State Street SPDR S&P GlobalGIIETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 97 institutions reported holding State Street SPDR S&P Global (GII) in their 13F filings, up 5 from Q3 2024. 11 opened new positions and 9 sold out. The largest holders were Wealth Architects, LLC ($37.0M), LPL Financial LLC ($20.3M) and Mariner, LLC ($17.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- State Street SPDR S&P Global
- Filed as
- SPDR INDEX SHS FDS (Q4 2024)
- CUSIP
- 78463X855
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $13.1M |
| Exits | 9 | $3.5M |
All 13F filers, Q3 2024 → Q4 2024: 578,550 shares bought and 108,971 shares sold, net +469,579 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 97 holders
| Wealth Architects, LLC | 4.18% | Add +2.8% | 625,549 | $37.0M |
| LPL Financial LLC | 0.01% | Add +107.7% | 343,561 | $20.3M |
| Mariner, LLC | 0.03% | Reduce -1.8% | 300,372 | $17.8M |
| Wharton Business Group, LLC | 0.66% | Add +1.7% | 248,765 | $14.7M |
| Hills Bank & Trust Co | 1.03% | Add +7.3% | 231,164 | $13.7M |
| Warren Street Wealth Advisors, LLC | 3.73% | Add +2.5% | 153,666 | $9.1M |
| Townsquare Capital LLC | 0.10% | Add +24.6% | 151,715 | $9.0M |
| Northwest Bank & Trust Co | 5.56% | Add +0.9% | 119,080 | $7.5M |
| Baker Avenue Asset Management, LP | 0.23% | Add +32.9% | 125,269 | $7.4M |
| Bank of Montreal | 0.00% | Reduce -0.9% | 80,992 | $4.8M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -1.7% | 72,310 | $4.3M |
| Citizens Financial Group Inc. | 0.07% | Add +104.6% | 59,788 | $3.5M |
| Oxford Financial Group, LTD. LLC | 0.23% | Reduce -0.3% | 59,116 | $3.5M |
| Citadel Advisors | 0.00% | New | 59,014 | $3.5M |
| Virtu Financial LLC | 0.18% | New | 56,415 | $3.3M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -5.1% | 56,270 | $3.3M |
| Jane Street Group, LLC | 0.01% | Add +17.1% | 55,389 | $3.3M |
| CX Institutional | 0.12% | Add +4.1% | 52,463 | $3.1M |
| UBS Group AG | 0.00% | Add +12.2% | 45,210 | $2.7M |
| Raymond James Financial Inc. | 0.00% | — | 44,687 | $2.6M |
| Scotia Capital Inc. | 0.01% | Reduce -6.5% | 44,303 | $2.6M |
| Rathbones Group PLC | 0.01% | Reduce -0.8% | 43,910 | $2.6M |
| HighTower Advisors, LLC | 0.00% | New | 43,633 | $2.6M |
| Morgan Stanley | 0.00% | Add +9.1% | 43,308 | $2.6M |
| Flow Traders U.S. LLC | 0.10% | Reduce -39.7% | 41,546 | $2.5M |
| Naples Global Advisors, LLC | 0.21% | Add +1.4% | 38,615 | $2.3M |
| State Street Corp. | 0.00% | No change | 34,700 | $2.1M |
| Global Retirement Partners, LLC | 0.06% | Add +4.3% | 33,983 | $2.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.16% | New | 32,405 | $1.9M |
| Breakwater Investment Management | 0.80% | Add +5.9% | 31,641 | $1.9M |
| Prime Buchholz LLC | 0.59% | — | 30,479 | $1.8M |
| Newport Capital Group, LLC | 1.26% | Add +12.4% | 28,918 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.0% | 27,637 | $1.6M |
| Cibc World Market Inc. | 0.00% | Add +1.7% | 27,121 | $1.6M |
| Hedeker Wealth, LLC | 0.33% | Add +4.5% | 22,518 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Add +3.3% | 22,146 | $1.3M |
| Hobart Private Capital, LLC | 0.32% | Reduce -2.6% | 21,847 | $1.3M |
| Bank of America Corp. | 0.00% | Add +27.3% | 21,748 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.6% | 21,267 | $1.3M |
| Nicolet Advisory Services, LLC | 0.10% | Reduce -6.0% | 18,056 | $1.1M |
| FMR LLC | 0.00% | Reduce -13.6% | 17,526 | $1.0M |
| Comprehensive Money Management Services LLC | 0.80% | — | 16,492 | $976K |
| Waldron Private Wealth LLC | 0.04% | No change | 15,770 | $933K |
| Osaic Holdings, Inc. | 0.00% | Reduce -22.8% | 15,220 | $902K |
| Ameritas Advisory Services, LLC | 0.03% | Add +1.3% | 15,074 | $892K |
| Avantax Advisory Services, Inc. | 0.01% | Add +23.3% | 14,721 | $871K |
| Vertex Planning Partners, LLC | 0.14% | Add +1.5% | 11,006 | $651K |
| Ascent Capital Management, LLC | 0.65% | — | 10,693 | $633K |
| Keybank National Association | 0.00% | Add +3.6% | 9,953 | $589K |
| EFG Asset Management (Americas) Corp. | 0.11% | Add +1.2% | 9,597 | $568K |
| GTS Securities LLC | 0.03% | New | 9,242 | $547K |
| Sage Financial Group Inc. | 0.04% | No change | 8,858 | $524K |
| Wells Fargo & Company | 0.00% | Add +8.8% | 7,480 | $443K |
| Ironsides Asset Advisors, LLC | 0.12% | New | 7,258 | $429K |
| Cetera Investment Advisers | 0.00% | Add +13.0% | 6,543 | $387K |
| Lowe Wealth Advisors, LLC | 0.16% | Add +31.4% | 6,255 | $370K |
| D. E. Shaw & Co. | 0.00% | New | 6,076 | $360K |
| D.A. Davidson & Co. | 0.00% | Add +2.9% | 5,370 | $318K |
| Twelve Points Wealth Management LLC | 0.09% | Add +8.5% | 5,175 | $306K |
| Paragon Capital Management Ltd | 0.06% | Add +1.0% | 5,045 | $299K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +24.1% | 5,045 | $299K |
| Hilltop Holdings Inc. | 0.02% | No change | 4,991 | $295K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -10.6% | 4,665 | $276K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -10.6% | 4,665 | $276K |
| Focus Partners Wealth | 0.00% | Add +0.6% | 4,360 | $258K |
| Jones Financial Companies LLLP | 0.00% | Add +66.1% | 4,271 | $253K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -14.7% | 4,159 | $246K |
| Castle Rock Wealth Management, LLC | 0.06% | No change | 3,930 | $241K |
| Austin Wealth Management, LLC | 0.05% | No change | 3,821 | $235K |
| Advisory Services Network, LLC | 0.00% | New | 3,781 | $224K |
| Boltwood Capital Management | 0.06% | No change | 3,470 | $205K |
| Royal Bank of Canada | 0.00% | Add +9.4% | 3,422 | $202K |
| Altfest L J & Co. Inc. | 0.03% | New | 3,410 | $202K |
| Private Trust Co. NA | 0.01% | Add +3.0% | 1,940 | $115K |
| National Bank of Canada | 0.00% | Reduce -37.2% | 1,125 | $67K |
| JPMorgan Chase & Co. | 0.00% | Add +0.1% | 1,112 | $66K |
| Whittier Trust Co. | 0.00% | Add +716.5% | 939 | $56K |
| Principal Securities, Inc. | 0.00% | No change | 931 | $55K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -7.1% | 657 | $39K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 592 | $35K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 585 | $35K |
| Eagle Bay Advisors LLC | 0.02% | No change | 440 | $26K |
| Capital Analysts, LLC | 0.00% | No change | 350 | $21K |
| IFP Advisors, Inc | 0.00% | Add +47.8% | 328 | $19K |
| Cwm, LLC | 0.00% | Add +27.5% | 320 | $19K |
| Parallel Advisors, LLC | 0.00% | No change | 300 | $18K |
| Richards, Merrill & Peterson, Inc. | 0.01% | — | 167 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.6% | 159 | $9K |
| Raffa Wealth Management, LLC | 0.00% | New | 113 | $7K |
| Allworth Financial LP | 0.00% | New | 82 | $5K |
| Harbour Investments, Inc. | 0.00% | Add +1.6% | 63 | $4K |
| Innovative Advisory Group, LLC | 0.00% | — | 59 | $3K |
| Creative Financial Designs Inc. | 0.00% | Reduce -19.6% | 37 | $2K |
| NewEdge Advisors, LLC | 0.00% | No change | 10 | $592 |
| Key Financial Inc | 0.00% | No change | 4 | $237 |
| CoreCap Advisors, LLC | 0.00% | No change | 2 | $118 |
| NBT Bank, N.A. | 0.00% | No change | 1 | $59 |
"% of holder's portfolio" is GII's weight in each manager's 13F, not the share of State Street SPDR S&P Global the manager owns.