Ste STR SPDR PT DW Eu ETFSPDWETF

13F holders, Q3 2024 (September 30)
892holders +13
56new positions
46sold out
2famous investors
$37.54avg. 13F price*

At the end of Q3 2024, 892 institutions reported holding Ste STR SPDR PT DW Eu ETF (SPDW) in their 13F filings, up 13 from Q2 2024. 56 opened new positions and 46 sold out. The largest holders were Financial Engines Advisors L.L.C. ($2.3B), Creative Planning ($2.0B) and Allworth Financial LP ($1.1B). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Ste STR SPDR PT DW Eu ETF
Filed as
SPDR INDEX SHS FDS (Q3 2024)
CUSIP
78463X889
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 851Q1 2024Q2 2024: 879Q2 2024Q3 2024: 892Q3 2024Q4 2024: 973Q4 2024Q1 2025: 992Q1 2025Q2 2025: 1,047Q2 2025Q3 2025: 1,069Q3 2025Q4 2025: 1,164Q4 2025Q1 2026: 1,207Q1 2026Q2 2026: 1,234Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions56$43.2M
Exits46$51.3M

All 13F filers, Q2 2024 → Q3 2024: 18,622,148 shares bought and 16,133,347 shares sold, net +2,488,801 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 892 holders

Financial Engines Advisors L.L.C. 4.85% Add +2.5% 61,894,486 $2.3B
Creative Planning 1.98% Add +0.1% 53,357,013 $2.0B
Allworth Financial LP 6.83% Add +1.9% 29,863,752 $1.1B
LPL Financial LLC 0.46% Reduce -2.1% 27,260,572 $1.0B
Auto-Owners Insurance Co 16.16% No change 17,576,000 $660.2M
Tiaa Trust, National Association 1.47% Add +3.0% 13,153,491 $494.0M
Cwm, LLC 1.85% Add +8.6% 11,425,714 $429.1M
UBS Group AG 0.09% Add +0.2% 8,617,027 $323.7M
Horizon Investments, LLC 6.97% Add +16.0% 6,993,926 $262.7M
State Street Corp. 0.01% Reduce -42.6% 6,960,568 $261.4M
Morgan Stanley 0.02% Add +11.1% 6,595,639 $247.7M
Envestnet Asset Management Inc. 0.07% Reduce -5.9% 6,101,956 $229.2M
Stadion Money Management, LLC 16.15% Add +4.2% 5,699,907 $214.1M
Bank of America Corp. 0.02% Add +3.7% 5,421,337 $203.6M
Townsquare Capital LLC 2.37% Add +9.2% 5,259,797 $197.6M
Mariner, LLC 0.33% Add +1.8% 4,934,577 $185.3M
Osaic Holdings, Inc. 0.39% Add +1.5% 4,640,702 $174.3M
Advisory Alpha, LLC 5.83% Add +8.4% 4,368,898 $164.1M
Bank of New York Mellon Corp 0.03% Add +10.7% 3,956,506 $148.6M
Ameriprise Financial Inc. 0.03% Reduce -11.2% 3,346,046 $126.5M
Gradient Investments LLC 2.56% Add +2.6% 3,273,496 $123.0M
Betterment LLC 0.27% Add +117.4% 3,001,680 $112.7M
Pathstone Holdings, LLC 0.50% Add +0.2% 2,976,569 $111.7M
Equitable Holdings, Inc. 1.05% Add +4.6% 2,894,028 $108.7M
Stifel Financial Corp. 0.11% Add +0.8% 2,673,047 $100.4M
Raymond James Financial Services Advisors, Inc. 0.13% Reduce -4.4% 2,663,730 $100.0M
Strategies Wealth Advisors, LLC 13.32% Add +11.4% 2,651,950 $99.6M
Advocacy Wealth Management, LLC 7.77% Reduce -0.6% 2,635,038 $99.0M
GeoWealth Management, LLC 3.48% Add +15.5% 2,624,103 $98.6M
Clearstead Advisors, LLC 1.50% Add +1.5% 2,580,568 $96.9M
Private Advisor Group, LLC 0.56% Reduce -3.8% 2,422,439 $91.0M
Savant Capital, LLC 0.73% Reduce -3.8% 2,327,372 $87.4M
JNBA Financial Advisors 8.57% Add +11.2% 2,266,280 $85.1M
McNamara Financial Services, Inc. 16.31% Add +0.9% 2,205,218 $82.8M
Wealth Enhancement Advisory Services, LLC 0.17% Add +0.9% 2,133,919 $80.2M
Envestnet Portfolio Solutions, Inc. 0.25% Reduce -11.3% 2,063,313 $77.5M
Northwestern Mutual Wealth Management Co. 0.07% Add +26.6% 2,042,351 $76.7M
Assetmark, Inc. 0.22% Reduce -37.8% 2,028,083 $76.2M
Cetera Investment Advisers 0.15% Add +4.3% 1,786,001 $67.1M
Benjamin Edwards Inc. 0.96% Add +1732.2% 1,748,164 $65.7M
Park Avenue Securities LLC 0.68% Reduce -7.5% 1,600,150 $60.1M
Peterson Wealth Advisors, LLC 11.30% Add +3.0% 1,592,521 $59.8M
JPMorgan Chase & Co. 0.00% Add +14.9% 1,515,978 $56.9M
Charles Schwab Investment Management Inc. 0.01% Reduce -6.2% 1,507,576 $56.6M
Sei Investments Co. 0.07% Reduce -0.1% 1,478,202 $55.5M
AlphaStar Capital Management, LLC 4.41% Add +51.1% 1,477,675 $55.5M
Axxcess Wealth Management, LLC 1.39% Reduce -1.6% 1,460,242 $54.8M
Capital Asset Advisory Services LLC 2.58% Add +5.5% 1,396,545 $51.5M
Schneider Downs Wealth Management Advisors, LP 10.44% Add +3.6% 1,357,813 $51.0M
Rockefeller Capital Management L.P. 0.14% Add +4.2% 1,347,570 $50.6M
Truefg, LLC 16.21% Add +5.5% 1,320,393 $49.6M
Commonwealth Equity Services, LLC 0.07% Add +2.2% 1,275,012 $47.9M
MML Investors Services, LLC 0.17% Reduce -1.9% 1,274,797 $47.9M
Cambridge Investment Research Advisors, Inc. 0.15% Reduce -2.5% 1,168,016 $43.9M
IAG Wealth Partners, LLC 7.78% Add +2.7% 1,119,958 $42.1M
KWB Wealth 5.47% Reduce -23.1% 1,196,984 $42.0M
Clearwater Capital Advisors, LLC 4.07% Add +2.5% 1,113,574 $41.8M
Stratos Wealth Partners, LTD. 0.61% Reduce -1.6% 1,108,480 $41.6M
HighTower Advisors, LLC 0.06% Reduce -1.6% 1,105,499 $41.6M
Callan Capital, LLC 2.84% Add +0.7% 1,081,076 $40.6M
Global Strategic Investment Solutions, LLC 4.65% Reduce -2.0% 1,058,426 $39.8M
Boston Standard Wealth Management, LLC 7.07% Add +2.7% 966,456 $36.3M
Ballentine Partners, LLC 0.62% Add +0.3% 965,513 $36.3M
Blueprint Investment Partners LLC 6.52% Add +1.3% 957,417 $36.0M
Kestra Advisory Services, LLC 0.20% Add +3.6% 950,299 $35.7M
Meeder Advisory Services, Inc. 2.26% Reduce -0.8% 929,931 $34.9M
Bristlecone Advisors, LLC 2.80% Reduce -1.1% 929,722 $34.9M
Integrated Wealth Concepts LLC 0.42% Add +3.0% 922,456 $34.6M
Global Retirement Partners, LLC 1.04% Add +2.9% 916,785 $34.4M
Edmonds Duncan Registered Investment Advisors, LLC 7.45% Add +6.3% 906,065 $34.0M
Waller Financial Planning Group, Inc. 8.37% Add +0.2% 898,921 $33.8M
US Bancorp \de 0.04% Add +2.5% 891,977 $33.5M
Atlas Private Wealth Advisors 4.75% Reduce -23.2% 871,552 $32.7M
Confluence Investment Management LLC 0.43% Add +3.7% 852,528 $32.0M
Halpern Financial, Inc. 8.08% Add +5.1% 842,980 $31.4M
Thrivent Financial for Lutherans 0.06% Add +4.7% 832,579 $31.3M
Signature Estate & Investment Advisors LLC 0.71% Reduce -14.4% 815,365 $30.6M
Goodman Financial Corp 6.57% Add +1.7% 782,758 $29.4M
Wealthcare Advisory Partners LLC 0.82% Add +6.1% 769,096 $28.9M
Wells Fargo & Company 0.01% Add +7.7% 767,199 $28.8M
Rinkey Investments 9.22% Reduce -24.1% 758,890 $28.5M
Reston Wealth Management LLC 10.22% Add +1.6% 751,453 $28.2M
Facet Wealth, Inc. 0.78% Add +1.0% 766,962 $27.4M
JT Stratford LLC 4.71% Add +3.3% 729,928 $27.4M
IFP Advisors, Inc 0.97% Add +7.6% 713,273 $26.8M
Brio Consultants, LLC 4.26% Add +0.6% 712,361 $26.8M
ProVise Management Group, LLC 2.12% Add +3.8% 711,747 $26.7M
Higgins & Schmidt Wealth Strategies LLC 17.17% Add +6.8% 708,374 $26.6M
IHT Wealth Management, LLC 0.74% Reduce -24.1% 698,259 $26.2M
N.E.W. Advisory Services LLC 2.58% Reduce -1.8% 697,369 $26.2M
Auour Investments LLC 9.32% Reduce -10.2% 721,348 $26.1M
Goldstein Advisors, LLC 3.83% Add +65.4% 670,520 $25.2M
Cerity Partners LLC 0.06% Reduce -1.4% 667,025 $25.1M
ERn Financial, LLC 3.71% Add +5.0% 649,180 $24.4M
Flagstone Financial Management 8.01% Add +1.8% 635,907 $23.9M
Pure Financial Advisors, LLC 0.57% Reduce -2.8% 630,340 $23.7M
Garrett Wealth Advisory Group, LLC 5.70% Add +4.7% 614,582 $23.1M
Merit Financial Group, LLC 0.48% Reduce -12.6% 572,111 $21.5M
Aptus Capital Advisors, LLC 0.32% Add +8.6% 569,443 $21.4M
Geneos Wealth Management Inc. 0.79% Add +5.4% 554,431 $20.8M

"% of holder's portfolio" is SPDW's weight in each manager's 13F, not the share of Ste STR SPDR PT DW Eu ETF the manager owns.

Show all 892 holders