State Street SPDR S&P InternGWXETF

13F holders, Q2 2024 (June 30)
212holders
10new positions
14sold out
$31.94avg. 13F price*

At the end of Q2 2024, 212 institutions reported holding State Street SPDR S&P Intern (GWX) in their 13F filings, unchanged from Q1 2024. 10 opened new positions and 14 sold out. The largest holders were LPL Financial LLC ($32.6M), Envestnet Asset Management Inc. ($24.4M) and Bank of America Corp. ($21.6M).

Company
State Street SPDR S&P Intern
Filed as
SPDR INDEX SHS FDS (Q2 2024)
CUSIP
78463X871
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 212Q1 2024Q2 2024: 212Q2 2024Q3 2024: 219Q3 2024Q4 2024: 212Q4 2024Q1 2025: 208Q1 2025Q2 2025: 221Q2 2025Q3 2025: 231Q3 2025Q4 2025: 249Q4 2025Q1 2026: 252Q1 2026Q2 2026: 266Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions10$2.0M
Exits14$6.7M

All 13F filers, Q1 2024 → Q2 2024: 670,768 shares bought and 575,227 shares sold, net +95,541 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 212 holders

LPL Financial LLC 0.02% Add +2.9% 1,027,428 $32.6M
Envestnet Asset Management Inc. 0.01% Reduce -0.1% 768,839 $24.4M
Bank of America Corp. 0.00% Reduce -0.6% 680,245 $21.6M
Assetmark, Inc. 0.06% Reduce -0.1% 576,461 $18.3M
Cetera Investment Advisers 0.04% Add +0.1% 502,979 $16.0M
Wilmington Savings Fund Society, FSB 0.61% Add +4.5% 501,889 $15.9M
Commerce Bank 0.09% Reduce -5.0% 436,931 $13.9M
N.E.W. Advisory Services LLC 1.46% Reduce -1.3% 425,770 $13.5M
Osaic Holdings, Inc. 0.03% Add +8.5% 403,489 $12.8M
Creative Planning 0.01% Reduce -3.3% 388,293 $12.3M
Wells Fargo & Company 0.00% Add +0.2% 340,674 $10.8M
Envestnet Portfolio Solutions, Inc. 0.04% Add +22.8% 333,999 $10.6M
Corrigan Financial, Inc. 2.50% No change 301,594 $9.8M
Morgan Stanley 0.00% Reduce -2.0% 285,841 $9.1M
Tiaa Trust, National Association 0.03% Reduce -15.8% 280,320 $8.9M
Cullen/Frost Bankers, Inc. 0.12% Reduce -10.9% 263,739 $8.4M
Townsquare Capital LLC 0.11% Add +74.8% 243,248 $7.7M
PNC Financial Services Group, Inc. 0.00% Reduce -4.2% 212,233 $6.7M
Cerity Partners LLC 0.02% Reduce -1.1% 187,155 $5.9M
Park Avenue Securities LLC 0.07% Add +5.3% 182,848 $5.8M
Equitable Holdings, Inc. 0.06% Add +7.4% 177,501 $5.6M
CX Institutional 0.26% No change 177,420 $5.6M
Private Advisor Group, LLC 0.03% Add +836.3% 143,809 $4.6M
UBS Group AG 0.00% Add +6.3% 142,545 $4.5M
Cambridge Investment Research Advisors, Inc. 0.02% Add +6.9% 140,085 $4.4M
RTD Financial Advisors, Inc. 0.57% No change 133,239 $4.2M
CarsonAllaria Wealth Management, Ltd. 2.52% Reduce -1.3% 129,631 $4.1M
Annapolis Financial Services, LLC 1.24% Add +0.3% 120,853 $3.8M
Commonwealth Equity Services, LLC 0.01% Reduce -3.1% 119,699 $3.8M
MAI Capital Management 0.04% Add +7.6% 113,904 $3.6M
Tobias Financial Advisors, Inc. 0.77% Reduce -3.2% 112,797 $3.6M
Savant Capital, LLC 0.03% Reduce -3.2% 101,541 $3.2M
Walkner Condon Financial Advisors LLC 0.68% Add +6.2% 99,202 $3.1M
Eagle Bluffs Wealth Management LLC 1.73% Add +1.1% 93,943 $3.0M
Trilogy Capital Inc. 0.16% Add +20.1% 93,407 $3.0M
BIP Wealth, LLC 0.24% Reduce -3.0% 91,396 $2.9M
Pure Financial Advisors, LLC 0.08% Reduce -7.3% 85,977 $2.7M
Aspire Private Capital, LLC 0.68% Add +3.7% 83,011 $2.6M
Global Retirement Partners, LLC 0.08% Add +48.5% 79,102 $2.5M
McAdam, LLC 0.14% Reduce -3.6% 75,244 $2.4M
Outlook Wealth Advisors, LLC 0.69% Add +1.1% 11,514 $2.2M
NewEdge Advisors, LLC 0.01% Add +5.2% 62,718 $2.0M
Hibernia Wealth Partners, LLC 0.69% Add +54.1% 62,134 $2.0M
Wealthcare Advisory Partners LLC 0.06% Reduce -1.0% 60,620 $1.9M
Landmark Wealth Management, Inc. 1.02% New 58,339 $1.9M
Atria Wealth Solutions, Inc. 0.02% Add +258.9% 56,394 $1.8M
Ballentine Partners, LLC 0.03% Reduce -2.8% 55,535 $1.8M
IHT Wealth Management, LLC 0.06% Reduce -6.2% 50,201 $1.6M
Harbour Investments, Inc. 0.05% Add +14.9% 45,785 $1.5M
LMCG Investments, LLC 0.08% No change 45,300 $1.4M
Mission Wealth Management, LP 0.04% Reduce -8.5% 44,013 $1.4M
Accredited Investors Inc. 0.08% Reduce -0.8% 41,782 $1.3M
Arete Wealth Advisors, LLC 0.11% Reduce -18.7% 40,550 $1.3M
Valmark Advisers, Inc. 0.02% Add +2.9% 39,987 $1.3M
HighTower Advisors, LLC 0.00% Add +5.5% 39,062 $1.2M
Bank of Montreal 0.00% Add +0.9% 35,555 $1.2M
Weil Company, Inc. 0.42% Add +28.6% 36,496 $1.2M
RFG Advisory, LLC 0.04% Reduce -1.2% 35,181 $1.1M
Mill Creek Capital Advisors, LLC 0.03% No change 34,792 $1.1M
Mather Group, Llc. 0.01% Reduce -0.0% 33,562 $1.1M
Baird Financial Group, Inc. 0.00% Reduce -4.1% 33,518 $1.1M
Upper Left Wealth Management, LLC 0.96% Reduce -4.6% 33,341 $1.1M
Smith, Moore & Co. 0.11% Reduce -1.3% 32,562 $1.0M
Alesco Advisors, LLC, An ESL Co 0.03% Reduce -3.3% 32,530 $1.0M
Probity Advisors, Inc. 0.21% Reduce -11.1% 32,483 $1.0M
Cary Street Partners Investment Advisory LLC 0.04% No change 32,454 $1.0M
Wellington Management Group LLP 0.00% Add +67.7% 31,653 $1.0M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -12.7% 30,995 $984K
Simplicity Wealth,LLC 0.02% Add +2.6% 30,613 $972K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -11.4% 29,820 $946K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -13.1% 29,647 $941K
AE Wealth Management LLC 0.01% Add +4.8% 28,808 $914K
Orion Porfolio Solutions, LLC 0.01% Add +15.9% 28,163 $894K
Orion Portfolio Solutions, LLC 0.01% Add +15.9% 28,163 $894K
Bryn Mawr Trust Advisors, LLC 0.05% Add +15.9% 27,600 $876K
Spire Wealth Management 0.03% Add +3.9% 27,076 $859K
Sanctuary Advisors, LLC 0.01% — 26,810 $841K
Raleigh Capital Management Inc. 0.33% Add +6.8% 24,313 $772K
Northern Trust Corp. 0.00% No change 23,850 $757K
Cassaday & Co Wealth Management LLC 0.02% No change 23,168 $735K
Mercer Global Advisors Inc. 0.00% Reduce -10.0% 22,789 $723K
Richardson Financial Services Inc. 0.52% Add +1.7% 22,732 $722K
Axxcess Wealth Management, LLC 0.02% Add +1.7% 22,609 $718K
FSB Premier Wealth Management, Inc. 0.32% Add +0.4% 22,201 $705K
Austin Wealth Management, LLC 0.16% Reduce -1.8% 21,333 $695K
Private Ocean, LLC 0.06% Add +0.2% 21,526 $683K
Keel Point, LLC 0.06% Reduce -21.4% 21,281 $678K
Blair William & Co. 0.00% Reduce -1.8% 21,028 $667K
Austin Private Wealth, LLC 0.07% Add +3.0% 20,948 $665K
Efficient Advisors, LLC 0.04% Reduce -13.9% 20,834 $661K
Pitcairn Co. 0.04% No change 20,833 $661K
Aveo Capital Partners, LLC 0.07% Add +5.9% 20,797 $660K
Mariner, LLC 0.00% Reduce -13.3% 20,656 $656K
Rothschild Wealth LLC 0.21% Add +1.6% 20,138 $639K
Buckingham Strategic Wealth, LLC 0.01% Reduce -14.1% 19,826 $629K
Brand Asset Management Group, Inc. 0.26% No change 19,360 $614K
Advisor OS, LLC 0.07% Reduce -1.4% 19,141 $608K
GeoWealth Management, LLC 0.03% Reduce -72.2% 19,035 $604K
One Capital Management, LLC 0.02% Reduce -19.4% 18,144 $576K
Ascent Group, LLC 0.05% Reduce -6.6% 18,042 $573K

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

Show all 212 holders