State Street SPDR MSCI AcwiNZACETF

13F holders, Q2 2024 (June 30)
33holders +2
4new positions
3sold out
$34.52avg. 13F price*

At the end of Q2 2024, 33 institutions reported holding State Street SPDR MSCI Acwi (NZAC) in their 13F filings, up 2 from Q1 2024. 4 opened new positions and 3 sold out. The largest holders were State Street Corp. ($36.1M), PNC Financial Services Group, Inc. ($5.4M) and Bank of America Corp. ($3.2M).

Company
State Street SPDR MSCI Acwi
Filed as
SPDR INDEX SHS FDS (Q2 2024)
CUSIP
78463X194
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 31Q1 2024Q2 2024: 33Q2 2024Q3 2024: 35Q3 2024Q4 2024: 36Q4 2024Q1 2025: 30Q1 2025Q2 2025: 33Q2 2025Q3 2025: 34Q3 2025Q4 2025: 43Q4 2025Q1 2026: 41Q1 2026Q2 2026: 43Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions4$449K
Exits3$2.1M

All 13F filers, Q1 2024 → Q2 2024: 64,318 shares bought and 94,873 shares sold, net −30,555 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 33 holders

State Street Corp. 0.00% Add +3.2% 1,048,101 $36.1M
PNC Financial Services Group, Inc. 0.00% Reduce -0.8% 157,720 $5.4M
Bank of America Corp. 0.00% Reduce -6.7% 92,776 $3.2M
UBS Group AG 0.00% Add +2.5% 59,613 $2.1M
Ameriprise Financial Inc. 0.00% Add +3.6% 58,389 $2.0M
Invera Wealth Advisors, LLC 1.89% Add +0.1% 51,619 $1.8M
Morgan Stanley 0.00% Add +25.3% 49,758 $1.7M
Envestnet Asset Management Inc. 0.00% Add +3.1% 47,753 $1.6M
Truist Financial Corp. 0.00% Add +2.0% 38,394 $1.3M
Smartleaf Asset Management LLC 0.19% Reduce -5.7% 32,946 $1.1M
LPL Financial LLC 0.00% Reduce -11.0% 23,482 $810K
Royal Bank of Canada 0.00% Add +1.8% 18,208 $628K
Susquehanna International Group, LLP 0.00% Reduce -40.1% 15,472 $533K
Fingerlakes Wealth Management, Inc. 0.45% Reduce -2.0% 14,555 $502K
Ulland Investment Advisors, LLC 0.35% Reduce -16.9% 13,400 $462K
Goldman Sachs Group Inc. 0.00% Reduce -13.0% 12,010 $414K
Cwm, LLC 0.00% Add +22.9% 11,931 $411K
United Capital Financial Advisors, LLC 0.00% No change 8,051 $278K
Commonwealth Equity Services, LLC 0.00% Reduce -8.0% 7,575 $261K
Wealthcare Advisory Partners LLC 0.01% New 6,444 $222K
Monument Group Wealth Advisors, LLC 0.14% New 5,840 $201K
Mather Group, Llc. 0.00% Add +1.2% 5,820 $197K
Franklin Resources Inc. 0.00% No change 5,100 $176K
NewEdge Advisors, LLC 0.00% No change 4,364 $150K
Private Wealth Management Group, LLC 0.03% No change 2,007 $69K
Ballast Advisors LLC 0.01% No change 872 $30K
Osaic Holdings, Inc. 0.00% Reduce -87.7% 641 $22K
International Assets Investment Management, LLC 0.00% New 436 $15K
Jones Financial Companies LLLP 0.00% New 300 $10K
Tower Research Capital LLC (TRC) 0.00% Reduce -32.8% 215 $7K
JPMorgan Chase & Co. 0.00% No change 176 $6K
Harbour Investments, Inc. 0.00% No change 175 $6K
Wells Fargo & Company 0.00% Add +0.0% 1 $17

"% of holder's portfolio" is NZAC's weight in each manager's 13F, not the share of State Street SPDR MSCI Acwi the manager owns.