State Street SPDR Dow JonesRWOETF
13F holders, Q4 2024 (December 31)210holders
15new positions
26sold out
1famous investor
$42.89avg. 13F price*
At the end of Q4 2024, 210 institutions reported holding State Street SPDR Dow Jones (RWO) in their 13F filings, unchanged from Q3 2024. 15 opened new positions and 26 sold out. The largest holders were State Street Corp. ($252.4M), Bank of America Corp. ($62.1M) and Bank of New York Mellon Corp ($60.6M). 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 (Q4 2024)
- CUSIP
- 78463X749
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $2.6M |
| Exits | 26 | $20.0M |
All 13F filers, Q3 2024 → Q4 2024: 1,131,331 shares bought and 1,436,243 shares sold, net −304,912 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 210 holders
| State Street Corp. | 0.01% | Add +8.3% | 5,885,155 | $252.4M |
| Bank of America Corp. | 0.01% | Add +4.7% | 1,448,278 | $62.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.6% | 1,413,465 | $60.6M |
| Glenmede Trust Co. NA | 0.20% | Add +9.5% | 920,788 | $39.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -14.9% | 655,825 | $28.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.2% | 548,145 | $23.5M |
| Morgan Stanley | 0.00% | Add +0.8% | 503,503 | $21.6M |
| HSBC Holdings PLC | 0.01% | Reduce -2.6% | 480,598 | $20.6M |
| Quent Capital, LLC | 1.63% | Add +10.2% | 366,574 | $15.7M |
| Brighton Jones LLC | 0.44% | Add +65.3% | 355,538 | $15.2M |
| Raymond James Financial Inc. | 0.01% | — | 329,848 | $14.1M |
| Mariner, LLC | 0.02% | Reduce -3.8% | 298,091 | $12.8M |
| Cerity Partners LLC | 0.03% | Add +4.4% | 272,229 | $11.7M |
| Hills Bank & Trust Co | 0.88% | Add +32.7% | 271,409 | $11.6M |
| LPL Financial LLC | 0.00% | Add +10.7% | 240,190 | $10.3M |
| Modera Wealth Management, LLC | 0.11% | Add +0.6% | 212,359 | $9.1M |
| Waldron Private Wealth LLC | 0.33% | Reduce -1.8% | 191,247 | $8.2M |
| Avidian Wealth Enterprises, LLC | 0.26% | Reduce -0.6% | 135,007 | $5.8M |
| Addis & Hill, Inc | 4.26% | Add +19.0% | 134,206 | $5.8M |
| Jones Financial Companies LLLP | 0.01% | Reduce -0.4% | 133,342 | $5.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -11.0% | 122,437 | $5.3M |
| XML Financial, LLC | 0.46% | Reduce -7.6% | 116,980 | $5.0M |
| White & Co Financial Planning Inc | 4.25% | — | 116,729 | $5.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -4.6% | 112,018 | $4.8M |
| JFS Wealth Advisors, LLC | 0.30% | Reduce -1.5% | 101,858 | $4.4M |
| MML Investors Services, LLC | 0.01% | Add +5.9% | 100,818 | $4.3M |
| Flow Traders U.S. LLC | 0.16% | Add +108.7% | 93,686 | $4.0M |
| Valmark Advisers, Inc. | 0.06% | Reduce -1.6% | 89,580 | $3.8M |
| One Capital Management, LLC | 0.13% | Reduce -23.0% | 88,406 | $3.8M |
| FSM Wealth Advisors, LLC | 0.92% | Add +12.2% | 88,032 | $3.8M |
| Rappaport Reiches Capital Management, LLC | 0.83% | Reduce -1.2% | 75,189 | $3.2M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +12.0% | 75,130 | $3.2M |
| US Bancorp \de | 0.00% | Reduce -22.6% | 70,590 | $3.0M |
| Natixis Advisors, LLC | 0.01% | Reduce -0.0% | 69,320 | $3.0M |
| Focus Partners Wealth | 0.01% | Add +23.0% | 66,486 | $2.9M |
| Capstone Financial Advisors, Inc. | 0.18% | Add +0.0% | 66,435 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.8% | 64,382 | $2.8M |
| Park Avenue Securities LLC | 0.03% | Add +6.3% | 62,422 | $2.7M |
| Brooklyn FI, LLC | 0.78% | Add +21.1% | 54,609 | $2.3M |
| Royal Bank of Canada | 0.00% | Reduce -5.0% | 51,362 | $2.2M |
| Moss Adams Wealth Advisors LLC | 0.21% | Add +3.3% | 46,723 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +4.3% | 43,168 | $1.9M |
| Old Mission Capital LLC | 0.04% | Reduce -42.4% | 41,192 | $1.8M |
| Altfest L J & Co. Inc. | 0.22% | Add +5.0% | 40,589 | $1.7M |
| Blair William & Co. | 0.01% | Reduce -9.5% | 39,689 | $1.7M |
| M&T Bank Corp | 0.01% | Reduce -48.0% | 37,015 | $1.6M |
| Columbia River Financial Group, LLC | 1.04% | — | 35,235 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.9% | 35,043 | $1.5M |
| HHM Wealth Advisors, LLC | 0.20% | Reduce -11.7% | 33,905 | $1.5M |
| Abacus Planning Group, Inc. | 0.25% | Add +0.6% | 33,467 | $1.4M |
| Total Wealth Planning, LLC | 0.22% | Reduce -2.1% | 33,194 | $1.4M |
| BIP Wealth, LLC | 0.09% | Reduce -4.5% | 32,152 | $1.4M |
| Walkner Condon Financial Advisors LLC | 0.27% | Add +8.4% | 31,228 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +1.7% | 26,512 | $1.1M |
| Barclays PLC | 0.00% | Add +1.2% | 26,292 | $1.1M |
| DHK Financial Advisors, Inc. | 0.66% | Add +1.2% | 25,321 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.4% | 25,319 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -12.8% | 24,930 | $1.1M |
| Efficient Advisors, LLC | 0.07% | Reduce -12.7% | 24,919 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Reduce -0.0% | 24,594 | $1.1M |
| Savant Capital, LLC | 0.01% | Reduce -5.2% | 24,155 | $1.0M |
| Fiduciary Financial Group, LLC | 0.22% | Add +2.8% | 24,359 | $1.0M |
| Lester Murray Antman dba SimplyRich | 0.28% | No change | 23,237 | $996K |
| Creative Planning | 0.00% | Add +39.5% | 22,816 | $979K |
| ORBA Wealth Advisors, L.L.C. | 0.51% | Reduce -1.8% | 22,571 | $968K |
| IFG Advisory, LLC | 0.05% | Add +1.2% | 22,232 | $954K |
| Matrix Private Capital Group LLC | 0.53% | Add +0.0% | 21,630 | $928K |
| UBS Group AG | 0.00% | Add +112.2% | 21,588 | $926K |
| RFG Advisory, LLC | 0.03% | Add +4.8% | 20,679 | $887K |
| Boltwood Capital Management | 0.27% | Add +4.3% | 20,490 | $879K |
| Family Office Research LLC | 0.38% | — | 20,312 | $871K |
| Brand Asset Management Group, Inc. | 0.35% | Add +2.1% | 19,870 | $852K |
| SVB Wealth LLC | 0.01% | New | 18,340 | $787K |
| Arkos Global Advisors | 0.11% | Reduce -3.8% | 16,862 | $723K |
| Wells Fargo & Company | 0.00% | Reduce -35.8% | 16,829 | $722K |
| Fifth Third Wealth Advisors LLC | 0.04% | Add +1.1% | 16,800 | $721K |
| Private Advisor Group, LLC | 0.00% | Add +1.4% | 16,438 | $705K |
| SOL Capital Management CO | 0.08% | Add +7.3% | 16,230 | $696K |
| Courier Capital LLC | 0.05% | No change | 16,123 | $691K |
| Independent Advisor Alliance | 0.01% | New | 15,477 | $664K |
| Fifth Third Bancorp | 0.00% | Reduce -0.7% | 14,590 | $626K |
| FSB Premier Wealth Management, Inc. | 0.25% | Add +0.3% | 14,289 | $613K |
| Aspire Private Capital, LLC | 0.15% | Add +8.2% | 14,059 | $603K |
| City National Bank of Florida | 0.54% | — | 13,902 | $596K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.9% | 13,379 | $574K |
| Simplicity Wealth,LLC | 0.12% | Reduce -10.9% | 13,193 | $566K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -5.3% | 12,469 | $535K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -5.3% | 12,469 | $535K |
| Truist Financial Corp. | 0.00% | Add +12.2% | 11,986 | $514K |
| Lido Advisors, LLC | 0.00% | Add +21.9% | 11,779 | $505K |
| Aquire Wealth Advisors, LLC | 0.14% | Reduce -10.3% | 10,737 | $461K |
| MPS Loria Financial Planners, LLC | 0.14% | Add +2.9% | 10,664 | $457K |
| Envision Financial LLC | 0.36% | — | 10,574 | $454K |
| Pacific Capital Wealth Advisors, Inc. | 0.07% | No change | 10,376 | $445K |
| Hoge Financial Services, LLC | 0.31% | Reduce -0.3% | 9,780 | $419K |
| Integrated Advisors Network LLC | 0.02% | Add +0.0% | 9,663 | $414K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +2.2% | 9,119 | $391K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.1% | 8,936 | $383K |
| Baird Financial Group, Inc. | 0.00% | Add +7.3% | 8,628 | $370K |
| Innealta Capital, LLC | 0.18% | New | 8,498 | $364K |
"% 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.