Vault-13

SPDR INDEX SHS FDS GWX

S&P INTL SMLCP · ETP · CUSIP 78463X871

209 institutional holders -4 vs Q4 2024
12,881,59712.9m shares reported held*
$411.7mreported value*
21 new 59 added 85 reduced 23 sold out net sold ≈ $11.1m (-348.8k 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 ($2.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $31.96.

Trends to Q1 2025

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: 213Q1 25: 209209Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022206
Q4 2022221
Q1 2023220
Q2 2023212
Q3 2023207
Q4 2023220
Q1 2024213
Q2 2024212
Q3 2024219
Q4 2024213
Q1 2025209

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 23: 92 bought or addedQ2 23: 99 cut or sold outQ3 23: 77 bought or addedQ3 23: 99 cut or sold outQ3 23Q4 23: 90 bought or addedQ4 23: 95 cut or sold outQ1 24: 72 bought or addedQ1 24: 111 cut or sold outQ1 24Q2 24: 88 bought or addedQ2 24: 94 cut or sold outQ3 24: 78 bought or addedQ3 24: 97 cut or sold outQ3 24Q4 24: 96 bought or addedQ4 24: 101 cut or sold outQ1 25: 80 bought or addedQ1 25: 108 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20239299
Q3 20237799
Q4 20239095
Q1 202472111
Q2 20248894
Q3 20247897
Q4 202496101
Q1 202580108

Biggest buyers

Austin Private Wealth, LLC Added +96,066+96.1k
LPL Financial LLC Added +47,599+47.6k
FMR LLC Added +41,641+41.6k
GOLDMAN SACHS GROUP INC New +36,507+36.5k
ENVESTNET ASSET MANAGEMENT INC Added +35,615+35.6k
Orion Portfolio Solutions, LLC Added +29,359+29.4k
Kraft, Davis & Associates, LLC New +28,832+28.8k
NORTHERN TRUST CORP Added +26,693+26.7k
Envestnet Portfolio Solutions, Inc. Added +26,327+26.3k
Cetera Investment Advisers Added +23,978+24.0k

Biggest sellers

Trilogy Capital Inc. Reduced -79,845-79.8k
Walkner Condon Financial Advisors LLC Reduced -77,973-78.0k
BANK OF AMERICA CORP /DE/ Reduced -69,581-69.6k
GeoWealth Management, LLC Reduced -65,301-65.3k
COMMERCE BANK Reduced -63,624-63.6k
FLOW TRADERS U.S. LLC Reduced -56,479-56.5k
Atria Wealth Solutions, Inc. Reduced -44,318-44.3k
Weil Company, Inc. Sold out -37,503-37.5k
ASSETMARK, INC Reduced -32,415-32.4k
Focus Partners Wealth Reduced -21,785-21.8k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,117,3651.1m $35.7m $35.7m 0.01% Added +47.6k +47,599
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 868,643868.6k $27.8m $27.8m 0.01% Added +35.6k +35,615
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 605,446605.4k $19.4m $19.4m 0.00% Reduced -69.6k -69,581
4 ASSETMARK, INC 0.05% of their portfolio CONCORD, CA 541,253541.3k $17.3m $17.3m 0.05% Reduced -32.4k -32,415
5 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 530,052530.1k $16.9m $16.9m 0.03% Added +24.0k +23,978
6 Wilmington Savings Fund Society, FSB 0.31% of their portfolio WILMINGTON, DE 513,384513.4k $16.4m $16.4m 0.31% Reduced -2.6k -2,581
7 Envestnet Portfolio Solutions, Inc. 0.06% of their portfolio BERWYN, PA 477,749477.7k $15.3m $15.3m 0.06% Added +26.3k +26,327
8 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 403,542403.5k $12.9m $12.9m 0.03% Reduced -21.5k -21,488
9 N.E.W. Advisory Services LLC 0.84% of their portfolio DE PERE, WI 342,048342.0k $10.9m $10.9m 0.84% Added +11.8k +11,816
10 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 326,610326.6k $10.4m $10.4m 0.01% Reduced -19.0k -18,962
11 Corrigan Financial, Inc. 1.95% of their portfolio MIDDLETOWN, RI 296,834296.8k $9.5m $9.5m 1.95% Reduced -1.8k -1,798
12 Cullen/Frost Bankers, Inc. 0.13% of their portfolio San Antonio, TX 283,469283.5k $9.1m $9.1m 0.13% Reduced -6.8k -6,796
13 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 266,313266.3k $8.5m $8.5m 0.00% Reduced -14.1k -14,131
14 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 259,164259.2k $8.3m $8.3m 0.00% Reduced -4.3k -4,302
15 COMMERCE BANK 0.05% of their portfolio KANSAS CITY, MO 256,432256.4k $8.2m $8.2m 0.05% Reduced -63.6k -63,624
16 TOWNSQUARE CAPITAL LLC 0.08% of their portfolio Lehi, UT 244,422244.4k $7.8m $7.8m 0.08% Reduced -1.3k -1,283
17 TIAA TRUST, NATIONAL ASSOCIATION 0.02% of their portfolio CHARLOTTE, NC 229,895229.9k $7.3m $7.3m 0.02% Reduced -6.5k -6,479
18 PARK AVENUE SECURITIES LLC 0.08% of their portfolio NEW YORK, NY 211,349211.3k $6.8m $6.8m 0.08% Added +7.0k +6,951
19 Equitable Holdings, Inc. 0.06% of their portfolio NEW YORK, NY 193,057193.1k $6.2m $6.2m 0.06% Reduced -14.2k -14,201
20 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 182,932182.9k $5.8m $5.8m 0.01% Reduced -2.0k -2,002
21 CX Institutional 0.21% of their portfolio AUBURN, IN 177,420177.4k $5.7m $5.7m 0.21% Unchanged
22 UBS Group AG 0.00% of their portfolio ZURICH, V8 140,781140.8k $4.5m $4.5m 0.00% Added +1.5k +1,492
23 Modera Wealth Management, LLC 0.06% of their portfolio WESTWOOD, NJ 137,825137.8k $4.4m $4.4m 0.06% Unchanged
24 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 135,584135.6k $4.3m $4.3m 0.03% Reduced -4.0k -4,044
25 RTD Financial Advisors, Inc. 0.57% of their portfolio Philadelphia, PA 131,615131.6k $4.2m $4.2m 0.57% Reduced -792 -792
26 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 125,105125.1k $4.0m $4.0m 0.01% Added +6.2k +6,193
27 Austin Private Wealth, LLC 0.35% of their portfolio Austin, TX 123,460123.5k $3.9m $3.9m 0.35% Added +96.1k +96,066
28 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 117,866117.9k $3.8m $3.8m 0.00% Reduced -7.3k -7,279
29 CarsonAllaria Wealth Management, Ltd. 2.17% of their portfolio GLEN CARBON, IL 117,373117.4k $3.8m $3.8m 2.17% Reduced -3.6k -3,573
30 BIP Wealth, LLC 0.24% of their portfolio ATLANTA, GA 112,888112.9k $3.6m $3.6m 0.24% Added +3.5k +3,502
31 MAI Capital Management 0.03% of their portfolio INDEPENDENCE, OH 109,777109.8k $3.5m $3.5m 0.03% Unchanged
32 TOBIAS FINANCIAL ADVISORS, INC. 0.67% of their portfolio Plantation, FL 108,332108.3k $3.5m $3.5m 0.67% Reduced -2.2k -2,162
33 Eagle Bluffs Wealth Management LLC 1.69% of their portfolio COLUMBIA, MO 99,87699.9k $3.2m $3.2m 1.69% Reduced -527 -527
34 Pure Financial Advisors, LLC 0.06% of their portfolio SAN DIEGO, CA 90,11090.1k $2.9m $2.9m 0.06% Added +2.5k +2,502
35 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 88,16488.2k $2.8m $2.8m 0.00% Reduced -20.1k -20,094
36 Aspire Private Capital, LLC 0.62% of their portfolio Cornelius, NC 78,11478.1k $2.5m $2.5m 0.62% Reduced -6.3k -6,286
37 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 76,44376.4k $2.4m $2.4m 0.00% Added +26.7k +26,693
38 MISSION WEALTH MANAGEMENT, LP 0.06% of their portfolio Santa Barbara, CA 76,36676.4k $2.4m $2.4m 0.06% Reduced -1.1k -1,115
39 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 74,48174.5k $2.4m $2.4m 0.01% Added +6.1k +6,143
40 Savant Capital, LLC 0.02% of their portfolio ROCKFORD, IL 69,20069.2k $2.2m $2.2m 0.02% Reduced -6.6k -6,644
41 LANDMARK WEALTH MANAGEMENT, INC. 1.05% of their portfolio NORMAL, IL 69,04669.0k $2.2m $2.2m 1.05% Reduced -228 -228
42 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 67,10067.1k $2.1m $2.1m 0.00% Reduced -14.4k -14,413
43 McAdam, LLC 0.12% of their portfolio Philadelphia, PA 60,29160.3k $1.9m $1.9m 0.12% Reduced -19.0k -19,005
44 Wealthcare Advisory Partners LLC 0.05% of their portfolio WEST CHESTER, PA 56,43156.4k $1.8m $1.8m 0.05% Reduced -1.2k -1,177
45 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 56,32356.3k $1.8m $1.8m 0.01% Added +29.4k +29,359
46 Ballentine Partners, LLC 0.03% of their portfolio Waltham, MA 55,53555.5k $1.8m $1.8m 0.03% Unchanged
47 Signal Advisors Wealth, LLC 0.17% of their portfolio DETROIT, MI 54,67754.7k $1.7m $1.7m 0.17% Added +3.7k +3,684
48 Arete Wealth Advisors, LLC 0.13% of their portfolio CHICAGO, IL 52,66852.7k $1.7m $1.7m 0.13% Added +6.7k +6,728
49 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 51,96052.0k $1.7m $1.7m 0.05% Reduced -235 -235
50 IHT Wealth Management, LLC 0.05% of their portfolio Chicago, IL 50,46450.5k $1.6m $1.6m 0.05% Reduced -1.5k -1,475
51 FLOW TRADERS U.S. LLC 0.07% of their portfolio NEW YORK, NY 49,81849.8k $1.6m $1.6m 0.07% Reduced -56.5k -56,479
52 Mill Creek Capital Advisors, LLC 0.04% of their portfolio Conshohocken, PA 47,11147.1k $1.5m $1.5m 0.04% Added +12.3k +12,320
53 FMR LLC 0.00% of their portfolio BOSTON, MA 47,08347.1k $1.5m $1.5m 0.00% Added +41.6k +41,641
54 STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 1.53% of their portfolio APPLETON, WI 45,29445.3k $1.4m $1.4m 1.53% Added +11.7k +11,714
55 LMCG INVESTMENTS, LLC 0.10% of their portfolio BOSTON, MA 45,20045.2k $1.4m $1.4m 0.10% Reduced -50 -50
56 Accredited Investors Inc. 0.09% of their portfolio EDINA, MN 42,96543.0k $1.4m $1.4m 0.09% Reduced -1.3k -1,333
57 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 42,51742.5k $1.4m $1.4m 0.02% Added +1.4k +1,370
58 Total Clarity Wealth Management, Inc. 0.42% of their portfolio ST. CHARLES, IL 41,95142.0k $1.3m $1.3m 0.42% Reduced -320 -320
59 Bryn Mawr Trust Advisors, LLC 0.08% of their portfolio PHILADELPHIA, PA 39,84239.8k $1.3m $1.3m 0.08% Added +1.3k +1,320
60 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 39,66039.7k $1.3m $1.3m 0.00% Added +2.6k +2,634
61 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 37,12237.1k $1.2m $1.2m 0.03% Added +45 +45
62 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 36,56636.6k $1.2m $1.2m 0.01% Reduced -1.8k -1,834
63 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 36,50736.5k $1.2m $1.2m 0.00% New
64 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 36,18136.2k $1.2m $1.2m 0.01% Added +4.3k +4,340
65 Upper Left Wealth Management, LLC 0.77% of their portfolio TAMPA, FL 33,43333.4k $1.1m $1.1m 0.77% Reduced -593 -593
66 SMITH, MOORE & CO. 0.10% of their portfolio CLAYTON, MO 33,06233.1k $1.1m $1.1m 0.10% Added +647 +647
67 CARY STREET PARTNERS FINANCIAL LLC 0.03% of their portfolio RICHMOND, VA 32,40732.4k $1.0m $1.0m 0.03% Unchanged
68 Raleigh Capital Management Inc. 0.47% of their portfolio CARY, NC 32,32432.3k $1.0m $1.0m 0.47% Added +1.8k +1,820
69 MATHER GROUP, LLC. 0.01% of their portfolio CHICAGO, IL 31,87731.9k $1.0m $1.0m 0.01% Reduced -30 -30
70 Spire Wealth Management 0.03% of their portfolio MCLEAN, VA 31,59131.6k $1.0m $1.0m 0.03% Added +647 +647
71 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 30,62330.6k $978.7k $978.7k 0.00% Added +5.9k +5,947
72 Alesco Advisors, LLC, An ESL Co 0.03% of their portfolio Pittsford, NY 29,37329.4k $938.8k $938.8k 0.03% Reduced -2.0k -2,023
73 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 29,35929.4k $938.3k $938.3k 0.01% Added +2.4k +2,395
74 Kraft, Davis & Associates, LLC 0.31% of their portfolio St. Louis, MO 28,83228.8k $951.8k $951.8k 0.31% New
75 Walkner Condon Financial Advisors LLC 0.19% of their portfolio MADISON, WI 28,82628.8k $921.3k $921.3k 0.19% Reduced -78.0k -77,973
76 Probity Advisors, Inc. 0.17% of their portfolio DALLAS, TX 28,35228.4k $906.1k $906.1k 0.17% Reduced -1.2k -1,237
77 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 27,82527.8k $889.3k $889.3k 0.03% Added +1.7k +1,655
78 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 25,60725.6k $818.4k $818.4k 0.00% Reduced -2.1k -2,079
79 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 24,46524.5k $781.9k $781.9k 0.00% Reduced -2.5k -2,520
80 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 23,97024.0k $766.1k $766.1k 0.00% Reduced -2.0k -1,959
81 Cassaday & Co Wealth Management LLC 0.02% of their portfolio MCLEAN, VA 23,16823.2k $740.5k $740.5k 0.02% Unchanged
82 FSB PREMIER WEALTH MANAGEMENT, INC. 0.29% of their portfolio WATERLOO, IA 22,96723.0k $734.0k $734.0k 0.29% Reduced -344 -344
83 RICHARDSON FINANCIAL SERVICES INC. 0.56% of their portfolio MEDWAY, MA 22,93722.9k $733.1k $733.1k 0.56% Added +62 +62
84 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 22,85722.9k $730.5k $730.5k 0.00% Reduced -8.6k -8,611
85 Trilogy Capital Inc. 0.04% of their portfolio IRVINE, CA 22,12622.1k $707.1k $707.1k 0.04% Reduced -79.8k -79,845
86 CW Advisors, LLC 0.01% of their portfolio BOSTON, MA 21,63321.6k $691.6k $691.6k 0.01% Added +1.1k +1,068
87 Independent Advisor Alliance 0.02% of their portfolio CHARLOTTE, NC 20,21420.2k $646.0k $646.0k 0.02% Added +2.3k +2,349
88 Austin Wealth Management, LLC 0.13% of their portfolio Austin, TX 19,91119.9k $664.0k $664.0k 0.13% Reduced -750 -750
89 Portside Wealth Group, LLC 0.10% of their portfolio Provo, UT 19,72019.7k $630.3k $630.3k 0.10% Added +1.4k +1,392
90 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 19,67119.7k $628.0k $628.0k 0.00% Added +6.5k +6,489
91 Brand Asset Management Group, Inc. 0.25% of their portfolio CHESTERFIELD, MO 18,66018.7k $596.4k $596.4k 0.25% Reduced -300 -300
92 Freedom Investment Management, Inc. 0.05% of their portfolio SOUTH WINDSOR, CT 18,58718.6k $594.1k $594.1k 0.05% Added +3.3k +3,256
93 Rothschild Wealth LLC 0.17% of their portfolio OAK BROOK, IL 18,51318.5k $591.7k $591.7k 0.17% Reduced -1.1k -1,134
94 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 18,44018.4k $589.3k $589.3k 0.00% Reduced -8.5k -8,545
95 NOVUS ADVISORS, LLC 0.59% of their portfolio GREENVILLE, SC 18,40518.4k $588.2k $588.2k 0.59% Added +332 +332
96 AXXCESS WEALTH MANAGEMENT, LLC 0.02% of their portfolio CARLSBAD, CA 18,37018.4k $587.1k $587.1k 0.02% Reduced -1.1k -1,129
97 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 17,54317.5k $560.7k $560.7k 0.00% Reduced -4.0k -4,031
98 Werba Rubin Papier Wealth Management 0.12% of their portfolio SAN JOSE, CA 17,12717.1k $547.4k $547.4k 0.12% Unchanged
99 Mariner, LLC 0.00% of their portfolio Overland Park, KS 16,99717.0k $543.2k $543.2k 0.00% Added +530 +530
100 Csenge Advisory Group 0.03% of their portfolio CLEARWATER, FL 16,98817.0k $552.8k $552.8k 0.03% Reduced -738 -738