SS SPDR Global Dow ETFDGTETF

13F holders, Q2 2025 (June 30)
82holders +11
13new positions
2sold out
2famous investors
$150.59avg. 13F price*

At the end of Q2 2025, 82 institutions reported holding SS SPDR Global Dow ETF (DGT) in their 13F filings, up 11 from Q1 2025. 13 opened new positions and 2 sold out. The largest holders were Systelligence, LLC ($26.6M), LPL Financial LLC ($24.7M) and Morgan Stanley ($15.0M). 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 SERIES TRUST (Q2 2025)
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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions13$18.2M
Exits2$372K

All 13F filers, Q1 2025 → Q2 2025: 302,561 shares bought and 77,527 shares sold, net +225,034 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 82 holders

Systelligence, LLC 4.92% Add +10.0% 176,629 $26.6M
LPL Financial LLC 0.01% Add +0.1% 164,139 $24.7M
Morgan Stanley 0.00% Add +234.8% 99,471 $15.0M
Members Advisory Group LLC 4.28% Reduce -0.1% 75,548 $11.4M
Intact Investment Management Inc. 0.37% No change 73,266 $11.0M
Baltimore-Washington Financial Advisors, Inc. 0.49% Add +5.7% 70,328 $10.6M
Fagan Associates, Inc. 1.52% Add +53.5% 65,167 $9.8M
Main Street Financial Solutions, LLC 0.52% Add +0.1% 47,984 $7.2M
Avantax Advisory Services, Inc. 0.03% Add +107.5% 34,383 $5.2M
Bleakley Financial Group, LLC 0.13% Add +14.4% 34,060 $5.1M
Ameriprise Financial Inc. 0.00% New 34,021 $5.1M
Bank of America Corp. 0.00% Add +85.3% 32,294 $4.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +8.9% 30,042 $4.5M
Onyx Bridge Wealth Group LLC 0.50% New 25,056 $3.8M
Roundview Capital LLC 0.20% Add +1.0% 20,161 $3.0M
Meridian Wealth Management, LLC 0.12% New 19,325 $2.9M
Flow Traders U.S. LLC 0.10% New 18,746 $2.8M
Osaic Holdings, Inc. 0.00% Reduce -0.1% 18,430 $2.8M
AdvisorNet Financial, Inc 0.18% Reduce -11.1% 18,129 $2.7M
Jones Financial Companies LLLP 0.00% Add +81.6% 17,766 $2.7M
Gotham Asset Management 0.02% No change 17,172 $2.6M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -21.2% 15,726 $2.4M
Nwam LLC 0.13% Add +0.4% 15,018 $2.3M
Jane Street Group, LLC 0.00% Reduce -74.5% 14,001 $2.1M
Silver Oak Securities, Incorporated 0.17% Add +0.7% 13,888 $2.1M
CHB Investment Group, LLC 0.97% Reduce -0.5% 12,622 $1.9M
Asset Management Group, Inc. 0.33% Add +0.6% 12,579 $1.9M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -59.5% 12,180 $1.8M
Raymond James Financial Inc. 0.00% Add +20.6% 11,843 $1.8M
Wells Fargo & Company 0.00% Reduce -4.7% 11,163 $1.7M
Stratos Wealth Partners, LTD. 0.02% Reduce -3.0% 10,798 $1.6M
Meridian Investment Counsel Inc. 0.44% No change 10,718 $1.6M
Fig Financial Advisory Services Inc. 0.97% Reduce -0.2% 9,644 $1.5M
UBS Group AG 0.00% Add +922.9% 9,308 $1.4M
Envestnet Asset Management Inc. 0.00% Add +11.7% 9,161 $1.4M
Equitable Holdings, Inc. 0.01% Add +319.9% 7,982 $1.2M
Nations Financial Group Inc, /Ia/ 0.08% Reduce -20.0% 7,924 $1.2M
Arq Wealth Advisors, LLC 0.34% No change 7,023 $982K
Compound Planning, Inc. 0.04% Add +33.7% 6,507 $980K
Integrated Advisors Network LLC 0.04% New 5,952 $897K
Janney Montgomery Scott LLC 0.00% Add +2.6% 5,731 $863K
NFSG Corp 0.14% New 5,546 $835K
Thoroughbred Financial Services, LLC 0.05% Add +24.5% 4,951 $745K
Arcadia Investment Advisors LLC 0.38% No change 4,867 $733K
Modern Wealth Management, LLC 0.02% Reduce -0.1% 4,090 $616K
Citadel Advisors 0.00% New 3,882 $585K
Commonwealth Equity Services, LLC 0.00% Reduce -23.8% 3,716 $560K
BlueChip Wealth Advisors LLC 0.22% New 3,626 $546K
Michels Family Financial, LLC 0.44% Add +0.5% 3,464 $522K
IHT Wealth Management, LLC 0.01% Add +10.9% 2,986 $450K
Sowell Financial Services LLC 0.02% Reduce -0.6% 2,545 $383K
Arkadios Wealth Advisors 0.01% Add +19.1% 2,506 $377K
Sigma Planning Corp 0.01% Reduce -2.9% 2,061 $310K
Creekside Partners 0.13% No change 1,762 $265K
Thrivent Financial for Lutherans 0.00% New 1,650 $249K
Sanctuary Advisors, LLC 0.00% Reduce -33.5% 1,623 $244K
Synovus Financial Corp. 0.00% Reduce -0.2% 1,466 $221K
CW Advisors, LLC 0.00% New 1,456 $220K
Private Trust Co. NA 0.02% Reduce -16.5% 1,444 $217K
Mercer Global Advisors Inc. 0.00% New 1,346 $203K
North Star Investment Management Corp. 0.01% No change 1,130 $170K
Glenmede Investment Management, LP 0.00% — 1,085 $163K
CoreCap Advisors, LLC 0.00% No change 755 $114K
Comerica Bank 0.00% Reduce -8.8% 729 $110K
Cwm, LLC 0.00% No change 649 $98K
Harbour Investments, Inc. 0.00% Reduce -85.4% 630 $95K
Bank of Montreal 0.00% Add +186.7% 430 $65K
Federation des caisses Desjardins du Quebec 0.00% No change 413 $62K
Royal Bank of Canada 0.00% Reduce -49.4% 399 $60K
Webster Bank, N. A. 0.01% No change 380 $57K
AE Wealth Management LLC 0.00% No change 350 $53K
FMR LLC 0.00% No change 315 $47K
BlackRock, Inc. 0.00% Add +48.5% 294 $44K
Principal Securities, Inc. 0.00% New 186 $28K
Larson Financial Group LLC 0.00% Add +0.7% 153 $23K
Arlington Trust Co LLC 0.00% No change 100 $15K
Physician Wealth Advisors, Inc. 0.00% No change 84 $13K
Tucker Asset Management LLC 0.00% No change 50 $8K
Whittier Trust Co. 0.00% No change 50 $8K
PNC Financial Services Group, Inc. 0.00% Reduce -50.5% 48 $7K
Main Street Group, LTD 0.00% New 36 $5K
Capital Investment Advisory Services, LLC 0.00% No change 30 $5K

"% 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.