SS SPDR Global Dow ETFDGTETF
13F holders, Q4 2024 (December 31)61holders +5
11new positions
7sold out
1famous investor
$132.05avg. 13F price*
At the end of Q4 2024, 61 institutions reported holding SS SPDR Global Dow ETF (DGT) in their 13F filings, up 5 from Q3 2024. 11 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($18.8M), Systelligence, LLC ($9.9M) and Intact Investment Management Inc. ($9.7M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- SS SPDR Global Dow ETF
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78464A706
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $8.7M |
| Exits | 7 | $6.1M |
All 13F filers, Q3 2024 → Q4 2024: 182,673 shares bought and 75,973 shares sold, net +106,700 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| LPL Financial LLC | 0.01% | Add +29.0% | 142,410 | $18.8M |
| Systelligence, LLC | 2.44% | Add +5.1% | 75,038 | $9.9M |
| Intact Investment Management Inc. | 0.34% | No change | 73,266 | $9.7M |
| Members Advisory Group LLC | 3.87% | Add +255.8% | 71,368 | $9.4M |
| Baltimore-Washington Financial Advisors, Inc. | 0.46% | Add +3.5% | 66,381 | $8.8M |
| Fagan Associates, Inc. | 0.83% | Reduce -0.3% | 39,448 | $5.2M |
| Osaic Holdings, Inc. | 0.01% | Add +7.8% | 37,475 | $4.9M |
| Main Street Financial Solutions, LLC | 0.47% | Add +6.8% | 36,415 | $4.8M |
| Bleakley Financial Group, LLC | 0.14% | New | 35,635 | $4.7M |
| Morgan Stanley | 0.00% | Add +41.5% | 29,255 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.5% | 27,082 | $3.6M |
| AdvisorNet Financial, Inc | 0.22% | Add +1.3% | 19,953 | $2.6M |
| Roundview Capital LLC | 0.18% | Reduce -0.0% | 19,889 | $2.6M |
| Bank of America Corp. | 0.00% | Reduce -2.8% | 19,755 | $2.6M |
| Jane Street Group, LLC | 0.00% | New | 16,424 | $2.2M |
| Nwam LLC | 0.12% | Reduce -0.1% | 14,947 | $2.0M |
| Wells Fargo & Company | 0.00% | Add +2.8% | 14,516 | $1.9M |
| Silver Oak Securities, Incorporated | 0.17% | Reduce -19.1% | 13,595 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Reduce -20.6% | 12,872 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -6.8% | 12,569 | $1.7M |
| CHB Investment Group, LLC | 0.90% | Reduce -12.9% | 12,508 | $1.7M |
| Asset Management Group, Inc. | 0.29% | Add +0.8% | 12,487 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.7% | 11,085 | $1.5M |
| Meridian Investment Counsel Inc. | 0.42% | Reduce -1.6% | 10,724 | $1.4M |
| Gotham Asset Management | 0.01% | Add +137.9% | 10,543 | $1.4M |
| Raymond James Financial Inc. | 0.00% | — | 9,111 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -72.1% | 7,548 | $997K |
| Avantax Advisory Services, Inc. | 0.01% | Add +37.2% | 6,635 | $876K |
| Arq Wealth Advisors, LLC | 0.30% | Add +9.7% | 6,045 | $798K |
| Arcadia Investment Advisors LLC | 0.35% | No change | 4,867 | $643K |
| Harbour Investments, Inc. | 0.02% | No change | 4,456 | $588K |
| Commonwealth Equity Services, LLC | 0.00% | Add +26.2% | 4,389 | $580K |
| Vise Technologies, Inc. | 0.05% | New | 4,222 | $557K |
| Modern Wealth Management, LLC | 0.02% | New | 4,014 | $530K |
| Jones Financial Companies LLLP | 0.00% | Add +88.9% | 3,768 | $497K |
| Michels Family Financial, LLC | 0.44% | — | 3,625 | $479K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -29.7% | 3,010 | $397K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +5.1% | 2,817 | $371K |
| Sigma Planning Corp | 0.01% | New | 2,216 | $293K |
| Advisors Preferred, LLC | 0.04% | New | 2,108 | $278K |
| Ameriprise Financial Inc. | 0.00% | Add +5.3% | 1,828 | $241K |
| Creekside Partners | 0.12% | No change | 1,762 | $233K |
| Joseph P. Lucia & Associates, LLC | 0.09% | No change | 1,522 | $201K |
| Private Trust Co. NA | 0.02% | Add +9.8% | 1,439 | $190K |
| North Star Investment Management Corp. | 0.01% | No change | 1,130 | $149K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,085 | $143K |
| Royal Bank of Canada | 0.00% | Add +4.9% | 828 | $109K |
| Comerica Bank | 0.00% | Reduce -35.1% | 799 | $105K |
| Cwm, LLC | 0.00% | No change | 649 | $86K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 413 | $55K |
| Webster Bank, N. A. | 0.01% | No change | 380 | $50K |
| UBS Group AG | 0.00% | New | 377 | $50K |
| AE Wealth Management LLC | 0.00% | New | 350 | $46K |
| FMR LLC | 0.00% | Add +5.3% | 315 | $42K |
| BlackRock, Inc. | 0.00% | New | 308 | $41K |
| Bank of Montreal | 0.00% | No change | 150 | $20K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 97 | $13K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 84 | $11K |
| Tucker Asset Management LLC | 0.00% | No change | 50 | $7K |
| Whittier Trust Co. | 0.00% | No change | 50 | $7K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 30 | $4K |
"% 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.