Vault-13

SPDR INDEX SHS FDS SPDW

PORTFOLIO DEVLPD · ETP · CUSIP 78463X889

994 institutional holders +18 vs Q4 2024
512,876,131512.9m shares reported held*
$18.7bnreported value*
76 new 375 added 367 reduced 53 sold out net bought ≈ $461.1m (+12.8m 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 ($77.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $36.50. Options: 1 managers hold calls ($94.7k notional), 1 hold puts ($8.8k).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 622Q4 22: 690Q1 23: 711Q2 23: 738Q3 23: 759Q4 23: 846Q1 24: 854Q2 24: 880Q3 24: 894Q4 24: 976Q1 25: 994994Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022622
Q4 2022690
Q1 2023711
Q2 2023738
Q3 2023759
Q4 2023846
Q1 2024854
Q2 2024880
Q3 2024894
Q4 2024976
Q1 2025994

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q2 23: 360 bought or addedQ2 23: 309 cut or sold outQ3 23: 367 bought or addedQ3 23: 304 cut or sold outQ3 23Q4 23: 399 bought or addedQ4 23: 322 cut or sold outQ1 24: 388 bought or addedQ1 24: 352 cut or sold outQ1 24Q2 24: 477 bought or addedQ2 24: 288 cut or sold outQ3 24: 402 bought or addedQ3 24: 370 cut or sold outQ3 24Q4 24: 499 bought or addedQ4 24: 330 cut or sold outQ1 25: 451 bought or addedQ1 25: 420 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023360309
Q3 2023367304
Q4 2023399322
Q1 2024388352
Q2 2024477288
Q3 2024402370
Q4 2024499330
Q1 2025451420

Calls vs puts

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

CallsPuts
$0$50k$100k$150kQ2 24 calls: $136.8kQ2 24 puts: $1.3kQ2 24P/C 0.01Q3 24 calls: $0Q3 24 puts: $0Q3 24P/C —Q4 24 calls: $64.8kQ4 24 puts: $64.8kQ4 24P/C 1.00Q1 25 calls: $94.7kQ1 25 puts: $8.8kQ1 25P/C 0.09
Numbers
QuarterCallsPutsP/C
Q2 2024$136.8k$1.3k0.01
Q3 2024$0$0—
Q4 2024$64.8k$64.8k1.00
Q1 2025$94.7k$8.8k0.09

Biggest buyers

Creative Planning Added +17,911,754+17.9m
COMMONWEALTH EQUITY SERVICES, LLC Added +5,132,319+5.1m
STATE STREET CORP Added +3,687,935+3.7m
LPL Financial LLC Added +2,701,493+2.7m
MORGAN STANLEY Added +1,572,764+1.6m
JANE STREET GROUP, LLC New +1,172,556+1.2m
Envestnet Portfolio Solutions, Inc. Added +1,055,397+1.1m
ENVESTNET ASSET MANAGEMENT INC Added +1,008,462+1.0m
Geneos Wealth Management Inc. Added +779,601+779.6k
ASSETMARK, INC Added +741,323+741.3k

Biggest sellers

Auto-Owners Insurance Co Reduced -16,826,000-16.8m
STIFEL FINANCIAL CORP Reduced -1,950,733-2.0m
BENJAMIN EDWARDS INC Sold out -1,595,808-1.6m
Financial Engines Advisors L.L.C. Reduced -1,534,510-1.5m
Gradient Investments LLC Reduced -1,523,106-1.5m
Independent Advisor Alliance Reduced -1,332,764-1.3m
OSAIC HOLDINGS, INC. Reduced -948,801-948.8k
IAG Wealth Partners, LLC Reduced -823,665-823.7k
BANK OF AMERICA CORP /DE/ Reduced -796,408-796.4k
CONFLUENCE INVESTMENT MANAGEMENT LLC Sold out -736,703-736.7k

Biggest calls

CITADEL ADVISORS LLC Added $94.7k2.6k shares

Biggest puts

Quaker Wealth Management, LLC First filing $8.8k241 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Creative Planning 2.97% of their portfolio OVERLAND PARK, KS 86,619,80286.6m $3.2bn $3.2bn 2.97% Added +17.9m +17,911,754
2 Financial Engines Advisors L.L.C. 5.09% of their portfolio SANTA CLARA, CA 65,209,43665.2m $2.4bn $2.4bn 5.09% Reduced -1.5m -1,534,510
3 Allworth Financial LP 6.68% of their portfolio FOLSOM, CA 31,646,66331.6m $1.2bn $1.2bn 6.68% Reduced -65.5k -65,460
4 LPL Financial LLC 0.44% of their portfolio FORT MILL, SC 30,733,56530.7m $1.1bn $1.1bn 0.44% Added +2.7m +2,701,493
5 CWM, LLC 1.88% of their portfolio OMAHA, NE 12,968,37413.0m $472.2m $472.2m 1.88% Added +425.9k +425,898
6 TIAA TRUST, NATIONAL ASSOCIATION 1.46% of their portfolio CHARLOTTE, NC 12,850,04412.9m $467.9m $467.9m 1.46% Reduced -464.7k -464,685
7 STATE STREET CORP 0.02% of their portfolio BOSTON, MA 11,504,37411.5m $418.9m $418.9m 0.02% Added +3.7m +3,687,935
8 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 9,716,1299.7m $353.8m $353.8m 0.03% Added +1.6m +1,572,764
9 ENVESTNET ASSET MANAGEMENT INC 0.09% of their portfolio Berwyn, PA 7,669,9377.7m $279.3m $279.3m 0.09% Added +1.0m +1,008,462
10 UBS Group AG 0.06% of their portfolio ZURICH, V8 7,282,2037.3m $265.1m $265.1m 0.06% Added +2.2k +2,234
11 COMMONWEALTH EQUITY SERVICES, LLC 0.33% of their portfolio WALTHAM, MA 6,428,7086.4m $234.1m $234.1m 0.33% Added +5.1m +5,132,319
12 Horizon Investments, LLC 6.78% of their portfolio Charlotte, NC 6,250,8076.3m $227.6m $227.6m 6.78% Reduced -632.7k -632,653
13 Betterment LLC 0.53% of their portfolio NEW YORK, NY 6,191,5086.2m $225.4m $225.4m 0.53% Reduced -10.1k -10,134
14 TOWNSQUARE CAPITAL LLC 2.39% of their portfolio Lehi, UT 6,158,4976.2m $224.2m $224.2m 2.39% Added +326.2k +326,246
15 Stadion Money Management, LLC 19.67% of their portfolio WATKINSVILLE, GA 5,421,4075.4m $197.4m $197.4m 19.67% Reduced -519.3k -519,289
16 Auto-Owners Insurance Co 5.36% of their portfolio LANSING, MI 5,157,0005.2m $202.5m $202.5m 5.36% Reduced -16.8m -16,826,000
17 Mariner, LLC 0.27% of their portfolio Overland Park, KS 4,495,8884.5m $163.7m $163.7m 0.27% Reduced -646.7k -646,711
18 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 4,423,6774.4m $161.1m $161.1m 0.01% Reduced -796.4k -796,408
19 Advisory Alpha, LLC 5.21% of their portfolio HOLLAND, MI 4,211,9614.2m $153.3m $153.3m 5.21% Reduced -193.2k -193,166
20 OSAIC HOLDINGS, INC. 0.33% of their portfolio SCOTTSDALE, AZ 4,008,5724.0m $146.0m $146.0m 0.33% Reduced -948.8k -948,801
21 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 3,488,7933.5m $127.0m $127.0m 0.03% Added +12.3k +12,267
22 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 3,449,7763.4m $125.6m $125.6m 0.02% Reduced -495.0k -495,042
23 Strategies Wealth Advisors, LLC 14.71% of their portfolio GRAND RAPIDS, MI 3,307,1793.3m $120.4m $120.4m 14.71% Added +144.5k +144,528
24 Envestnet Portfolio Solutions, Inc. 0.46% of their portfolio BERWYN, PA 3,284,2403.3m $119.6m $119.6m 0.46% Added +1.1m +1,055,397
25 Pathstone Holdings, LLC 0.48% of their portfolio ENGLEWOOD, NJ 3,019,5473.0m $110.0m $110.0m 0.48% Added +156.5k +156,526
26 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.08% of their portfolio MILWAUKEE, WI 2,842,5732.8m $103.5m $103.5m 0.08% Added +703.4k +703,387
27 ASSETMARK, INC 0.28% of their portfolio CONCORD, CA 2,822,3552.8m $102.8m $102.8m 0.28% Added +741.3k +741,323
28 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 2,807,0232.8m $102.2m $102.2m 0.04% Reduced -29.1k -29,132
29 Clearstead Advisors, LLC 1.52% of their portfolio CLEVELAND, OH 2,690,5242.7m $98.0m $98.0m 1.52% Added +76.7k +76,703
30 SEI INVESTMENTS CO 0.12% of their portfolio OAKS, PA 2,522,7492.5m $91.9m $91.9m 0.12% Reduced -161.7k -161,715
31 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.16% of their portfolio PLYMOUTH, MN 2,357,5502.4m $85.8m $85.8m 0.16% Added +21.8k +21,774
32 GeoWealth Management, LLC 3.42% of their portfolio CHICAGO, IL 2,337,8972.3m $85.1m $85.1m 3.42% Reduced -91.1k -91,127
33 Equitable Holdings, Inc. 0.81% of their portfolio NEW YORK, NY 2,329,2622.3m $84.8m $84.8m 0.81% Reduced -401.0k -401,010
34 Private Advisor Group, LLC 0.49% of their portfolio MORRISTOWN, NJ 2,228,6942.2m $81.1m $81.1m 0.49% Reduced -115.5k -115,470
35 McNamara Financial Services, Inc. 17.24% of their portfolio MARSHFIELD, MA 2,200,7992.2m $80.1m $80.1m 17.24% Added +122.2k +122,246
36 Gradient Investments LLC 1.55% of their portfolio ARDEN HILLS, MN 2,105,4582.1m $76.7m $76.7m 1.55% Reduced -1.5m -1,523,106
37 Savant Capital, LLC 0.64% of their portfolio ROCKFORD, IL 2,084,9442.1m $75.9m $75.9m 0.64% Reduced -147.4k -147,428
38 Advocacy Wealth Management, LLC 5.15% of their portfolio ATLANTA, GA 2,078,3452.1m $75.7m $75.7m 5.15% Reduced -516.7k -516,699
39 JNBA Financial Advisors 7.75% of their portfolio BLOOMINGTON, MN 2,053,0582.1m $74.8m $74.8m 7.75% Reduced -123.7k -123,701
40 Cetera Investment Advisers 0.14% of their portfolio SCHAUMBURG, IL 1,919,1691.9m $69.9m $69.9m 0.14% Added +89.6k +89,555
41 HighTower Advisors, LLC 0.09% of their portfolio CHICAGO, IL 1,891,1751.9m $68.9m $68.9m 0.09% Added +657.8k +657,778
42 PARK AVENUE SECURITIES LLC 0.84% of their portfolio NEW YORK, NY 1,873,5611.9m $68.2m $68.2m 0.84% Added +219.4k +219,363
43 AXXCESS WEALTH MANAGEMENT, LLC 1.74% of their portfolio CARLSBAD, CA 1,748,4441.7m $63.7m $63.7m 1.74% Added +195.0k +195,040
44 Capital Asset Advisory Services LLC 3.10% of their portfolio Williamston, MI 1,658,4091.7m $60.8m $60.8m 3.10% Added +179.1k +179,089
45 MML INVESTORS SERVICES, LLC 0.20% of their portfolio SPRINGFIELD, MA 1,645,0901.6m $59.9m $59.9m 0.20% Added +219.9k +219,889
46 AlphaStar Capital Management, LLC 5.83% of their portfolio CORNELIUS, NC 1,591,6091.6m $58.0m $58.0m 5.83% Reduced -75.2k -75,220
47 Schneider Downs Wealth Management Advisors, LP 10.40% of their portfolio Pittsburgh, PA 1,576,2641.6m $57.4m $57.4m 10.40% Added +109.1k +109,102
48 Peterson Wealth Advisors, LLC 9.93% of their portfolio Orem, UT 1,565,0581.6m $51.4m $51.4m 9.93% Reduced -11.8k -11,800
49 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,479,2451.5m $53.9m $53.9m 0.00% Reduced -64.5k -64,477
50 Facet Wealth, Inc. 1.43% of their portfolio WEST PALM BEACH, FL 1,436,8801.4m $55.3m $55.3m 1.43% Added +639.7k +639,725
51 Rockefeller Capital Management L.P. 0.13% of their portfolio NEW YORK, NY 1,391,4241.4m $50.7m $50.7m 0.13% Added +32.7k +32,687
52 Geneos Wealth Management Inc. 0.72% of their portfolio ENGLEWOOD, CO 1,375,0601.4m $50.1m $50.1m 0.72% Added +779.6k +779,601
53 TRUEFG, LLC 16.24% of their portfolio CEDAR PARK, TX 1,355,4721.4m $49.4m $49.4m 16.24% Reduced -33.0k -33,003
54 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 1,272,4441.3m $46.3m $46.3m 0.01% Reduced -146.6k -146,633
55 Cambridge Investment Research Advisors, Inc. 0.15% of their portfolio FAIRFIELD, IA 1,256,7621.3m $45.8m $45.8m 0.15% Added +27.3k +27,301
56 JANE STREET GROUP, LLC 0.08% of their portfolio NEW YORK, NY 1,172,5561.2m $42.7m $42.7m 0.08% New
57 Clearwater Capital Advisors, LLC 3.94% of their portfolio HOFFMAN ESTATES, IL 1,120,7371.1m $40.8m $40.8m 3.94% Added +5.7k +5,727
58 KWB Wealth 4.51% of their portfolio REDLANDS, CA 1,096,0051.1m $37.4m $37.4m 4.51% Reduced -57.8k -57,785
59 Wealthcare Advisory Partners LLC 1.06% of their portfolio WEST CHESTER, PA 1,086,1721.1m $39.5m $39.5m 1.06% Added +179.1k +179,141
60 Callan Capital, LLC 2.92% of their portfolio LA JOLLA, CA 1,085,6211.1m $39.5m $39.5m 2.92% Added +41.7k +41,665
61 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.98% of their portfolio LOS ANGELES, CA 1,022,3011.0m $37.2m $37.2m 0.98% Added +205.5k +205,494
62 Global Strategic Investment Solutions, LLC 4.28% of their portfolio Scottsdale, AZ 1,016,7151.0m $37.0m $37.0m 4.28% Reduced -4.2k -4,160
63 Stratos Wealth Partners, LTD. 0.56% of their portfolio BEACHWOOD, OH 1,015,5591.0m $37.0m $37.0m 0.56% Reduced -8.3k -8,347
64 Atlas Private Wealth Advisors 5.05% of their portfolio RED BANK, NJ 995,977996.0k $36.3m $36.3m 5.05% Added +141.7k +141,650
65 US BANCORP \DE\ 0.05% of their portfolio MINNEAPOLIS, MN 979,572979.6k $35.7m $35.7m 0.05% Added +23.4k +23,398
66 CGN Advisors LLC 3.46% of their portfolio MANHATTAN, KS 969,997970.0k $35.3m $35.3m 3.46% Added +369.8k +369,798
67 Boston Standard Wealth Management, LLC 7.26% of their portfolio WINCHESTER, MA 941,380941.4k $33.0m $33.0m 7.26% Reduced -56.8k -56,764
68 Bristlecone Advisors, LLC 2.75% of their portfolio BELLEVUE, WA 923,929923.9k $33.6m $33.6m 2.75% Added +6.8k +6,819
69 WALLER FINANCIAL PLANNING GROUP, INC 9.39% of their portfolio COLUMBUS, OH 918,310918.3k $33.4m $33.4m 9.39% Added +7.2k +7,178
70 Brio Consultants, LLC 5.14% of their portfolio SAN FRANCISCO, CA 899,444899.4k $32.7m $32.7m 5.14% Added +139.2k +139,242
71 Goldstein Advisors, LLC 4.76% of their portfolio Madison, WI 895,038895.0k $32.6m $32.6m 4.76% Reduced -310.5k -310,464
72 Integrated Wealth Concepts LLC 0.37% of their portfolio WALTHAM, MA 876,638876.6k $31.9m $31.9m 0.37% Reduced -98.5k -98,467
73 Meeder Advisory Services, Inc. 1.91% of their portfolio DUBLIN, OH 872,301872.3k $31.8m $31.8m 1.91% Reduced -30.0k -29,996
74 Ballentine Partners, LLC 0.55% of their portfolio Waltham, MA 871,165871.2k $31.7m $31.7m 0.55% Reduced -69.0k -68,955
75 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 852,487852.5k $31.0m $31.0m 0.01% Added +40.6k +40,644
76 MAI Capital Management 0.23% of their portfolio INDEPENDENCE, OH 850,485850.5k $31.0m $31.0m 0.23% Reduced -44.9k -44,904
77 Lifeworks Advisors, LLC 4.95% of their portfolio GRAND RAPIDS, MI 817,424817.4k $29.8m $29.8m 4.95% Added +106.8k +106,786
78 Goodman Financial Corp 6.40% of their portfolio HOUSTON, TX 815,235815.2k $29.7m $29.7m 6.40% Added +9.1k +9,136
79 Dakota Wealth Management 0.69% of their portfolio PALM BEACH GARDENS, FL 805,763805.8k $29.3m $29.3m 0.69% Added +581.4k +581,435
80 RESTON WEALTH MANAGEMENT LLC 11.59% of their portfolio Reston, VA 787,349787.3k $28.7m $28.7m 11.59% Added +8.6k +8,595
81 OneAscent Financial Services LLC 1.84% of their portfolio BIRMINGHAM, AL 771,935771.9k $28.2m $28.2m 1.84% Added +5.0k +4,968
82 ProVise Management Group, LLC 2.37% of their portfolio CLEARWATER, FL 767,617767.6k $27.9m $27.9m 2.37% Added +29.3k +29,272
83 N.E.W. Advisory Services LLC 2.13% of their portfolio DE PERE, WI 765,959766.0k $27.9m $27.9m 2.13% Added +103.6k +103,619
84 Garrett Wealth Advisory Group, LLC 6.14% of their portfolio WEATHERFORD, TX 754,231754.2k $27.5m $27.5m 6.14% Added +47.5k +47,498
85 ERn Financial, LLC 4.08% of their portfolio MIDDLETON, WI 709,841709.8k $25.8m $25.8m 4.08% Added +28.7k +28,728
86 Rinkey Investments 8.16% of their portfolio San Diego, CA 707,086707.1k $25.7m $25.7m 8.16% Reduced -41.7k -41,730
87 Higgins & Schmidt Wealth Strategies LLC 15.14% of their portfolio DENVER, CO 704,037704.0k $25.6m $25.6m 15.14% Added +10.4k +10,442
88 Fairfield University 13.10% of their portfolio FAIRFIELD, CT 701,558701.6k $25.5m $25.5m 13.10% Added +474.6k +474,631
89 Blueprint Investment Partners LLC 4.62% of their portfolio GREENSBORO, NC 695,206695.2k $25.3m $25.3m 4.62% Added +419.3k +419,282
90 LANDMARK WEALTH MANAGEMENT, INC. 12.06% of their portfolio NORMAL, IL 694,304694.3k $25.3m $25.3m 12.06% Added +445.3k +445,272
91 DIVERSIFY WEALTH MANAGEMENT, LLC 1.93% of their portfolio SANDY, UT 686,764686.8k $26.0m $26.0m 1.93% Added +113.0k +112,993
92 Walkner Condon Financial Advisors LLC 5.04% of their portfolio MADISON, WI 684,305684.3k $24.9m $24.9m 5.04% Added +239.4k +239,449
93 Aptus Capital Advisors, LLC 0.28% of their portfolio FAIRHOPE, AL 679,267679.3k $24.7m $24.7m 0.28% Added +71.7k +71,656
94 Flagstone Financial Management 7.94% of their portfolio LINCOLN, NE 677,252677.3k $24.7m $24.7m 7.94% Added +14.4k +14,449
95 NewEdge Advisors, LLC 0.15% of their portfolio NEW ORLEANS, LA 674,357674.4k $24.6m $24.6m 0.15% Added +112.1k +112,083
96 Compton Financial Group, LLC 7.01% of their portfolio TOWSON, MD 668,983669.0k $24.4m $24.4m 7.01% New
97 IFP Advisors, Inc 0.75% of their portfolio TAMPA, FL 668,624668.6k $24.3m $24.3m 0.75% Reduced -153.6k -153,565
98 Concord Asset Management, LLC/VA 5.37% of their portfolio ABINGDON, VA 658,632658.6k $24.3m $24.3m 5.37% Added +561.4k +561,400
99 Auour Investments LLC 8.82% of their portfolio WOBURN, MA 643,124643.1k $24.3m $24.3m 8.82% Reduced -118.2k -118,223
100 BRIGHTON SECURITIES CORP. 11.21% of their portfolio ROCHESTER, NY 631,730631.7k $23.0m $23.0m 11.21% Added +38.4k +38,404