State Street SPDR Dow JonesRWOETF
13F holders, Q3 2024 (September 30)210holders −3
18new positions
23sold out
1famous investor
$47.52avg. 13F price*
At the end of Q3 2024, 210 institutions reported holding State Street SPDR Dow Jones (RWO) in their 13F filings, down 3 from Q2 2024. 18 opened new positions and 23 sold out. The largest holders were State Street Corp. ($258.2M), Bank of New York Mellon Corp ($69.0M) and Bank of America Corp. ($65.7M). 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 (Q3 2024)
- CUSIP
- 78463X749
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $42.9M |
| Exits | 23 | $6.4M |
All 13F filers, Q2 2024 → Q3 2024: 2,613,654 shares bought and 2,946,533 shares sold, net −332,879 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 210 holders
| State Street Corp. | 0.01% | Reduce -7.1% | 5,432,206 | $258.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.7% | 1,450,976 | $69.0M |
| Bank of America Corp. | 0.01% | Add +935.0% | 1,382,902 | $65.7M |
| Glenmede Trust Co. NA | 0.19% | Reduce -1.7% | 840,807 | $40.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -71.2% | 771,038 | $36.6M |
| Tradewinds Capital Management, LLC | 7.96% | New | 625,815 | $29.7M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +1.0% | 597,273 | $28.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +22.7% | 526,067 | $25.0M |
| Morgan Stanley | 0.00% | Add +0.8% | 499,259 | $23.7M |
| HSBC Holdings PLC | 0.01% | Add +33.8% | 493,248 | $23.4M |
| Quent Capital, LLC | 1.61% | Add +4.3% | 332,715 | $15.8M |
| Raymond James & Associates | 0.01% | Reduce -2.6% | 311,584 | $14.8M |
| Mariner, LLC | 0.03% | Reduce -3.3% | 309,804 | $14.7M |
| Cerity Partners LLC | 0.03% | Add +5.6% | 260,836 | $12.4M |
| LPL Financial LLC | 0.00% | Reduce -7.4% | 216,945 | $10.3M |
| Brighton Jones LLC | 0.38% | Reduce -27.0% | 215,056 | $10.2M |
| Modera Wealth Management, LLC | 0.13% | Reduce -4.2% | 211,146 | $10.0M |
| Hills Bank & Trust Co | 0.73% | Reduce -1.1% | 204,596 | $9.7M |
| Waldron Private Wealth LLC | 0.38% | Reduce -1.8% | 194,741 | $9.3M |
| Jane Street Group, LLC | 0.01% | Add +201.1% | 146,029 | $6.9M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -1.4% | 137,512 | $6.5M |
| Avidian Wealth Enterprises, LLC | 0.29% | Add +0.4% | 135,782 | $6.5M |
| Jones Financial Companies LLLP | 0.01% | Reduce -2.1% | 133,880 | $6.4M |
| XML Financial, LLC | 0.56% | Add +5.9% | 126,572 | $6.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -12.4% | 117,394 | $5.6M |
| One Capital Management, LLC | 0.17% | Reduce -10.9% | 114,871 | $5.5M |
| Addis & Hill, Inc | 4.11% | Add +0.3% | 112,770 | $5.4M |
| JFS Wealth Advisors, LLC | 0.33% | Reduce -1.3% | 103,368 | $4.9M |
| Orin Green Financial, LLC | 2.06% | Add +0.6% | 100,647 | $4.8M |
| MML Investors Services, LLC | 0.02% | Add +2.2% | 95,170 | $4.5M |
| US Bancorp \de | 0.01% | Add +2.5% | 91,203 | $4.3M |
| Valmark Advisers, Inc. | 0.07% | Reduce -0.0% | 91,085 | $4.3M |
| Foster Victor Wealth Advisors, LLC | 0.32% | New | 86,656 | $4.0M |
| Banque Cantonale Vaudoise | 0.15% | No change | 78,986 | $3.8M |
| FSM Wealth Advisors, LLC | 0.99% | Reduce -59.6% | 78,451 | $3.7M |
| Rappaport Reiches Capital Management, LLC | 0.96% | Reduce -1.5% | 76,124 | $3.6M |
| Old Mission Capital LLC | 0.07% | Add +437.4% | 71,448 | $3.4M |
| M&T Bank Corp | 0.01% | Reduce -15.9% | 71,159 | $3.4M |
| Natixis Advisors, LLC | 0.01% | Reduce -1.0% | 69,341 | $3.3M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +5.3% | 67,054 | $3.2M |
| Capstone Financial Advisors, Inc. | 0.19% | Add +0.8% | 66,409 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.8% | 60,289 | $2.9M |
| Park Avenue Securities LLC | 0.03% | Add +4.3% | 58,695 | $2.8M |
| Royal Bank of Canada | 0.00% | Reduce -2.6% | 54,079 | $2.6M |
| Focus Partners Wealth | 0.01% | New | 54,041 | $2.6M |
| Moss Adams Wealth Advisors LLC | 0.24% | Add +6.2% | 45,217 | $2.1M |
| Brooklyn FI, LLC | 0.76% | Reduce -5.3% | 45,108 | $2.1M |
| Flow Traders U.S. LLC | 0.11% | New | 44,892 | $2.1M |
| Blair William & Co. | 0.01% | Reduce -11.3% | 43,864 | $2.1M |
| Cetera Investment Advisers | 0.00% | Reduce -5.7% | 41,371 | $2.0M |
| Altfest L J & Co. Inc. | 0.24% | Add +0.7% | 38,674 | $1.8M |
| HHM Wealth Advisors, LLC | 0.26% | Reduce -0.5% | 38,413 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.5% | 36,100 | $1.7M |
| Total Wealth Planning, LLC | 0.25% | Reduce -9.1% | 33,904 | $1.6M |
| BIP Wealth, LLC | 0.11% | Reduce -1.5% | 33,648 | $1.6M |
| Abacus Planning Group, Inc. | 0.28% | Reduce -2.5% | 33,253 | $1.6M |
| Walkner Condon Financial Advisors LLC | 0.28% | New | 28,806 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.0% | 28,575 | $1.4M |
| Efficient Advisors, LLC | 0.09% | Reduce -55.8% | 28,529 | $1.4M |
| Wells Fargo & Company | 0.00% | Reduce -12.1% | 26,213 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +4.2% | 26,074 | $1.2M |
| Barclays PLC | 0.00% | Reduce -4.7% | 25,981 | $1.2M |
| Savant Capital, LLC | 0.01% | Reduce -6.9% | 25,473 | $1.2M |
| DHK Financial Advisors, Inc. | 0.73% | Add +0.8% | 25,023 | $1.2M |
| Mutual Advisors, LLC | 0.03% | Reduce -2.5% | 24,600 | $1.1M |
| Lester Murray Antman dba SimplyRich | 0.31% | No change | 23,237 | $1.1M |
| ORBA Wealth Advisors, L.L.C. | 0.55% | Reduce -0.7% | 22,983 | $1.1M |
| Fiduciary Financial Group, LLC | 0.25% | Reduce -9.5% | 23,707 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.1% | 22,332 | $1.1M |
| IFG Advisory, LLC | 0.07% | Reduce -17.6% | 21,963 | $1.0M |
| Matrix Private Capital Group LLC | 0.59% | Reduce -0.5% | 21,621 | $1.0M |
| RFG Advisory, LLC | 0.03% | Reduce -0.7% | 19,731 | $938K |
| Boltwood Capital Management | 0.28% | Add +2.6% | 19,645 | $934K |
| Brand Asset Management Group, Inc. | 0.36% | Add +0.1% | 19,466 | $925K |
| Arkos Global Advisors | 0.12% | Reduce -0.9% | 17,524 | $833K |
| Fifth Third Wealth Advisors LLC | 0.05% | Add +177.1% | 16,617 | $790K |
| Creative Planning | 0.00% | Reduce -7.6% | 16,362 | $778K |
| Private Advisor Group, LLC | 0.00% | Reduce -9.7% | 16,206 | $770K |
| Courier Capital LLC | 0.05% | New | 16,123 | $766K |
| SOL Capital Management CO | 0.08% | Reduce -0.0% | 15,130 | $719K |
| Advisors Preferred, LLC | 0.11% | New | 14,978 | $709K |
| Simplicity Wealth,LLC | 0.07% | Reduce -45.6% | 14,806 | $704K |
| Fifth Third Bancorp | 0.00% | Add +1.1% | 14,692 | $698K |
| FSB Premier Wealth Management, Inc. | 0.28% | Add +3.1% | 14,245 | $677K |
| Avantax Advisory Services, Inc. | 0.00% | Add +4.1% | 13,257 | $630K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.0% | 13,174 | $626K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -3.0% | 13,174 | $626K |
| Aspire Private Capital, LLC | 0.15% | Add +1.4% | 12,993 | $618K |
| Citadel Advisors | 0.00% | New | 12,826 | $610K |
| Aquire Wealth Advisors, LLC | 0.18% | Reduce -13.6% | 11,964 | $569K |
| Truist Financial Corp. | 0.00% | Add +3.3% | 10,686 | $508K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -2.2% | 10,412 | $495K |
| Pacific Capital Wealth Advisors, Inc. | 0.08% | Reduce -9.0% | 10,376 | $493K |
| MPS Loria Financial Planners, LLC | 0.15% | Reduce -0.3% | 10,363 | $493K |
| UBS Group AG | 0.00% | Reduce -0.3% | 10,176 | $484K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -36.1% | 10,116 | $481K |
| Sowell Financial Services LLC | 0.02% | Add +0.3% | 10,056 | $478K |
| Hoge Financial Services, LLC | 0.35% | Add +0.8% | 9,806 | $466K |
| Lido Advisors, LLC | 0.00% | Reduce -54.6% | 9,667 | $459K |
| Integrated Advisors Network LLC | 0.02% | Reduce -19.6% | 9,662 | $459K |
"% 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.