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 |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -2.4% | 8,467 | $351K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -19.8% | 8,118 | $348K |
| FC Advisory LLC | 0.11% | Add +2.7% | 7,455 | $320K |
| Bailard, Inc. | 0.01% | Add +5.9% | 7,418 | $318K |
| AE Wealth Management LLC | 0.00% | Add +0.4% | 7,107 | $305K |
| Harbour Investments, Inc. | 0.01% | Add +6.4% | 6,979 | $299K |
| Jim Saulnier & Associates, LLC | 0.26% | Add +31.7% | 6,912 | $296K |
| Consolidated Portfolio Review Corp | 0.05% | Reduce -9.7% | 6,676 | $286K |
| USAdvisors Wealth Management, LLC | 0.09% | Reduce -2.2% | 6,592 | $282K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -36.9% | 6,572 | $282K |
| Evanson Asset Management, LLC | 0.02% | Add +0.0% | 6,547 | $281K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -18.0% | 6,466 | $277K |
| Lifeworks Advisors, LLC | 0.05% | Reduce -9.2% | 6,450 | $277K |
| Citadel Advisors | 0.00% | Reduce -49.9% | 6,425 | $276K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -2.2% | 6,336 | $272K |
| FDx Advisors, Inc. | 0.08% | Add +0.8% | 6,308 | $271K |
| First Citizens Bank & Trust Co. | 0.00% | Reduce -24.9% | 5,462 | $234K |
| NewEdge Advisors, LLC | 0.00% | Add +8.9% | 5,344 | $229K |
| PDS Planning, Inc | 0.02% | Add +0.6% | 5,336 | $229K |
| SageView Advisory Group, LLC | 0.01% | New | 5,154 | $221K |
| Kondo Wealth Advisors, Inc. | 0.11% | — | 5,018 | $215K |
| Flagstar Securities, Inc. | 0.05% | Reduce -0.5% | 4,825 | $207K |
| Sanctuary Advisors, LLC | 0.00% | New | 4,635 | $203K |
| Ironwood Wealth Management, LLC. | 0.06% | Add +1.5% | 4,495 | $193K |
| MAI Capital Management | 0.00% | New | 4,394 | $188K |
| Bank of Montreal | 0.00% | Add +7.9% | 3,865 | $166K |
| GW&K Investment Management, LLC | 0.00% | No change | 3,822 | $164K |
| CoreCap Advisors, LLC | 0.01% | Reduce -0.1% | 3,797 | $163K |
| IFP Advisors, Inc | 0.01% | Reduce -0.8% | 3,725 | $160K |
| Larson Financial Group LLC | 0.01% | Reduce -5.8% | 3,253 | $140K |
| Ancora Advisors LLC | 0.00% | No change | 3,240 | $139K |
| JPMorgan Chase & Co. | 0.00% | Reduce -30.1% | 2,741 | $118K |
| Cwm, LLC | 0.00% | Reduce -20.0% | 2,591 | $111K |
| FMR LLC | 0.00% | Add +100.7% | 2,499 | $107K |
| Farther Finance Advisors, LLC | 0.00% | Add +10.2% | 2,045 | $88K |
| Medallion Wealth Advisors, LLC | 0.04% | — | 1,962 | $84K |
| Capital Analysts, LLC | 0.00% | No change | 1,771 | $76K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +18.4% | 1,669 | $72K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -3.5% | 1,620 | $69K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,591 | $68K |
| Parallel Advisors, LLC | 0.00% | Add +1.2% | 1,492 | $64K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -17.7% | 1,352 | $58K |
| Joseph Group Capital Management | 0.02% | Reduce -1.8% | 1,188 | $51K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 1,102 | $47K |
| Main Street Group, LTD | 0.02% | Add +3.1% | 1,056 | $45K |
| Global Retirement Partners, LLC | 0.00% | Reduce -27.5% | 992 | $43K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 912 | $39K |
| First Community Trust NA | 0.03% | No change | 900 | $39K |
| Quest 10 Wealth Builders, Inc. | 0.04% | — | 885 | $38K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -43.3% | 830 | $36K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 750 | $33K |
| Mather Group, Llc. | 0.00% | New | 615 | $26K |
| Webster Bank, N. A. | 0.00% | No change | 601 | $26K |
| Geneos Wealth Management Inc. | 0.00% | Add +159.5% | 558 | $24K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 550 | $24K |
| Cassady Schiller Wealth Management, LLC | 0.01% | New | 476 | $20K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +1.1% | 475 | $20K |
| Parkside Financial Bank & Trust | 0.00% | No change | 471 | $20K |
| Transce3nd, LLC | 0.01% | — | 397 | $17K |
| AdvisorNet Financial, Inc | 0.00% | No change | 396 | $17K |
| Smartleaf Asset Management LLC | 0.00% | Add +40.0% | 378 | $16K |
| NBT Bank, N.A. | 0.00% | No change | 342 | $15K |
| WR Wealth Planners, LLC | 0.00% | Add +0.9% | 337 | $14K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 298 | $13K |
| Comerica Bank | 0.00% | Reduce -58.6% | 283 | $12K |
| Financial Freedom, LLC | 0.01% | Add +1.1% | 280 | $12K |
| Allworth Financial LP | 0.00% | Add +230.9% | 268 | $12K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 267 | $11K |
| Clearstead Advisors, LLC | 0.00% | No change | 250 | $11K |
| Longview Financial Advisors LLC | 0.01% | — | 245 | $11K |
| MPWM Advisory Solutions, LLC | 0.01% | — | 205 | $9K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 185 | $8K |
| Golden State Wealth Management, LLC | 0.00% | — | 150 | $6K |
| Creative Financial Designs Inc. | 0.00% | New | 136 | $6K |
| Safe Harbor Fiduciary, LLC | 0.01% | Reduce -0.8% | 125 | $5K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 121 | $5K |
| Tsfg, LLC | 0.00% | No change | 119 | $5K |
| LRI Investments, LLC | 0.00% | No change | 108 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 106 | $5K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 106 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -24.8% | 106 | $5K |
| Front Row Advisors LLC | 0.00% | No change | 103 | $4K |
| Legacy Investment Solutions, LLC | 0.00% | Reduce -49.7% | 96 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -49.7% | 96 | $4K |
| Private Trust Co. NA | 0.00% | Add +96.0% | 98 | $4K |
| Avion Wealth | 0.00% | No change | 110 | $4K |
| Realta Investment Advisors | 0.00% | New | 83 | $4K |
| Atlatl Advisers LLC | 0.00% | — | 74 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 72 | $3K |
| Northwest Capital Management Inc | 0.00% | No change | 71 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 66 | $3K |
| Murphy & Mullick Capital Management Corp | 0.00% | — | 62 | $3K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 53 | $2K |
| SYM FINANCIAL Corp | 0.00% | No change | 52 | $2K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 49 | $2K |
| Signaturefd, LLC | 0.00% | No change | 47 | $2K |
| Decker Retirement Planning Inc. | 0.00% | — | 46 | $2K |
| Key Financial Inc | 0.00% | No change | 41 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 40 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 34 | $1K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 30 | $1K |
| AllSquare Wealth Management LLC | 0.00% | No change | 22 | $944 |
| Heritage Wealth Advisors | 0.00% | No change | 21 | $920 |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -100.0% | 19 | $815 |
| Ascentis Wealth Management, LLC | 0.00% | New | 17 | $729 |
| Principal Securities, Inc. | 0.00% | Reduce -86.9% | 16 | $686 |
| Princeton Global Asset Management LLC | 0.00% | No change | 15 | $650 |
| Continuum Advisory, LLC | 0.00% | No change | 10 | $429 |
| Bogart Wealth, LLC | 0.00% | Reduce -75.0% | 8 | $343 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -57.1% | 6 | $257 |
"% 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.