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State Street Spdr Msci Acwi (NZAC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
PNC Financial Services Group, Inc.
DECREASED
Shares208,657 from 212,586
Change-3,929 (-2%)
Value$9.7M (-$76.9K)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares73,349 from 70,162
Change+3,187 (+5%)
Value$3.4M (+$182.7K)
Filed 2026-11-06
Truist Financial Corp
INCREASED
Shares31,989 from 31,873
Change+116 (+0%)
Value$1.5M (+$21.2K)
Filed 2026-10-30
Invera Wealth Advisors, LLC
INCREASED
Shares18,585 from 17,498
Change+1,087 (+6%)
Value$862.5K (+$59.1K)
Filed 2026-10-28
Fingerlakes Wealth Management, Inc.
INCREASED
Shares12,021 from 11,784
Change+237 (+2%)
Value$557.9K (+$16.8K)
Filed 2026-11-04
CWC Advisors, Llc.
UNCHANGED
Shares10,008 from 10,008
Change0 (0%)
Value$464.4K (+$5.0K)
Filed 2026-10-15
Wealth Analytics Partners, LLC
UNCHANGED
Shares9,674 from 9,674
Change0 (0%)
Value$449.0K (+$5.5K)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
UNCHANGED
Shares6,444 from 6,444
Change0 (0%)
Value$299.1K (+$3.2K)
Filed 2026-10-21
Mather Group, Llc.
INCREASED
Shares6,027 from 5,900
Change+127 (+2%)
Value$279.7K (+$8.8K)
Filed 2026-10-14
Monument Group Wealth Advisors, LLC
INCREASED
Shares5,840 from 1,089
Change+4,751 (+436%)
Value$271.0K (+$7.0K)
Filed 2026-10-21
Bond & Devick Financial Network, Inc.
INCREASED
Shares4,848 from 4,724
Change+124 (+3%)
Value$225.0K (+$8.1K)
Filed 2026-10-23
Boston Trust Walden Corp
UNCHANGED
Shares4,573 from 4,573
Change0 (0%)
Value$212.2K (+$2.3K)
Filed 2026-10-30
Harbour Investments, Inc.
UNCHANGED
Shares3,953 from 3,953
Change0 (0%)
Value$183.4K (+$2.0K)
Filed 2026-11-09
IFG Advisory, LLC
UNCHANGED
Shares3,280 from 3,280
Change0 (0%)
Value$152.2K (+$1.6K)
Filed 2026-11-09
Harbor Asset Planning, Inc.
UNCHANGED
Shares3,023 from 3,023
Change0 (0%)
Value$140.3K (+$1.5K)
Filed 2026-10-23
Farther Finance Advisors, LLC
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$29.9K (+$320)
Filed 2026-10-08
Private Wealth Management Group, LLC
UNCHANGED
Shares526 from 526
Change0 (0%)
Value$24.4K (+$261)
Filed 2026-10-19
Golden State Wealth Management, LLC
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$13.0K (+$139)
Filed 2026-11-02
MRA Advisory Group
CLOSED
Shares0 from 3,912
Change-3,912 (-100%)
Value$0 (-$211.7K)
Filed 2026-10-07
AdvisorNet Financial, Inc
CLOSED
Shares0 from 175
Change-175 (-100%)
Value$0 (-$8.0K)
Filed 2026-10-15
State Street Corp
N/A
Shares— from 977,300
Change-977,300 (-100%)
Value—
Betterment LLC
N/A
Shares— from 140,728
Change-140,728 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 70,306
Change-70,306 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 67,875
Change-67,875 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 62,003
Change-62,003 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 37,800
Change-37,800 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 33,540
Change-33,540 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 20,610
Change-20,610 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 18,842
Change-18,842 (-100%)
Value—
UBS Group AG
N/A
Shares— from 18,783
Change-18,783 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 12,281
Change-12,281 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 9,034
Change-9,034 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 8,086
Change-8,086 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 6,293
Change-6,293 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,504
Change-5,504 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 4,732
Change-4,732 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,283
Change-3,283 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,192
Change-2,192 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 948
Change-948 (-100%)
Value—
FMR LLC
N/A
Shares— from 618
Change-618 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
PNC Financial Services Group, Inc.
DECREASED208,657212,586-3,929-2%$9.8M$9.7M-$76.9K2026-11-06
LPL Financial LLC
INCREASED73,34970,162+3,187+5%$3.2M$3.4M+$182.7K2026-11-06
Truist Financial Corp
INCREASED31,98931,873+116+0%$1.5M$1.5M+$21.2K2026-10-30
Invera Wealth Advisors, LLC
INCREASED18,58517,498+1,087+6%$803.4K$862.5K+$59.1K2026-10-28
Fingerlakes Wealth Management, Inc.
INCREASED12,02111,784+237+2%$541.0K$557.9K+$16.8K2026-11-04
CWC Advisors, Llc.
UNCHANGED10,00810,00800%$459.5K$464.4K+$5.0K2026-10-15
Wealth Analytics Partners, LLC
UNCHANGED9,6749,67400%$443.5K$449.0K+$5.5K2026-10-19
Wealthcare Advisory Partners LLC
UNCHANGED6,4446,44400%$295.9K$299.1K+$3.2K2026-10-21
Mather Group, Llc.
INCREASED6,0275,900+127+2%$270.9K$279.7K+$8.8K2026-10-14
Monument Group Wealth Advisors, LLC
INCREASED5,8401,089+4,751+436%$264.0K$271.0K+$7.0K2026-10-21
Bond & Devick Financial Network, Inc.
INCREASED4,8484,724+124+3%$216.9K$225.0K+$8.1K2026-10-23
Boston Trust Walden Corp
UNCHANGED4,5734,57300%$210.0K$212.2K+$2.3K2026-10-30
Harbour Investments, Inc.
UNCHANGED3,9533,95300%$181.5K$183.4K+$2.0K2026-11-09
IFG Advisory, LLC
UNCHANGED3,2803,28000%$150.6K$152.2K+$1.6K2026-11-09
Harbor Asset Planning, Inc.
UNCHANGED3,0233,02300%$138.8K$140.3K+$1.5K2026-10-23
Farther Finance Advisors, LLC
UNCHANGED64564500%$29.6K$29.9K+$3202026-10-08
Private Wealth Management Group, LLC
UNCHANGED52652600%$24.2K$24.4K+$2612026-10-19
Golden State Wealth Management, LLC
UNCHANGED28028000%$12.9K$13.0K+$1392026-11-02
MRA Advisory Group
CLOSED03,912-3,912-100%$211.7K$0-$211.7K2026-10-07
AdvisorNet Financial, Inc
CLOSED0175-175-100%$8.0K$0-$8.0K2026-10-15
State Street Corp
N/A—977,300-977,300-100%$44.9M———
Betterment LLC
N/A—140,728-140,728-100%$6.5M———
Morgan Stanley
N/A—70,306-70,306-100%$3.2M———
Bank of America Corp
N/A—67,875-67,875-100%$3.1M———
Envestnet Asset Management Inc
N/A—62,003-62,003-100%$2.8M———
Raymond James Financial Inc
N/A—37,800-37,800-100%$1.7M———
Susquehanna International Group, LLP
N/A—33,540-33,540-100%$1.5M———
Flow Traders U.S. LLC
N/A—20,610-20,610-100%$946.0K———
Royal Bank of Canada
N/A—18,842-18,842-100%$865.0K———
UBS Group AG
N/A—18,783-18,783-100%$862.4K———
Jones Financial Companies Lllp
N/A—12,281-12,281-100%$553.1K———
Integrated Wealth Concepts LLC
N/A—9,034-9,034-100%$414.8K———
Mariner, LLC
N/A—8,086-8,086-100%$371.3K———
AQR Capital Management LLC
N/A—7,600-7,600-100%$348.9K———
United Capital Financial Advisors, LLC
N/A—6,293-6,293-100%$288.1K———
Osaic Holdings, Inc.
N/A—5,504-5,504-100%$252.8K———
Franklin Resources Inc
N/A—5,100-5,100-100%$234.2K———
Cary Street Partners Financial LLC
N/A—4,732-4,732-100%$217.3K———
NewEdge Advisors, LLC
N/A—3,283-3,283-100%$150.7K———
Smartleaf Asset Management LLC
N/A—2,192-2,192-100%$99.8K———
Aptus Capital Advisors, LLC
N/A—1,625-1,625-100%$74.6K———
Ballast Advisors LLC
N/A—948-948-100%$43.5K———
FMR LLC
N/A—618-618-100%$28.4K———
Wells Fargo & Company
N/A—00—$4———
Showing 44 of 44 institutions