SS SPDR Global Dow ETFDGTETF

13F holders, Q4 2025 (December 31)
86holders +1
9new positions
9sold out
1famous investor
$166.68avg. 13F price*

At the end of Q4 2025, 86 institutions reported holding SS SPDR Global Dow ETF (DGT) in their 13F filings, up 1 from Q3 2025. 9 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($38.7M), Systelligence, LLC ($33.6M) and Morgan Stanley ($23.0M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
SS SPDR Global Dow ETF
Filed as
SPDR SERIES TRUST (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions9$5.4M
Exits9$7.6M

All 13F filers, Q3 2025 → Q4 2025: 204,163 shares bought and 76,484 shares sold, net +127,679 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 86 holders

LPL Financial LLC 0.01% Add +7.6% 231,978 $38.7M
Systelligence, LLC 6.39% Reduce -5.9% 201,349 $33.6M
Morgan Stanley 0.00% Add +22.9% 137,833 $23.0M
Members Advisory Group LLC 7.53% Add +58.2% 119,871 $20.0M
Baltimore-Washington Financial Advisors, Inc. 0.56% Add +6.9% 79,646 $13.3M
Fagan Associates, Inc. 1.67% Add +3.3% 75,266 $12.5M
Intact Investment Management Inc. 0.35% No change 73,266 $12.2M
Cetera Investment Advisers 0.01% Add +49.6% 59,202 $9.9M
Onyx Bridge Wealth Group LLC 0.77% Add +5.1% 43,662 $7.3M
Main Street Financial Solutions, LLC 0.50% Reduce -13.8% 39,855 $6.6M
Bleakley Financial Group, LLC 0.10% Add +9.4% 36,280 $6.0M
Bank of America Corp. 0.00% Reduce -2.1% 32,041 $5.3M
Jones Financial Companies LLLP 0.00% Add +33.1% 27,429 $4.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +392.5% 27,130 $4.5M
Osaic Holdings, Inc. 0.01% Reduce -19.0% 26,488 $4.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -2.0% 25,336 $4.2M
Meridian Wealth Management, LLC 0.12% Add +2.9% 20,243 $3.4M
Roundview Capital LLC 0.20% Reduce -1.6% 19,283 $3.2M
Wealth Enhancement Advisory Services, LLC 0.00% Add +5.3% 18,560 $3.1M
Gotham Asset Management 0.01% No change 17,172 $2.9M
Wells Fargo & Company 0.00% Add +3.2% 16,009 $2.7M
Nwam LLC 0.15% Add +0.6% 15,114 $2.6M
Raymond James Financial Inc. 0.00% Add +36.3% 15,583 $2.6M
Silver Oak Securities, Incorporated 0.17% Add +13.6% 15,322 $2.6M
Flow Traders U.S. LLC 0.08% New 15,045 $2.5M
UBS Group AG 0.00% Add +48.0% 13,646 $2.3M
Arq Wealth Advisors, LLC 0.61% Add +31.5% 13,558 $2.3M
Asset Management Group, Inc. 0.34% Add +1.4% 12,780 $2.1M
AdvisorNet Financial, Inc 0.10% Add +1.5% 11,446 $1.9M
Envestnet Asset Management Inc. 0.00% Add +42.1% 10,753 $1.8M
Meridian Investment Counsel Inc. 0.41% Reduce -3.1% 10,321 $1.7M
Equitable Holdings, Inc. 0.01% Add +5.5% 8,662 $1.4M
Vise Technologies, Inc. 0.02% New 7,441 $1.2M
Susquehanna International Group, LLP 0.00% New 7,435 $1.2M
Compound Planning, Inc. 0.03% Add +5.7% 6,415 $1.1M
Integrated Advisors Network LLC 0.04% Add +0.0% 5,751 $959K
Nations Financial Group Inc, /Ia/ 0.05% Reduce -18.2% 5,544 $924K
Janney Montgomery Scott LLC 0.00% Reduce -7.7% 5,355 $893K
Thoroughbred Financial Services, LLC 0.05% Add +0.0% 5,016 $836K
Arcadia Investment Advisors LLC 0.38% No change 4,867 $811K
Stratos Wealth Partners, LTD. 0.01% Reduce -7.7% 4,613 $769K
Modern Wealth Management, LLC 0.01% Add +1.2% 4,146 $691K
Commonwealth Equity Services, LLC 0.00% Reduce -1.2% 3,839 $640K
IHT Wealth Management, LLC 0.02% Add +19.4% 3,752 $625K
BlueChip Wealth Advisors LLC 0.25% Reduce -0.1% 3,613 $602K
Royal Bank of Canada 0.00% Add +11.2% 3,556 $593K
Arkadios Wealth Advisors 0.01% Add +38.6% 3,477 $580K
Michels Family Financial, LLC 0.42% Add +1.0% 3,401 $567K
Perryman Financial Advisory Inc. 0.07% — 2,987 $498K
Rockefeller Capital Management L.P. 0.00% No change 2,957 $493K
Ameriprise Financial Inc. 0.00% Add +26.7% 2,409 $401K
Comerica Bank 0.00% Reduce -1.9% 2,132 $355K
Sigma Planning Corp 0.01% Reduce -0.2% 2,014 $336K
Creekside Partners 0.12% No change 1,762 $294K
MML Investors Services, LLC 0.00% Add +27.3% 1,602 $267K
Pinnacle Financial Partners, Inc. 0.00% — 1,571 $262K
Sanctuary Advisors, LLC 0.00% Reduce -9.6% 1,490 $248K
Kestra Advisory Services, LLC 0.00% Add +14.5% 1,482 $247K
Mercer Global Advisors Inc. 0.00% Add +2.3% 1,466 $244K
Private Trust Co. NA 0.02% Add +1.0% 1,461 $244K
AlphaCore Capital LLC 0.00% New 1,275 $213K
Glenmede Trust Co. NA 0.00% — 1,085 $181K
North Star Investment Management Corp. 0.01% No change 1,000 $167K
CoreCap Advisors, LLC 0.01% Add +30.1% 982 $164K
Cwm, LLC 0.00% Add +17.4% 762 $127K
Harbour Investments, Inc. 0.00% No change 630 $105K
Garton & Associates Financial Advisors LLC 0.06% — 614 $102K
Obsidian Cio, LLC 0.15% New 1,726 $98K
Flagship Harbor Advisors, LLC 0.00% New 522 $87K
Bank of Montreal 0.00% No change 430 $72K
Webster Bank, N. A. 0.01% No change 380 $63K
FMR LLC 0.00% Add +20.6% 380 $63K
AE Wealth Management LLC 0.00% No change 350 $58K
BlackRock, Inc. 0.00% No change 272 $45K
Advisors Preferred, LLC 0.01% Reduce -46.1% 215 $36K
Larson Financial Group LLC 0.00% Reduce -3.3% 149 $25K
Federation des caisses Desjardins du Quebec 0.00% Reduce -75.1% 103 $17K
Arlington Trust Co LLC 0.00% No change 100 $17K
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
DecisionPoint Financial, LLC 0.00% New 34 $6K
Archer Investment Corp 0.00% No change 30 $5K
Capital Investment Advisory Services, LLC 0.00% No change 30 $5K
RMG Wealth Management LLC 0.00% New 27 $3K
Global Retirement Partners, LLC 0.00% New 10 $2K

"% 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.