, LLC 3.00% of their portfolio Wichita, KS 488,048488.0k $17.5m $17.5m 3.00% Added +8.5k +8,472
24 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 472,839472.8k $17.5m $17.5m 0.02% Reduced -34.6k -34,585
25 Focus Partners Advisor Solutions, LLC 0.19% of their portfolio SAINT LOUIS, MO 438,792438.8k $15.8m $15.8m 0.19% Added +21.6k +21,583
26 Gerber Kawasaki Wealth & Investment Management 0.54% of their portfolio SANTA MONICA, CA 432,437432.4k $15.5m $15.5m 0.54% Added +20.2k +20,193
27 Wilmington Savings Fund Society, FSB 0.36% of their portfolio WILMINGTON, DE 431,430431.4k $15.5m $15.5m 0.36% Added +750 +750
28 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 400,093400.1k $14.4m $14.4m 0.02% Reduced -5.7k -5,746
29 Sequoia Financial Advisors, LLC 0.07% of their portfolio Akron, OH 371,122371.1k $13.3m $13.3m 0.07% Reduced -2.4k -2,380
30 NewEdge Advisors, LLC 0.05% of their portfolio NEW ORLEANS, LA 363,325363.3k $13.1m $13.1m 0.05% Added +14.0k +13,985
31 HUNTINGTON NATIONAL BANK 0.08% of their portfolio COLUMBUS, OH 353,667353.7k $12.7m $12.7m 0.08% Added +9.2k +9,184
32 Mill Creek Capital Advisors, LLC 0.25% of their portfolio Conshohocken, PA 340,704340.7k $12.2m $12.2m 0.25% Added +444 +444
33 ARCADIA INVESTMENT ADVISORS LLC 5.37% of their portfolio EAGLE, ID 321,474321.5k $11.5m $11.5m 5.37% Reduced -7.4k -7,364
34 HANTZ FINANCIAL SERVICES, INC. 0.17% of their portfolio SOUTHFIELD, MI 319,480319.5k $11.5m $11.5m 0.17% Added +8.1k +8,101
35 Atlas Private Wealth Advisors 2.59% of their portfolio RED BANK, NJ 308,380308.4k $11.1m $11.1m 2.59% Added +28.1k +28,109
36 Waverly Advisors, LLC 0.09% of their portfolio BIRMINGHAM, AL 298,280298.3k $10.7m $10.7m 0.09% Reduced -3.6k -3,632
37 WHITTIER TRUST CO 0.11% of their portfolio SOUTH PASADENA, CA 275,790275.8k $10.2m $10.2m 0.11% Added +12.1k +12,137
38 IAG Wealth Partners, LLC 1.13% of their portfolio WAUKESHA, WI 272,251272.3k $9.8m $9.8m 1.13% Reduced -15.1k -15,087
39 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 264,007264.0k $9.5m $9.5m 0.00% Added +12.7k +12,744
40 Friday Financial 3.29% of their portfolio DUBUQUE, IA 259,875259.9k $9.3m $9.3m 3.29% Added +22.1k +22,117
41 UBS Group AG 0.00% of their portfolio ZURICH, V8 257,310257.3k $9.2m $9.2m 0.00% Added +4.4k +4,434
42 Mach-1 Financial Group, LLC 1.78% of their portfolio Rogers, AR 241,519241.5k $8.7m $8.7m 1.78% New
43 Portus Wealth Advisors, LLC 8.13% of their portfolio CHARLOTTE, NC 239,740239.7k $8.6m $8.6m 8.13% Added +7.0k +6,978
44 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 216,904216.9k $7.8m $7.8m 0.00% Reduced -7.3k -7,298
45 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 200,747200.7k $7.2m $7.2m 0.00% Reduced -201.3k -201,309
46 NISA INVESTMENT ADVISORS, LLC 0.02% of their portfolio ST. LOUIS, MO 199,000199.0k $7.1m $7.1m 0.02% Unchanged
47 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 196,913196.9k $7.1m $7.1m 0.00% Added +27.7k +27,742
48 TOBIAS FINANCIAL ADVISORS, INC. 0.97% of their portfolio Plantation, FL 190,435190.4k $6.8m $6.8m 0.97% Reduced -473 -473
49 Courage Miller Partners, LLC 2.04% of their portfolio NORFOLK, VA 188,971189.0k $6.8m $6.8m 2.04% Reduced -6.1k -6,103
50 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 184,796184.8k $6.6m $6.6m 0.00% Added +401 +401
51 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 182,795182.8k $6.6m $6.6m 0.02% Reduced -11.5k -11,548
52 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 181,750181.8k $6.5m $6.5m 0.01% Reduced -7.7k -7,734
53 Brady Martz Wealth Solutions, LLC 1.13% of their portfolio GRAND FORKS, ND 178,309178.3k $6.4m $6.4m 1.13% Reduced -535 -535
54 CVFG LLC 4.33% of their portfolio SHELBYVILLE, IN 175,930175.9k $6.3m $6.3m 4.33% Added +7.1k +7,129
55 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 157,737157.7k $5.7m $5.7m 0.01% Added +39.5k +39,541
56 Clearstead Advisors, LLC 0.07% of their portfolio CLEVELAND, OH 157,360157.4k $5.7m $5.7m 0.07% Added +67 +67
57 Mariner, LLC 0.01% of their portfolio Overland Park, KS 156,467156.5k $5.6m $5.6m 0.01% Reduced -505 -505
58 Sterling Group Wealth Management, LLC 2.72% of their portfolio PASADENA, CA 156,285156.3k $5.6m $5.6m 2.72% Reduced -4.7k -4,696
59 Valmark Advisers, Inc. 0.06% of their portfolio AKRON, OH 144,798144.8k $5.2m $5.2m 0.06% Reduced -1.6k -1,613
60 Opal Wealth Advisors, LLC 1.34% of their portfolio JERICHO, NY 142,778142.8k $5.1m $5.1m 1.34% Reduced -2.4k -2,353
61 Walkner Condon Financial Advisors LLC 0.69% of their portfolio MADISON, WI 139,004139.0k $5.0m $5.0m 0.69% Added +2.4k +2,419
62 CWC Advisors, LLC. 2.38% of their portfolio LAKE OSWEGO, OR 137,293137.3k $4.9m $4.9m 2.38% Added +1.9k +1,878
63 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 136,483136.5k $4.9m $4.9m 0.01% Reduced -565 -565
64 Midwest Trust Co 0.06% of their portfolio Overland Park, KS 129,139129.1k $4.6m $4.6m 0.06% Added +5.0k +4,953
65 Montecito Bank & Trust 0.72% of their portfolio SANTA BARBARA, CA 125,091125.1k $4.5m $4.5m 0.72% Reduced -3.2k -3,191
66 Capital Investment Advisors, LLC 0.07% of their portfolio ATLANTA, GA 124,318124.3k $4.5m $4.5m 0.07% Added +15.1k +15,098
67 Savant Capital, LLC 0.02% of their portfolio ROCKFORD, IL 110,868110.9k $4.0m $4.0m 0.02% Reduced -12.4k -12,430
68 TIEMANN INVESTMENT ADVISORS, LLC 1.53% of their portfolio MENLO PARK, CA 109,702109.7k $3.9m $3.9m 1.53% Reduced -540 -540
69 NOVEM GROUP 0.44% of their portfolio Rochester, NY 105,651105.7k $3.8m $3.8m 0.44% Added +1.5k +1,525
70 TD PRIVATE CLIENT WEALTH LLC 0.08% of their portfolio NEW YORK, NY 102,718102.7k $3.7m $3.7m 0.08% Added +2.7k +2,688
71 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 92,79092.8k $3.3m $3.3m 0.02% Added +49.0k +49,018
72 NICOLET BANKSHARES INC 0.53% of their portfolio GREEN BAY, WI 92,07192.1k $3.3m $3.3m 0.53% Added +44.1k +44,143
73 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 91,73891.7k $3.2m $3.2m 0.00% Added +44.6k +44,611
74 BTC Capital Management, Inc. 0.23% of their portfolio DES MOINES, IA 91,45791.5k $3.3m $3.3m 0.23% Added +1.9k +1,871
75 Mutual Advisors, LLC 0.07% of their portfolio OMAHA, NE 91,20891.2k $3.3m $3.3m 0.07% Added +2.2k +2,172
76 Focus Financial Network, Inc. 0.11% of their portfolio MINNEAPOLIS, MN 90,48190.5k $3.3m $3.3m 0.11% Reduced -834 -834
77 Pinnacle Financial Partners, Inc. 0.02% of their portfolio ATLANTA, GA 83,87983.9k $3.0m $3.0m 0.02% First filing
78 Ironsides Asset Advisors, LLC 0.75% of their portfolio ROCKY MOUNT, NC 82,33482.3k $3.0m $3.0m 0.75% Added +73.3k +73,349
79 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 81,41881.4k $2.9m $2.9m 0.00% Added +1.9k +1,937
80 Freestone Capital Holdings, LLC 0.09% of their portfolio Seattle, WA 81,04181.0k $2.9m $2.9m 0.09% Unchanged
81 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 80,83680.8k $2.9m $2.9m 0.00% Added +1.4k +1,369
82 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 78,80078.8k $2.8m $2.8m 0.00% New
83 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 76,89876.9k $2.8m $2.8m 0.02% Added +101 +101
84 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 75,28375.3k $2.7m $2.7m 0.00% Reduced -17.5k -17,462
85 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 73,98074.0k $2.7m $2.7m 0.01% Added +12.1k +12,060
86 NICOLET ADVISORY SERVICES, LLC 0.19% of their portfolio GREEN BAY, WI 73,73073.7k $2.8m $2.8m 0.19% New
87 MERIDIAN INVESTMENT COUNSEL INC. 0.62% of their portfolio LAFAYETTE, CA 71,23971.2k $2.6m $2.6m 0.62% Reduced -800 -800
88 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 69,34969.3k $2.5m $2.5m 0.00% Added +45.2k +45,240
89 Chesley Taft & Associates LLC 0.09% of their portfolio CHICAGO, IL 64,04164.0k $2.3m $2.3m 0.09% Added +29.3k +29,347
90 EASTERN BANK 0.04% of their portfolio BOSTON, MA 63,91463.9k $2.3m $2.3m 0.04% Reduced -26.7k -26,653
91 HHM Wealth Advisors, LLC 0.26% of their portfolio CHATTANOOGA, TN 62,27462.3k $2.2m $2.2m 0.26% Reduced -7.4k -7,425
92 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 60,39260.4k $2.2m $2.2m 0.00% Reduced -159 -159
93 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 59,89659.9k $2.2m $2.2m 0.01% Reduced -7.4k -7,391
94 FIRST AMERICAN TRUST, FSB 0.13% of their portfolio SANTA ANA, CA 53,90353.9k $1.9m $1.9m 0.13% Reduced -1.4k -1,355
95 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 52,87952.9k $1.9m $1.9m 0.00% Added +1.3k +1,272
96 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 51,37251.4k $1.8m $1.8m 0.02% Added +49.1k +49,138
97 MONOGRAPH WEALTH ADVISORS, LLC 0.18% of their portfolio MANHATTAN BEACH, CA 49,66549.7k $1.8m $1.8m 0.18% Unchanged
98 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 48,40348.4k $1.7m $1.7m 0.00% New
99 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 45,53045.5k $1.6m $1.6m 0.00% Reduced -395 -395
100 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 44,73244.7k $1.6m $1.6m 0.00% Added +6.0k +6,043