Vault-13

SPDR INDEX SHS FDS GWX

S&P INTL SMLCP · ETP · CUSIP 78463X871

213 institutional holders -6 vs Q3 2024
13,341,71213.3m shares reported held*
$413.5mreported value*
13 new 83 added 72 reduced 29 sold out net sold ≈ $11.0m (-342.8k 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 ($2.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $30.99.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 206Q4 22: 221Q1 23: 220Q2 23: 212Q3 23: 207Q4 23: 220Q1 24: 213Q2 24: 212Q3 24: 219Q4 24: 213213Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022206
Q4 2022221
Q1 2023220
Q2 2023212
Q3 2023207
Q4 2023220
Q1 2024213
Q2 2024212
Q3 2024219
Q4 2024213

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 23: 88 bought or addedQ1 23: 94 cut or sold outQ2 23: 92 bought or addedQ2 23: 99 cut or sold outQ2 23Q3 23: 77 bought or addedQ3 23: 99 cut or sold outQ4 23: 90 bought or addedQ4 23: 95 cut or sold outQ4 23Q1 24: 72 bought or addedQ1 24: 111 cut or sold outQ2 24: 88 bought or addedQ2 24: 94 cut or sold outQ2 24Q3 24: 78 bought or addedQ3 24: 97 cut or sold outQ4 24: 96 bought or addedQ4 24: 101 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20238894
Q2 20239299
Q3 20237799
Q4 20239095
Q1 202472111
Q2 20248894
Q3 20247897
Q4 202496101

Biggest buyers

Modera Wealth Management, LLC Added +119,524+119.5k
FLOW TRADERS U.S. LLC Added +99,880+99.9k
ENVESTNET ASSET MANAGEMENT INC Added +60,959+61.0k
Signal Advisors Wealth, LLC New +50,993+51.0k
Total Clarity Wealth Management, Inc. New +42,271+42.3k
Envestnet Portfolio Solutions, Inc. Added +39,249+39.2k
LPL Financial LLC Added +33,710+33.7k
MISSION WEALTH MANAGEMENT, LP Added +33,551+33.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +21,563+21.6k
Equitable Holdings, Inc. Added +18,716+18.7k

Biggest sellers

JANE STREET GROUP, LLC Reduced -189,665-189.7k
COMMERCE BANK Reduced -113,735-113.7k
BANK OF MONTREAL /CAN/ Reduced -99,206-99.2k
FMR LLC Reduced -88,016-88.0k
NORTHERN TRUST CORP Reduced -84,634-84.6k
PNC Financial Services Group, Inc. Reduced -78,345-78.3k
N.E.W. Advisory Services LLC Reduced -77,248-77.2k
IHT Wealth Management, LLC Reduced -33,369-33.4k
Baird Financial Group, Inc. Sold out -33,252-33.3k
CARY STREET PARTNERS INVESTMENT ADVISORY LLC Sold out -32,436-32.4k

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,069,7661.1m $33.1m $33.1m 0.01% Added +33.7k +33,710
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 833,028833.0k $25.8m $25.8m 0.01% Added +61.0k +60,959
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 675,027675.0k $20.9m $20.9m 0.00% Reduced -114 -114
4 ASSETMARK, INC 0.05% of their portfolio CONCORD, CA 573,668573.7k $17.8m $17.8m 0.05% Added +17.7k +17,676
5 Wilmington Savings Fund Society, FSB 0.29% of their portfolio WILMINGTON, DE 515,965516.0k $16.0m $16.0m 0.29% Added +15.5k +15,509
6 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 506,074506.1k $15.7m $15.7m 0.03% Added +620 +620
7 Envestnet Portfolio Solutions, Inc. 0.05% of their portfolio BERWYN, PA 451,422451.4k $14.0m $14.0m 0.05% Added +39.2k +39,249
8 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 425,030425.0k $13.2m $13.2m 0.03% Added +17.5k +17,521
9 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 345,572345.6k $10.7m $10.7m 0.01% Reduced -25.1k -25,128
10 N.E.W. Advisory Services LLC 0.97% of their portfolio DE PERE, WI 330,232330.2k $10.2m $10.2m 0.97% Reduced -77.2k -77,248
11 COMMERCE BANK 0.06% of their portfolio KANSAS CITY, MO 320,056320.1k $9.9m $9.9m 0.06% Reduced -113.7k -113,735
12 Corrigan Financial, Inc. 2.12% of their portfolio MIDDLETOWN, RI 298,632298.6k $9.3m $9.3m 2.12% Added +1.5k +1,491
13 Cullen/Frost Bankers, Inc. 0.12% of their portfolio San Antonio, TX 290,265290.3k $9.0m $9.0m 0.12% Reduced -976 -976
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 280,444280.4k $8.7m $8.7m 0.00% Reduced -4.9k -4,918
15 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 263,466263.5k $8.2m $8.2m 0.00% Reduced -296 -296
16 TOWNSQUARE CAPITAL LLC 0.09% of their portfolio Lehi, UT 245,705245.7k $7.6m $7.6m 0.09% Added +3.3k +3,323
17 TIAA TRUST, NATIONAL ASSOCIATION 0.02% of their portfolio CHARLOTTE, NC 236,374236.4k $7.3m $7.3m 0.02% Reduced -14.4k -14,409
18 Equitable Holdings, Inc. 0.06% of their portfolio NEW YORK, NY 207,258207.3k $6.4m $6.4m 0.06% Added +18.7k +18,716
19 PARK AVENUE SECURITIES LLC 0.07% of their portfolio NEW YORK, NY 204,398204.4k $6.3m $6.3m 0.07% Added +14.8k +14,774
20 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 184,934184.9k $5.7m $5.7m 0.01% Reduced -3.5k -3,470
21 CX Institutional 0.22% of their portfolio AUBURN, IN 177,420177.4k $5.5m $5.5m 0.22% Unchanged
22 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 139,628139.6k $4.3m $4.3m 0.02% Reduced -643 -643
23 UBS Group AG 0.00% of their portfolio ZURICH, V8 139,289139.3k $4.3m $4.3m 0.00% Added +266 +266
24 Modera Wealth Management, LLC 0.05% of their portfolio WESTWOOD, NJ 137,825137.8k $4.3m $4.3m 0.05% Added +119.5k +119,524
25 RTD Financial Advisors, Inc. 0.53% of their portfolio Philadelphia, PA 132,407132.4k $4.1m $4.1m 0.53% Reduced -548 -548
26 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 125,145125.1k $3.9m $3.9m 0.00% Reduced -78.3k -78,345
27 CarsonAllaria Wealth Management, Ltd. 2.15% of their portfolio GLEN CARBON, IL 120,946120.9k $3.7m $3.7m 2.15% Reduced -1.9k -1,919
28 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 118,912118.9k $3.7m $3.7m 0.01% Added +5.2k +5,233
29 Global Retirement Partners, LLC 0.10% of their portfolio San Rafael, CA 113,517113.5k $3.5m $3.5m 0.10% Added +12.4k +12,424
30 TOBIAS FINANCIAL ADVISORS, INC. 0.69% of their portfolio Plantation, FL 110,494110.5k $3.4m $3.4m 0.69% Reduced -1.2k -1,174
31 MAI Capital Management 0.03% of their portfolio INDEPENDENCE, OH 109,777109.8k $3.4m $3.4m 0.03% Reduced -3.2k -3,221
32 BIP Wealth, LLC 0.23% of their portfolio ATLANTA, GA 109,386109.4k $3.4m $3.4m 0.23% Added +8.8k +8,793
33 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 108,258108.3k $3.4m $3.4m 0.00% Reduced -6.2k -6,201
34 Walkner Condon Financial Advisors LLC 0.67% of their portfolio MADISON, WI 106,799106.8k $3.3m $3.3m 0.67% Added +4.3k +4,323
35 FLOW TRADERS U.S. LLC 0.13% of their portfolio NEW YORK, NY 106,297106.3k $3.3m $3.3m 0.13% Added +99.9k +99,880
36 Trilogy Capital Inc. 0.16% of their portfolio IRVINE, CA 101,971102.0k $3.2m $3.2m 0.16% Added +1.8k +1,767
37 Eagle Bluffs Wealth Management LLC 1.67% of their portfolio COLUMBIA, MO 100,403100.4k $3.1m $3.1m 1.67% Added +5.3k +5,272
38 Pure Financial Advisors, LLC 0.06% of their portfolio SAN DIEGO, CA 87,60887.6k $2.7m $2.7m 0.06% Added +1.6k +1,608
39 Aspire Private Capital, LLC 0.65% of their portfolio Cornelius, NC 84,40084.4k $2.6m $2.6m 0.65% Added +967 +967
40 GeoWealth Management, LLC 0.08% of their portfolio CHICAGO, IL 82,16682.2k $2.5m $2.5m 0.08% Added +4.5k +4,547
41 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 81,51381.5k $2.5m $2.5m 0.00% Reduced -189.7k -189,665
42 McAdam, LLC 0.13% of their portfolio Philadelphia, PA 79,29679.3k $2.5m $2.5m 0.13% Added +4.7k +4,658
43 MISSION WEALTH MANAGEMENT, LP 0.06% of their portfolio Santa Barbara, CA 77,48177.5k $2.4m $2.4m 0.06% Added +33.6k +33,551
44 Savant Capital, LLC 0.02% of their portfolio ROCKFORD, IL 75,84475.8k $2.4m $2.4m 0.02% Reduced -13.6k -13,607
45 LANDMARK WEALTH MANAGEMENT, INC. 1.05% of their portfolio NORMAL, IL 69,27469.3k $2.1m $2.1m 1.05% Added +7.6k +7,629
46 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 68,33868.3k $2.1m $2.1m 0.01% Added +5.4k +5,385
47 Wealthcare Advisory Partners LLC 0.05% of their portfolio WEST CHESTER, PA 57,60857.6k $1.8m $1.8m 0.05% Added +1.2k +1,166
48 Ballentine Partners, LLC 0.03% of their portfolio Waltham, MA 55,53555.5k $1.7m $1.7m 0.03% Unchanged
49 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 52,19552.2k $1.6m $1.6m 0.05% Added +3.2k +3,206
50 IHT Wealth Management, LLC 0.05% of their portfolio Chicago, IL 51,93951.9k $1.6m $1.6m 0.05% Reduced -33.4k -33,369
51 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 51,00751.0k $1.6m $1.6m 0.02% Reduced -5.6k -5,597
52 Signal Advisors Wealth, LLC 0.18% of their portfolio DETROIT, MI 50,99351.0k $1.6m $1.6m 0.18% New
53 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 49,75049.8k $1.5m $1.5m 0.00% Reduced -84.6k -84,634
54 Arete Wealth Advisors, LLC 0.10% of their portfolio CHICAGO, IL 45,94045.9k $1.4m $1.4m 0.10% Added +2.2k +2,244
55 LMCG INVESTMENTS, LLC 0.09% of their portfolio BOSTON, MA 45,25045.2k $1.4m $1.4m 0.09% Reduced -50 -50
56 Accredited Investors Inc. 0.08% of their portfolio EDINA, MN 44,29844.3k $1.4m $1.4m 0.08% Added +4.2k +4,235
57 Total Clarity Wealth Management, Inc. 0.43% of their portfolio ST. CHARLES, IL 42,27142.3k $1.3m $1.3m 0.43% New
58 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 41,14741.1k $1.3m $1.3m 0.02% Added +800 +800
59 Bryn Mawr Trust Advisors, LLC 0.06% of their portfolio PHILADELPHIA, PA 38,52238.5k $1.2m $1.2m 0.06% Added +8.2k +8,237
60 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 38,40038.4k $1.2m $1.2m 0.01% Added +6.3k +6,283
61 Weil Company, Inc. 0.40% of their portfolio SAN DIEGO, CA 37,50337.5k $1.2m $1.2m 0.40% Reduced -7.1k -7,054
62 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 37,07737.1k $1.1m $1.1m 0.03% Added +2.1k +2,141
63 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 37,02637.0k $1.1m $1.1m 0.00% Reduced -1.8k -1,796
64 Mill Creek Capital Advisors, LLC 0.03% of their portfolio Conshohocken, PA 34,79134.8k $1.1m $1.1m 0.03% Unchanged
65 Upper Left Wealth Management, LLC 0.90% of their portfolio TAMPA, FL 34,02634.0k $1.1m $1.1m 0.90% Reduced -57 -57
66 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 34,00234.0k $1.1m $1.1m 0.00% Added +14.6k +14,621
67 STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 1.13% of their portfolio APPLETON, WI 33,58033.6k $1.0m $1.0m 1.13% First filing
68 SMITH, MOORE & CO. 0.09% of their portfolio CLAYTON, MO 32,41532.4k $1.0m $1.0m 0.09% Reduced -147 -147
69 CARY STREET PARTNERS FINANCIAL LLC 0.03% of their portfolio RICHMOND, VA 32,40732.4k $1.0m $1.0m 0.03% First filing
70 MATHER GROUP, LLC. 0.01% of their portfolio CHICAGO, IL 31,90731.9k $988.6k $988.6k 0.01% Added +1.2k +1,164
71 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 31,84131.8k $986.6k $986.6k 0.01% Added +1.6k +1,576
72 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 31,46831.5k $975.0k $975.0k 0.00% Reduced -5.5k -5,539
73 Alesco Advisors, LLC, An ESL Co 0.03% of their portfolio Pittsford, NY 31,39631.4k $972.8k $972.8k 0.03% Reduced -20 -20
74 Spire Wealth Management 0.03% of their portfolio MCLEAN, VA 30,94430.9k $959.0k $959.0k 0.03% Added +1.7k +1,662
75 Raleigh Capital Management Inc. 0.36% of their portfolio CARY, NC 30,50430.5k $945.2k $945.2k 0.36% Added +4.2k +4,182
76 Probity Advisors, Inc. 0.18% of their portfolio DALLAS, TX 29,58929.6k $916.8k $916.8k 0.18% Reduced -2.3k -2,302
77 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 27,68627.7k $857.8k $857.8k 0.00% First filing
78 Austin Private Wealth, LLC 0.08% of their portfolio Austin, TX 27,39427.4k $848.8k $848.8k 0.08% Added +5.1k +5,130
79 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 26,98527.0k $836.1k $836.1k 0.00% Reduced -99.2k -99,206
80 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 26,98527.0k $836.1k $836.1k 0.00% Reduced -2.5k -2,497
81 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 26,96427.0k $835.5k $835.5k 0.01% Added +642 +642
82 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 26,96427.0k $835.5k $835.5k 0.01% Added +642 +642
83 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 26,17026.2k $810.9k $810.9k 0.02% Added +6.9k +6,865
84 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 25,92925.9k $803.4k $803.4k 0.00% Unchanged
85 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 24,67624.7k $764.6k $764.6k 0.00% Added +281 +281
86 FSB PREMIER WEALTH MANAGEMENT, INC. 0.29% of their portfolio WATERLOO, IA 23,31123.3k $722.3k $722.3k 0.29% Reduced -15 -15
87 Cassaday & Co Wealth Management LLC 0.02% of their portfolio MCLEAN, VA 23,16823.2k $717.9k $717.9k 0.02% Unchanged
88 RICHARDSON FINANCIAL SERVICES INC. 0.50% of their portfolio MEDWAY, MA 22,87522.9k $709.1k $709.1k 0.50% Reduced -273 -273
89 Aveo Capital Partners, LLC 0.07% of their portfolio ENGLEWOOD, CO 21,75721.8k $674.1k $674.1k 0.07% Reduced -126 -126
90 Efficient Advisors, LLC 0.04% of their portfolio BEAVERTON, OR 21,60721.6k $669.5k $669.5k 0.04% Added +953 +953
91 Wealthspire Advisors, LLC 0.01% of their portfolio NEW YORK, NY 21,57421.6k $668.5k $668.5k 0.01% Reduced -21.5k -21,479
92 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 21,56321.6k $668.1k $668.1k 0.00% New
93 Austin Wealth Management, LLC 0.13% of their portfolio Austin, TX 20,66120.7k $640.7k $640.7k 0.13% Reduced -321 -321
94 CW Advisors, LLC 0.01% of their portfolio BOSTON, MA 20,56520.6k $637.2k $637.2k 0.01% Added +221 +221
95 Hibernia Wealth Partners, LLC 0.47% of their portfolio BATON ROUGE, LA 19,92119.9k $617.3k $617.3k 0.47% Reduced -31.2k -31,174
96 Rothschild Wealth LLC 0.18% of their portfolio OAK BROOK, IL 19,64719.6k $608.8k $608.8k 0.18% Added +15.7k +15,727
97 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 19,49919.5k $604.2k $604.2k 0.01% Reduced -460 -460
98 Advisor OS, LLC 0.07% of their portfolio CHICAGO, IL 19,21619.2k $595.4k $595.4k 0.07% Added +28 +28
99 Brand Asset Management Group, Inc. 0.24% of their portfolio CHESTERFIELD, MO 18,96019.0k $587.5k $587.5k 0.24% Reduced -400 -400
100 Portside Wealth Group, LLC 0.09% of their portfolio Provo, UT 18,32818.3k $567.9k $567.9k 0.09% Added +951 +951