Vault-13

SPDR INDEX SHS FDS CWI

MSCI ACWI EXUS · ETP · CUSIP 78463X848

267 institutional holders +7 vs Q4 2025
54,279,17654.3m shares reported held*
$2.0bnreported value*
19 new 86 added 73 reduced 12 sold out net bought ≈ $85.3m (+2.3m 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 ($459.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $36.82.

Trends to Q1 2026

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: 260Q1 26: 267267Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026267

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q2 25: 101 bought or addedQ2 25: 96 cut or sold outQ3 25: 81 bought or addedQ3 25: 82 cut or sold outQ3 25Q4 25: 119 bought or addedQ4 25: 81 cut or sold outQ1 26: 105 bought or addedQ1 26: 85 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20248080
Q3 20246294
Q4 20248787
Q1 202584100
Q2 202510196
Q3 20258182
Q4 202511981
Q1 202610585

Calls vs puts

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

CallsPuts
$0$100k$200k$300k$400kQ2 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 —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —
Numbers
QuarterCallsPutsP/C
Q2 2025$398.5k$00.00
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$0$0—

Biggest buyers

Mirae Asset Global Investments Co., Ltd. Added +2,025,000+2.0m
JANE STREET GROUP, LLC New +1,600,000+1.6m
Stonebrook Private Inc. New +308,960+309.0k
Merit Financial Group, LLC Added +302,582+302.6k
Kingsview Wealth Management, LLC New +206,979+207.0k
MORGAN STANLEY Added +185,745+185.7k
Equitable Holdings, Inc. Added +171,676+171.7k
TRUIST FINANCIAL CORP Added +149,741+149.7k
ENVESTNET ASSET MANAGEMENT INC Added +127,631+127.6k
PNC Financial Services Group, Inc. Added +116,680+116.7k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -1,505,777-1.5m
3EDGE Asset Management, LP Reduced -940,333-940.3k
Wealth Alliance Advisory Group, LLC Reduced -440,688-440.7k
Mach-1 Financial Group, LLC Sold out -241,519-241.5k
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Reduced -193,904-193.9k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -178,600-178.6k
Baird Financial Group, Inc. Reduced -83,151-83.2k
Clal Insurance Enterprises Holdings Ltd Reduced -77,220-77.2k
CITADEL ADVISORS LLC Sold out -75,283-75.3k
CAPTRUST FINANCIAL ADVISORS Reduced -56,019-56.0k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 8,835,7848.8m $323.3m $323.3m 0.02% Reduced -1.5m -1,505,777
2 PNC Financial Services Group, Inc. 0.10% of their portfolio Pittsburgh, PA 4,580,2944.6m $167.6m $167.6m 0.10% Added +116.7k +116,680
3 Merit Financial Group, LLC 0.95% of their portfolio ALPHARETTA, GA 3,488,6003.5m $127.6m $127.6m 0.95% Added +302.6k +302,582
4 Mirae Asset Global Investments Co., Ltd. 0.34% of their portfolio SEOUL, M5 3,261,2203.3m $119.3m $119.3m 0.34% Added +2.0m +2,025,000
5 Avantax Planning Partners, Inc. 2.31% of their portfolio DUBUQUE, IA 2,300,3722.3m $84.2m $84.2m 2.31% Added +35.8k +35,798
6 HighTower Advisors, LLC 0.07% of their portfolio CHICAGO, IL 1,796,4051.8m $65.7m $65.7m 0.07% Added +41.1k +41,130
7 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,675,6011.7m $61.3m $61.3m 0.02% Added +29.2k +29,249
8 JANE STREET GROUP, LLC 0.06% of their portfolio NEW YORK, NY 1,600,0001.6m $58.5m $58.5m 0.06% New
9 GLOBALT Investments LLC / GA 1.93% of their portfolio Atlanta, GA 1,476,3551.5m $54.0m $54.0m 1.93% Added +64.2k +64,182
10 HENGEHOLD CAPITAL MANAGEMENT LLC 3.80% of their portfolio CINCINNATI, OH 1,188,0681.2m $43.5m $43.5m 3.80% Added +11.2k +11,187
11 TRUIST FINANCIAL CORP 0.05% of their portfolio CHARLOTTE, NC 1,021,2881.0m $37.4m $37.4m 0.05% Added +149.7k +149,741
12 Pitcairn Wealth Advisors LLC 3.33% of their portfolio CONSHOHOCKEN, PA 1,006,6091.0m $36.2m $36.2m 3.33% Added +2.3k +2,309
13 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.47% of their portfolio MINNEAPOLIS, MN 879,999880.0k $32.2m $32.2m 0.47% Reduced -193.9k -193,904
14 LODESTAR PRIVATE ASSET MANAGEMENT LLC 3.09% of their portfolio ALAMO, CA 856,984857.0k $31.4m $31.4m 3.09% Added +23.0k +22,990
15 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 817,398817.4k $29.9m $29.9m 0.00% Added +185.7k +185,745
16 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 736,454736.5k $26.9m $26.9m 0.01% Added +127.6k +127,631
17 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.48% of their portfolio LOS ANGELES, CA 644,082644.1k $23.6m $23.6m 0.48% Added +90.6k +90,594
18 Forvis Mazars Wealth Advisors, LLC 0.44% of their portfolio Springfield, MO 636,965637.0k $23.3m $23.3m 0.44% Reduced -37.3k -37,307
19 Jacobi Capital Management LLC 1.26% of their portfolio PITTSTON, PA 617,366617.4k $22.6m $22.6m 1.26% Added +14.8k +14,850
20 Private Advisor Group, LLC 0.10% of their portfolio MORRISTOWN, NJ 596,375596.4k $21.8m $21.8m 0.10% Added +14.4k +14,360
21 CAPTRUST FINANCIAL ADVISORS 0.04% of their portfolio RALEIGH, NC 570,639570.6k $20.9m $20.9m 0.04% Reduced -56.0k -56,019
22 Gerber Kawasaki Wealth & Investment Management 0.52% of their portfolio SANTA MONICA, CA 447,730447.7k $16.4m $16.4m 0.52% Added +15.3k +15,293
23 Focus Partners Advisor Solutions, LLC 0.16% of their portfolio SAINT LOUIS, MO 441,523441.5k $16.2m $16.2m 0.16% Added +2.7k +2,731
24 Clal Insurance Enterprises Holdings Ltd 0.10% of their portfolio Tel-aviv, L3 438,879438.9k $16.1m $16.1m 0.10% Reduced -77.2k -77,220
25 Wilmington Savings Fund Society, FSB 0.37% of their portfolio WILMINGTON, DE 426,005426.0k $15.6m $15.6m 0.37% Reduced -5.4k -5,425
26 Sequoia Financial Advisors, LLC 0.08% of their portfolio Akron, OH 365,888365.9k $13.4m $13.4m 0.08% Reduced -5.2k -5,234
27 NewEdge Advisors, LLC 0.05% of their portfolio NEW ORLEANS, LA 364,227364.2k $13.3m $13.3m 0.05% Added +902 +902
28 HUNTINGTON NATIONAL BANK 0.07% of their portfolio COLUMBUS, OH 354,915354.9k $13.0m $13.0m 0.07% Added +1.2k +1,248
29 Mill Creek Capital Advisors, LLC 0.26% of their portfolio Conshohocken, PA 348,384348.4k $12.7m $12.7m 0.26% Added +7.7k +7,680
30 HANTZ FINANCIAL SERVICES, INC. 0.18% of their portfolio SOUTHFIELD, MI 328,261328.3k $12.0m $12.0m 0.18% Added +8.8k +8,781
31 Atlas Private Wealth Advisors 2.77% of their portfolio RED BANK, NJ 321,018321.0k $11.7m $11.7m 2.77% Added +12.6k +12,638
32 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 316,942316.9k $11.6m $11.6m 0.02% Reduced -83.2k -83,151
33 ARCADIA INVESTMENT ADVISORS LLC 5.37% of their portfolio EAGLE, ID 311,018311.0k $11.4m $11.4m 5.37% Reduced -10.5k -10,456
34 Stonebrook Private Inc. 2.41% of their portfolio NORTHVILLE, MI 308,960309.0k $11.3m $11.3m 2.41% New
35 Waverly Advisors, LLC 0.08% of their portfolio BIRMINGHAM, AL 307,922307.9k $11.3m $11.3m 0.08% Added +9.6k +9,642
36 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 294,239294.2k $10.8m $10.8m 0.02% Reduced -178.6k -178,600
37 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 286,157286.2k $10.5m $10.5m 0.00% Added +101.4k +101,361
38 UBS Group AG 0.00% of their portfolio ZURICH, V8 284,294284.3k $10.4m $10.4m 0.00% Added +27.0k +26,984
39 IAG Wealth Partners, LLC 1.14% of their portfolio WAUKESHA, WI 280,068280.1k $10.2m $10.2m 1.14% Added +7.8k +7,817
40 Portus Wealth Advisors, LLC 9.64% of their portfolio CHARLOTTE, NC 279,845279.8k $10.2m $10.2m 9.64% Added +40.1k +40,105
41 WHITTIER TRUST CO 0.12% of their portfolio SOUTH PASADENA, CA 275,790275.8k $10.2m $10.2m 0.12% Unchanged
42 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 273,461273.5k $10.0m $10.0m 0.00% Added +9.5k +9,454
43 Equitable Holdings, Inc. 0.06% of their portfolio NEW YORK, NY 264,466264.5k $9.5m $9.5m 0.06% Added +171.7k +171,676
44 Friday Financial 3.31% of their portfolio DUBUQUE, IA 262,616262.6k $9.6m $9.6m 3.31% Added +2.7k +2,741
45 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 244,006244.0k $8.9m $8.9m 0.01% Added +86.3k +86,269
46 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 221,389221.4k $8.1m $8.1m 0.00% Added +4.5k +4,485
47 Kingsview Wealth Management, LLC 0.10% of their portfolio GRANTS PASS, OR 206,979207.0k $7.6m $7.6m 0.10% New
48 NISA INVESTMENT ADVISORS, LLC 0.03% of their portfolio ST. LOUIS, MO 199,000199.0k $7.3m $7.3m 0.03% Unchanged
49 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 198,809198.8k $7.3m $7.3m 0.01% Added +17.1k +17,059
50 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 196,780196.8k $7.0m $7.0m 0.00% Reduced -4.0k -3,967
51 NICOLET BANKSHARES INC 0.26% of their portfolio GREEN BAY, WI 194,034194.0k $7.1m $7.1m 0.26% Added +102.0k +101,963
52 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 193,562193.6k $7.1m $7.1m 0.00% Reduced -3.4k -3,351
53 Courage Miller Partners, LLC 1.95% of their portfolio NORFOLK, VA 188,650188.7k $6.9m $6.9m 1.95% Reduced -321 -321
54 TOBIAS FINANCIAL ADVISORS, INC. 0.93% of their portfolio Plantation, FL 183,477183.5k $6.7m $6.7m 0.93% Reduced -7.0k -6,958
55 Brady Martz Wealth Solutions, LLC 1.11% of their portfolio GRAND FORKS, ND 178,309178.3k $6.5m $6.5m 1.11% Unchanged
56 CVFG LLC 0.79% of their portfolio SHELBYVILLE, IN 173,756173.8k $6.4m $6.4m 0.79% Reduced -2.2k -2,174
57 Mariner, LLC 0.01% of their portfolio Overland Park, KS 161,213161.2k $5.9m $5.9m 0.01% Added +4.7k +4,746
58 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 160,716160.7k $5.9m $5.9m 0.02% Reduced -22.1k -22,079
59 Clearstead Advisors, LLC 0.05% of their portfolio CLEVELAND, OH 160,081160.1k $5.9m $5.9m 0.05% Added +2.7k +2,721
60 Sterling Group Wealth Management, LLC 2.70% of their portfolio PASADENA, CA 155,882155.9k $5.7m $5.7m 2.70% Reduced -403 -403
61 Valmark Advisers, Inc. 0.07% of their portfolio AKRON, OH 150,801150.8k $5.5m $5.5m 0.07% Added +6.0k +6,003
62 Opal Wealth Advisors, LLC 1.23% of their portfolio JERICHO, NY 148,135148.1k $5.4m $5.4m 1.23% Added +5.4k +5,357
63 Walkner Condon Financial Advisors LLC 0.67% of their portfolio MADISON, WI 139,004139.0k $5.1m $5.1m 0.67% Unchanged
64 CWC Advisors, LLC. 2.41% of their portfolio LAKE OSWEGO, OR 138,560138.6k $5.1m $5.1m 2.41% Added +1.3k +1,267
65 Montecito Bank & Trust 0.79% of their portfolio SANTA BARBARA, CA 130,849130.8k $4.8m $4.8m 0.79% Added +5.8k +5,758
66 Midwest Trust Co 0.06% of their portfolio Overland Park, KS 129,674129.7k $4.7m $4.7m 0.06% Added +535 +535
67 Mutual Advisors, LLC 0.10% of their portfolio OMAHA, NE 128,980129.0k $4.7m $4.7m 0.10% Added +37.8k +37,772
68 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 127,493127.5k $4.7m $4.7m 0.01% Reduced -9.0k -8,990
69 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 123,223123.2k $4.5m $4.5m 0.02% Added +49.2k +49,243
70 Capital Investment Advisors, LLC 0.06% of their portfolio ATLANTA, GA 115,621115.6k $4.2m $4.2m 0.06% Reduced -8.7k -8,697
71 TD PRIVATE CLIENT WEALTH LLC 0.09% of their portfolio NEW YORK, NY 115,089115.1k $4.2m $4.2m 0.09% Added +12.4k +12,371
72 Savant Capital, LLC 0.02% of their portfolio ROCKFORD, IL 113,628113.6k $4.2m $4.2m 0.02% Added +2.8k +2,760
73 TIEMANN INVESTMENT ADVISORS, LLC 1.55% of their portfolio MENLO PARK, CA 108,311108.3k $4.0m $4.0m 1.55% Reduced -1.4k -1,391
74 NOVEM GROUP 0.45% of their portfolio Rochester, NY 106,656106.7k $3.9m $3.9m 0.45% Added +1.0k +1,005
75 BTC Capital Management, Inc. 0.23% of their portfolio DES MOINES, IA 91,45791.5k $3.3m $3.3m 0.23% Unchanged
76 Focus Financial Network, Inc. 0.12% of their portfolio MINNEAPOLIS, MN 89,83489.8k $3.3m $3.3m 0.12% Reduced -647 -647
77 Chesley Taft & Associates LLC 0.13% of their portfolio CHICAGO, IL 86,52086.5k $3.2m $3.2m 0.13% Added +22.5k +22,479
78 3EDGE Asset Management, LP 0.15% of their portfolio Naples, FL 86,23086.2k $3.1m $3.1m 0.15% Reduced -940.3k -940,333
79 Pinnacle Financial Partners, Inc. 0.02% of their portfolio ATLANTA, GA 83,89383.9k $3.1m $3.1m 0.02% Added +14 +14
80 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 81,50081.5k $3.0m $3.0m 0.00% Added +2.7k +2,700
81 Freestone Capital Holdings, LLC 0.09% of their portfolio Seattle, WA 81,04181.0k $3.0m $3.0m 0.09% Unchanged
82 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 80,99181.0k $3.0m $3.0m 0.00% Added +155 +155
83 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 78,40978.4k $2.9m $2.9m 0.00% Reduced -3.0k -3,009
84 FIRST AMERICAN TRUST, FSB 0.19% of their portfolio SANTA ANA, CA 77,55077.5k $2.8m $2.8m 0.19% Added +23.6k +23,647
85 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 76,91076.9k $2.8m $2.8m 0.01% Added +12 +12
86 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 72,98673.0k $2.7m $2.7m 0.00% Added +20.1k +20,107
87 MERIDIAN INVESTMENT COUNSEL INC. 0.62% of their portfolio LAFAYETTE, CA 71,23971.2k $2.6m $2.6m 0.62% Unchanged
88 Ironsides Asset Advisors, LLC 0.65% of their portfolio ROCKY MOUNT, NC 70,56170.6k $2.6m $2.6m 0.65% Reduced -11.8k -11,773
89 Cerity Partners Retirement Plan Advisors LLC 1.29% of their portfolio NEW YORK, NY 70,20570.2k $2.5m $2.5m 1.29% First filing
90 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 69,34969.3k $2.5m $2.5m 0.00% Unchanged
91 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 60,14960.1k $2.2m $2.2m 0.00% Reduced -243 -243
92 HHM Wealth Advisors, LLC 0.25% of their portfolio CHATTANOOGA, TN 59,57459.6k $2.2m $2.2m 0.25% Reduced -2.7k -2,700
93 EASTERN BANK 0.03% of their portfolio BOSTON, MA 55,43255.4k $2.0m $2.0m 0.03% Reduced -8.5k -8,482
94 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 54,17354.2k $2.0m $2.0m 0.00% New
95 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 52,95053.0k $1.9m $1.9m 0.01% Reduced -6.9k -6,946
96 MEITAV INVESTMENT HOUSE LTD 0.02% of their portfolio BENE-BERAQ, L3 52,52652.5k $1.9m $1.9m 0.02% Added +24.8k +24,833
97 MONOGRAPH WEALTH ADVISORS, LLC 0.17% of their portfolio MANHATTAN BEACH, CA 49,66549.7k $1.8m $1.8m 0.17% Unchanged
98 Wealth Alliance Advisory Group, LLC 0.27% of their portfolio Wichita, KS 47,36047.4k $1.7m $1.7m 0.27% Reduced -440.7k -440,688
99 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 47,20747.2k $1.7m $1.7m 0.00% Reduced -1.2k -1,196
100 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 45,30545.3k $1.7m $1.7m 0.00% Reduced -225 -225