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Disclosery

RWO SPDR INDEX SHS FDS

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ST DOW GLOBA ETF (fund)

208 managers (210 13F filers) reported a position in RWO shares at 2025-03-31, 17,572,708 shares in all. 18 filers opened a position and 16 filers sold out during the quarter.

Managers
208
13F filers
210
New
18
Added
60
Reduced
90
Sold out
16
Shares held by filers
17,572,708

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 CORP5,895,521$257M0.01%+10,36613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,436,542$62.7M0.01%+23,07713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,423,971$62.1M0.01%-24,30713F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA898,714$39.2M0.21%-22,07413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding632,852$27.6M+76,589Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC559,292$24.4M<0.01%-96,53313F-HR/ATimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC457,600$20M0.01%-22,99813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY427,678$18.7M<0.01%-75,82513F-HRTimelineGroup
Quent Capital, LLC399,827$17.4M1.83%+33,25313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC339,592$14.8M0.01%+9,74413F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co299,190$13.1M0.92%+27,78113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC293,083$12.8M0.02%-5,00813F-HRTimelineGroup
BRIGHTON JONES LLC270,291$11.8M0.38%-85,24713F-HRTimeline
Modera Wealth Management, LLC209,333$9.14M0.12%-3,02613F-HRTimeline
LPL Financial LLC183,833$8.02M<0.01%-56,35713F-HRTimeline
Addis & Hill, Inc144,273$6.3M4.4%+10,06713F-HRTimeline
Avidian Wealth Enterprises, LLC138,641$6.05M0.27%+3,63413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP136,457$5.92M0.01%+3,11513F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC130,955$5.71M0.01%-141,27413F-HRTimelineGroup
Waldron Private Wealth LLC127,359$5.56M0.26%-63,88813F-HRTimeline
FLOW TRADERS U.S. LLC124,250$5.42M0.23%+30,56413F-HRTimeline
White & Co Financial Planning Inc116,028$5.03M4.33%-70113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV114,695$5.01M0.01%-7,74213F-HRTimeline
Orin Green Financial, LLC115,081$4.84M2.28%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC100,215$4.37M0.3%-1,64313F-HRTimeline
HighTower Advisors, LLC99,834$4.36M0.01%-12,18413F-HRTimeline
MML INVESTORS SERVICES, LLC91,238$3.98M0.01%-9,58013F-HRTimeline
Valmark Advisers, Inc.89,112$3.89M0.06%-46813F-HRTimeline
Rappaport Reiches Capital Management, L…76,602$3.34M0.84%+1,41313F-HRTimeline
Beacon Pointe Advisors, LLC75,277$3.29M0.04%+14713F-HRTimeline
Moss Adams Wealth Advisors LLC74,939$3.27M0.34%+28,21613F-HRTimeline
One Capital Management, LLC74,328$3.24M0.11%-14,07813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers69,209$3.02M0.01%-11113F-HRTimelineGroup
Cambridge Investment Research Advisors,…69,156$3.02M0.01%+4,77413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth67,501$2.95M0.01%+1,01513F-HR/ATimelineGroup
Capstone Financial Advisors, Inc.66,449$2.9M0.18%+1413F-HRTimeline
FSM Wealth Advisors, LLC66,019$2.88M0.65%-22,01313F-HRTimeline
Brooklyn FI, LLC64,564$2.82M0.87%+9,95513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA56,200$2.45M<0.01%+4,83813F-HR/ATimelineGroup
Virtue Capital Management, LLC47,490$2.07M0.24%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise45,789$2M0.09%13F-HRTimelineGroup
Cetera Investment Advisers41,868$1.83M<0.01%-1,30013F-HRTimeline
BLAIR WILLIAM & CO/IL40,300$1.76M0.01%+61113F-HRTimeline
ALTFEST L J & CO INC40,059$1.75M0.22%-53013F-HRTimeline
Austin Private Wealth, LLC35,788$1.56M0.14%new13F-HRTimeline
Columbia River Financial Group, LLC35,107$1.53M1.02%-12813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC32,988$1.44M<0.01%new13F-HR/ATimelineGroup
Abacus Planning Group, Inc.32,819$1.43M0.25%-64813F-HRTimeline
Apella Capital, LLC32,845$1.35M0.05%new13F-HRTimeline
BIP Wealth, LLC30,442$1.33M0.09%-1,71013F-HRTimeline
HHM Wealth Advisors, LLC30,130$1.31M0.18%-3,77513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…30,121$1.31M0.03%+3,60913F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp29,493$1.29M<0.01%-7,52213F-HRTimelineGroup
Total Wealth Planning, LLC29,315$1.28M0.2%-3,87913F-HRTimeline
ORBA Wealth Advisors, L.L.C.29,241$1.28M0.64%+6,67013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…27,067$1.18M<0.01%+1,74813F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC26,292$1.15M<0.01%013F-HR/ATimelineGroup
GWN SECURITIES INC.25,887$1.12M0.06%new13F-HRTimeline
DHK Financial Advisors, Inc.25,224$1.1M0.6%-9713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.24,694$1.08M0.01%+11,31513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC23,797$1.04M0.01%-35813F-HR/ATimelineGroup
Mutual Advisors, LLC23,963$1.03M0.03%-63113F-HRTimeline
Lester Murray Antman dba SimplyRich23,237$1.01M0.29%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding22,054$962K-9,336Timeline
IFG Advisory, LLC22,030$961K0.05%-20213F-HRTimeline
UBS Group AGin group UBS Group AG21,961$958K<0.01%+37313F-HRTimelineGroup
Creative Planningin group Creative Planning21,554$941K<0.01%-1,26213F-HRTimelineGroup
MATRIX PRIVATE CAPITAL GROUP LLC20,835$909K0.54%-79513F-HRTimeline
Boltwood Capital Management20,815$908K0.28%+32513F-HRTimeline
RFG Advisory, LLC20,675$902K0.02%-413F-HRTimeline
Brand Asset Management Group, Inc.20,643$901K0.38%+77313F-HRTimeline
Efficient Advisors, LLC20,197$881K0.06%-4,72213F-HR/ATimeline
Family Office Research LLC19,931$870K0.42%-38113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC21,385$866K0.19%-2,97413F-HRTimeline
Aspire Private Capital, LLC18,531$809K0.2%+4,47213F-HRTimeline
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.17,588$768K0.65%13F-HRTimeline
Arkos Global Advisors16,857$736K0.11%-513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,441$717K<0.01%-8,48913F-HRTimeline
Private Advisor Group, LLC16,424$717K<0.01%-1413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,446$674K<0.01%-1,38313F-HRTimelineGroup
XML Financial, LLC15,057$657K0.06%-101,92313F-HRTimeline
Independent Advisor Alliance14,613$638K0.02%-86413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,589$637K<0.01%-20,45413F-HRTimelineGroup
COURIER CAPITAL LLC14,502$633K0.04%-1,62113F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.14,269$623K0.24%-2013F-HRTimeline
Orion Porfolio Solutions, LLC14,118$616K0.01%+1,64913F-HRTimeline
Orion Portfolio Solutions, LLC14,118$616K0.01%+1,64913F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,774$557K<0.01%+78813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,124$529K<0.01%new13F-HRTimelineGroup
SOL Capital Management CO11,530$503K0.06%-4,70013F-HRTimeline
SVB WEALTH LLC11,151$487K0.02%-7,18913F-HRTimeline
Aquire Wealth Advisors, LLC10,772$470K0.14%+3513F-HRTimeline
MPS Loria Financial Planners, LLC10,736$469K0.14%+7213F-HRTimeline
Envision Financial LLC10,607$463K0.35%+3313F-HRTimeline
Pacific Capital Wealth Advisors, Inc.10,376$453K0.08%013F-HRTimeline
Integrated Advisors Network LLC9,413$411K0.02%-25013F-HRTimeline
J.W. COLE ADVISORS, INC.9,397$410K0.01%+27813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,372$409K<0.01%+43613F-HRTimeline
HOGE FINANCIAL SERVICES, LLC9,256$404K0.28%-52413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,531$372K<0.01%-9713F-HRTimelineGroup
OLD MISSION CAPITAL LLC7,853$343K0.01%-33,33913F-HRTimeline
INNEALTA CAPITAL, LLC7,847$342K0.19%-65113F-HRTimeline
Walkner Condon Financial Advisors LLC7,846$342K0.07%-23,38213F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC8,372$339K0.03%-9513F-HRTimelineGroup
BAILARD, INC.7,477$326K0.01%+5913F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC7,443$325K0.25%+53113F-HRTimeline
FC Advisory LLC7,353$321K0.11%-10213F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD7,000$305K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,905$301K0.01%-7413F-HRTimeline
Consolidated Portfolio Review Corp6,655$290K0.05%-2113F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC6,647$290K0.02%new13F-HRTimelineGroup
NewEdge Advisors, LLC6,634$290K<0.01%+1,29013F-HRTimeline
AE Wealth Management LLC6,535$285K<0.01%-57213F-HRTimeline
Evanson Asset Management, LLC6,467$282K0.02%-8013F-HRTimeline
SageView Advisory Group, LLC6,465$282K0.01%+1,31113F-HRTimeline
FDx Advisors, Inc.5,859$256K0.08%-44913F-HRTimeline
Lifeworks Advisors, LLC5,644$246K0.04%-80613F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,519$241K0.01%-81713F-HRTimeline
PDS Planning, Inc5,355$234K0.02%+1913F-HRTimeline
First Command Advisory Services, Inc.5,308$232K<0.01%-1,26413F-HRTimeline
Kondo Wealth Advisors, Inc.5,151$225K0.11%+13313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,110$223K<0.01%+1,24513F-HRTimelineGroup
MAI Capital Management4,864$212K<0.01%+47013F-HRTimeline
USAdvisors Wealth Management, LLC4,769$208K0.07%-1,82313F-HRTimeline
Ironwood Wealth Management, LLC.4,495$196K0.06%013F-HRTimeline
N.E.W. Advisory Services LLC4,461$195K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,168$182K<0.01%-66,42213F-HRTimelineGroup
GW&K Investment Management, LLC3,805$166K<0.01%-1713F-HRTimeline
IFP Advisors, Inc3,725$163K0.01%013F-HRTimeline
CoreCap Advisors, LLC3,297$144K0.01%-50013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,274$143K<0.01%+53313F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC3,240$141K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC2,912$127K0.01%-34113F-HRTimeline
FMR LLCin group FMR LLC2,785$122K<0.01%+28613F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,193$96K<0.01%-39813F-HRTimelineGroup
Medallion Wealth Advisors, LLC1,951$85.3K0.04%-1113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,771$77K<0.01%013F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC1,591$69.4K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.1,590$69.4K0.01%-3013F-HRTimeline
Clearstead Advisors, LLC1,573$68.6K<0.01%+1,32313F-HRTimeline
Farther Finance Advisors, LLC1,502$65.6K<0.01%-54313F-HRTimeline
Parallel Advisors, LLC1,502$65.6K<0.01%+1013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,340$58.5K<0.01%+1,20413F-HRTimeline
Joseph Group Capital Management1,294$56.5K0.02%+10613F-HRTimeline
LANARK FINANCIAL, INC.1,245$54K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.1,102$48.1K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA900$39.3K0.03%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…830$36.2K<0.01%013F-HRTimelineGroup
Main Street Group, LTD691$30.2K0.01%-36513F-HRTimeline
Olde Wealth Management, LLC623$27K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC575$24.9K<0.01%+19713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…550$24K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc528$23K<0.01%+13213F-HRTimeline
Qube Research & Technologies Ltd509$22.2K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC477$20.8K<0.01%+213F-HRTimeline
Parkside Financial Bank & Trust471$20.6K<0.01%013F-HRTimeline
Transce3nd, LLC424$18.5K0.01%+2713F-HRTimeline
COMERICA BANK355$15.5K<0.01%+7213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.342$14.9K<0.01%013F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC334$14.6K<0.01%-1,01813F-HR/ATimeline
MATHER GROUP, LLC.307$13.4K<0.01%-30813F-HRTimeline
Farmers & Merchants Trust Co of Chamber…298$13K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…300$12.9K<0.01%-45013F-HRTimeline
Steward Partners Investment Advisory, L…290$12.7K<0.01%-1,37913F-HRTimeline
Financial Freedom, LLC282$12.3K0.01%+213F-HRTimeline
Allworth Financial LP270$11.6K<0.01%+213F-HRTimeline
Geneos Wealth Management Inc.215$9.38K<0.01%-34313F-HRTimeline
Longview Financial Advisors LLC207$9.03K0.01%-3813F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC206$8.99K0.01%+113F-HRTimeline
Rosenberg Matthew Hamilton185$8.07K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.165$6.41K<0.01%new13F-HRTimelineGroup
Safe Harbor Fiduciary, LLC126$5.5K0.01%+113F-HRTimeline
TSFG, LLC119$5K<0.01%013F-HRTimeline
LRI Investments, LLC108$4.71K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC106$4.63K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC106$4.63K<0.01%-1513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC106$4.63K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC106$4.63K<0.01%013F-HRTimeline
Front Row Advisors LLC103$4.5K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…96$4.19K<0.01%013F-HRTimelineGroup
Avion Wealth110$4K<0.01%013F-HRTimeline
TRUST CO OF VERMONT88$3.84K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC87$3.8K<0.01%-6313F-HR/ATimeline
Realta Investment Advisors83$3.62K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…72$3.14K<0.01%013F-HRTimeline
Northwest Capital Management Inc71$3.1K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…66$2.88K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp62$2.71K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC53$2.31K<0.01%013F-HRTimeline
SYM FINANCIAL Corp52$2.27K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA48$2.1K<0.01%-5013F-HRTimeline
SIGNATUREFD, LLC48$2.08K<0.01%+113F-HRTimeline
WOLFF WIESE MAGANA LLC40$1.75K<0.01%013F-HRTimeline
Rossby Financial, LCC40$1.72K<0.01%new13F-HRTimeline
Key Financial Inc37$1.6K<0.01%-413F-HRTimeline
Sound Income Strategies, LLC34$1.48K<0.01%013F-HRTimeline
Arax Advisory Partners32$1.4K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc30$1.29K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC22$960<0.01%013F-HRTimeline
Heritage Wealth Advisors21$936<0.01%013F-HRTimeline