State Street SPDR S&P InternDWXETF

13F holders, Q1 2025 (March 31)
128holders −6
12new positions
14sold out
$38.43avg. 13F price*

At the end of Q1 2025, 128 institutions reported holding State Street SPDR S&P Intern (DWX) in their 13F filings, down 6 from Q4 2024. 12 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($34.1M), Bank of America Corp. ($28.2M) and UBS Group AG ($14.0M).

Company
State Street SPDR S&P Intern
Filed as
SPDR INDEX SHS FDS (Q1 2025)
CUSIP
78463X772
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 132Q1 2024Q2 2024: 127Q2 2024Q3 2024: 130Q3 2024Q4 2024: 134Q4 2024Q1 2025: 128Q1 2025Q2 2025: 140Q2 2025Q3 2025: 140Q3 2025Q4 2025: 138Q4 2025Q1 2026: 137Q1 2026Q2 2026: 139Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions12$8.4M
Exits14$8.9M

All 13F filers, Q4 2024 → Q1 2025: 638,648 shares bought and 561,750 shares sold, net +76,898 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 128 holders

Morgan Stanley 0.00% Reduce -2.3% 889,828 $34.1M
Bank of America Corp. 0.00% Reduce -2.3% 735,167 $28.2M
UBS Group AG 0.00% Add +35.6% 365,481 $14.0M
Columbia River Financial Group, LLC 7.76% Add +6.4% 302,554 $11.6M
Wells Fargo & Company 0.00% Add +15.4% 301,275 $11.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.22% Add +0.4% 223,742 $8.6M
Assetmark, Inc. 0.02% Reduce -1.3% 199,236 $7.6M
Concord Asset Management, LLC 1.58% Add +114.6% 177,699 $7.2M
Concord Wealth Partners 1.09% Add +87.5% 173,272 $6.6M
LPL Financial LLC 0.00% Reduce -7.2% 172,084 $6.6M
Q3 Asset Management 4.02% New 153,000 $5.9M
Allen Capital Group, LLC 0.64% Reduce -1.0% 146,590 $5.6M
Stifel Financial Corp. 0.00% Reduce -5.5% 120,646 $4.6M
Envestnet Asset Management Inc. 0.00% Reduce -0.9% 106,017 $4.1M
Royal Bank of Canada 0.00% Add +20.0% 105,992 $4.1M
Baker Avenue Asset Management, LP 0.10% Reduce -57.2% 80,570 $3.1M
Cetera Investment Advisers 0.01% Reduce -9.9% 79,040 $3.0M
Mercer Global Advisors Inc. 0.01% Reduce -2.3% 78,164 $3.0M
Mount Lucas Management LP 1.28% Add +129.0% 70,922 $2.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +6.2% 70,285 $2.7M
Osaic Holdings, Inc. 0.00% Add +9.6% 56,460 $2.2M
Commonwealth Equity Services, LLC 0.00% Reduce -0.8% 56,259 $2.2M
MML Investors Services, LLC 0.01% Reduce -14.7% 54,329 $2.1M
WealthShield Partners, LLC 0.24% Add +3.7% 49,327 $1.9M
Raymond James Financial Inc. 0.00% Add +3.8% 44,851 $1.7M
Invesco Ltd. 0.00% Reduce -1.6% 39,189 $1.5M
FDx Advisors, Inc. 0.44% Add +3.1% 35,634 $1.4M
Private Advisor Group, LLC 0.01% Reduce -4.7% 34,785 $1.3M
Jones Financial Companies LLLP 0.00% Add +11.8% 32,723 $1.3M
Parallel Advisors, LLC 0.03% Add +0.1% 32,733 $1.3M
Susquehanna International Group, LLP 0.00% Reduce -70.9% 31,156 $1.2M
Elevation Point Wealth Partners, LLC 0.10% Reduce -0.5% 30,656 $1.2M
McAdam, LLC 0.07% Reduce -0.5% 28,815 $1.1M
Heartwood Wealth Advisors LLC 0.11% No change 24,906 $955K
Key Financial Inc 0.20% Add +3.0% 24,560 $942K
Truist Financial Corp. 0.00% Add +15.0% 23,892 $916K
Brandywine Oak Private Wealth LLC 0.09% Reduce -6.6% 23,210 $890K
Dumont & Blake Investment Advisors LLC 0.25% Reduce -1.4% 22,842 $876K
Partners Wealth Management, LLC 0.94% Reduce -1.0% 21,601 $829K
Winebrenner Capital Management LLC 0.71% No change 20,535 $788K
HBK Sorce Advisory LLC 0.02% Add +1.0% 20,104 $771K
Freedom Investment Management, Inc. 0.06% Reduce -2.2% 19,700 $756K
Novak & Powell Financial Services, Inc. 0.46% Add +0.5% 19,145 $734K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.8% 16,412 $630K
JPMorgan Chase & Co. 0.00% Reduce -12.4% 15,200 $583K
Manske Wealth Management 0.21% Reduce -0.1% 14,776 $567K
Janney Montgomery Scott LLC 0.00% Reduce -6.8% 14,564 $559K
D.A. Davidson & Co. 0.00% Add +13.4% 13,383 $513K
Avantax Advisory Services, Inc. 0.00% New 13,025 $500K
Mariner, LLC 0.00% Reduce -0.1% 12,959 $497K
HighTower Advisors, LLC 0.00% Add +1.0% 12,622 $484K
Capital Analysts, LLC 0.02% Add +130.9% 12,486 $478K
Beverly Hills Private Wealth, LLC 0.09% Reduce -8.5% 11,633 $446K
Kestra Advisory Services, LLC 0.00% Reduce -15.5% 11,578 $444K
Curbstone Financial Management Corp 0.09% New 11,028 $423K
Citigroup Inc. 0.00% Add +1.2% 10,724 $411K
PFG Investments, LLC 0.03% Add +2.7% 10,674 $409K
Moneta Group Investment Advisors LLC 0.01% No change 10,479 $402K
Balentine LLC 0.02% Reduce -1.0% 10,149 $389K
Fifth Third Securities, Inc. 0.03% Add +0.7% 9,684 $371K
Integrated Wealth Concepts LLC 0.00% Add +0.2% 9,517 $365K
Transform Wealth, LLC 0.02% No change 9,193 $353K
Axxcess Wealth Management, LLC 0.01% New 9,000 $345K
Stratos Wealth Partners, LTD. 0.01% Reduce -12.8% 8,419 $323K
Southland Equity Partners LLC 0.07% No change 7,854 $301K
Comerica Bank 0.00% Reduce -69.8% 7,725 $296K
Rehmann Capital Advisory Group 0.02% No change 7,560 $290K
Stablepoint Partners, LLC 0.05% Reduce -1.4% 7,449 $286K
Founders Financial Securities LLC 0.02% New 6,663 $272K
Counterweight Ventures, LLC 0.18% Reduce -31.0% 6,675 $256K
Creekside Partners 0.13% Add +0.1% 6,619 $254K
Synovus Financial Corp. 0.00% New 6,454 $248K
Savant Capital, LLC 0.00% Reduce -0.8% 6,272 $241K
Benchmark Wealth Management, LLC 0.12% No change 6,211 $238K
Wealthcare Advisory Partners LLC 0.01% Reduce -1.1% 6,116 $235K
MAI Capital Management 0.00% No change 5,900 $226K
Beta Wealth Group, Inc. 0.08% New 5,894 $226K
Austin Private Wealth, LLC 0.02% New 5,800 $222K
Bay Capital Advisors, LLC 0.18% Reduce -10.8% 5,714 $219K
HBW Advisory Services LLC 0.03% New 5,703 $219K
Wood Tarver Financial Group, LLC 0.07% Reduce -18.0% 5,504 $211K
Arvest Investments, Inc. 0.03% Add +1.6% 4,159 $160K
National Bank of Canada 0.00% Reduce -2.5% 3,820 $146K
Continuum Advisory, LLC 0.02% Add +5.5% 3,063 $117K
Clearstead Trust, LLC 0.03% No change 3,000 $115K
Larson Financial Group LLC 0.01% Add +0.6% 2,943 $113K
Crews Bank & Trust 0.02% No change 2,735 $105K
Wayfinding Financial, LLC 0.05% New 2,726 $104K
FMR LLC 0.00% Reduce -5.9% 2,506 $96K
PNC Financial Services Group, Inc. 0.00% Add +0.0% 2,252 $86K
Arcadia Investment Management Corp. 0.01% Add +7.7% 1,400 $54K
Geneos Wealth Management Inc. 0.00% Reduce -11.5% 1,374 $53K
Milestone Investment Advisors LLC 0.01% No change 1,249 $48K
Colonial Trust Co / SC 0.01% Reduce -13.0% 866 $33K
IFP Advisors, Inc 0.00% Add +0.5% 868 $33K
CENTRAL TRUST Co 0.00% No change 850 $33K
Harbor Investment Advisory, LLC 0.00% No change 830 $32K
Glen Eagle Advisors, LLC 0.01% Reduce -20.2% 816 $31K
Peoples Financial Services Corp. 0.01% No change 800 $31K
FAS Wealth Partners, Inc. 0.00% Add +0.6% 724 $28K
Cwm, LLC 0.00% No change 697 $27K
Sunbelt Securities, Inc. 0.00% No change 600 $23K
Asset Dedication, LLC 0.00% No change 555 $21K
Allworth Financial LP 0.00% No change 525 $21K
US Bancorp \de 0.00% Reduce -67.8% 540 $21K
Glass Jacobson Investment Advisors llc 0.01% No change 500 $17K
Principal Securities, Inc. 0.00% No change 420 $15K
Eastern Bank 0.00% No change 359 $14K
Barclays PLC 0.00% No change 300 $12K
Parkside Financial Bank & Trust 0.00% Add +0.7% 274 $11K
Gen-Wealth Partners Inc 0.00% No change 260 $10K
Capital Investment Advisory Services, LLC 0.00% No change 258 $10K
UMB Bank, n.a. 0.00% No change 250 $10K
Qube Research & Technologies Ltd 0.00% No change 178 $7K
Breakwater Investment Management 0.00% No change 170 $7K
Founders Financial Alliance, LLC 0.00% No change 161 $6K
Westside Investment Management, Inc. 0.00% No change 140 $5K
Steward Partners Investment Advisory, LLC 0.00% No change 116 $4K
Harbour Investments, Inc. 0.00% No change 65 $2K
CoreCap Advisors, LLC 0.00% Reduce -64.7% 60 $2K
Barrett & Company, Inc. 0.00% No change 47 $2K
NorthRock Partners, LLC 0.00% New 41 $2K
Lanark Financial, Inc. 0.00% — 50 $1K
Park Square Financial Group, LLC 0.00% No change 25 $959
Medallion Wealth Advisors, LLC 0.00% No change 18 $690
Tower Research Capital LLC (TRC) 0.00% Reduce -97.5% 5 $192
Darwin Wealth Management, LLC 0.00% No change 4 $139
NewSquare Capital LLC 0.00% No change 1 $38

"% of holder's portfolio" is DWX's weight in each manager's 13F, not the share of State Street SPDR S&P Intern the manager owns.