State Street SPDR Dow JonesRWOETF
13F holders, Q2 2024 (June 30)213holders −3
14new positions
18sold out
$41.30avg. 13F price*
At the end of Q2 2024, 213 institutions reported holding State Street SPDR Dow Jones (RWO) in their 13F filings, down 3 from Q1 2024. 14 opened new positions and 18 sold out. The largest holders were State Street Corp. ($242.9M), Goldman Sachs Group Inc. ($111.2M) and Bank of New York Mellon Corp ($60.7M).
- Company
- State Street SPDR Dow Jones
- Filed as
- SPDR INDEX SHS FDS (Q2 2024)
- CUSIP
- 78463X749
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $4.8M |
| Exits | 18 | $5.0M |
All 13F filers, Q1 2024 → Q2 2024: 766,399 shares bought and 931,263 shares sold, net −164,864 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 213 holders
| State Street Corp. | 0.01% | Add +5.2% | 5,847,906 | $242.9M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -4.4% | 2,676,689 | $111.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.5% | 1,461,567 | $60.7M |
| Glenmede Trust Co. NA | 0.18% | Reduce -4.0% | 855,046 | $35.5M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -4.8% | 591,517 | $24.6M |
| Morgan Stanley | 0.00% | Add +4.2% | 495,120 | $20.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -8.6% | 428,848 | $17.8M |
| HSBC Holdings PLC | 0.01% | Reduce -2.3% | 368,752 | $15.3M |
| Mariner, LLC | 0.03% | Add +0.7% | 320,394 | $13.3M |
| Raymond James & Associates | 0.01% | Add +4.1% | 319,904 | $13.3M |
| Quent Capital, LLC | 1.46% | Add +9.7% | 319,128 | $13.3M |
| Brighton Jones LLC | 0.40% | Add +1.3% | 294,491 | $12.2M |
| Cerity Partners LLC | 0.03% | Add +2.3% | 247,085 | $10.3M |
| LPL Financial LLC | 0.00% | Add +1.5% | 234,351 | $9.7M |
| Modera Wealth Management, LLC | 0.13% | Reduce -4.2% | 220,436 | $9.2M |
| Hills Bank & Trust Co | 0.70% | Add +1.9% | 206,800 | $8.6M |
| Waldron Private Wealth LLC | 0.37% | Reduce -1.7% | 198,244 | $8.2M |
| FSM Wealth Advisors, LLC | 2.71% | Add +15.1% | 194,356 | $8.1M |
| Jones Financial Companies LLLP | 0.01% | Reduce -0.0% | 136,698 | $5.7M |
| Avidian Wealth Enterprises, LLC | 0.27% | Reduce -3.1% | 135,186 | $5.6M |
| HighTower Advisors, LLC | 0.01% | Add +21.1% | 134,001 | $5.6M |
| Bank of America Corp. | 0.00% | Add +7.8% | 133,612 | $5.5M |
| One Capital Management, LLC | 0.18% | Reduce -42.3% | 128,927 | $5.4M |
| XML Financial, LLC | 0.50% | Add +3.1% | 119,508 | $5.0M |
| Addis & Hill, Inc | 3.88% | Add +8.7% | 112,387 | $4.7M |
| JFS Wealth Advisors, LLC | 0.34% | Reduce -7.0% | 104,676 | $4.3M |
| Orin Green Financial, LLC | 1.91% | New | 100,027 | $4.2M |
| MML Investors Services, LLC | 0.02% | Reduce -0.3% | 93,136 | $3.9M |
| Valmark Advisers, Inc. | 0.06% | Reduce -2.8% | 91,120 | $3.8M |
| US Bancorp \de | 0.01% | Add +4.6% | 88,941 | $3.7M |
| M&T Bank Corp | 0.01% | Reduce -22.7% | 84,626 | $3.5M |
| Banque Cantonale Vaudoise | 0.13% | No change | 78,986 | $3.3M |
| Rappaport Reiches Capital Management, LLC | 0.95% | Reduce -2.9% | 77,285 | $3.2M |
| Susquehanna International Group, LLP | 0.01% | Add +62.0% | 74,065 | $3.1M |
| Natixis Advisors, LLC | 0.01% | Add +1.9% | 70,018 | $2.9M |
| Capstone Financial Advisors, Inc. | 0.18% | Add +1.0% | 65,860 | $2.7M |
| Efficient Advisors, LLC | 0.17% | Reduce -1.4% | 64,530 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -3.7% | 63,662 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.3% | 61,992 | $2.6M |
| Buckingham Strategic Wealth, LLC | 0.02% | Reduce -5.6% | 57,036 | $2.4M |
| Park Avenue Securities LLC | 0.03% | Add +5.0% | 56,254 | $2.3M |
| Royal Bank of Canada | 0.00% | Reduce -5.5% | 55,526 | $2.3M |
| Blair William & Co. | 0.01% | Reduce -11.2% | 49,432 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -27.4% | 48,495 | $2.0M |
| Brooklyn FI, LLC | 0.77% | Add +24.0% | 47,612 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +1.3% | 43,869 | $1.8M |
| Moss Adams Wealth Advisors LLC | 0.25% | Reduce -39.6% | 42,593 | $1.8M |
| Total Wealth Planning, LLC | 0.27% | Reduce -2.2% | 37,306 | $1.6M |
| HHM Wealth Advisors, LLC | 0.24% | Reduce -1.6% | 38,600 | $1.6M |
| Altfest L J & Co. Inc. | 0.22% | Reduce -4.4% | 38,423 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -48.6% | 37,042 | $1.5M |
| BIP Wealth, LLC | 0.12% | Reduce -13.8% | 34,154 | $1.4M |
| Abacus Planning Group, Inc. | 0.28% | Reduce -0.3% | 34,119 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +333.0% | 139,509 | $1.3M |
| Wells Fargo & Company | 0.00% | Reduce -9.5% | 29,808 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +13.9% | 29,156 | $1.2M |
| SVB Wealth LLC | 0.03% | Reduce -22.8% | 28,067 | $1.2M |
| Fiduciary Financial Group, LLC | 0.28% | — | 26,205 | $1.2M |
| Savant Capital, LLC | 0.01% | Reduce -4.5% | 27,348 | $1.1M |
| Barclays PLC | 0.00% | Add +3.9% | 27,271 | $1.1M |
| Simplicity Wealth,LLC | 0.03% | Add +52.4% | 27,208 | $1.1M |
| Coastline Trust Co | 0.13% | No change | 26,900 | $1.1M |
| IFG Advisory, LLC | 0.07% | Add +8.5% | 26,664 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Reduce -5.0% | 25,244 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +2.5% | 25,025 | $1.0M |
| DHK Financial Advisors, Inc. | 0.72% | Reduce -33.8% | 24,816 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -14.4% | 23,793 | $988K |
| Lester Murray Antman dba SimplyRich | 0.31% | No change | 23,237 | $965K |
| ORBA Wealth Advisors, L.L.C. | 0.50% | Reduce -1.0% | 23,143 | $961K |
| Matrix Private Capital Group LLC | 0.57% | Reduce -27.4% | 21,729 | $902K |
| Lido Advisors, LLC | 0.01% | Add +31.9% | 21,292 | $884K |
| RFG Advisory, LLC | 0.03% | Reduce -2.8% | 19,864 | $825K |
| Brand Asset Management Group, Inc. | 0.34% | Add +14.0% | 19,440 | $807K |
| Boltwood Capital Management | 0.25% | Add +155.1% | 19,140 | $795K |
| Private Advisor Group, LLC | 0.01% | Reduce -30.0% | 17,952 | $746K |
| Creative Planning | 0.00% | Reduce -6.3% | 17,716 | $736K |
| Arkos Global Advisors | 0.12% | Reduce -18.8% | 17,689 | $735K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -11.3% | 15,822 | $657K |
| SOL Capital Management CO | 0.08% | Reduce -0.1% | 15,136 | $629K |
| Fifth Third Bancorp | 0.00% | Reduce -2.7% | 14,534 | $604K |
| Aquire Wealth Advisors, LLC | 0.19% | Reduce -1.8% | 13,851 | $575K |
| FSB Premier Wealth Management, Inc. | 0.26% | Reduce -3.3% | 13,822 | $574K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +28.1% | 13,588 | $564K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +28.1% | 13,588 | $564K |
| Old Mission Capital LLC | 0.01% | Reduce -89.7% | 13,296 | $552K |
| Aspire Private Capital, LLC | 0.14% | Add +10.8% | 12,810 | $532K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -14.6% | 12,731 | $529K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -74.8% | 12,198 | $507K |
| Integrated Advisors Network LLC | 0.03% | Reduce -0.3% | 12,024 | $499K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -1.1% | 11,514 | $478K |
| Pacific Capital Wealth Advisors, Inc. | 0.09% | No change | 11,399 | $473K |
| Bank of Montreal | 0.00% | Add +25.0% | 11,280 | $469K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -8.3% | 10,642 | $442K |
| MPS Loria Financial Planners, LLC | 0.14% | Reduce -0.2% | 10,393 | $432K |
| Truist Financial Corp. | 0.00% | Add +5.9% | 10,349 | $430K |
| UBS Group AG | 0.00% | Reduce -6.1% | 10,208 | $424K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.1% | 10,148 | $421K |
| Sowell Financial Services LLC | 0.02% | Reduce -2.4% | 10,023 | $416K |
| Hoge Financial Services, LLC | 0.33% | Reduce -15.6% | 9,729 | $404K |
| Nicolet Advisory Services, LLC | 0.04% | Reduce -1.2% | 9,383 | $395K |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.10% | No change | 9,476 | $394K |
| Baird Financial Group, Inc. | 0.00% | Add +2.6% | 9,152 | $380K |
| Israel Discount Bank of New York | 0.59% | Reduce -35.5% | 8,918 | $370K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +8.7% | 8,320 | $346K |
| USAdvisors Wealth Management, LLC | 0.12% | Add +1.7% | 8,309 | $345K |
| Consolidated Portfolio Review Corp | 0.08% | Reduce -3.0% | 8,107 | $337K |
| Tilson Financial Group, Inc. | 0.33% | Reduce -0.1% | 7,903 | $328K |
| Strategic Family Wealth Counselors, L.L.C. | 0.12% | Reduce -4.4% | 7,504 | $312K |
| FC Advisory LLC | 0.11% | Reduce -4.3% | 7,345 | $305K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -8.1% | 7,294 | $303K |
| Bailard, Inc. | 0.01% | Reduce -2.9% | 7,188 | $299K |
| AE Wealth Management LLC | 0.00% | Reduce -3.3% | 7,107 | $295K |
| FDx Advisors, Inc. | 0.08% | Reduce -2.1% | 6,539 | $272K |
| Evanson Asset Management, LLC | 0.02% | No change | 6,545 | $272K |
| Cwm, LLC | 0.00% | Reduce -24.2% | 6,521 | $271K |
| Harbour Investments, Inc. | 0.01% | Add +26.9% | 6,194 | $257K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -64.5% | 6,185 | $257K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -14.2% | 5,996 | $249K |
| NewEdge Advisors, LLC | 0.00% | Add +14.6% | 5,586 | $232K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -34.9% | 5,468 | $227K |
| PDS Planning, Inc | 0.02% | Add +0.5% | 5,280 | $219K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 5,207 | $216K |
| Almanack Investment Partners, LLC. | 0.04% | Reduce -15.6% | 5,123 | $213K |
| N.E.W. Advisory Services LLC | 0.02% | Reduce -4.5% | 5,102 | $212K |
| Old Port Advisors | 0.06% | Reduce -11.6% | 5,048 | $210K |
| Flagstar Securities, Inc. | 0.06% | Reduce -12.2% | 4,959 | $206K |
| Wolverine Asset Management LLC | 0.02% | New | 4,921 | $204K |
| Virtu Financial LLC | 0.01% | New | 4,807 | $200K |
| Phillips Financial Management, LLC | 0.02% | Add +1.0% | 4,751 | $197K |
| Ironwood Wealth Management, LLC. | 0.06% | Add +1431.6% | 4,457 | $185K |
| JPMorgan Chase & Co. | 0.00% | Add +33.8% | 4,222 | $175K |
| CoreCap Advisors, LLC | 0.02% | Reduce -15.7% | 3,894 | $162K |
| GW&K Investment Management, LLC | 0.00% | No change | 3,822 | $159K |
| IFP Advisors, Inc | 0.01% | Add +0.0% | 3,703 | $154K |
| Larson Financial Group LLC | 0.01% | Reduce -20.5% | 3,516 | $146K |
| Ancora Advisors LLC | 0.00% | No change | 3,508 | $146K |
| Private Ocean, LLC | 0.01% | Add +0.9% | 2,696 | $112K |
| International Assets Investment Management, LLC | 0.01% | New | 2,531 | $105K |
| Main Street Group, LTD | 0.04% | Add +5.2% | 2,231 | $92K |
| Comerica Bank | 0.00% | Reduce -37.5% | 1,975 | $82K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,591 | $66K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,485 | $65K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -3.3% | 1,495 | $62K |
| Joseph Group Capital Management | 0.03% | Reduce -42.9% | 1,488 | $62K |
| Parallel Advisors, LLC | 0.00% | Add +1.0% | 1,463 | $61K |
| Capital Analysts, LLC | 0.00% | Reduce -54.9% | 1,441 | $60K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.0% | 1,397 | $58K |
| Global Retirement Partners, LLC | 0.00% | Add +37.3% | 1,350 | $56K |
| RFP Financial Group LLC | 0.02% | No change | 1,346 | $56K |
| First Community Trust NA | 0.03% | Reduce -25.0% | 900 | $37K |
| 1832 Asset Management L.P. | 0.00% | No change | 850 | $35K |
| Geneos Wealth Management Inc. | 0.00% | No change | 715 | $30K |
| Lanark Financial, Inc. | 0.00% | Add +10.1% | 668 | $27K |
| Mather Group, Llc. | 0.00% | New | 615 | $26K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +108.6% | 630 | $26K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | New | 596 | $25K |
| Webster Bank, N. A. | 0.00% | No change | 601 | $25K |
| Gradient Investments LLC | 0.00% | Reduce -0.2% | 586 | $24K |
| Parkside Financial Bank & Trust | 0.00% | No change | 471 | $20K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 467 | $19K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 425 | $18K |
| AdvisorNet Financial, Inc | 0.00% | Add +34.2% | 396 | $16K |
| Private Wealth Management Group, LLC | 0.01% | No change | 364 | $15K |
| WR Wealth Planners, LLC | 0.00% | Add +1.2% | 331 | $14K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -33.7% | 329 | $14K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 301 | $13K |
| Financial Freedom, LLC | 0.01% | Add +0.7% | 274 | $11K |
| Clearstead Advisors, LLC | 0.00% | No change | 250 | $10K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 200 | $8K |
| Global Trust Asset Management, LLC | 0.00% | No change | 195 | $8K |
| Tsfg, LLC | 0.00% | No change | 193 | $8K |
| Balefire, LLC | 0.00% | Add +53.3% | 184 | $8K |
| FMR LLC | 0.00% | Reduce -12.4% | 184 | $8K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 170 | $7K |
| Scarborough Advisors, LLC | 0.00% | Reduce -61.3% | 146 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -21.7% | 141 | $6K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 121 | $5K |
| LRI Investments, LLC | 0.00% | No change | 108 | $4K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 106 | $4K |
| Front Row Advisors LLC | 0.00% | No change | 103 | $4K |
| CENTRAL TRUST Co | 0.00% | No change | 103 | $4K |
| Smartleaf Asset Management LLC | 0.00% | Add +50.0% | 102 | $4K |
| Avion Wealth | 0.00% | No change | 110 | $4K |
| Principal Securities, Inc. | 0.00% | Add +20.5% | 94 | $4K |
| Allworth Financial LP | 0.00% | Add +1.3% | 80 | $3K |
| Realta Investment Advisors | 0.00% | No change | 83 | $3K |
| Castleview Partners, LLC | 0.00% | No change | 74 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 72 | $3K |
| Northwest Capital Management Inc | 0.00% | No change | 71 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 66 | $3K |
| TD Private Client Wealth LLC | 0.00% | No change | 64 | $3K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 53 | $2K |
| SYM FINANCIAL Corp | 0.00% | New | 52 | $2K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 48 | $2K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 65 | $2K |
| Signaturefd, LLC | 0.00% | No change | 46 | $2K |
| Avior Wealth Management, LLC | 0.00% | Reduce -95.6% | 41 | $2K |
| Key Financial Inc | 0.00% | No change | 41 | $2K |
| Wolff Wiese Magana LLC | 0.00% | New | 40 | $2K |
| Sound Income Strategies, LLC | 0.00% | Reduce -46.0% | 34 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 32 | $1K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 30 | $1K |
| Princeton Global Asset Management LLC | 0.00% | No change | 30 | $1K |
| AllSquare Wealth Management LLC | 0.00% | No change | 22 | $914 |
| Heritage Wealth Advisors | 0.00% | No change | 21 | $890 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -82.2% | 19 | $789 |
| Continuum Advisory, LLC | 0.00% | No change | 10 | $415 |
| SouthState Bank Corp | 0.00% | New | 8 | $332 |
| Evermay Wealth Management LLC | 0.00% | New | 6 | $250 |
| Rothschild Investment LLC | 0.00% | New | 2 | $100 |
| NBT Bank, N.A. | 0.00% | No change | 2 | $83 |
| Qube Research & Technologies Ltd | 0.00% | Reduce -100.0% | 1 | $42 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 1 | $42 |
"% 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.