State Street SPDR Dow JonesRWOETF
13F holders, Q1 2024 (March 31)216holders
1famous investor
$42.81avg. 13F price*
At the end of Q1 2024, 216 institutions reported holding State Street SPDR Dow Jones (RWO) in their 13F filings. The largest holders were State Street Corp. ($238.0M), Goldman Sachs Group Inc. ($119.9M) and Bank of New York Mellon Corp ($65.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- State Street SPDR Dow Jones
- Filed as
- SPDR INDEX SHS FDS (Q1 2024)
- CUSIP
- 78463X749
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $2.8M |
| Exits | 19 | $10.4M |
Ownership 216 holders
| State Street Corp. | 0.01% | Add +10.1% | 5,557,029 | $238.0M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -15.6% | 2,801,022 | $119.9M |
| Bank of New York Mellon Corp | 0.01% | Add +1.4% | 1,529,844 | $65.5M |
| Glenmede Trust Co. NA | 0.19% | Reduce -3.8% | 890,281 | $38.1M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +88.6% | 621,252 | $26.6M |
| Morgan Stanley | 0.00% | Reduce -1.4% | 475,119 | $20.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.8% | 469,151 | $20.1M |
| HSBC Holdings PLC | 0.01% | Reduce -2.6% | 377,560 | $16.2M |
| Mariner, LLC | 0.03% | Reduce -5.3% | 318,100 | $13.6M |
| Raymond James & Associates | 0.01% | Add +39.7% | 307,338 | $13.2M |
| Quent Capital, LLC | 1.46% | Add +17.4% | 290,835 | $12.5M |
| Brighton Jones LLC | 0.45% | Add +2.6% | 290,616 | $12.4M |
| Cerity Partners LLC | 0.03% | Reduce -3.2% | 241,509 | $10.3M |
| LPL Financial LLC | 0.01% | Add +10.0% | 230,901 | $9.9M |
| Modera Wealth Management, LLC | 0.15% | Reduce -10.7% | 230,126 | $9.9M |
| One Capital Management, LLC | 0.35% | Reduce -5.7% | 223,250 | $9.6M |
| Hills Bank & Trust Co | 0.74% | Add +7.6% | 202,943 | $8.7M |
| Waldron Private Wealth LLC | 0.39% | Reduce -9.1% | 201,641 | $8.6M |
| FSM Wealth Advisors, LLC | 2.57% | Add +25.3% | 168,899 | $7.2M |
| Avidian Wealth Enterprises, LLC | 0.32% | Add +1.0% | 139,481 | $6.0M |
| Jones Financial Companies LLLP | 0.01% | Reduce -3.9% | 136,705 | $5.9M |
| Old Mission Capital LLC | 0.14% | Add +186.2% | 128,798 | $5.5M |
| Bank of America Corp. | 0.00% | Reduce -12.4% | 123,894 | $5.3M |
| XML Financial, LLC | 0.51% | Add +9.6% | 115,898 | $5.0M |
| JFS Wealth Advisors, LLC | 0.38% | Reduce -2.6% | 112,542 | $4.8M |
| HighTower Advisors, LLC | 0.01% | Add +0.0% | 110,702 | $4.7M |
| M&T Bank Corp | 0.02% | Reduce -30.5% | 109,440 | $4.7M |
| Addis & Hill, Inc | 3.68% | Add +1.3% | 103,424 | $4.3M |
| Valmark Advisers, Inc. | 0.07% | Reduce -0.5% | 93,719 | $4.0M |
| MML Investors Services, LLC | 0.02% | Add +1.0% | 93,466 | $4.0M |
| US Bancorp \de | 0.01% | Add +5.2% | 85,005 | $3.6M |
| Rappaport Reiches Capital Management, LLC | 1.07% | Reduce -1.0% | 79,555 | $3.4M |
| Banque Cantonale Vaudoise | 0.13% | Add +2.5% | 78,986 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -26.4% | 72,106 | $3.1M |
| Moss Adams Wealth Advisors LLC | 0.49% | Add +1.6% | 70,582 | $3.0M |
| Citadel Advisors | 0.00% | Add +196.9% | 70,578 | $3.0M |
| Natixis Advisors, LLC | 0.01% | Add +0.9% | 68,693 | $2.9M |
| Jane Street Group, LLC | 0.00% | Reduce -71.3% | 66,768 | $2.9M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +7.4% | 66,113 | $2.8M |
| Efficient Advisors, LLC | 0.18% | Reduce -0.6% | 65,432 | $2.8M |
| Capstone Financial Advisors, Inc. | 0.19% | Add +0.6% | 65,204 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +12.3% | 61,196 | $2.6M |
| Buckingham Strategic Wealth, LLC | 0.03% | Reduce -2.0% | 60,397 | $2.6M |
| Royal Bank of Canada | 0.00% | Reduce -0.1% | 58,758 | $2.5M |
| Blair William & Co. | 0.01% | Reduce -7.4% | 55,648 | $2.4M |
| Park Avenue Securities LLC | 0.03% | Add +5.7% | 53,587 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +33.9% | 48,417 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -66.3% | 45,712 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +63.3% | 43,325 | $1.9M |
| Altfest L J & Co. Inc. | 0.24% | Reduce -73.0% | 40,188 | $1.7M |
| BIP Wealth, LLC | 0.12% | Reduce -16.0% | 39,599 | $1.7M |
| HHM Wealth Advisors, LLC | 0.28% | Reduce -0.3% | 39,210 | $1.7M |
| Brooklyn FI, LLC | 0.68% | Add +2.4% | 38,393 | $1.6M |
| Total Wealth Planning, LLC | 0.28% | Reduce -0.8% | 38,140 | $1.6M |
| DHK Financial Advisors, Inc. | 1.14% | Reduce -5.3% | 37,460 | $1.6M |
| SVB Wealth LLC | 0.03% | Reduce -18.2% | 36,369 | $1.6M |
| Abacus Planning Group, Inc. | 0.29% | Reduce -0.1% | 34,227 | $1.5M |
| Wells Fargo & Company | 0.00% | Reduce -11.1% | 32,930 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.7% | 32,221 | $1.4M |
| Matrix Private Capital Group LLC | 0.87% | Reduce -9.9% | 29,930 | $1.3M |
| Savant Capital, LLC | 0.01% | Reduce -1.7% | 28,648 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -28.3% | 27,807 | $1.2M |
| Coastline Trust Co | 0.14% | No change | 26,900 | $1.2M |
| Mutual Advisors, LLC | 0.04% | New | 26,582 | $1.1M |
| Barclays PLC | 0.00% | No change | 26,251 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -5.2% | 25,657 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.3% | 25,587 | $1.1M |
| IFG Advisory, LLC | 0.08% | Add +16.9% | 24,584 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +3.9% | 24,426 | $1.0M |
| ORBA Wealth Advisors, L.L.C. | 0.55% | Add +0.5% | 23,382 | $1.0M |
| Lester Murray Antman dba SimplyRich | 0.32% | No change | 23,237 | $996K |
| Arkos Global Advisors | 0.16% | Reduce -4.3% | 21,793 | $933K |
| RFG Advisory, LLC | 0.03% | Reduce -14.4% | 20,428 | $875K |
| Creative Planning | 0.00% | Reduce -1.3% | 18,911 | $810K |
| Simplicity Wealth,LLC | 0.02% | Add +247.4% | 17,859 | $765K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +139.8% | 17,847 | $764K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -1.6% | 17,449 | $747K |
| Brand Asset Management Group, Inc. | 0.31% | Reduce -1.8% | 17,048 | $730K |
| Lido Advisors, LLC | 0.01% | Add +122.4% | 16,145 | $691K |
| SOL Capital Management CO | 0.08% | Reduce -6.5% | 15,156 | $649K |
| Fifth Third Bancorp | 0.00% | Reduce -3.1% | 14,936 | $640K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -10.2% | 14,899 | $638K |
| FSB Premier Wealth Management, Inc. | 0.28% | Reduce -11.2% | 14,298 | $612K |
| Aquire Wealth Advisors, LLC | 0.21% | Reduce -2.8% | 14,100 | $604K |
| Israel Discount Bank of New York | 0.74% | Reduce -50.1% | 13,821 | $592K |
| Integrated Advisors Network LLC | 0.03% | Reduce -2.0% | 12,058 | $516K |
| First Citizens Bank & Trust Co. | 0.01% | New | 11,639 | $498K |
| First Command Advisory Services, Inc. | 0.01% | Reduce -28.6% | 11,605 | $497K |
| Aspire Private Capital, LLC | 0.13% | Add +72.3% | 11,567 | $495K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.3% | 11,550 | $495K |
| Hoge Financial Services, LLC | 0.40% | Reduce -26.5% | 11,528 | $494K |
| Pacific Capital Wealth Advisors, Inc. | 0.11% | No change | 11,399 | $488K |
| UBS Group AG | 0.00% | Reduce -8.4% | 10,871 | $465K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -28.1% | 10,611 | $454K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -28.1% | 10,611 | $454K |
| MPS Loria Financial Planners, LLC | 0.15% | Reduce -15.3% | 10,410 | $446K |
| Sowell Financial Services LLC | 0.02% | New | 10,267 | $440K |
| Truist Financial Corp. | 0.00% | Add +13.0% | 9,771 | $418K |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.10% | Add +4.6% | 9,476 | $406K |
| Nicolet Advisory Services, LLC | 0.04% | Reduce -10.8% | 9,495 | $405K |
"% of holder's portfolio" is RWO's weight in each manager's 13F, not the share of State Street SPDR Dow Jones the manager owns.