State Street SPDR S&P GlobalGIIETF

13F holders, Q1 2025 (March 31)
96holders −1
9new positions
10sold out
2famous investors
$62.06avg. 13F price*

At the end of Q1 2025, 96 institutions reported holding State Street SPDR S&P Global (GII) in their 13F filings, down 1 from Q4 2024. 9 opened new positions and 10 sold out. The largest holders were Wealth Architects, LLC ($39.0M), LPL Financial LLC ($20.8M) and Mariner, LLC ($19.0M). 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 (Q1 2025)
CUSIP
78463X855
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 81Q1 2024Q2 2024: 90Q2 2024Q3 2024: 92Q3 2024Q4 2024: 97Q4 2024Q1 2025: 96Q1 2025Q2 2025: 103Q2 2025Q3 2025: 106Q3 2025Q4 2025: 117Q4 2025Q1 2026: 124Q1 2026Q2 2026: 136Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions9$2.8M
Exits10$8.0M

All 13F filers, Q4 2024 → Q1 2025: 319,237 shares bought and 295,997 shares sold, net +23,240 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 96 holders

Wealth Architects, LLC 4.30% Add +0.5% 628,761 $39.0M
LPL Financial LLC 0.01% Reduce -2.4% 335,321 $20.8M
Mariner, LLC 0.03% Add +2.3% 307,244 $19.0M
Wharton Business Group, LLC 0.70% No change 248,765 $15.4M
Hills Bank & Trust Co 1.06% Add +4.9% 242,452 $15.0M
Warren Street Wealth Advisors, LLC 3.94% Add +5.7% 162,347 $10.1M
Townsquare Capital LLC 0.11% Add +6.0% 160,764 $10.0M
Baker Avenue Asset Management, LP 0.25% Add +4.0% 130,311 $8.1M
TOWER TRUST & INVESTMENT Co 6.45% — 124,661 $8.0M
CX Institutional 0.21% Add +72.2% 90,322 $5.6M
Ironsides Asset Advisors, LLC 1.56% Add +1085.3% 86,028 $5.3M
Bank of Montreal 0.00% Add +2.5% 82,990 $5.1M
Beacon Pointe Advisors, LLC 0.05% Reduce -0.2% 72,169 $4.5M
Citizens Financial Group Inc. 0.08% Add +9.8% 65,616 $4.1M
Oxford Financial Group, LTD. LLC 0.25% Reduce -4.0% 56,733 $3.5M
HighTower Advisors, LLC 0.00% Add +18.0% 51,485 $3.2M
Rathbones Group PLC 0.01% Add +12.2% 49,267 $3.1M
Sequoia Financial Advisors, LLC 0.02% Reduce -16.0% 47,251 $2.9M
Wells Fargo & Company 0.00% Add +530.4% 47,151 $2.9M
Scotia Capital Inc. 0.01% Add +0.4% 44,462 $2.8M
Morgan Stanley 0.00% Reduce -0.4% 43,123 $2.7M
Naples Global Advisors, LLC 0.23% Add +2.2% 39,465 $2.4M
UBS Group AG 0.00% Reduce -15.9% 38,016 $2.4M
Flow Traders U.S. LLC 0.10% Reduce -12.6% 36,315 $2.3M
Raymond James Financial Inc. 0.00% Reduce -21.3% 35,173 $2.2M
State Street Corp. 0.00% Reduce -3.2% 33,600 $2.1M
Breakwater Investment Management 0.83% Reduce -0.5% 31,500 $2.0M
Newport Capital Group, LLC 1.38% Add +7.1% 30,984 $1.9M
Prime Buchholz LLC 0.66% No change 30,479 $1.9M
Susquehanna International Group, LLP 0.00% New 28,760 $1.8M
Commonwealth Equity Services, LLC 0.00% Add +0.7% 27,827 $1.7M
Cibc World Market Inc. 0.00% Add +0.6% 27,279 $1.7M
Pathstone Holdings, LLC 0.01% Add +20.7% 26,721 $1.7M
FMR LLC 0.00% Add +49.2% 26,141 $1.6M
Hedeker Wealth, LLC 0.40% Add +7.4% 24,190 $1.5M
Envestnet Asset Management Inc. 0.00% Reduce -6.3% 19,917 $1.2M
Bank of America Corp. 0.00% Reduce -16.1% 18,258 $1.1M
Lowe Wealth Advisors, LLC 0.47% Add +186.4% 17,915 $1.1M
Comprehensive Money Management Services LLC 0.82% Reduce -1.0% 16,332 $1.0M
Nicolet Advisory Services, LLC 0.10% Reduce -6.3% 16,911 $1.0M
Ameritas Advisory Services, LLC 0.04% Add +5.2% 15,862 $983K
Waldron Private Wealth LLC 0.05% No change 15,770 $978K
Brookwood Investment Group LLC 0.16% — 14,838 $920K
Citadel Advisors 0.00% Reduce -78.5% 12,687 $787K
EFG Asset Management (Americas) Corp. 0.14% Add +19.5% 11,472 $711K
Keybank National Association 0.00% Add +10.8% 11,024 $683K
Avantax Advisory Services, Inc. 0.00% Reduce -26.9% 10,756 $667K
Orion Porfolio Solutions, LLC 0.01% Add +130.0% 10,729 $665K
Orion Portfolio Solutions, LLC 0.01% Add +130.0% 10,729 $665K
Ascent Capital Management, LLC 0.67% No change 10,693 $663K
Sage Financial Group Inc. 0.04% No change 8,858 $549K
Cetera Investment Advisers 0.00% Add +18.4% 7,748 $480K
Virtu Financial LLC 0.03% Reduce -86.3% 7,702 $478K
Northwestern Mutual Wealth Management Co. 0.00% Add +83.8% 7,644 $474K
Sincerus Advisory, LLC 0.42% New 6,436 $399K
Osaic Holdings, Inc. 0.00% Reduce -58.6% 6,302 $391K
D. E. Shaw & Co. 0.00% No change 6,076 $377K
Royal Bank of Canada 0.00% Add +67.0% 5,713 $354K
Twelve Points Wealth Management LLC 0.09% Add +7.3% 5,553 $344K
Austin Private Wealth, LLC 0.03% New 5,276 $327K
Paragon Capital Management Ltd 0.07% Add +1.3% 5,108 $317K
Steward Partners Investment Advisory, LLC 0.00% No change 5,045 $313K
Hilltop Holdings Inc. 0.02% No change 4,991 $309K
D.A. Davidson & Co. 0.00% Reduce -23.6% 4,100 $254K
Austin Wealth Management, LLC 0.05% No change 3,821 $244K
Castle Rock Wealth Management, LLC 0.07% No change 3,930 $244K
Advisory Services Network, LLC 0.00% No change 3,781 $234K
Jones Financial Companies LLLP 0.00% Reduce -15.9% 3,593 $222K
Boltwood Capital Management 0.07% No change 3,470 $215K
Altfest L J & Co. Inc. 0.03% Reduce -2.8% 3,313 $205K
Wayfinding Financial, LLC 0.06% New 2,046 $126K
JPMorgan Chase & Co. 0.00% Add +3.0% 1,145 $71K
National Bank of Canada 0.00% No change 1,125 $70K
NorthRock Partners, LLC 0.00% New 1,125 $70K
Whittier Trust Co. 0.00% No change 939 $58K
Principal Securities, Inc. 0.00% No change 931 $55K
Federation des caisses Desjardins du Quebec 0.00% No change 657 $41K
TD Waterhouse Canada Inc. 0.00% No change 592 $37K
PNC Financial Services Group, Inc. 0.00% No change 585 $36K
Capital Analysts, LLC 0.00% No change 350 $22K
Cwm, LLC 0.00% Reduce -0.6% 318 $20K
N.E.W. Advisory Services LLC 0.00% New 319 $20K
Parallel Advisors, LLC 0.00% No change 300 $19K
AlphaCore Capital LLC 0.00% New 256 $16K
IFP Advisors, Inc 0.00% Reduce -29.9% 230 $14K
Signature Resources Capital Management, LLC 0.01% New 212 $13K
Richards, Merrill & Peterson, Inc. 0.01% No change 167 $10K
Farther Finance Advisors, LLC 0.00% Reduce -0.6% 158 $10K
Private Trust Co. NA 0.00% Reduce -91.9% 158 $10K
Harbour Investments, Inc. 0.00% Add +63.5% 103 $6K
Allworth Financial LP 0.00% No change 82 $5K
Innovative Advisory Group, LLC 0.00% Reduce -16.9% 49 $3K
Assetmark, Inc. 0.00% New 26 $2K
NewEdge Advisors, LLC 0.00% No change 10 $620
CoreCap Advisors, LLC 0.00% No change 2 $124
NBT Bank, N.A. 0.00% No change 1 $62

"% 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.