Vault-13

SPDR INDEX SHS FDS GWX

S&P INTL SMLCP · ETP · CUSIP 78463X871

253 institutional holders +3 vs Q4 2025
13,022,48913.0m shares reported held*
$550.1mreported value*
20 new 64 added 104 reduced 17 sold out net sold ≈ $2.1m (-50.4k 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 ($1.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $42.24.

Trends to Q1 2026

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: 209Q2 25: 222Q3 25: 231Q4 25: 250Q1 26: 253253Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022206
Q4 2022221
Q1 2023220
Q2 2023212
Q3 2023207
Q4 2023220
Q1 2024213
Q2 2024212
Q3 2024219
Q4 2024213
Q1 2025209
Q2 2025222
Q3 2025231
Q4 2025250
Q1 2026253

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q2 25: 77 bought or addedQ2 25: 112 cut or sold outQ3 25: 92 bought or addedQ3 25: 95 cut or sold outQ3 25Q4 25: 121 bought or addedQ4 25: 84 cut or sold outQ1 26: 84 bought or addedQ1 26: 121 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20248894
Q3 20247897
Q4 202496101
Q1 202580108
Q2 202577112
Q3 20259295
Q4 202512184
Q1 202684121

Calls vs puts

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

CallsPuts
$0$20k$40k$60kQ2 25 calls: $0Q2 25 puts: $0Q2 25P/C —Q3 25 calls: $0Q3 25 puts: $44.2kQ3 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$0$0—
Q3 2025$0$44.2k—
Q4 2025$0$0—
Q1 2026$0$0—

Biggest buyers

Cerity Partners LLC Added +161,099+161.1k
MERCER GLOBAL ADVISORS INC /ADV Added +123,541+123.5k
Savant Capital, LLC Added +110,871+110.9k
ENVESTNET ASSET MANAGEMENT INC Added +70,030+70.0k
WELLINGTON MANAGEMENT GROUP LLP Added +54,707+54.7k
Envestnet Portfolio Solutions, Inc. Added +44,677+44.7k
LPL Financial LLC Added +42,113+42.1k
Gibbs Wealth Management New +38,251+38.3k
JONES FINANCIAL COMPANIES LLLP Added +31,912+31.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +26,540+26.5k

Biggest sellers

TIAA TRUST, NATIONAL ASSOCIATION Reduced -353,943-353.9k
Private Advisor Group, LLC Reduced -124,815-124.8k
CITADEL ADVISORS LLC Sold out -61,294-61.3k
NORTHERN TRUST CORP Reduced -32,546-32.5k
Modera Wealth Management, LLC Reduced -30,693-30.7k
Corient Private Wealth LP Reduced -25,247-25.2k
Wealthcare Advisory Partners LLC Reduced -23,559-23.6k
Advisor OS, LLC Sold out -18,496-18.5k
Cullen/Frost Bankers, Inc. Reduced -18,352-18.4k
AXXCESS WEALTH MANAGEMENT, LLC Sold out -17,233-17.2k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,262,8171.3m $53.3m $53.3m 0.01% Added +42.1k +42,113
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 865,403865.4k $36.5m $36.5m 0.01% Added +70.0k +70,030
3 Envestnet Portfolio Solutions, Inc. 0.14% of their portfolio BERWYN, PA 590,373590.4k $24.9m $24.9m 0.14% Added +44.7k +44,677
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 579,698579.7k $24.5m $24.5m 0.00% Reduced -215 -215
5 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 550,392550.4k $23.2m $23.2m 0.02% Added +1.8k +1,772
6 Wilmington Savings Fund Society, FSB 0.55% of their portfolio WILMINGTON, DE 543,977544.0k $23.0m $23.0m 0.55% Reduced -13.2k -13,154
7 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 496,523496.5k $21.0m $21.0m 0.03% Added +5.9k +5,938
8 ASSETMARK, INC 0.04% of their portfolio CONCORD, CA 450,749450.7k $19.0m $19.0m 0.04% Reduced -9.1k -9,138
9 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.07% of their portfolio CHARLOTTE, NC 419,358419.4k $17.7m $17.7m 0.07% First filing
10 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 338,361338.4k $14.3m $14.3m 0.02% Added +161.1k +161,099
11 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 334,484334.5k $14.1m $14.1m 0.00% Reduced -5.5k -5,474
12 Savant Capital, LLC 0.07% of their portfolio ROCKFORD, IL 330,421330.4k $14.0m $14.0m 0.07% Added +110.9k +110,871
13 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 274,350274.4k $11.6m $11.6m 0.01% Reduced -9.9k -9,907
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 266,357266.4k $11.2m $11.2m 0.00% Added +9.4k +9,407
15 PARK AVENUE SECURITIES LLC 0.08% of their portfolio NEW YORK, NY 237,625237.6k $10.0m $10.0m 0.08% Added +5.9k +5,854
16 N.E.W. Advisory Services LLC 0.72% of their portfolio DE PERE, WI 228,502228.5k $9.6m $9.6m 0.72% Reduced -9.2k -9,189
17 COMMERCE BANK 0.04% of their portfolio KANSAS CITY, MO 218,563218.6k $9.2m $9.2m 0.04% Added +21.3k +21,342
18 CX Institutional 0.23% of their portfolio AUBURN, IN 180,319180.3k $7.6m $7.6m 0.23% Unchanged
19 FMR LLC 0.00% of their portfolio BOSTON, MA 163,638163.6k $6.9m $6.9m 0.00% Added +4.5k +4,465
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 134,116134.1k $5.7m $5.7m 0.00% Reduced -465 -465
21 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 128,876128.9k $5.4m $5.4m 0.01% Added +123.5k +123,541
22 RTD Financial Advisors, Inc. 0.65% of their portfolio Philadelphia, PA 125,635125.6k $5.3m $5.3m 0.65% Reduced -861 -861
23 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 122,115122.1k $5.2m $5.2m 0.01% Reduced -3.3k -3,340
24 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 112,294112.3k $4.6m $4.6m 0.03% Added +2.3k +2,258
25 MAI Capital Management 0.03% of their portfolio INDEPENDENCE, OH 109,993110.0k $4.6m $4.6m 0.03% Added +1.2k +1,207
26 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 107,691107.7k $4.5m $4.5m 0.00% Added +54.7k +54,707
27 Modera Wealth Management, LLC 0.05% of their portfolio WESTWOOD, NJ 107,234107.2k $4.5m $4.5m 0.05% Reduced -30.7k -30,693
28 Eagle Bluffs Wealth Management LLC 1.74% of their portfolio COLUMBIA, MO 105,668105.7k $4.5m $4.5m 1.74% Added +1.0k +1,042
29 CarsonAllaria Wealth Management, Ltd. 2.19% of their portfolio GLEN CARBON, IL 104,792104.8k $4.4m $4.4m 2.19% Added +1.3k +1,314
30 BIP Wealth, LLC 0.17% of their portfolio ATLANTA, GA 99,64899.6k $4.2m $4.2m 0.17% Reduced -16.5k -16,498
31 TOBIAS FINANCIAL ADVISORS, INC. 0.53% of their portfolio Plantation, FL 90,66990.7k $3.8m $3.8m 0.53% Reduced -8.4k -8,389
32 McAdam, LLC 0.17% of their portfolio Philadelphia, PA 87,11687.1k $3.7m $3.7m 0.17% Reduced -641 -641
33 Pure Financial Advisors, LLC 0.05% of their portfolio SAN DIEGO, CA 79,14279.1k $3.3m $3.3m 0.05% Reduced -5.3k -5,337
34 Cullen/Frost Bankers, Inc. 0.04% of their portfolio San Antonio, TX 74,81974.8k $3.2m $3.2m 0.04% Reduced -18.4k -18,352
35 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 74,63774.6k $3.2m $3.2m 0.00% Reduced -6.0k -6,018
36 MISSION WEALTH MANAGEMENT, LP 0.06% of their portfolio Santa Barbara, CA 73,13773.1k $3.1m $3.1m 0.06% Reduced -2.2k -2,156
37 LANDMARK WEALTH MANAGEMENT, INC. 1.16% of their portfolio NORMAL, IL 72,74072.7k $3.1m $3.1m 1.16% Reduced -1.7k -1,681
38 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 71,29271.3k $3.0m $3.0m 0.00% Reduced -32.5k -32,546
39 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 68,67768.7k $2.9m $2.9m 0.01% Reduced -284 -284
40 Aspire Private Capital, LLC 0.64% of their portfolio Cornelius, NC 66,63166.6k $2.8m $2.8m 0.64% Reduced -3.3k -3,335
41 Arete Wealth Advisors, LLC 0.20% of their portfolio CHICAGO, IL 62,35762.4k $2.6m $2.6m 0.20% Added +1.5k +1,460
42 Capital Investment Management, Inc. 0.87% of their portfolio LEES SUMMIT, MO 60,13960.1k $2.5m $2.5m 0.87% Reduced -9.8k -9,790
43 Signal Advisors Wealth, LLC 0.17% of their portfolio DETROIT, MI 59,30359.3k $2.5m $2.5m 0.17% Added +2.5k +2,471
44 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 58,20858.2k $2.5m $2.5m 0.04% Added +4.4k +4,438
45 Ballentine Partners, LLC 0.03% of their portfolio Waltham, MA 55,53555.5k $2.3m $2.3m 0.03% Unchanged
46 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 49,84549.8k $2.1m $2.1m 0.00% Reduced -5.4k -5,412
47 Total Clarity Wealth Management, Inc. 0.49% of their portfolio ST. CHARLES, IL 49,71649.7k $2.1m $2.1m 0.49% Reduced -12.4k -12,384
48 Mill Creek Capital Advisors, LLC 0.04% of their portfolio Conshohocken, PA 47,11147.1k $2.0m $2.0m 0.04% Unchanged
49 Simplicity Wealth,LLC 0.11% of their portfolio SUMMIT, NJ 45,26245.3k $1.9m $1.9m 0.11% Added +8.4k +8,360
50 LMCG INVESTMENTS, LLC 0.11% of their portfolio BOSTON, MA 45,20045.2k $1.9m $1.9m 0.11% Unchanged
51 IHT Wealth Management, LLC 0.04% of their portfolio Chicago, IL 44,87444.9k $1.9m $1.9m 0.04% Reduced -269 -269
52 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 44,19144.2k $1.9m $1.9m 0.00% Reduced -772 -772
53 Accredited Investors Inc. 0.10% of their portfolio EDINA, MN 42,47042.5k $1.8m $1.8m 0.10% Reduced -170 -170
54 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 42,05342.1k $1.8m $1.8m 0.02% Added +90 +90
55 Concurrent Investment Advisors, LLC 0.02% of their portfolio Tampa, FL 41,97642.0k $1.8m $1.8m 0.02% Added +334 +334
56 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 40,31840.3k $1.7m $1.7m 0.01% Added +435 +435
57 STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 1.49% of their portfolio APPLETON, WI 40,00340.0k $1.7m $1.7m 1.49% Reduced -2.6k -2,567
58 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 39,58039.6k $1.7m $1.7m 0.00% Added +6.5k +6,465
59 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 39,15139.2k $1.7m $1.7m 0.00% Added +5.0k +5,036
60 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 38,67238.7k $1.6m $1.6m 0.00% Added +31.9k +31,912
61 Gibbs Wealth Management 0.21% of their portfolio Alpharetta, GA 38,25138.3k $1.6m $1.6m 0.21% New
62 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 37,75137.8k $1.6m $1.6m 0.00% Added +26.5k +26,540
63 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 37,02437.0k $1.6m $1.6m 0.04% Added +6.0k +6,045
64 Portside Wealth Group, LLC 0.21% of their portfolio Provo, UT 35,76335.8k $1.5m $1.5m 0.21% Added +1.8k +1,847
65 Raleigh Capital Management Inc. 0.51% of their portfolio CARY, NC 35,11835.1k $1.5m $1.5m 0.51% Added +1.3k +1,263
66 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 34,55134.6k $1.5m $1.5m 0.03% Reduced -706 -706
67 SMITH, MOORE & CO. 0.10% of their portfolio CLAYTON, MO 32,64432.6k $1.4m $1.4m 0.10% Reduced -12 -12
68 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 32,49032.5k $1.4m $1.4m 0.00% Added +2.0k +2,033
69 Belpointe Asset Management LLC 0.05% of their portfolio RENO, NV 32,38932.4k $1.4m $1.4m 0.05% Reduced -3.8k -3,780
70 CARY STREET PARTNERS FINANCIAL LLC 0.03% of their portfolio RICHMOND, VA 32,24032.2k $1.4m $1.4m 0.03% Unchanged
71 Bryn Mawr Trust Advisors, LLC 0.06% of their portfolio PHILADELPHIA, PA 30,20230.2k $1.3m $1.3m 0.06% Reduced -65 -65
72 Upper Left Wealth Management, LLC 0.75% of their portfolio TAMPA, FL 30,10330.1k $1.3m $1.3m 0.75% Reduced -2.4k -2,387
73 MATHER GROUP, LLC. 0.01% of their portfolio CHICAGO, IL 29,95330.0k $1.3m $1.3m 0.01% Reduced -424 -424
74 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 29,27529.3k $1.2m $1.2m 0.01% Reduced -1.6k -1,573
75 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 28,54628.5k $1.2m $1.2m 0.01% Reduced -3.4k -3,449
76 Probity Advisors, Inc. 0.19% of their portfolio DALLAS, TX 28,18828.2k $1.2m $1.2m 0.19% Reduced -1.2k -1,171
77 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 27,84327.8k $1.2m $1.2m 0.02% Reduced -23.6k -23,559
78 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 27,10127.1k $1.1m $1.1m 0.00% Unchanged
79 Spire Wealth Management 0.04% of their portfolio MCLEAN, VA 26,92626.9k $1.1m $1.1m 0.04% Reduced -2.3k -2,282
80 Alesco Advisors, LLC, An ESL Co 0.03% of their portfolio Pittsford, NY 26,44326.4k $1.1m $1.1m 0.03% Reduced -720 -720
81 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 25,76425.8k $1.1m $1.1m 0.01% Reduced -29 -29
82 CULBERTSON A N & CO INC 0.13% of their portfolio Charlottesville, VA 24,09724.1k $1.0m $1.0m 0.13% New
83 Cassaday & Co Wealth Management LLC 0.02% of their portfolio MCLEAN, VA 23,16823.2k $978.4k $978.4k 0.02% Unchanged
84 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 22,18722.2k $937.0k $937.0k 0.00% Reduced -124.8k -124,815
85 Balefire, LLC 0.18% of their portfolio DALLAS, TX 22,02222.0k $930.0k $930.0k 0.18% Added +1.4k +1,355
86 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 21,02821.0k $888.0k $888.0k 0.00% Reduced -390 -390
87 Walkner Condon Financial Advisors LLC 0.12% of their portfolio MADISON, WI 20,85620.9k $880.7k $880.7k 0.12% Reduced -807 -807
88 FSB PREMIER WEALTH MANAGEMENT, INC. 0.27% of their portfolio WATERLOO, IA 20,20120.2k $853.1k $853.1k 0.27% Reduced -1.4k -1,387
89 Legacy Wealth Partners, LLC 0.21% of their portfolio Lakewood, CO 19,93019.9k $841.6k $841.6k 0.21% Added +1.6k +1,578
90 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 19,71219.7k $832.4k $832.4k 0.01% Added +9.5k +9,511
91 CAMELOT TECHNOLOGY ADVISORS, INC. 0.60% of their portfolio SAN FRANCISCO, CA 19,44919.4k $821.3k $821.3k 0.60% Unchanged
92 Global Financial Private Client, LLC 0.26% of their portfolio Sarasota, FL 18,57718.6k $784.5k $784.5k 0.26% Added +1.1k +1,090
93 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 18,03318.0k $761.6k $761.6k 0.00% Added +9.3k +9,276
94 RICHARDSON FINANCIAL SERVICES INC. 0.46% of their portfolio MEDWAY, MA 17,44017.4k $736.5k $736.5k 0.46% Reduced -1.9k -1,858
95 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 17,38217.4k $734.0k $734.0k 0.00% Reduced -389 -389
96 Werba Rubin Papier Wealth Management 0.10% of their portfolio SAN JOSE, CA 17,23717.2k $727.9k $727.9k 0.10% Unchanged
97 Wealthspire Advisors, LLC 0.01% of their portfolio NEW YORK, NY 16,88516.9k $713.1k $713.1k 0.01% Unchanged
98 Rothschild Wealth LLC 0.06% of their portfolio OAK BROOK, IL 16,87216.9k $712.5k $712.5k 0.06% Reduced -289 -289
99 Brand Asset Management Group, Inc. 0.18% of their portfolio CHESTERFIELD, MO 16,64316.6k $702.8k $702.8k 0.18% Unchanged
100 NOVUS ADVISORS, LLC 1.57% of their portfolio GREENVILLE, SC 16,60016.6k $701.0k $701.0k 1.57% Reduced -670 -670