Vault-13

SPDR INDEX SHS FDS GII

S&P GBLINF ETF · ETP · CUSIP 78463X855

105 institutional holders +1 vs Q2 2025
4,183,6464.2m shares reported held*
$291.1mreported value*
12 new 41 added 23 reduced 8 sold out net bought ≈ $14.3m (+205.9k 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 ≈ $69.59.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 66Q4 22: 84Q1 23: 91Q2 23: 87Q3 23: 80Q4 23: 85Q1 24: 83Q2 24: 91Q3 24: 93Q4 24: 97Q1 25: 96Q2 25: 104Q3 25: 105105Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 202266
Q4 202284
Q1 202391
Q2 202387
Q3 202380
Q4 202385
Q1 202483
Q2 202491
Q3 202493
Q4 202497
Q1 202596
Q2 2025104
Q3 2025105

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 23: 38 bought or addedQ4 23: 42 cut or sold outQ1 24: 32 bought or addedQ1 24: 47 cut or sold outQ1 24Q2 24: 50 bought or addedQ2 24: 31 cut or sold outQ3 24: 42 bought or addedQ3 24: 40 cut or sold outQ3 24Q4 24: 55 bought or addedQ4 24: 28 cut or sold outQ1 25: 43 bought or addedQ1 25: 35 cut or sold outQ1 25Q2 25: 62 bought or addedQ2 25: 34 cut or sold outQ3 25: 53 bought or addedQ3 25: 31 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20233842
Q1 20243247
Q2 20245031
Q3 20244240
Q4 20245528
Q1 20254335
Q2 20256234
Q3 20255331

Biggest buyers

Hills Bank & Trust Co Added +96,466+96.5k
Visionary Wealth Advisors New +35,218+35.2k
LPL Financial LLC Added +27,473+27.5k
Quantum Portfolio Management LLC New +24,230+24.2k
JPMORGAN CHASE & CO Added +18,944+18.9k
SCOTIA CAPITAL INC. Added +16,016+16.0k
Cetera Investment Advisers Added +14,101+14.1k
JANE STREET GROUP, LLC New +11,921+11.9k
D.A. DAVIDSON & CO. Added +11,616+11.6k
Baker Avenue Asset Management, LP Added +11,188+11.2k

Biggest sellers

FIG FINANCIAL ADVISORY SERVICES INC /ADV Sold out -21,101-21.1k
Beacon Pointe Advisors, LLC Reduced -19,377-19.4k
Brookwood Investment Group LLC Sold out -16,193-16.2k
MARSHALL WACE, LLP Sold out -16,171-16.2k
Ameritas Advisory Services, LLC Reduced -14,791-14.8k
ROYAL BANK OF CANADA Reduced -10,940-10.9k
CITIZENS FINANCIAL GROUP INC/RI Reduced -10,920-10.9k
Warren Street Wealth Advisors, LLC Reduced -9,558-9.6k
Wealth Architects, LLC Reduced -6,731-6.7k
Twelve Points Wealth Management LLC Sold out -5,862-5.9k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Wealth Architects, LLC 4.09% of their portfolio MOUNTAIN VIEW, CA 622,211622.2k $43.3m $43.3m 4.09% Reduced -6.7k -6,731
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 510,778510.8k $35.5m $35.5m 0.01% Added +27.5k +27,473
3 Hills Bank & Trust Co 1.45% of their portfolio North Liberty, IA 353,472353.5k $24.6m $24.6m 1.45% Added +96.5k +96,466
4 Mariner, LLC 0.03% of their portfolio Overland Park, KS 311,241311.2k $21.7m $21.7m 0.03% Reduced -2.8k -2,794
5 Wharton Business Group, LLC 0.77% of their portfolio MALVERN, PA 252,085252.1k $17.5m $17.5m 0.77% Reduced -135 -135
6 Warren Street Wealth Advisors, LLC 3.37% of their portfolio IRVINE, CA 161,355161.4k $11.2m $11.2m 3.37% Reduced -9.6k -9,558
7 Baker Avenue Asset Management, LP 0.22% of their portfolio SAN FRANCISCO, CA 134,457134.5k $9.4m $9.4m 0.22% Added +11.2k +11,188
8 TOWER TRUST & INVESTMENT Co 5.79% of their portfolio DAVENPORT, IA 123,488123.5k $8.6m $8.6m 5.79% Added +892 +892
9 Ironsides Asset Advisors, LLC 1.57% of their portfolio ROCKY MOUNT, NC 87,54287.5k $6.1m $6.1m 1.57% Added +2.8k +2,802
10 Clark Capital Management Group, Inc. 0.04% of their portfolio PHILADELPHIA, PA 84,51784.5k $5.9m $5.9m 0.04% Added +4.9k +4,890
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 71,65771.7k $5.0m $5.0m 0.00% Added +9.1k +9,055
12 CX Institutional 0.14% of their portfolio AUBURN, IN 68,19268.2k $4.7m $4.7m 0.14% Added +681 +681
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 65,77965.8k $4.6m $4.6m 0.00% Added +4.0k +4,018
14 SCOTIA CAPITAL INC. 0.02% of their portfolio TORONTO, A6 59,57559.6k $4.1m $4.1m 0.02% Added +16.0k +16,016
15 CITIZENS FINANCIAL GROUP INC/RI 0.05% of their portfolio PROVIDENCE, RI 56,27756.3k $3.9m $3.9m 0.05% Reduced -10.9k -10,920
16 OXFORD FINANCIAL GROUP, LTD. LLC 0.22% of their portfolio INDIANAPOLIS, IN 56,12956.1k $3.9m $3.9m 0.22% Reduced -387 -387
17 Beacon Pointe Advisors, LLC 0.03% of their portfolio NEWPORT BEACH, CA 52,22152.2k $3.6m $3.6m 0.03% Reduced -19.4k -19,377
18 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 51,70051.7k $3.6m $3.6m 0.00% Unchanged
19 Rathbones Group PLC 0.01% of their portfolio Liverpool, X0 49,87749.9k $3.5m $3.5m 0.01% Added +1.4k +1,438
20 Sequoia Financial Advisors, LLC 0.02% of their portfolio Akron, OH 46,72546.7k $3.3m $3.3m 0.02% Reduced -1.0k -1,018
21 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 46,52646.5k $3.2m $3.2m 0.00% Reduced -2.2k -2,175
22 NAPLES GLOBAL ADVISORS, LLC 0.23% of their portfolio NAPLES, FL 42,89042.9k $3.0m $3.0m 0.23% Added +2.0k +2,000
23 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 39,66639.7k $2.8m $2.8m 0.00% Added +4.0k +4,010
24 Global Retirement Partners, LLC 0.06% of their portfolio San Rafael, CA 38,62838.6k $2.7m $2.7m 0.06% Added +482 +482
25 Lowe Wealth Advisors, LLC 0.97% of their portfolio COLUMBIA, MD 38,26638.3k $2.7m $2.7m 0.97% Added +10.2k +10,154
26 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 37,08437.1k $2.6m $2.6m 0.02% Added +11.6k +11,616
27 UBS Group AG 0.00% of their portfolio ZURICH, V8 36,06736.1k $2.5m $2.5m 0.00% Reduced -625 -625
28 Visionary Wealth Advisors 0.11% of their portfolio O'FALLON, IL 35,21835.2k $2.5m $2.5m 0.11% New
29 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 34,11634.1k $2.4m $2.4m 0.00% Added +583 +583
30 Newport Capital Group, LLC 1.40% of their portfolio RED BANK, NJ 31,97432.0k $2.2m $2.2m 1.40% Added +611 +611
31 Breakwater Investment Management 0.79% of their portfolio SEATTLE, WA 30,91430.9k $2.2m $2.2m 0.79% Reduced -735 -735
32 Prime Buchholz LLC 1.17% of their portfolio PORTSMOUTH, NH 30,50930.5k $2.1m $2.1m 1.17% Unchanged
33 Hedeker Wealth, LLC 0.43% of their portfolio Lincolnshire, IL 29,57329.6k $2.1m $2.1m 0.43% Added +4.6k +4,605
34 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 29,45629.5k $2.0m $2.0m 0.00% Added +14.1k +14,101
35 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 28,63928.6k $2.0m $2.0m 0.01% Reduced -263 -263
36 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 27,83427.8k $1.9m $1.9m 0.00% Unchanged
37 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 27,68527.7k $1.9m $1.9m 0.00% Reduced -6 -6
38 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 24,70924.7k $1.7m $1.7m 0.00% Added +4.4k +4,351
39 Quantum Portfolio Management LLC 0.50% of their portfolio NEW YORK, NY 24,23024.2k $1.7m $1.7m 0.50% New
40 FMR LLC 0.00% of their portfolio BOSTON, MA 24,04524.0k $1.7m $1.7m 0.00% Added +4.7k +4,727
41 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 20,09220.1k $1.4m $1.4m 0.00% Added +18.9k +18,944
42 Provenance Wealth Advisors, LLC 0.15% of their portfolio FORT LAUDERDALE, FL 16,46516.5k $1.1m $1.1m 0.15% Added +1.1k +1,090
43 Comprehensive Money Management Services LLC 0.78% of their portfolio CORAL GABLES, FL 15,85915.9k $1.1m $1.1m 0.78% Added +5 +5
44 Waldron Private Wealth LLC 0.04% of their portfolio BRIDGEVILLE, PA 15,77015.8k $1.1m $1.1m 0.04% Unchanged
45 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 14,79914.8k $1.0m $1.0m 0.01% Added +3.1k +3,116
46 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 14,62814.6k $1.0m $1.0m 0.00% Added +6.5k +6,518
47 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 13,96714.0k $967.0k $967.0k 0.00% Added +7.9k +7,949
48 NICOLET ADVISORY SERVICES, LLC 0.08% of their portfolio GREEN BAY, WI 13,76613.8k $965.0k $965.0k 0.08% Reduced -437 -437
49 KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio BROOKLYN, OH 12,51812.5k $871.1k $871.1k 0.00% Added +920 +920
50 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 11,92111.9k $829.6k $829.6k 0.00% New
51 EFG Private Wealth Management (Americas) Corp. 0.14% of their portfolio MIAMI, FL 11,59911.6k $807.2k $807.2k 0.14% Unchanged
52 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 11,56611.6k $804.9k $804.9k 0.00% Reduced -2.0k -1,989
53 Ascent Capital Management, LLC 0.60% of their portfolio BEND, OR 10,84910.8k $755.0k $755.0k 0.60% Unchanged
54 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 8,7618.8k $609.7k $609.7k 0.00% Added +1.3k +1,279
55 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 7,6707.7k $534.8k $534.8k 0.00% Added +3.3k +3,335
56 NorthCoast Asset Management LLC 0.00% of their portfolio STAMFORD, CT 7,5207.5k $523.3k $523.3k 0.00% Reduced -1 -1
57 Sincerus Advisory, LLC 0.44% of their portfolio NEW YORK, NY 7,3287.3k $510.0k $510.0k 0.44% Added +52 +52
58 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 7,2047.2k $502.0k $502.0k 0.00% Reduced -10.9k -10,940
59 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 6,2516.3k $435.0k $435.0k 0.00% Added +270 +270
60 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 5,5375.5k $385.3k $385.3k 0.01% Added +616 +616
61 SAGE FINANCIAL GROUP INC 0.03% of their portfolio W. CONSHOHOCKEN, PA 5,4585.5k $379.8k $379.8k 0.03% Unchanged
62 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 5,3455.3k $372.0k $372.0k 0.00% Unchanged
63 Hilltop Holdings Inc. 0.02% of their portfolio DALLAS, TX 5,2705.3k $366.7k $366.7k 0.02% Added +27 +27
64 Paragon Capital Management Ltd 0.07% of their portfolio DENVER, CO 5,0615.1k $352.2k $352.2k 0.07% Reduced -81 -81
65 Austin Private Wealth, LLC 0.03% of their portfolio Austin, TX 5,0375.0k $350.5k $350.5k 0.03% Reduced -523 -523
66 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 4,3634.4k $303.6k $303.6k 0.00% Unchanged
67 LIBERTY WEALTH MANAGEMENT LLC 0.04% of their portfolio OAKLAND, CA 4,2864.3k $298.3k $298.3k 0.04% Added +1.1k +1,061
68 Castle Rock Wealth Management, LLC 0.06% of their portfolio WALNUT CREEK, CA 3,8603.9k $268.1k $268.1k 0.06% Unchanged
69 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 3,8073.8k $264.9k $264.9k 0.00% Unchanged
70 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 3,7673.8k $261.4k $261.4k 0.00% Added +42 +42
71 Boltwood Capital Management 0.07% of their portfolio WALNUT CREEK, CA 3,5203.5k $245.0k $245.0k 0.07% Unchanged
72 Ashton Thomas Private Wealth, LLC 0.01% of their portfolio SCOTTSDALE, AZ 3,4133.4k $237.5k $237.5k 0.01% New
73 ALTFEST L J & CO INC 0.03% of their portfolio NEW YORK, NY 3,3403.3k $232.4k $232.4k 0.03% Unchanged
74 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 3,2813.3k $228.0k $228.0k 0.00% Reduced -11 -11
75 Worth Financial Advisory Group, LLC 0.12% of their portfolio CHARLOTTE, NC 2,9573.0k $205.8k $205.8k 0.12% New
76 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 1,1251.1k $78.2k $78.2k 0.00% Unchanged
77 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,0801.1k $75.0k $75.0k 0.00% Reduced -44 -44
78 Copia Wealth Management 0.04% of their portfolio BEND, OR 854854 $59.4k $59.4k 0.04% Added +126 +126
79 COMERICA BANK 0.00% of their portfolio DALLAS, TX 726726 $50.5k $50.5k 0.00% New
80 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 657657 $45.7k $45.7k 0.00% Unchanged
81 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 592592 $41.2k $41.2k 0.00% Unchanged
82 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 585585 $40.7k $40.7k 0.00% Unchanged
83 Cornerstone Planning Group LLC 0.00% of their portfolio FAIRFIELD, NJ 526526 $31.0k $31.0k 0.00% New
84 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 350350 $24.0k $24.0k 0.00% Unchanged
85 N.E.W. Advisory Services LLC 0.00% of their portfolio DE PERE, WI 319319 $22.2k $22.2k 0.00% Unchanged
86 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 300300 $20.9k $20.9k 0.00% Unchanged
87 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 300300 $20.9k $20.9k 0.00% Reduced -14.8k -14,791
88 CONSULTIVA WEALTH MANAGEMENT, CORP. 0.06% of their portfolio SAN JUAN, PR 290290 $20.2k $20.2k 0.06% Unchanged
89 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 278278 $19.5k $19.5k 0.00% Reduced -661 -661
90 AlphaCore Capital LLC 0.00% of their portfolio LA JOLLA, CA 256256 $17.8k $17.8k 0.00% Unchanged
91 Signature Resources Capital Management, LLC 0.01% of their portfolio NEWPORT BEACH, CA 212212 $14.8k $14.8k 0.01% Unchanged
92 ANGELES WEALTH MANAGEMENT, LLC 0.00% of their portfolio SANTA MONICA, CA 209209 $14.5k $14.5k 0.00% New
93 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 192192 $13.4k $13.4k 0.00% Added +35 +35
94 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 138138 $9.6k $9.6k 0.00% Unchanged
95 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 132132 $9.2k $9.2k 0.00% New
96 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 104104 $7.2k $7.2k 0.00% Unchanged
97 NBT BANK, N.A. 0.00% of their portfolio NORWICH, NY 7070 $70 $70 0.00% Added +69 +69
98 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 6363 $4.4k $4.4k 0.00% New
99 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 3939 $2.7k $2.7k 0.00% Added +15 +15
100 WealthShield Partners, LLC 0.00% of their portfolio CARY, NC 3939 $2.7k $2.7k 0.00% Unchanged