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Disclosery

RWX SPDR INDEX SHS FDS

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ST DOW INTL ETF (fund)

123 managers (124 13F filers) reported a position in RWX shares at 2024-12-31, 5,591,661 shares in all. 11 filers opened a position and 27 filers sold out during the quarter.

Managers
123
13F filers
124
New
11
Added
43
Reduced
33
Sold out
27
Shares held by filers
5,591,661

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
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC1,230,690$28.4M1.64%+5,18113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY917,193$21.1M<0.01%-63,17413F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP627,632$14.5M<0.01%-70,34413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN375,639$8.65M<0.01%-61,59213F-HRTimelineGroup
AWM CAPITAL, LLC236,373$5.45M0.67%-63,49513F-HRTimeline
Money Design Co.,Ltd.154,263$3.55M0.18%+2,38213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp139,351$3.21M0.01%-1,61013F-HRTimelineGroup
OLD MISSION CAPITAL LLC138,134$3.18M0.07%+130,19613F-HRTimeline
SACHEM HILL LLC120,870$2.78M0.58%-1,48513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC106,088$2.44M0.01%+1,77313F-HRTimelineGroup
Baker Avenue Asset Management, LP105,249$2.42M0.07%+4,19413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/101,798$2.35M<0.01%-40,65313F-HRTimelineGroup
Idaho Trust Co101,221$2.33M1.17%+5,39013F-HRTimeline
UBS Group AGin group UBS Group AG89,378$2.06M<0.01%-43,72113F-HRTimelineGroup
RPg Family Wealth Advisory, LLC84,939$1.96M0.69%-2,71513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC65,872$1.52M<0.01%+6,31613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…54,625$1.26M<0.01%+33,48613F-HRTimelineGroup
STRATEGIC INVESTMENT MANAGEMENT, LLC48,350$1.11M0.38%new13F-HRTimeline
Upper Left Wealth Management, LLC48,110$1.11M0.95%-69213F-HRTimeline
LPL Financial LLC40,474$933K<0.01%+35713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding37,277$859K-6,364Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding36,894$850K-989Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…35,612$821K<0.01%-6,48313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC35,442$817K<0.01%-148,43713F-HRTimelineGroup
Ballentine Partners, LLC34,508$795K0.01%-10,07613F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC32,890$758K0.04%+23,77613F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management32,282$744K0.02%013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC30,975$714K0.01%-2,72113F-HRTimelineGroup
Aletheian Wealth Advisors LLC30,020$692K0.41%+4513F-HRTimeline
Valmark Advisers, Inc.29,818$687K0.01%+9,64213F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.27,983$645K0.3%-35013F-HRTimeline
Logan Stone Capital, LLC25,124$579K0.19%+16,70113F-HRTimeline
Private Advisor Group, LLC24,967$575K<0.01%-9,87113F-HRTimeline
New England Private Wealth Advisors LLC23,987$553K0.09%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,396$539K<0.01%+84913F-HR/ATimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…22,845$526K0.03%+25013F-HRTimeline
Investors Research Corp21,056$485K0.11%-3513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA20,071$462K<0.01%+72513F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP18,325$422K0.01%-2,26013F-HRTimeline
FIDUCIENT ADVISORS LLC15,345$354K0.04%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV15,186$350K<0.01%-12113F-HRTimeline
Savvy Advisors, Inc.14,870$343K0.04%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,820$341K<0.01%+2013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth14,744$340K<0.01%+43113F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP14,381$331K<0.01%-2,59713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,105$325K<0.01%-2,37413F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,684$315K<0.01%+5,37413F-HRTimelineGroup
COMERICA BANK13,219$305K<0.01%+3213F-HR/ATimeline
Sanctuary Advisors, LLC11,870$285K<0.01%+1013F-HRTimeline
Colorado Capital Management, Inc.10,849$250K0.12%-9,15213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,645$245K<0.01%+6,45013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,538$243K<0.01%+80513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,971$207K<0.01%+2613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\6,972$161K<0.01%-2,86213F-HRTimelineGroup
SBI Securities Co., Ltd.6,775$156K<0.01%13F-HRTimeline
Bear Mountain Capital, Inc.6,637$154K0.06%-1,49813F-HRTimeline
NewEdge Advisors, LLC6,171$142K<0.01%+1,25113F-HRTimeline
EASTERN BANK5,000$115K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources612$108K<0.01%+42813F-HRTimelineGroup
OARSMAN CAPITAL, INC.4,625$107K0.02%-12513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,598$106K<0.01%+2,28313F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.4,221$97.2K0.07%+22013F-HRTimeline
Paladin Advisory Group, LLC3,322$76.5K0.06%013F-HRTimeline
PRIVATE TRUST CO NA2,350$54.1K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,119$48.8K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,990$45.9K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,763$40.6K<0.01%+33213F-HRTimeline
CWM, LLCin group CWM, LLC1,756$40K<0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning1,620$37.3K<0.01%-5,71313F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,479$34.1K<0.01%-2,67713F-HRTimeline
AE Wealth Management LLC1,418$32.7K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.1,400$32.3K0.01%-1,27113F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,296$29.9K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,140$26.3K<0.01%-15,61213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,121$25.8K<0.01%+51213F-HRTimelineGroup
Geneos Wealth Management Inc.868$20K<0.01%+113F-HRTimeline
Glass Jacobson Investment Advisors llc689$15.9K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Breakwater Investment Management683$15.7K0.01%013F-HR/ATimeline
Gould Capital, LLC580$13.4K0.01%013F-HRTimeline
Raleigh Capital Management Inc.573$13.2K0.01%+15313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…539$12.4K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…528$12.2K<0.01%013F-HRTimeline
CITY HOLDING CO500$11.5K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC483$11.1K<0.01%+213F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.450$10.4K0.05%new13F-HRTimeline
Lindbrook Capital, LLC400$9.22K<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC395$9.1K0.01%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP358$8.26K<0.01%+20113F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC325$7.49K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC293$6.75K<0.01%+213F-HRTimelineGroup
Allworth Financial LP288$6.66K<0.01%+22913F-HRTimeline
Front Row Advisors LLC278$6.41K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co246$5.67K<0.01%013F-HRTimeline
MOTCO242$5.58K<0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/208$5K<0.01%new13F-HRTimeline
Jackson Hole Capital Partners, LLC193$4.45K<0.01%+213F-HRTimeline
MATHER GROUP, LLC.157$3.62K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC142$3.27K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cape Investment Advisory, Inc.141$3.25K<0.01%-10013F-HRTimeline
Sunbelt Securities, Inc.129$2.97K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.90$2.07K<0.01%13F-HRTimeline
Avior Wealth Management, LLC76$1.77K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC53$1.22K<0.01%013F-HRTimeline
Bellwether Advisors, LLC53$1.22K<0.01%new13F-HRTimeline
Pacific Center for Financial Services47$1.08K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC47$1K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…40$922<0.01%013F-HRTimelineGroup
Transce3nd, LLC36$829<0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…29$668<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT26$599<0.01%013F-HRTimeline
Copia Wealth Management23$530<0.01%13F-HRTimeline
Frazier Financial Advisors, LLC22$511<0.01%+213F-HRTimeline
Smartleaf Asset Management LLC19$437<0.01%+713F-HRTimeline
MAI Capital Management16$369<0.01%new13F-HRTimeline
Realta Investment Advisors14$323<0.01%new13F-HRTimeline
Westside Investment Management, Inc.12$276<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11$253<0.01%+813F-HRTimelineGroup
CoreCap Advisors, LLC11$253<0.01%+113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7$159<0.01%new13F-HRTimelineGroup
Global Financial Private Client, LLC5$115<0.01%+113F-HRTimeline
Global Retirement Partners, LLC2$46<0.01%013F-HRTimeline
IFP Advisors, Inc1$19<0.01%-26913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%-6213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.