Ste STR SPDR PT DW Eu ETFSPDWETF

13F holders, Q4 2024 (December 31)
973holders +81
63new positions
53sold out
4famous investors
$34.23avg. 13F price*

At the end of Q4 2024, 973 institutions reported holding Ste STR SPDR PT DW Eu ETF (SPDW) in their 13F filings, up 81 from Q3 2024. 63 opened new positions and 53 sold out. The largest holders were Creative Planning ($2.3B), Financial Engines Advisors L.L.C. ($2.3B) and Allworth Financial LP ($1.1B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Ste STR SPDR PT DW Eu ETF
Filed as
SPDR INDEX SHS FDS (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions63$66.3M
Exits53$66.2M

All 13F filers, Q3 2024 → Q4 2024: 51,091,897 shares bought and 9,586,922 shares sold, net +41,504,975 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 973 holders

Creative Planning 2.28% Add +28.8% 68,708,048 $2.3B
Financial Engines Advisors L.L.C. 4.79% Add +7.8% 66,743,946 $2.3B
Allworth Financial LP 6.15% Add +6.2% 31,712,123 $1.1B
LPL Financial LLC 0.39% Add +2.8% 28,032,072 $956.7M
Auto-Owners Insurance Co 17.06% Add +25.1% 21,983,000 $750.3M
Tiaa Trust, National Association 1.38% Add +1.2% 13,314,729 $454.4M
Cwm, LLC 1.78% Add +9.8% 12,542,476 $428.1M
Morgan Stanley 0.02% Add +23.5% 8,143,365 $277.9M
State Street Corp. 0.01% Add +12.3% 7,816,439 $266.8M
UBS Group AG 0.06% Reduce -15.5% 7,279,969 $248.5M
Horizon Investments, LLC 6.74% Reduce -1.6% 6,883,460 $234.9M
Envestnet Asset Management Inc. 0.07% Add +9.2% 6,661,475 $227.4M
Betterment LLC 0.50% Add +106.6% 6,201,642 $211.7M
Stadion Money Management, LLC 15.87% Add +4.2% 5,940,696 $202.8M
Townsquare Capital LLC 2.25% Add +10.9% 5,832,251 $199.1M
Bank of America Corp. 0.02% Reduce -3.7% 5,220,085 $178.2M
Mariner, LLC 0.29% Add +4.2% 5,142,599 $175.5M
Osaic Holdings, Inc. 0.38% Add +6.8% 4,957,373 $169.2M
Advisory Alpha, LLC 5.35% Add +0.8% 4,405,127 $150.3M
Bank of New York Mellon Corp 0.02% Reduce -0.3% 3,944,818 $134.6M
Gradient Investments LLC 2.51% Add +10.8% 3,628,564 $123.8M
Ameriprise Financial Inc. 0.03% Add +3.9% 3,476,526 $118.6M
Strategies Wealth Advisors, LLC 14.21% Add +19.3% 3,162,651 $114.1M
Pathstone Holdings, LLC 0.43% Reduce -3.8% 2,863,021 $97.7M
Raymond James Financial Inc. 0.04% — 2,836,155 $96.8M
Equitable Holdings, Inc. 0.89% Reduce -5.7% 2,730,272 $93.2M
Sei Investments Co. 0.12% Add +81.6% 2,684,464 $91.6M
Clearstead Advisors, LLC 1.36% Add +1.3% 2,613,821 $89.2M
Advocacy Wealth Management, LLC 6.73% Reduce -1.5% 2,595,044 $88.6M
Stifel Financial Corp. 0.09% Reduce -8.1% 2,457,238 $83.9M
GeoWealth Management, LLC 2.71% Reduce -7.4% 2,429,024 $82.9M
Private Advisor Group, LLC 0.45% Reduce -3.2% 2,344,164 $80.0M
Wealth Enhancement Advisory Services, LLC 0.15% Add +9.5% 2,335,776 $79.7M
Savant Capital, LLC 0.60% Reduce -4.1% 2,232,372 $76.2M
Envestnet Portfolio Solutions, Inc. 0.25% Add +8.0% 2,228,843 $76.1M
JNBA Financial Advisors 7.59% Reduce -4.0% 2,176,759 $74.3M
Northwestern Mutual Wealth Management Co. 0.06% Add +4.7% 2,139,186 $73.0M
Assetmark, Inc. 0.19% Add +2.6% 2,081,032 $71.0M
McNamara Financial Services, Inc. 16.68% Reduce -5.7% 2,078,553 $70.9M
Cetera Investment Advisers 0.13% Add +2.4% 1,829,614 $62.4M
AlphaStar Capital Management, LLC 5.95% Add +12.8% 1,666,829 $56.9M
Park Avenue Securities LLC 0.58% Add +3.4% 1,654,198 $56.5M
Benjamin Edwards Inc. 0.78% Reduce -8.7% 1,595,808 $54.5M
Peterson Wealth Advisors, LLC 9.74% Reduce -1.0% 1,576,858 $54.0M
Axxcess Wealth Management, LLC 1.31% Add +6.4% 1,553,404 $53.0M
JPMorgan Chase & Co. 0.00% Add +1.8% 1,543,722 $52.7M
Capital Asset Advisory Services LLC 2.50% Add +5.9% 1,479,320 $50.7M
Schneider Downs Wealth Management Advisors, LP 9.42% Add +8.1% 1,467,162 $50.1M
Independent Advisor Alliance 0.65% Add +9062.4% 1,445,464 $49.3M
MML Investors Services, LLC 0.17% Add +11.8% 1,425,201 $48.6M
Charles Schwab Investment Management Inc. 0.01% Reduce -5.9% 1,419,077 $48.4M
Truefg, LLC 15.47% Add +5.2% 1,388,475 $47.4M
Rockefeller Capital Management L.P. 0.12% Add +0.8% 1,358,737 $46.4M
Commonwealth Equity Services, LLC 0.06% Add +1.7% 1,296,389 $44.2M
KWB Wealth 5.37% Reduce -3.6% 1,153,790 $43.3M
HighTower Advisors, LLC 0.06% Add +11.6% 1,233,397 $42.1M
Cambridge Investment Research Advisors, Inc. 0.14% Add +5.3% 1,229,461 $42.0M
Goldstein Advisors, LLC 5.98% Add +79.8% 1,205,502 $41.1M
IAG Wealth Partners, LLC 7.24% Add +7.5% 1,203,375 $41.1M
Clearwater Capital Advisors, LLC 3.72% Add +0.1% 1,115,010 $38.1M
Callan Capital, LLC 2.61% Reduce -3.4% 1,043,956 $35.6M
Stratos Wealth Partners, LTD. 0.50% Reduce -7.6% 1,023,906 $34.9M
Global Strategic Investment Solutions, LLC 4.08% Reduce -3.5% 1,020,875 $34.8M
Boston Standard Wealth Management, LLC 6.62% Add +3.3% 998,144 $34.1M
Integrated Wealth Concepts LLC 0.39% Add +5.7% 975,105 $33.3M
US Bancorp \de 0.04% Add +7.2% 956,174 $32.6M
Global Retirement Partners, LLC 0.93% Add +4.0% 953,482 $32.5M
Thrivent Financial for Lutherans 0.06% Add +11.6% 929,191 $32.1M
Ballentine Partners, LLC 0.55% Reduce -2.6% 940,120 $32.1M
Bristlecone Advisors, LLC 2.44% Reduce -1.4% 917,110 $31.3M
Waller Financial Planning Group, Inc. 7.84% Add +1.4% 911,132 $31.1M
Wealthcare Advisory Partners LLC 0.86% Add +17.9% 907,031 $31.0M
Meeder Advisory Services, Inc. 1.92% Reduce -3.0% 902,297 $30.8M
MAI Capital Management 0.23% Add +14119.3% 895,389 $30.6M
Atlas Private Wealth Advisors 4.13% Reduce -2.0% 854,327 $29.2M
Facet Wealth, Inc. 0.76% Add +3.9% 797,155 $28.6M
IFP Advisors, Inc 0.92% Add +15.3% 822,189 $28.1M
Signature Estate & Investment Advisors LLC 0.70% Add +0.2% 816,807 $27.9M
Wells Fargo & Company 0.01% Add +5.8% 811,843 $27.7M
Goodman Financial Corp 5.88% Add +3.0% 806,099 $27.5M
Auour Investments LLC 9.49% Add +5.5% 761,347 $27.1M
Reston Wealth Management LLC 9.88% Add +3.6% 778,754 $26.6M
OneAscent Financial Services LLC 2.23% New 766,967 $26.2M
Brio Consultants, LLC 4.06% Add +6.7% 760,202 $25.9M
Rinkey Investments 8.18% Reduce -1.3% 748,816 $25.6M
ProVise Management Group, LLC 2.16% Add +3.7% 738,345 $25.2M
Confluence Investment Management LLC 0.35% Reduce -13.6% 736,703 $25.1M
Lifeworks Advisors, LLC 4.38% Add +32.5% 710,638 $24.3M
Garrett Wealth Advisory Group, LLC 5.49% Add +15.0% 706,733 $24.1M
Higgins & Schmidt Wealth Strategies LLC 14.76% Reduce -2.1% 693,595 $23.7M
ERn Financial, LLC 3.49% Add +4.9% 681,113 $23.2M
JT Stratford LLC 3.79% Reduce -7.9% 672,567 $23.0M
Cerity Partners LLC 0.05% Add +0.5% 670,240 $22.9M
Flagstone Financial Management 7.52% Add +4.2% 662,803 $22.6M
N.E.W. Advisory Services LLC 2.15% Reduce -5.0% 662,340 $22.6M
IHT Wealth Management, LLC 0.73% Reduce -5.7% 658,761 $22.5M
Pure Financial Advisors, LLC 0.48% Reduce -0.9% 624,438 $21.3M
Aptus Capital Advisors, LLC 0.25% Add +6.7% 607,611 $20.7M
CGN Advisors LLC 1.99% Add +17.0% 600,199 $20.5M
Geneos Wealth Management Inc. 0.71% Add +7.4% 595,459 $20.3M

"% 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 973 holders