Vault-13

SPDR INDEX SHS FDS SPDW

PORTFOLIO DEVLPD · ETP · CUSIP 78463X889

1,230 institutional holders +25 vs Q1 2026
621,686,228621.7m shares reported held*
$31.3bnreported value*
91 new 526 added 416 reduced 53 sold out net sold ≈ $587.8m (-11.6m 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 ($298.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.33. Options: 1 managers hold calls ($377.9k notional), 0 hold puts (—).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

05001k1.5kQ3 22: 622Q4 22: 690Q1 23: 711Q2 23: 738Q3 23: 759Q4 23: 846Q1 24: 854Q2 24: 880Q3 24: 894Q4 24: 976Q1 25: 994Q2 25: 1,050Q3 25: 1,071Q4 25: 1,162Q1 26: 1,205Q2 26: 1,2301,230Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022622
Q4 2022690
Q1 2023711
Q2 2023738
Q3 2023759
Q4 2023846
Q1 2024854
Q2 2024880
Q3 2024894
Q4 2024976
Q1 2025994
Q2 20251,050
Q3 20251,071
Q4 20251,162
Q1 20261,205
Q2 20261,230

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ3 24: 402 bought or addedQ3 24: 370 cut or sold outQ4 24: 499 bought or addedQ4 24: 330 cut or sold outQ4 24Q1 25: 451 bought or addedQ1 25: 420 cut or sold outQ2 25: 532 bought or addedQ2 25: 406 cut or sold outQ2 25Q3 25: 515 bought or addedQ3 25: 404 cut or sold outQ4 25: 576 bought or addedQ4 25: 375 cut or sold outQ4 25Q1 26: 565 bought or addedQ1 26: 460 cut or sold outQ2 26: 617 bought or addedQ2 26: 469 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024402370
Q4 2024499330
Q1 2025451420
Q2 2025532406
Q3 2025515404
Q4 2025576375
Q1 2026565460
Q2 2026617469

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ3 25 calls: $201.1kQ3 25 puts: $544.6kQ3 25P/C 2.71Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $365.2kQ1 26 puts: $0Q1 26P/C 0.00Q2 26 calls: $377.9kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$201.1k$544.6k2.71
Q4 2025$0$0—
Q1 2026$365.2k$00.00
Q2 2026$377.9k$00.00

Biggest buyers

Creative Planning Added +10,619,036+10.6m
Savant Capital, LLC Added +1,878,734+1.9m
Diversify Advisory Services, LLC New +1,848,949+1.8m
Cambridge Investment Research Advisors, Inc. Added +1,648,209+1.6m
MML INVESTORS SERVICES, LLC Added +1,154,605+1.2m
Kestra Advisory Services, LLC Added +1,113,821+1.1m
LPL Financial LLC Added +979,702+979.7k
TRUIST FINANCIAL CORP Added +896,515+896.5k
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO Added +864,113+864.1k
Tidal Investments LLC New +837,833+837.8k

Biggest sellers

Allworth Financial LP Reduced -7,044,139-7.0m
Nearwater Capital Markets, Ltd Sold out -6,039,200-6.0m
Auto-Owners Insurance Co Reduced -4,407,000-4.4m
Financial Engines Advisors L.L.C. Reduced -3,827,442-3.8m
STATE STREET CORP Reduced -3,400,384-3.4m
MORGAN STANLEY Reduced -2,754,942-2.8m
JANE STREET GROUP, LLC Reduced -2,588,341-2.6m
FLOW TRADERS U.S. LLC Sold out -2,493,051-2.5m
Independent Advisor Alliance Reduced -2,045,672-2.0m
CAPITOLIS LIQUID GLOBAL MARKETS LLC Sold out -1,949,500-1.9m

Biggest calls

CITADEL ADVISORS LLC Reduced $377.9k7.5k shares

Biggest puts

None

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Creative Planning 4.25% of their portfolio OVERLAND PARK, KS 144,440,101144.4m $7.3bn $7.3bn 4.25% Added +10.6m +10,619,036
2 Financial Engines Advisors L.L.C. 4.65% of their portfolio SANTA CLARA, CA 52,021,60152.0m $2.6bn $2.6bn 4.65% Reduced -3.8m -3,827,442
3 LPL Financial LLC 0.44% of their portfolio FORT MILL, SC 39,005,50439.0m $2.0bn $2.0bn 0.44% Added +979.7k +979,702
4 Allworth Financial LP 4.81% of their portfolio FOLSOM, CA 22,428,70522.4m $1.1bn $1.1bn 4.81% Reduced -7.0m -7,044,139
5 Auto-Owners Insurance Co 17.33% of their portfolio LANSING, MI 15,230,66615.2m $767.5m $767.5m 17.33% Reduced -4.4m -4,407,000
6 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 13,725,63313.7m $691.6m $691.6m 0.04% Reduced -2.8m -2,754,942
7 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 2.11% of their portfolio CHARLOTTE, NC 12,172,04612.2m $613.3m $613.3m 2.11% Reduced -119.7k -119,672
8 JANE STREET GROUP, LLC 0.34% of their portfolio NEW YORK, NY 10,756,32410.8m $542.0m $542.0m 0.34% Reduced -2.6m -2,588,341
9 UBS Group AG 0.07% of their portfolio ZURICH, V8 8,899,1908.9m $448.4m $448.4m 0.07% Added +109.2k +109,204
10 ENVESTNET ASSET MANAGEMENT INC 0.10% of their portfolio Berwyn, PA 8,373,6918.4m $422.0m $422.0m 0.10% Reduced -554.5k -554,471
11 Betterment LLC 0.68% of their portfolio NEW YORK, NY 8,002,7968.0m $403.3m $403.3m 0.68% Reduced -263.5k -263,539
12 VANTAGEPOINT INVESTMENT ADVISERS LLC 2.34% of their portfolio WASHINGTON, DC 6,213,4296.2m $313.1m $313.1m 2.34% Reduced -157.9k -157,884
13 COMMONWEALTH EQUITY SERVICES, LLC 0.37% of their portfolio WALTHAM, MA 5,895,1715.9m $297.1m $297.1m 0.37% Added +169.1k +169,069
14 OSAIC HOLDINGS, INC. 0.28% of their portfolio SCOTTSDALE, AZ 4,686,2554.7m $236.2m $236.2m 0.28% Added +279.2k +279,200
15 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 4,625,5904.6m $233.1m $233.1m 0.02% Reduced -39.7k -39,704
16 Horizon Investments, LLC 2.53% of their portfolio Charlotte, NC 4,584,5834.6m $231.0m $231.0m 2.53% Reduced -189.9k -189,922
17 STIFEL FINANCIAL CORP 0.19% of their portfolio ST. LOUIS, MO 4,576,7804.6m $230.6m $230.6m 0.19% Reduced -576.8k -576,757
18 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 4,485,8034.5m $226.0m $226.0m 0.01% Reduced -3.4m -3,400,384
19 HighTower Advisors, LLC 0.21% of their portfolio CHICAGO, IL 4,388,9874.4m $221.2m $221.2m 0.21% Added +161.3k +161,304
20 RAYMOND JAMES FINANCIAL INC 0.06% of their portfolio ST. PETERSBURG, FL 4,181,6754.2m $210.7m $210.7m 0.06% Added +193.6k +193,577
21 Mariner, LLC 0.22% of their portfolio Overland Park, KS 4,164,7064.2m $209.9m $209.9m 0.22% Reduced -309.3k -309,337
22 Advisory Alpha, LLC 4.94% of their portfolio HOLLAND, MI 4,000,5034.0m $201.6m $201.6m 4.94% Reduced -92.5k -92,527
23 TRUIST FINANCIAL CORP 0.23% of their portfolio CHARLOTTE, NC 3,826,0333.8m $192.8m $192.8m 0.23% Added +896.5k +896,515
24 Savant Capital, LLC 0.53% of their portfolio ROCKFORD, IL 3,788,9213.8m $181.9m $181.9m 0.53% Added +1.9m +1,878,734
25 Stadion Money Management, LLC 16.20% of their portfolio WATKINSVILLE, GA 3,730,4133.7m $188.0m $188.0m 16.20% Reduced -207.9k -207,878
26 AMERIPRISE FINANCIAL INC 0.04% of their portfolio MINNEAPOLIS, MN 3,611,4963.6m $182.0m $182.0m 0.04% Added +493.3k +493,314
27 Strategies Wealth Advisors, LLC 15.39% of their portfolio GRAND RAPIDS, MI 3,413,8483.4m $172.0m $172.0m 15.39% Reduced -179.7k -179,703
28 BENJAMIN EDWARDS INC 1.54% of their portfolio Clayton, MO 3,357,2083.4m $169.2m $169.2m 1.54% Reduced -517.9k -517,850
29 MML INVESTORS SERVICES, LLC 0.34% of their portfolio SPRINGFIELD, MA 3,308,9923.3m $166.7m $166.7m 0.34% Added +1.2m +1,154,605
30 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.11% of their portfolio BLOOMINGTON, IL 3,216,7833.2m $162.1m $162.1m 0.11% Added +864.1k +864,113
31 Cambridge Investment Research Advisors, Inc. 0.17% of their portfolio FAIRFIELD, IA 3,036,1743.0m $153.0m $153.0m 0.17% Added +1.6m +1,648,209
32 VICUS CAPITAL 9.84% of their portfolio STATE COLLEGE, PA 3,023,5693.0m $152.4m $152.4m 9.84% Added +147.4k +147,407
33 Clearstead Advisors, LLC 1.43% of their portfolio CLEVELAND, OH 3,006,0073.0m $151.5m $151.5m 1.43% Reduced -94.4k -94,365
34 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.08% of their portfolio MILWAUKEE, WI 2,899,4172.9m $146.1m $146.1m 0.08% Added +233.1k +233,053
35 Pathstone Holdings, LLC 0.42% of their portfolio ENGLEWOOD, NJ 2,839,9962.8m $143.1m $143.1m 0.42% Reduced -35.6k -35,560
36 Equitable Holdings, Inc. 0.83% of their portfolio NEW YORK, NY 2,757,9452.8m $138.9m $138.9m 0.83% Added +41.3k +41,347
37 JNBA Financial Advisors 9.27% of their portfolio BLOOMINGTON, MN 2,430,4452.4m $122.5m $122.5m 9.27% Reduced -76.5k -76,548
38 EXCHANGE TRADED CONCEPTS, LLC 0.60% of their portfolio Oklahoma City, OK 2,400,4502.4m $121.0m $121.0m 0.60% Added +488.2k +488,192
39 AlphaCore Capital LLC 2.22% of their portfolio LA JOLLA, CA 2,377,2082.4m $119.8m $119.8m 2.22% Reduced -71.5k -71,452
40 GeoWealth Management, LLC 3.63% of their portfolio CHICAGO, IL 2,291,1062.3m $115.4m $115.4m 3.63% Added +65.9k +65,914
41 Dakota Wealth Management 2.19% of their portfolio PALM BEACH GARDENS, FL 2,274,1692.3m $114.6m $114.6m 2.19% Added +316.9k +316,938
42 Advocacy Wealth Management, LLC 4.15% of their portfolio ATLANTA, GA 2,268,3692.3m $114.3m $114.3m 4.15% Added +192.0k +191,999
43 Gradient Investments LLC 1.55% of their portfolio ARDEN HILLS, MN 2,230,6482.2m $112.4m $112.4m 1.55% Reduced -34.7k -34,671
44 Envestnet Portfolio Solutions, Inc. 0.53% of their portfolio BERWYN, PA 2,202,1002.2m $111.0m $111.0m 0.53% Reduced -235.2k -235,202
45 Cetera Investment Advisers 0.10% of their portfolio SCHAUMBURG, IL 2,199,8692.2m $110.9m $110.9m 0.10% Reduced -60.1k -60,072
46 SEI INVESTMENTS CO 0.10% of their portfolio OAKS, PA 2,195,4912.2m $110.6m $110.6m 0.10% Reduced -59.5k -59,455
47 AXXCESS WEALTH MANAGEMENT, LLC 1.73% of their portfolio CARLSBAD, CA 2,161,3562.2m $108.9m $108.9m 1.73% Added +105.9k +105,897
48 Capital Asset Advisory Services LLC 3.94% of their portfolio Williamston, MI 2,159,2452.2m $108.8m $108.8m 3.94% Added +145.6k +145,583
49 McNamara Financial Services, Inc. 18.17% of their portfolio MARSHFIELD, MA 2,090,1642.1m $105.3m $105.3m 18.17% Reduced -6.0k -5,985
50 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 2,020,8292.0m $101.8m $101.8m 0.02% Added +49.7k +49,705
51 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,980,2082.0m $99.2m $99.2m 0.01% Added +7.9k +7,920
52 Peterson Wealth Advisors, LLC 11.75% of their portfolio Orem, UT 1,973,3672.0m $99.4m $99.4m 11.75% Added +92.9k +92,935
53 Cerity Partners LLC 0.12% of their portfolio NEW YORK, NY 1,967,9392.0m $99.2m $99.2m 0.12% Reduced -122.5k -122,514
54 AlphaStar Capital Management, LLC 6.17% of their portfolio CORNELIUS, NC 1,925,2841.9m $97.0m $97.0m 6.17% Added +127.2k +127,209
55 Diversify Advisory Services, LLC 1.54% of their portfolio SANDY, UT 1,848,9491.8m $91.7m $91.7m 1.54% New
56 DIVERSIFY WEALTH MANAGEMENT, LLC 1.54% of their portfolio SANDY, UT 1,848,9491.8m $91.7m $91.7m 1.54% Added +233.0k +233,030
57 Schneider Downs Wealth Management Advisors, LP 8.63% of their portfolio Pittsburgh, PA 1,822,7301.8m $91.8m $91.8m 8.63% Added +18.0k +17,989
58 Private Advisor Group, LLC 0.42% of their portfolio MORRISTOWN, NJ 1,814,2191.8m $91.4m $91.4m 0.42% Reduced -214.4k -214,437
59 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,755,0771.8m $88.4m $88.4m 0.00% Added +536.4k +536,352
60 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,738,0401.7m $87.6m $87.6m 0.01% Reduced -101.2k -101,151
61 PARK AVENUE SECURITIES LLC 0.54% of their portfolio NEW YORK, NY 1,730,1451.7m $87.2m $87.2m 0.54% Reduced -54.9k -54,909
62 Integrated Wealth Concepts LLC 0.42% of their portfolio WALTHAM, MA 1,722,8801.7m $86.8m $86.8m 0.42% Added +541.9k +541,883
63 HighPoint Advisor Group LLC 3.00% of their portfolio DOWNERS GROVE, IL 1,688,4911.7m $85.1m $85.1m 3.00% Added +137.1k +137,057
64 Center for Financial Planning, Inc. 7.85% of their portfolio SOUTHFIED, MI 1,667,2151.7m $84.0m $84.0m 7.85% Added +55.8k +55,753
65 GREENLEAF TRUST 0.77% of their portfolio KALAMAZOO, MI 1,578,8681.6m $79.6m $79.6m 0.77% Added +164.4k +164,415
66 ASSETMARK, INC 0.14% of their portfolio CONCORD, CA 1,570,4101.6m $79.1m $79.1m 0.14% Reduced -478.0k -477,951
67 Corient Private Wealth LP 0.11% of their portfolio MIAMI, FL 1,548,9021.5m $78.0m $78.0m 0.11% Reduced -144.2k -144,240
68 KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 4.96% of their portfolio NEWPORT BEACH, CA 1,541,7781.5m $73.1m $73.1m 4.96% Added +773.1k +773,072
69 Kestra Advisory Services, LLC 0.25% of their portfolio AUSTIN, TX 1,520,9311.5m $76.6m $76.6m 0.25% Added +1.1m +1,113,821
70 Rockefeller Capital Management L.P. 0.12% of their portfolio NEW YORK, NY 1,508,1301.5m $76.0m $76.0m 0.12% Added +51.6k +51,625
71 ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio NASHVILLE, TN 1,492,4381.5m $68.1m $68.1m 0.02% Reduced -12.2k -12,174
72 CONFLUENCE INVESTMENT MANAGEMENT LLC 1.17% of their portfolio ST. LOUIS, MO 1,482,7731.5m $74.7m $74.7m 1.17% Reduced -109.7k -109,720
73 Wealthcare Advisory Partners LLC 1.36% of their portfolio WEST CHESTER, PA 1,419,2271.4m $71.5m $71.5m 1.36% Added +32.5k +32,529
74 TRUEFG, LLC 16.30% of their portfolio CEDAR PARK, TX 1,384,9141.4m $69.8m $69.8m 16.30% Added +6.6k +6,625
75 Walkner Condon Financial Advisors LLC 7.87% of their portfolio MADISON, WI 1,356,1181.4m $68.3m $68.3m 7.87% Added +91.8k +91,840
76 Facet Wealth, Inc. 0.97% of their portfolio WEST PALM BEACH, FL 1,344,4281.3m $67.7m $67.7m 0.97% Reduced -44.5k -44,496
77 Lifeworks Advisors, LLC 6.59% of their portfolio GRAND RAPIDS, MI 1,249,7651.2m $63.0m $63.0m 6.59% Added +86.0k +86,028
78 CGN Advisors LLC 4.51% of their portfolio MANHATTAN, KS 1,226,0881.2m $61.8m $61.8m 4.51% Added +62.7k +62,666
79 Thrivent Financial for Lutherans 0.10% of their portfolio Minneapolis, MN 1,217,3471.2m $61.3m $61.3m 0.10% Reduced -17.6k -17,649
80 Stratos Wealth Partners, LTD. 0.61% of their portfolio BEACHWOOD, OH 1,195,6341.2m $60.2m $60.2m 0.61% Reduced -26.8k -26,771
81 Global Retirement Partners, LLC 0.92% of their portfolio San Rafael, CA 1,192,3711.2m $60.1m $60.1m 0.92% First filing
82 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.10% of their portfolio PLYMOUTH, MN 1,153,7681.2m $57.7m $57.7m 0.10% Reduced -33.5k -33,502
83 ProVise Management Group, LLC 3.81% of their portfolio CLEARWATER, FL 1,128,6501.1m $56.9m $56.9m 3.81% Added +330.1k +330,117
84 HALBERT HARGROVE GLOBAL ADVISORS, LLC 2.44% of their portfolio LONG BEACH, CA 1,114,2351.1m $56.1m $56.1m 2.44% Reduced -41.8k -41,783
85 Clearwater Capital Advisors, LLC 4.11% of their portfolio HOFFMAN ESTATES, IL 1,112,0931.1m $56.0m $56.0m 4.11% Reduced -14.6k -14,645
86 Global Strategic Investment Solutions, LLC 4.54% of their portfolio Scottsdale, AZ 1,006,3561.0m $50.7m $50.7m 4.54% Added +3.9k +3,896
87 Brio Consultants, LLC 5.87% of their portfolio SAN FRANCISCO, CA 994,021994.0k $50.1m $50.1m 5.87% Added +18.0k +17,985
88 TIAA TRUST, NATIONAL ASSOCIATION 2.84% of their portfolio CHARLOTTE, NC 952,341952.3k $48.0m $48.0m 2.84% Reduced -24.4k -24,385
89 Boston Standard Wealth Management, LLC 6.85% of their portfolio WINCHESTER, MA 946,137946.1k $47.2m $47.2m 6.85% Reduced -13.6k -13,633
90 IFP Advisors, Inc 0.83% of their portfolio TAMPA, FL 915,993916.0k $46.2m $46.2m 0.83% Added +90.1k +90,146
91 Beacon Pointe Advisors, LLC 0.21% of their portfolio NEWPORT BEACH, CA 900,196900.2k $45.4m $45.4m 0.21% Added +108.8k +108,802
92 Blueprint Investment Partners LLC 3.76% of their portfolio GREENSBORO, NC 895,096895.1k $45.1m $45.1m 3.76% Added +353.4k +353,392
93 Ballentine Partners, LLC 0.55% of their portfolio Waltham, MA 888,635888.6k $44.8m $44.8m 0.55% Reduced -3.2k -3,151
94 JDM Financial Group LLC 11.08% of their portfolio AUSTIN, TX 884,654884.7k $32.5m $32.5m 11.08% Added +140.6k +140,571
95 Aptus Capital Advisors, LLC 0.32% of their portfolio FAIRHOPE, AL 873,909873.9k $44.0m $44.0m 0.32% Added +61.3k +61,304
96 MAI Capital Management 0.16% of their portfolio INDEPENDENCE, OH 854,242854.2k $43.0m $43.0m 0.16% Added +27.9k +27,906
97 Tidal Investments LLC 0.10% of their portfolio Milwaukee, WI 837,833837.8k $42.2m $42.2m 0.10% New
98 Garrett Wealth Advisory Group, LLC 6.24% of their portfolio WEATHERFORD, TX 806,030806.0k $40.6m $40.6m 6.24% Added +12.8k +12,754
99 KWB Wealth 3.40% of their portfolio REDLANDS, CA 788,912788.9k $39.8m $39.8m 3.40% Reduced -41.5k -41,488
100 Geneos Wealth Management Inc. 0.81% of their portfolio ENGLEWOOD, CO 787,151787.2k $39.7m $39.7m 0.81% Added +16.1k +16,096