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Disclosery

RWO SPDR INDEX SHS FDS

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ST DOW GLOBA ETF (fund)

209 managers (211 13F filers) reported a position in RWO shares at 2024-12-31, 17,986,433 shares in all. 15 filers opened a position and 27 filers sold out during the quarter.

Managers
209
13F filers
211
New
15
Added
73
Reduced
68
Sold out
27
Shares held by filers
17,986,433

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
STATE STREET CORPin group STATE STREET CORP5,885,155$252M0.01%+452,94913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,448,278$62.1M0.01%+65,37613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,413,465$60.6M0.01%-37,51113F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA920,788$39.5M0.2%+79,98113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC655,825$28.1M0.01%-115,21313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding556,263$23.9M+20,080Timeline
MORGAN STANLEYin group MORGAN STANLEY503,503$21.6M<0.01%+4,24413F-HR/ATimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC480,598$20.6M0.01%-12,65013F-HRTimelineGroup
Quent Capital, LLC366,574$15.7M1.63%+33,85913F-HRTimeline
BRIGHTON JONES LLC355,538$15.2M0.44%+140,48213F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC329,848$14.1M0.01%13F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC298,091$12.8M0.02%-11,71313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC272,229$11.7M0.03%+11,39313F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co271,409$11.6M0.88%+66,81313F-HRTimelineGroup
LPL Financial LLC240,190$10.3M<0.01%+23,24513F-HRTimeline
Modera Wealth Management, LLC212,359$9.11M0.11%+1,21313F-HRTimeline
Waldron Private Wealth LLC191,247$8.2M0.33%-3,49413F-HRTimeline
Avidian Wealth Enterprises, LLC135,007$5.79M0.26%-77513F-HRTimeline
Addis & Hill, Inc134,206$5.76M4.26%+21,43613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP133,342$5.72M0.01%-53813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV122,437$5.25M0.01%-15,07513F-HRTimeline
XML Financial, LLC116,980$5.02M0.46%-9,59213F-HRTimeline
White & Co Financial Planning Inc116,729$5.01M4.25%13F-HR/ATimeline
HighTower Advisors, LLC112,018$4.8M0.01%-5,37613F-HRTimeline
JFS WEALTH ADVISORS, LLC101,858$4.37M0.3%-1,51013F-HRTimeline
MML INVESTORS SERVICES, LLC100,818$4.32M0.01%+5,64813F-HRTimeline
FLOW TRADERS U.S. LLC93,686$4.02M0.16%+48,79413F-HRTimeline
Valmark Advisers, Inc.89,580$3.84M0.06%-1,50513F-HRTimeline
One Capital Management, LLC88,406$3.79M0.13%-26,46513F-HRTimeline
FSM Wealth Advisors, LLC88,032$3.77M0.92%+9,58113F-HRTimeline
Rappaport Reiches Capital Management, L…75,189$3.22M0.83%-93513F-HRTimeline
Beacon Pointe Advisors, LLC75,130$3.22M0.04%+8,07613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\70,590$3.03M<0.01%-20,61313F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers69,320$2.97M0.01%-2113F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth66,486$2.85M0.01%+12,44513F-HR/ATimelineGroup
Capstone Financial Advisors, Inc.66,435$2.85M0.18%+2613F-HRTimeline
Cambridge Investment Research Advisors,…64,382$2.76M0.01%+4,09313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC62,422$2.68M0.03%+3,72713F-HRTimelineGroup
Brooklyn FI, LLC54,609$2.34M0.78%+9,50113F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA51,362$2.2M<0.01%-2,71713F-HRTimelineGroup
Moss Adams Wealth Advisors LLC46,723$2M0.21%+1,50613F-HRTimeline
Cetera Investment Advisers43,168$1.85M<0.01%+1,79713F-HRTimeline
OLD MISSION CAPITAL LLC41,192$1.77M0.04%-30,25613F-HRTimeline
ALTFEST L J & CO INC40,589$1.74M0.22%+1,91513F-HRTimeline
BLAIR WILLIAM & CO/IL39,689$1.7M<0.01%-4,17513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp37,015$1.59M0.01%-34,14413F-HRTimelineGroup
Columbia River Financial Group, LLC35,235$1.51M1.04%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.35,043$1.5M<0.01%-1,05713F-HR/ATimelineGroup
HHM Wealth Advisors, LLC33,905$1.45M0.2%-4,50813F-HRTimeline
Abacus Planning Group, Inc.33,467$1.44M0.25%+21413F-HRTimeline
Total Wealth Planning, LLC33,194$1.42M0.22%-71013F-HRTimeline
BIP Wealth, LLC32,152$1.38M0.09%-1,49613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding31,390$1.35M+81Timeline
Walkner Condon Financial Advisors LLC31,228$1.34M0.27%+2,42213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…26,512$1.14M0.03%+43813F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC26,292$1.13M<0.01%+31113F-HR/ATimelineGroup
DHK Financial Advisors, Inc.25,321$1.09M0.66%+29813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…25,319$1.09M<0.01%+2,98713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,930$1.07M<0.01%-3,64513F-HR/ATimeline
Efficient Advisors, LLC24,919$1.07M0.07%-3,61013F-HRTimeline
Mutual Advisors, LLC24,594$1.05M0.03%-613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC24,155$1.04M0.01%-1,31813F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC24,359$1.01M0.22%+65213F-HRTimeline
Lester Murray Antman dba SimplyRich23,237$996K0.28%013F-HRTimeline
Creative Planningin group Creative Planning22,816$979K<0.01%+6,45413F-HRTimelineGroup
ORBA Wealth Advisors, L.L.C.22,571$968K0.51%-41213F-HRTimeline
IFG Advisory, LLC22,232$954K0.05%+26913F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC21,630$928K0.53%+913F-HRTimeline
UBS Group AGin group UBS Group AG21,588$926K<0.01%+11,41213F-HRTimelineGroup
RFG Advisory, LLC20,679$887K0.03%+94813F-HRTimeline
Boltwood Capital Management20,490$879K0.27%+84513F-HRTimeline
Family Office Research LLC20,312$871K0.38%13F-HRTimeline
Brand Asset Management Group, Inc.19,870$852K0.35%+40413F-HRTimeline
SVB WEALTH LLC18,340$787K0.01%new13F-HRTimeline
Arkos Global Advisors16,862$723K0.11%-66213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN16,829$722K<0.01%-9,38413F-HRTimelineGroup
Private Advisor Group, LLC16,438$705K<0.01%+23213F-HRTimeline
SOL Capital Management CO16,230$696K0.08%+1,10013F-HRTimeline
COURIER CAPITAL LLC16,123$691K0.05%013F-HRTimeline
Independent Advisor Alliance15,477$664K0.01%new13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.14,289$613K0.25%+4413F-HRTimeline
Aspire Private Capital, LLC14,059$603K0.15%+1,06613F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD13,902$596K0.54%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.13,379$574K<0.01%+12213F-HRTimeline
Simplicity Wealth,LLC13,193$566K0.12%-1,61313F-HRTimeline
Orion Porfolio Solutions, LLC12,469$535K0.01%-70513F-HRTimeline
Orion Portfolio Solutions, LLC12,469$535K0.01%-70513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,986$514K<0.01%+1,30013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC11,779$505K<0.01%+2,11213F-HRTimelineGroup
Aquire Wealth Advisors, LLC10,737$461K0.14%-1,22713F-HRTimeline
MPS Loria Financial Planners, LLC10,664$457K0.14%+30113F-HRTimeline
Envision Financial LLC10,574$454K0.36%13F-HR/ATimeline
Pacific Capital Wealth Advisors, Inc.10,376$445K0.07%013F-HRTimeline
HOGE FINANCIAL SERVICES, LLC9,780$419K0.31%-2613F-HRTimeline
Integrated Advisors Network LLC9,663$414K0.02%+113F-HRTimeline
J.W. COLE ADVISORS, INC.9,119$391K0.02%+19413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,936$383K<0.01%-47713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,628$370K<0.01%+58313F-HRTimelineGroup
INNEALTA CAPITAL, LLC8,498$364K0.18%new13F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC8,467$351K0.03%-21013F-HRTimelineGroup
FC Advisory LLC7,455$320K0.11%+19713F-HRTimeline
BAILARD, INC.7,418$318K0.01%+41313F-HRTimeline
AE Wealth Management LLC7,107$305K<0.01%+2713F-HRTimeline
HARBOUR INVESTMENTS, INC.6,979$299K0.01%+42213F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC6,912$296K0.26%+1,66213F-HRTimeline
Consolidated Portfolio Review Corp6,676$286K0.05%-71813F-HRTimeline
USAdvisors Wealth Management, LLC6,592$282K0.09%-14913F-HRTimeline
First Command Advisory Services, Inc.6,572$282K<0.01%-3,84013F-HRTimeline
Evanson Asset Management, LLC6,547$281K0.02%+113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,466$277K<0.01%-1,41913F-HRTimelineGroup
Lifeworks Advisors, LLC6,450$277K0.05%-65613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,425$276K<0.01%-6,40113F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…6,336$272K0.01%-14013F-HRTimeline
FDx Advisors, Inc.6,308$271K0.08%+5213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,462$234K<0.01%-1,80813F-HRTimeline
NewEdge Advisors, LLC5,344$229K<0.01%+43513F-HRTimeline
PDS Planning, Inc5,336$229K0.02%+3313F-HRTimeline
SageView Advisory Group, LLC5,154$221K0.01%new13F-HRTimeline
Kondo Wealth Advisors, Inc.5,018$215K0.11%13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,825$207K0.05%-2613F-HRTimelineGroup
Sanctuary Advisors, LLC4,635$203K<0.01%new13F-HRTimeline
Ironwood Wealth Management, LLC.4,495$193K0.06%+6513F-HRTimeline
MAI Capital Management4,394$188K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,865$166K<0.01%+28213F-HRTimelineGroup
GW&K Investment Management, LLC3,822$164K<0.01%013F-HRTimeline
CoreCap Advisors, LLC3,797$163K0.01%-513F-HRTimeline
IFP Advisors, Inc3,725$160K0.01%-3013F-HRTimeline
Larson Financial Group LLC3,253$140K0.01%-20113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,240$139K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,741$118K<0.01%-1,18113F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,591$111K<0.01%-64913F-HRTimelineGroup
FMR LLCin group FMR LLC2,499$107K<0.01%+1,25413F-HRTimelineGroup
Farther Finance Advisors, LLC2,045$87.7K<0.01%+19013F-HRTimeline
Medallion Wealth Advisors, LLC1,962$84.2K0.04%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,771$76K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,669$71.6K<0.01%+26013F-HRTimeline
FAS Wealth Partners, Inc.1,620$69.5K0.01%-5913F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,591$68.2K0.01%013F-HRTimeline
Parallel Advisors, LLC1,492$64K<0.01%+1813F-HRTimeline
CBIZ Investment Advisory Services, LLC1,352$58K<0.01%-29113F-HRTimeline
Joseph Group Capital Management1,188$51K0.02%-2213F-HRTimeline
Physician Wealth Advisors, Inc.1,102$47.3K0.01%new13F-HRTimeline
Main Street Group, LTD1,056$45.3K0.02%+3213F-HRTimeline
Global Retirement Partners, LLC992$42.5K<0.01%-37613F-HRTimeline
Van Hulzen Asset Management, LLC912$39.1K<0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA900$38.6K0.03%013F-HRTimeline
Quest 10 Wealth Builders, Inc.885$38K0.04%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…830$35.6K<0.01%-63513F-HRTimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…750$33K<0.01%013F-HRTimeline
MATHER GROUP, LLC.615$26.4K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.601$25.8K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.558$23.9K<0.01%+34313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…550$23.6K<0.01%013F-HRTimelineGroup
Cassady Schiller Wealth Management, LLC476$20.4K0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC475$20.4K<0.01%+513F-HRTimeline
Parkside Financial Bank & Trust471$20.2K<0.01%013F-HRTimeline
Transce3nd, LLC397$17K0.01%13F-HRTimeline
AdvisorNet Financial, Inc396$17K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC378$16.1K<0.01%+10813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.342$14.7K<0.01%013F-HRTimelineGroup
WR Wealth Planners, LLC337$14.5K<0.01%+313F-HRTimeline
Farmers & Merchants Trust Co of Chamber…298$13K<0.01%013F-HRTimeline
COMERICA BANK283$12.1K<0.01%-40013F-HR/ATimeline
Financial Freedom, LLC280$12K0.01%+313F-HRTimeline
Allworth Financial LP268$11.5K<0.01%+18713F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …267$11.4K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC250$10.7K<0.01%013F-HRTimeline
Longview Financial Advisors LLC245$10.5K0.01%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC205$8.78K0.01%13F-HRTimeline
Rosenberg Matthew Hamilton185$7.93K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC150$6.43K<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV136$5.83K<0.01%new13F-HRTimeline
Safe Harbor Fiduciary, LLC125$5.36K0.01%-113F-HRTimeline
Iron Horse Wealth Management, LLC121$5.19K<0.01%013F-HRTimeline
TSFG, LLC119$5K<0.01%013F-HRTimeline
LRI Investments, LLC108$4.63K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC106$4.55K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC106$4.55K<0.01%-3513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC106$4.55K<0.01%new13F-HRTimeline
Front Row Advisors LLC103$4.42K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC96$4.22K<0.01%-9513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…96$4.22K<0.01%-9513F-HRTimelineGroup
PRIVATE TRUST CO NA98$4.19K<0.01%+4813F-HRTimeline
Avion Wealth110$4K<0.01%013F-HRTimeline
Realta Investment Advisors83$3.58K<0.01%new13F-HRTimeline
Atlatl Advisers LLC74$3.17K<0.01%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…72$3.09K<0.01%013F-HRTimeline
Northwest Capital Management Inc71$3.04K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…66$2.83K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp62$2.66K<0.01%13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC53$2.27K<0.01%013F-HRTimeline
SYM FINANCIAL Corp52$2.23K<0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC49$2.11K<0.01%013F-HRTimeline
SIGNATUREFD, LLC47$2.03K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.46$1.97K<0.01%13F-HRTimeline
Key Financial Inc41$1.74K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC40$1.72K<0.01%013F-HRTimeline
Sound Income Strategies, LLC34$1.46K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc30$1.29K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AllSquare Wealth Management LLC22$944<0.01%013F-HRTimeline