SS SPDR Global Dow ETFDGTETF

13F holders, Q3 2024 (September 30)
56holders +4
10new positions
6sold out
2famous investors
$137.86avg. 13F price*

At the end of Q3 2024, 56 institutions reported holding SS SPDR Global Dow ETF (DGT) in their 13F filings, up 4 from Q2 2024. 10 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($15.2M), Intact Investment Management Inc. ($10.1M) and Systelligence, LLC ($9.8M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS SPDR Global Dow ETF
Filed as
SPDR SER TR (Q3 2024)
CUSIP
78464A706
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 51Q1 2024Q2 2024: 52Q2 2024Q3 2024: 56Q3 2024Q4 2024: 61Q4 2024Q1 2025: 71Q1 2025Q2 2025: 82Q2 2025Q3 2025: 85Q3 2025Q4 2025: 86Q4 2025Q1 2026: 97Q1 2026Q2 2026: 98Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions10$8.6M
Exits6$10.1M

All 13F filers, Q2 2024 → Q3 2024: 137,999 shares bought and 104,749 shares sold, net +33,250 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 56 holders

LPL Financial LLC 0.01% Add +51.6% 110,421 $15.2M
Intact Investment Management Inc. 0.34% No change 73,266 $10.1M
Systelligence, LLC 2.44% Reduce -3.6% 71,399 $9.8M
Baltimore-Washington Financial Advisors, Inc. 0.48% Add +3.7% 64,144 $8.8M
Fagan Associates, Inc. 0.92% Add +2.1% 39,556 $5.5M
Osaic Holdings, Inc. 0.01% Reduce -3.0% 34,757 $4.8M
Main Street Financial Solutions, LLC 0.43% Add +14.1% 34,105 $4.7M
Citadel Advisors 0.00% New 27,859 $3.8M
Envestnet Asset Management Inc. 0.00% Reduce -4.1% 27,018 $3.7M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.9% 25,425 $3.5M
Morgan Stanley 0.00% Add +3.1% 20,682 $2.9M
Bank of America Corp. 0.00% Reduce -18.9% 20,332 $2.8M
Members Advisory Group LLC 1.38% Add +127.1% 20,059 $2.8M
Roundview Capital LLC 0.20% No change 19,891 $2.7M
AdvisorNet Financial, Inc 0.20% Add +30.2% 19,693 $2.7M
Silver Oak Securities, Incorporated 0.25% Add +62.1% 16,809 $2.3M
Nations Financial Group Inc, /Ia/ 0.16% Add +44.9% 16,219 $2.2M
Nwam LLC 0.13% New 14,959 $2.1M
CHB Investment Group, LLC 1.05% — 14,366 $2.0M
Wells Fargo & Company 0.00% Reduce -1.2% 14,128 $1.9M
Stratos Wealth Partners, LTD. 0.03% Reduce -12.2% 13,479 $1.9M
Asset Management Group, Inc. 0.24% Reduce -0.1% 12,383 $1.7M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -17.9% 10,904 $1.5M
Meridian Investment Counsel Inc. 0.45% Reduce -1.6% 10,898 $1.5M
Prudential Financial Inc. 0.00% Reduce -11.1% 9,137 $1.3M
Raymond James Financial Services Advisors, Inc. 0.00% Add +8.8% 6,748 $930K
Arq Wealth Advisors, LLC 0.28% Add +9.7% 5,510 $748K
Arcadia Investment Advisors LLC 0.36% No change 4,867 $671K
Avantax Advisory Services, Inc. 0.00% New 4,836 $667K
Harbour Investments, Inc. 0.02% No change 4,456 $614K
Gotham Asset Management 0.01% New 4,431 $611K
Thrivent Financial for Lutherans 0.00% Reduce -6.7% 4,283 $590K
Commonwealth Equity Services, LLC 0.00% Reduce -16.9% 3,479 $480K
Synovus Financial Corp. 0.00% New 2,786 $384K
Thoroughbred Financial Services, LLC 0.02% New 2,681 $369K
Jones Financial Companies LLLP 0.00% Add +295.8% 1,995 $276K
Merit Financial Group, LLC 0.01% Reduce -0.1% 1,989 $274K
Creekside Partners 0.13% No change 1,762 $243K
Ameriprise Financial Inc. 0.00% Reduce -2.4% 1,736 $239K
Joseph P. Lucia & Associates, LLC 0.10% New 1,522 $210K
Sapient Capital LLC 0.00% New 1,485 $205K
Private Trust Co. NA 0.02% No change 1,311 $181K
Comerica Bank 0.00% New 1,232 $170K
North Star Investment Management Corp. 0.01% No change 1,130 $156K
Glenmede Trust Co. NA 0.00% No change 1,085 $150K
Royal Bank of Canada 0.00% No change 789 $109K
CoreCap Advisors, LLC 0.00% Add +83.3% 755 $104K
Cwm, LLC 0.00% No change 649 $89K
Northwest Financial Advisors 0.06% New 584 $81K
Federation des caisses Desjardins du Quebec 0.00% No change 413 $57K
Webster Bank, N. A. 0.01% Reduce -28.3% 380 $52K
FMR LLC 0.00% Reduce -60.7% 299 $41K
Bank of Montreal 0.00% Reduce -98.4% 150 $21K
PNC Financial Services Group, Inc. 0.00% No change 97 $13K
Tucker Asset Management LLC 0.00% No change 50 $7K
Whittier Trust Co. 0.00% No change 50 $7K

"% of holder's portfolio" is DGT's weight in each manager's 13F, not the share of SS SPDR Global Dow ETF the manager owns.