State Street SPDR S&P InternGWXETF

13F holders, Q4 2024 (December 31)
212holders −7
13new positions
28sold out
$30.99avg. 13F price*

At the end of Q4 2024, 212 institutions reported holding State Street SPDR S&P Intern (GWX) in their 13F filings, down 7 from Q3 2024. 13 opened new positions and 28 sold out. The largest holders were LPL Financial LLC ($33.1M), Envestnet Asset Management Inc. ($25.8M) and Bank of America Corp. ($20.9M).

Company
State Street SPDR S&P Intern
Filed as
SPDR INDEX SHS FDS (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions13$5.3M
Exits28$7.0M

All 13F filers, Q3 2024 → Q4 2024: 798,408 shares bought and 1,157,997 shares sold, net −359,589 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 212 holders

LPL Financial LLC 0.01% Add +3.3% 1,069,766 $33.1M
Envestnet Asset Management Inc. 0.01% Add +7.9% 833,028 $25.8M
Bank of America Corp. 0.00% Reduce -0.0% 675,027 $20.9M
Assetmark, Inc. 0.05% Add +3.2% 573,668 $17.8M
Wilmington Savings Fund Society, FSB 0.29% Add +3.1% 515,965 $16.0M
Cetera Investment Advisers 0.03% Add +0.1% 506,074 $15.7M
Envestnet Portfolio Solutions, Inc. 0.05% Add +9.5% 451,422 $14.0M
Osaic Holdings, Inc. 0.03% Add +4.3% 425,030 $13.2M
Creative Planning 0.01% Reduce -6.8% 345,572 $10.7M
N.E.W. Advisory Services LLC 0.97% Reduce -19.0% 330,232 $10.2M
Commerce Bank 0.06% Reduce -26.2% 320,056 $9.9M
Corrigan Financial, Inc. 2.12% Add +0.5% 298,632 $9.3M
Cullen/Frost Bankers, Inc. 0.12% Reduce -0.3% 290,265 $9.0M
Morgan Stanley 0.00% Reduce -1.7% 280,444 $8.7M
Wells Fargo & Company 0.00% Reduce -0.1% 263,466 $8.2M
Townsquare Capital LLC 0.09% Add +1.4% 245,705 $7.6M
Tiaa Trust, National Association 0.02% Reduce -5.8% 236,374 $7.3M
Equitable Holdings, Inc. 0.06% Add +9.9% 207,258 $6.4M
Park Avenue Securities LLC 0.07% Add +7.8% 204,398 $6.3M
Cerity Partners LLC 0.01% Reduce -1.8% 184,934 $5.7M
CX Institutional 0.22% No change 177,420 $5.5M
Private Advisor Group, LLC 0.02% Reduce -0.5% 139,628 $4.3M
UBS Group AG 0.00% Add +0.2% 139,289 $4.3M
Modera Wealth Management, LLC 0.05% Add +653.1% 137,825 $4.3M
RTD Financial Advisors, Inc. 0.53% Reduce -0.4% 132,407 $4.1M
PNC Financial Services Group, Inc. 0.00% Reduce -38.5% 125,145 $3.9M
CarsonAllaria Wealth Management, Ltd. 2.15% Reduce -1.6% 120,946 $3.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +4.6% 118,912 $3.7M
Global Retirement Partners, LLC 0.10% Add +12.3% 113,517 $3.5M
Tobias Financial Advisors, Inc. 0.69% Reduce -1.1% 110,494 $3.4M
MAI Capital Management 0.03% Reduce -2.9% 109,777 $3.4M
BIP Wealth, LLC 0.23% Add +8.7% 109,386 $3.4M
Commonwealth Equity Services, LLC 0.00% Reduce -5.4% 108,258 $3.4M
Walkner Condon Financial Advisors LLC 0.67% Add +4.2% 106,799 $3.3M
Flow Traders U.S. LLC 0.13% Add +1556.5% 106,297 $3.3M
Trilogy Capital Inc. 0.16% Add +1.8% 101,971 $3.2M
Eagle Bluffs Wealth Management LLC 1.67% Add +5.5% 100,403 $3.1M
Pure Financial Advisors, LLC 0.06% Add +1.9% 87,608 $2.7M
Aspire Private Capital, LLC 0.65% Add +1.2% 84,400 $2.6M
GeoWealth Management, LLC 0.08% Add +5.9% 82,166 $2.5M
Jane Street Group, LLC 0.00% Reduce -69.9% 81,513 $2.5M
McAdam, LLC 0.13% Add +6.2% 79,296 $2.5M
Mission Wealth Management, LP 0.06% Add +76.4% 77,481 $2.4M
Savant Capital, LLC 0.02% Reduce -15.2% 75,844 $2.4M
Landmark Wealth Management, Inc. 1.05% Add +12.4% 69,274 $2.1M
NewEdge Advisors, LLC 0.01% Add +8.6% 68,338 $2.1M
Wealthcare Advisory Partners LLC 0.05% Add +2.1% 57,608 $1.8M
Ballentine Partners, LLC 0.03% No change 55,535 $1.7M
Harbour Investments, Inc. 0.05% Add +6.5% 52,195 $1.6M
IHT Wealth Management, LLC 0.05% Reduce -39.1% 51,939 $1.6M
Atria Wealth Solutions, Inc. 0.02% Reduce -9.9% 51,007 $1.6M
Signal Advisors Wealth, LLC 0.18% New 50,993 $1.6M
Northern Trust Corp. 0.00% Reduce -63.0% 49,750 $1.5M
Arete Wealth Advisors, LLC 0.10% Add +5.1% 45,940 $1.4M
LMCG Investments, LLC 0.09% Reduce -0.1% 45,250 $1.4M
Accredited Investors Inc. 0.08% Add +10.6% 44,298 $1.4M
Total Clarity Wealth Management, Inc. 0.43% New 42,271 $1.3M
Valmark Advisers, Inc. 0.02% Add +2.0% 41,147 $1.3M
Sanctuary Advisors, LLC 0.01% Add +19.6% 38,400 $1.2M
Bryn Mawr Trust Advisors, LLC 0.06% Add +27.2% 38,522 $1.2M
Weil Company, Inc. 0.40% Reduce -15.8% 37,503 $1.2M
RFG Advisory, LLC 0.03% Add +6.1% 37,077 $1.1M
HighTower Advisors, LLC 0.00% Reduce -4.6% 37,026 $1.1M
Mill Creek Capital Advisors, LLC 0.03% No change 34,791 $1.1M
Upper Left Wealth Management, LLC 0.90% Reduce -0.2% 34,026 $1.1M
Stonehaven Wealth & Tax Solutions, LLC 1.13% — 33,580 $1.0M
Smith, Moore & Co. 0.09% Reduce -0.5% 32,415 $1.0M
Cary Street Partners Financial LLC 0.03% — 32,407 $1.0M
Mather Group, Llc. 0.01% Add +3.8% 31,907 $989K
AE Wealth Management LLC 0.01% Add +5.2% 31,841 $987K
Wellington Management Group LLP 0.00% Reduce -15.0% 31,468 $975K
Alesco Advisors, LLC, An ESL Co 0.03% Reduce -0.1% 31,396 $973K
Spire Wealth Management 0.03% Add +5.7% 30,944 $959K
Raleigh Capital Management Inc. 0.36% Add +15.9% 30,504 $945K
Probity Advisors, Inc. 0.18% Reduce -7.2% 29,589 $917K
Raymond James Financial Inc. 0.00% — 27,686 $858K
Austin Private Wealth, LLC 0.08% Add +23.0% 27,394 $849K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -8.5% 26,985 $836K
Bank of Montreal 0.00% Reduce -78.6% 26,985 $836K
Orion Porfolio Solutions, LLC 0.01% Add +2.4% 26,964 $835K
Orion Portfolio Solutions, LLC 0.01% Add +2.4% 26,964 $835K
CreativeOne Wealth, LLC 0.02% Add +35.6% 26,170 $811K
Blair William & Co. 0.00% No change 25,929 $803K
Northwestern Mutual Wealth Management Co. 0.00% Add +1.1% 24,676 $765K
FSB Premier Wealth Management, Inc. 0.29% Reduce -0.1% 23,311 $722K
Cassaday & Co Wealth Management LLC 0.02% No change 23,168 $718K
Richardson Financial Services Inc. 0.50% Reduce -1.2% 22,875 $709K
Aveo Capital Partners, LLC 0.07% Reduce -0.6% 21,757 $674K
Efficient Advisors, LLC 0.04% Add +4.6% 21,607 $670K
Wealthspire Advisors, LLC 0.01% Reduce -49.9% 21,574 $668K
Susquehanna International Group, LLP 0.00% New 21,563 $668K
Austin Wealth Management, LLC 0.13% Reduce -1.5% 20,661 $641K
CW Advisors, LLC 0.01% Add +1.1% 20,565 $637K
Hibernia Wealth Partners, LLC 0.47% Reduce -61.0% 19,921 $617K
Rothschild Wealth LLC 0.18% Add +401.2% 19,647 $609K
Axxcess Wealth Management, LLC 0.01% Reduce -2.3% 19,499 $604K
Advisor OS, LLC 0.07% Add +0.1% 19,216 $595K
Brand Asset Management Group, Inc. 0.24% Reduce -2.1% 18,960 $587K
Portside Wealth Group, LLC 0.09% Add +5.5% 18,328 $568K
Novus Advisors, LLC 0.56% — 18,073 $560K

"% 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