State Street SPDR Dow JonesRWOETF
13F holders, Q1 2025 (March 31)209holders −1
17new positions
16sold out
$43.61avg. 13F price*
At the end of Q1 2025, 209 institutions reported holding State Street SPDR Dow Jones (RWO) in their 13F filings, down 1 from Q4 2024. 17 opened new positions and 16 sold out. The largest holders were State Street Corp. ($257.3M), Bank of New York Mellon Corp ($62.7M) and Bank of America Corp. ($62.1M).
- Company
- State Street SPDR Dow Jones
- Filed as
- SPDR INDEX SHS FDS (Q1 2025)
- CUSIP
- 78463X749
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $13.8M |
| Exits | 16 | $5.7M |
All 13F filers, Q4 2024 → Q1 2025: 644,754 shares bought and 1,121,151 shares sold, net −476,397 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 209 holders
| State Street Corp. | 0.01% | Add +0.2% | 5,895,521 | $257.3M |
| Bank of New York Mellon Corp | 0.01% | Add +1.6% | 1,436,542 | $62.7M |
| Bank of America Corp. | 0.01% | Reduce -1.7% | 1,423,971 | $62.1M |
| Glenmede Trust Co. NA | 0.21% | Reduce -2.4% | 898,714 | $39.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +14.1% | 625,357 | $27.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -14.7% | 559,292 | $24.4M |
| HSBC Holdings PLC | 0.01% | Reduce -4.8% | 457,600 | $20.0M |
| Morgan Stanley | 0.00% | Reduce -15.1% | 427,678 | $18.7M |
| Quent Capital, LLC | 1.83% | Add +9.1% | 399,827 | $17.4M |
| Raymond James Financial Inc. | 0.01% | Add +3.0% | 339,592 | $14.8M |
| Hills Bank & Trust Co | 0.92% | Add +10.2% | 299,190 | $13.1M |
| Mariner, LLC | 0.02% | Reduce -1.7% | 293,083 | $12.8M |
| Brighton Jones LLC | 0.38% | Reduce -24.0% | 270,291 | $11.8M |
| Modera Wealth Management, LLC | 0.12% | Reduce -1.4% | 209,333 | $9.1M |
| LPL Financial LLC | 0.00% | Reduce -23.5% | 183,833 | $8.0M |
| Addis & Hill, Inc | 4.40% | Add +7.5% | 144,273 | $6.3M |
| Avidian Wealth Enterprises, LLC | 0.27% | Add +2.7% | 138,641 | $6.1M |
| Jones Financial Companies LLLP | 0.01% | Add +2.3% | 136,457 | $5.9M |
| Cerity Partners LLC | 0.01% | Reduce -51.9% | 130,955 | $5.7M |
| Waldron Private Wealth LLC | 0.26% | Reduce -33.4% | 127,359 | $5.6M |
| Flow Traders U.S. LLC | 0.23% | Add +32.6% | 124,250 | $5.4M |
| White & Co Financial Planning Inc | 4.33% | Reduce -0.6% | 116,028 | $5.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -6.3% | 114,695 | $5.0M |
| Orin Green Financial, LLC | 2.28% | New | 115,081 | $4.8M |
| JFS Wealth Advisors, LLC | 0.30% | Reduce -1.6% | 100,215 | $4.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -10.9% | 99,834 | $4.4M |
| MML Investors Services, LLC | 0.01% | Reduce -9.5% | 91,238 | $4.0M |
| Valmark Advisers, Inc. | 0.06% | Reduce -0.5% | 89,112 | $3.9M |
| Rappaport Reiches Capital Management, LLC | 0.84% | Add +1.9% | 76,602 | $3.3M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +0.2% | 75,277 | $3.3M |
| Moss Adams Wealth Advisors LLC | 0.34% | Add +60.4% | 74,939 | $3.3M |
| One Capital Management, LLC | 0.11% | Reduce -15.9% | 74,328 | $3.2M |
| Natixis Advisors, LLC | 0.01% | Reduce -0.2% | 69,209 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +7.4% | 69,156 | $3.0M |
| Focus Partners Wealth | 0.01% | Add +1.5% | 67,501 | $2.9M |
| Capstone Financial Advisors, Inc. | 0.18% | Add +0.0% | 66,449 | $2.9M |
| FSM Wealth Advisors, LLC | 0.65% | Reduce -25.0% | 66,019 | $2.9M |
| Brooklyn FI, LLC | 0.87% | Add +18.2% | 64,564 | $2.8M |
| Royal Bank of Canada | 0.00% | Add +9.4% | 56,200 | $2.5M |
| Virtue Capital Management, LLC | 0.24% | New | 47,490 | $2.1M |
| Banque Cantonale Vaudoise | 0.09% | — | 45,789 | $2.0M |
| Cetera Investment Advisers | 0.00% | Reduce -3.0% | 41,868 | $1.8M |
| Blair William & Co. | 0.01% | Add +1.5% | 40,300 | $1.8M |
| Altfest L J & Co. Inc. | 0.22% | Reduce -1.3% | 40,059 | $1.7M |
| Austin Private Wealth, LLC | 0.14% | New | 35,788 | $1.6M |
| Columbia River Financial Group, LLC | 1.02% | Reduce -0.4% | 35,107 | $1.5M |
| Jane Street Group, LLC | 0.00% | New | 32,988 | $1.4M |
| Abacus Planning Group, Inc. | 0.25% | Reduce -1.9% | 32,819 | $1.4M |
| Apella Capital, LLC | 0.05% | New | 32,845 | $1.4M |
| BIP Wealth, LLC | 0.09% | Reduce -5.3% | 30,442 | $1.3M |
| HHM Wealth Advisors, LLC | 0.18% | Reduce -11.1% | 30,130 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +13.6% | 30,121 | $1.3M |
| M&T Bank Corp | 0.00% | Reduce -20.3% | 29,493 | $1.3M |
| Total Wealth Planning, LLC | 0.20% | Reduce -11.7% | 29,315 | $1.3M |
| ORBA Wealth Advisors, L.L.C. | 0.64% | Add +29.6% | 29,241 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.9% | 27,067 | $1.2M |
| Barclays PLC | 0.00% | No change | 26,292 | $1.1M |
| GWN Securities Inc. | 0.06% | New | 25,887 | $1.1M |
| DHK Financial Advisors, Inc. | 0.60% | Reduce -0.4% | 25,224 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +84.6% | 24,694 | $1.1M |
| Savant Capital, LLC | 0.01% | Reduce -1.5% | 23,797 | $1.0M |
| Mutual Advisors, LLC | 0.03% | Reduce -2.6% | 23,963 | $1.0M |
| Lester Murray Antman dba SimplyRich | 0.29% | No change | 23,237 | $1.0M |
| IFG Advisory, LLC | 0.05% | Reduce -0.9% | 22,030 | $961K |
| UBS Group AG | 0.00% | Add +1.7% | 21,961 | $958K |
| Creative Planning | 0.00% | Reduce -5.5% | 21,554 | $941K |
| Matrix Private Capital Group LLC | 0.54% | Reduce -3.7% | 20,835 | $909K |
| Boltwood Capital Management | 0.28% | Add +1.6% | 20,815 | $908K |
| RFG Advisory, LLC | 0.02% | Reduce -0.0% | 20,675 | $902K |
| Brand Asset Management Group, Inc. | 0.38% | Add +3.9% | 20,643 | $901K |
| Efficient Advisors, LLC | 0.06% | Reduce -18.9% | 20,197 | $881K |
| Family Office Research LLC | 0.42% | Reduce -1.9% | 19,931 | $870K |
| Fiduciary Financial Group, LLC | 0.19% | Reduce -12.2% | 21,385 | $866K |
| Aspire Private Capital, LLC | 0.20% | Add +31.8% | 18,531 | $809K |
| SKY-Mountain Capital Management, Inc. | 0.65% | — | 17,588 | $768K |
| Arkos Global Advisors | 0.11% | Reduce -0.0% | 16,857 | $736K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -34.0% | 16,441 | $717K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.1% | 16,424 | $717K |
| Wells Fargo & Company | 0.00% | Reduce -8.2% | 15,446 | $674K |
| XML Financial, LLC | 0.06% | Reduce -87.1% | 15,057 | $657K |
| Independent Advisor Alliance | 0.02% | Reduce -5.6% | 14,613 | $638K |
| Osaic Holdings, Inc. | 0.00% | Reduce -58.4% | 14,589 | $637K |
| Courier Capital LLC | 0.04% | Reduce -10.1% | 14,502 | $633K |
| FSB Premier Wealth Management, Inc. | 0.24% | Reduce -0.1% | 14,269 | $623K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +13.2% | 14,118 | $616K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +13.2% | 14,118 | $616K |
| Fifth Third Bancorp | 0.00% | Reduce -4.3% | 13,958 | $609K |
| Truist Financial Corp. | 0.00% | Add +6.6% | 12,774 | $557K |
| Susquehanna International Group, LLP | 0.00% | New | 12,124 | $529K |
| SOL Capital Management CO | 0.06% | Reduce -29.0% | 11,530 | $503K |
| SVB Wealth LLC | 0.02% | Reduce -39.2% | 11,151 | $487K |
| Aquire Wealth Advisors, LLC | 0.14% | Add +0.3% | 10,772 | $470K |
| MPS Loria Financial Planners, LLC | 0.14% | Add +0.7% | 10,736 | $469K |
| Envision Financial LLC | 0.35% | Add +0.3% | 10,607 | $463K |
| Pacific Capital Wealth Advisors, Inc. | 0.08% | No change | 10,376 | $453K |
| Integrated Advisors Network LLC | 0.02% | Reduce -2.6% | 9,413 | $411K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +3.0% | 9,397 | $410K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.9% | 9,372 | $409K |
| Hoge Financial Services, LLC | 0.28% | Reduce -5.4% | 9,256 | $404K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.1% | 8,531 | $372K |
"% 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.