SS SPDR Global Dow ETFDGTETF
13F holders, Q1 2025 (March 31)71holders +10
13new positions
2sold out
1famous investor
$139.80avg. 13F price*
At the end of Q1 2025, 71 institutions reported holding SS SPDR Global Dow ETF (DGT) in their 13F filings, up 10 from Q4 2024. 13 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($22.9M), Systelligence, LLC ($22.4M) and Members Advisory Group LLC ($10.6M). 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 (Q1 2025)
- CUSIP
- 78464A706
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $9.0M |
| Exits | 2 | $638K |
All 13F filers, Q4 2024 → Q1 2025: 267,052 shares bought and 40,813 shares sold, net +226,239 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| LPL Financial LLC | 0.01% | Add +15.2% | 163,992 | $22.9M |
| Systelligence, LLC | 5.39% | Add +113.9% | 160,518 | $22.4M |
| Members Advisory Group LLC | 4.42% | Add +5.9% | 75,609 | $10.6M |
| Intact Investment Management Inc. | 0.35% | No change | 73,266 | $10.2M |
| Baltimore-Washington Financial Advisors, Inc. | 0.50% | Add +0.2% | 66,517 | $9.3M |
| Jane Street Group, LLC | 0.01% | Add +234.5% | 54,936 | $7.7M |
| Main Street Financial Solutions, LLC | 0.58% | Add +31.7% | 47,944 | $6.7M |
| Fagan Associates, Inc. | 0.99% | Add +7.6% | 42,458 | $5.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 30,056 | $4.2M |
| Bleakley Financial Group, LLC | 0.13% | Reduce -16.5% | 29,764 | $4.2M |
| Morgan Stanley | 0.00% | Add +1.6% | 29,707 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.9% | 27,587 | $3.9M |
| AdvisorNet Financial, Inc | 0.21% | Add +2.2% | 20,388 | $2.9M |
| Roundview Capital LLC | 0.20% | Add +0.4% | 19,963 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +80.0% | 19,949 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -50.8% | 18,456 | $2.6M |
| Bank of America Corp. | 0.00% | Reduce -11.8% | 17,423 | $2.4M |
| Gotham Asset Management | 0.02% | Add +62.9% | 17,172 | $2.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +149.7% | 16,569 | $2.3M |
| Nwam LLC | 0.18% | Add +0.1% | 14,957 | $2.1M |
| Silver Oak Securities, Incorporated | 0.18% | Add +1.4% | 13,792 | $1.9M |
| CHB Investment Group, LLC | 0.94% | Add +1.4% | 12,689 | $1.8M |
| Asset Management Group, Inc. | 0.32% | Add +0.1% | 12,502 | $1.7M |
| Wells Fargo & Company | 0.00% | Reduce -19.3% | 11,709 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -11.5% | 11,129 | $1.6M |
| Meridian Investment Counsel Inc. | 0.44% | Reduce -0.1% | 10,718 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Reduce -23.0% | 9,907 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Add +7.8% | 9,824 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +159.6% | 9,781 | $1.4M |
| Fig Financial Advisory Services Inc. | 0.95% | New | 9,664 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.7% | 8,205 | $1.1M |
| Arq Wealth Advisors, LLC | 0.36% | Add +16.2% | 7,023 | $982K |
| Janney Montgomery Scott LLC | 0.00% | New | 5,588 | $781K |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.2% | 4,879 | $682K |
| Compound Planning, Inc. | 0.03% | New | 4,867 | $680K |
| Arcadia Investment Advisors LLC | 0.38% | No change | 4,867 | $680K |
| Harbour Investments, Inc. | 0.02% | Reduce -3.4% | 4,305 | $602K |
| Modern Wealth Management, LLC | 0.02% | Add +2.0% | 4,096 | $573K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +41.2% | 3,978 | $556K |
| Michels Family Financial, LLC | 0.44% | Reduce -4.9% | 3,448 | $482K |
| IHT Wealth Management, LLC | 0.01% | New | 2,692 | $376K |
| Sowell Financial Services LLC | 0.02% | New | 2,559 | $358K |
| Sanctuary Advisors, LLC | 0.00% | New | 2,440 | $341K |
| Sigma Planning Corp | 0.01% | Reduce -4.2% | 2,123 | $297K |
| Arkadios Wealth Advisors | 0.01% | New | 2,105 | $294K |
| Equitable Holdings, Inc. | 0.00% | New | 1,901 | $266K |
| Creekside Partners | 0.13% | No change | 1,762 | $246K |
| Private Trust Co. NA | 0.02% | Add +20.2% | 1,730 | $242K |
| Joseph P. Lucia & Associates, LLC | 0.10% | No change | 1,522 | $213K |
| Synovus Financial Corp. | 0.00% | New | 1,469 | $205K |
| Advisors Preferred, LLC | 0.02% | Reduce -45.8% | 1,143 | $160K |
| North Star Investment Management Corp. | 0.01% | No change | 1,130 | $158K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,085 | $152K |
| UBS Group AG | 0.00% | Add +141.4% | 910 | $127K |
| Comerica Bank | 0.00% | No change | 799 | $112K |
| Royal Bank of Canada | 0.00% | Reduce -4.7% | 789 | $110K |
| CoreCap Advisors, LLC | 0.00% | New | 755 | $106K |
| Cwm, LLC | 0.00% | No change | 649 | $91K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 413 | $58K |
| Webster Bank, N. A. | 0.01% | No change | 380 | $53K |
| AE Wealth Management LLC | 0.00% | No change | 350 | $49K |
| FMR LLC | 0.00% | No change | 315 | $44K |
| BlackRock, Inc. | 0.00% | Reduce -35.7% | 198 | $28K |
| Larson Financial Group LLC | 0.00% | New | 152 | $21K |
| Bank of Montreal | 0.00% | No change | 150 | $21K |
| Arlington Trust Co LLC | 0.00% | New | 100 | $14K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 97 | $14K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 84 | $12K |
| 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% | No change | 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.