SS SPDR Global Dow ETFDGTETF

13F holders, Q3 2025 (September 30)
85holders +3
9new positions
4sold out
2famous investors
$161.74avg. 13F price*

At the end of Q3 2025, 85 institutions reported holding SS SPDR Global Dow ETF (DGT) in their 13F filings, up 3 from Q2 2025. 9 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($34.9M), Systelligence, LLC ($34.6M) and Morgan Stanley ($18.1M). 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 (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions9$7.6M
Exits4$3.5M

All 13F filers, Q2 2025 → Q3 2025: 226,519 shares bought and 90,404 shares sold, net +136,115 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 85 holders

LPL Financial LLC 0.01% Add +31.4% 215,613 $34.9M
Systelligence, LLC 6.56% Add +21.1% 213,939 $34.6M
Morgan Stanley 0.00% Add +12.7% 112,127 $18.1M
Members Advisory Group LLC 4.33% Add +0.3% 75,758 $12.3M
Baltimore-Washington Financial Advisors, Inc. 0.52% Add +6.0% 74,515 $12.1M
Intact Investment Management Inc. 0.36% No change 73,266 $11.9M
Fagan Associates, Inc. 1.63% Add +11.8% 72,840 $11.8M
Main Street Financial Solutions, LLC 0.48% Reduce -3.7% 46,222 $7.5M
Onyx Bridge Wealth Group LLC 0.73% Add +65.8% 41,534 $6.7M
Cetera Investment Advisers 0.01% New 39,577 $6.4M
Bleakley Financial Group, LLC 0.12% Reduce -2.7% 33,155 $5.4M
Bank of America Corp. 0.00% Add +1.3% 32,722 $5.3M
Osaic Holdings, Inc. 0.01% Add +77.4% 32,692 $5.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -14.0% 25,845 $4.2M
Citadel Advisors 0.00% Add +432.6% 20,677 $3.3M
Jones Financial Companies LLLP 0.00% Add +16.0% 20,601 $3.3M
Meridian Wealth Management, LLC 0.12% Add +1.8% 19,673 $3.2M
Roundview Capital LLC 0.20% Reduce -2.9% 19,586 $3.2M
Wealth Enhancement Advisory Services, LLC 0.00% Add +12.1% 17,634 $2.9M
Gotham Asset Management 0.01% No change 17,172 $2.8M
Wells Fargo & Company 0.00% Add +39.0% 15,513 $2.5M
Nwam LLC 0.13% Add +0.1% 15,031 $2.5M
Silver Oak Securities, Incorporated 0.16% Reduce -2.9% 13,484 $2.2M
Asset Management Group, Inc. 0.33% Add +0.2% 12,606 $2.0M
Raymond James Financial Inc. 0.00% Reduce -3.4% 11,436 $1.8M
AdvisorNet Financial, Inc 0.10% Reduce -37.8% 11,276 $1.8M
Meridian Investment Counsel Inc. 0.43% Reduce -0.6% 10,651 $1.7M
Arq Wealth Advisors, LLC 0.49% Add +46.8% 10,310 $1.7M
Jane Street Group, LLC 0.00% Reduce -27.5% 10,156 $1.6M
Fig Financial Advisory Services Inc. 0.98% Add +0.5% 9,694 $1.6M
UBS Group AG 0.00% Reduce -1.0% 9,217 $1.5M
Equitable Holdings, Inc. 0.01% Add +2.8% 8,209 $1.3M
Envestnet Asset Management Inc. 0.00% Reduce -17.4% 7,566 $1.2M
Nations Financial Group Inc, /Ia/ 0.07% Reduce -14.4% 6,781 $1.1M
Compound Planning, Inc. 0.03% Reduce -6.7% 6,071 $982K
Janney Montgomery Scott LLC 0.00% Add +1.2% 5,799 $938K
Integrated Advisors Network LLC 0.04% Reduce -3.4% 5,749 $930K
NFSG Corp 0.14% Add +1.0% 5,601 $906K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -54.8% 5,509 $891K
Thoroughbred Financial Services, LLC 0.05% Add +1.3% 5,014 $811K
Stratos Wealth Partners, LTD. 0.01% Reduce -53.7% 4,998 $809K
Arcadia Investment Advisors LLC 0.38% No change 4,867 $787K
Modern Wealth Management, LLC 0.01% Add +0.2% 4,098 $663K
Commonwealth Equity Services, LLC 0.00% Add +4.5% 3,885 $628K
BlueChip Wealth Advisors LLC 0.25% Reduce -0.3% 3,616 $585K
Michels Family Financial, LLC 0.42% Reduce -2.8% 3,368 $545K
Royal Bank of Canada 0.00% Add +701.5% 3,198 $517K
IHT Wealth Management, LLC 0.01% Add +5.2% 3,141 $508K
Rockefeller Capital Management L.P. 0.00% New 2,957 $478K
Arkadios Wealth Advisors 0.01% Add +0.1% 2,509 $406K
Comerica Bank 0.00% Add +198.2% 2,174 $352K
Sigma Planning Corp 0.01% Reduce -2.1% 2,018 $326K
Ameriprise Financial Inc. 0.00% Reduce -94.4% 1,901 $308K
Creekside Partners 0.13% No change 1,762 $285K
Sanctuary Advisors, LLC 0.00% Add +1.6% 1,649 $267K
Private Trust Co. NA 0.02% Add +0.1% 1,446 $234K
Mercer Global Advisors Inc. 0.00% Add +6.5% 1,433 $232K
Synovus Financial Corp. 0.00% Reduce -2.6% 1,428 $231K
Kestra Advisory Services, LLC 0.00% New 1,294 $209K
SPC Financial, Inc. 0.02% New 1,275 $206K
MML Investors Services, LLC 0.00% New 1,258 $203K
Glenmede Investment Management, LP 0.00% No change 1,085 $176K
North Star Investment Management Corp. 0.01% Reduce -11.5% 1,000 $162K
CoreCap Advisors, LLC 0.00% No change 755 $122K
Cwm, LLC 0.00% No change 649 $105K
Harbour Investments, Inc. 0.00% No change 630 $102K
Bank of Montreal 0.00% No change 430 $70K
Federation des caisses Desjardins du Quebec 0.00% No change 413 $67K
Advisors Preferred, LLC 0.01% New 399 $65K
Webster Bank, N. A. 0.01% No change 380 $61K
AE Wealth Management LLC 0.00% No change 350 $57K
Ameritas Advisory Services, LLC 0.00% New 320 $52K
FMR LLC 0.00% No change 315 $51K
BlackRock, Inc. 0.00% Reduce -7.5% 272 $44K
Principal Securities, Inc. 0.00% No change 186 $30K
Larson Financial Group LLC 0.00% Add +0.7% 154 $25K
Arlington Trust Co LLC 0.00% No change 100 $16K
Physician Wealth Advisors, Inc. 0.00% No change 84 $14K
Tucker Asset Management LLC 0.00% No change 50 $8K
PNC Financial Services Group, Inc. 0.00% No change 48 $8K
Main Street Group, LTD 0.00% No change 36 $6K
Archer Investment Corp 0.00% New 30 $5K
Capital Investment Advisory Services, LLC 0.00% No change 30 $5K
Advisory Services Network, LLC 0.00% New 10 $2K
Financial Gravity Asset Management, Inc. 0.00% — 1 $162

"% 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.