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 |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -51.8% | 8,096 | $353K |
| Old Mission Capital LLC | 0.01% | Reduce -80.9% | 7,853 | $343K |
| Innealta Capital, LLC | 0.19% | Reduce -7.7% | 7,847 | $342K |
| Walkner Condon Financial Advisors LLC | 0.07% | Reduce -74.9% | 7,846 | $342K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -1.1% | 8,372 | $339K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -7.7% | 7,495 | $327K |
| Bailard, Inc. | 0.01% | Add +0.8% | 7,477 | $326K |
| Jim Saulnier & Associates, LLC | 0.25% | Add +7.7% | 7,443 | $325K |
| FC Advisory LLC | 0.11% | Reduce -1.4% | 7,353 | $321K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 7,000 | $305K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.1% | 6,905 | $301K |
| Consolidated Portfolio Review Corp | 0.05% | Reduce -0.3% | 6,655 | $290K |
| Virtu Financial LLC | 0.02% | New | 6,647 | $290K |
| NewEdge Advisors, LLC | 0.00% | Add +24.1% | 6,634 | $290K |
| AE Wealth Management LLC | 0.00% | Reduce -8.1% | 6,535 | $285K |
| Evanson Asset Management, LLC | 0.02% | Reduce -1.2% | 6,467 | $282K |
| SageView Advisory Group, LLC | 0.01% | Add +25.4% | 6,465 | $282K |
| FDx Advisors, Inc. | 0.08% | Reduce -7.1% | 5,859 | $256K |
| Lifeworks Advisors, LLC | 0.04% | Reduce -12.5% | 5,644 | $246K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -12.9% | 5,519 | $241K |
| PDS Planning, Inc | 0.02% | Add +0.4% | 5,355 | $234K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -19.2% | 5,308 | $232K |
| Kondo Wealth Advisors, Inc. | 0.11% | Add +2.6% | 5,151 | $225K |
| Bank of Montreal | 0.00% | Add +32.2% | 5,110 | $223K |
| MAI Capital Management | 0.00% | Add +10.7% | 4,864 | $212K |
| USAdvisors Wealth Management, LLC | 0.07% | Reduce -27.6% | 4,769 | $208K |
| Ironwood Wealth Management, LLC. | 0.06% | No change | 4,495 | $196K |
| N.E.W. Advisory Services LLC | 0.01% | New | 4,461 | $195K |
| US Bancorp \de | 0.00% | Reduce -94.1% | 4,168 | $182K |
| GW&K Investment Management, LLC | 0.00% | Reduce -0.4% | 3,805 | $166K |
| IFP Advisors, Inc | 0.01% | No change | 3,725 | $163K |
| CoreCap Advisors, LLC | 0.01% | Reduce -13.2% | 3,297 | $144K |
| JPMorgan Chase & Co. | 0.00% | Add +19.4% | 3,274 | $143K |
| Ancora Advisors LLC | 0.00% | No change | 3,240 | $141K |
| Larson Financial Group LLC | 0.01% | Reduce -10.5% | 2,912 | $127K |
| FMR LLC | 0.00% | Add +11.4% | 2,785 | $122K |
| Cwm, LLC | 0.00% | Reduce -15.4% | 2,193 | $96K |
| Medallion Wealth Advisors, LLC | 0.04% | Reduce -0.6% | 1,951 | $85K |
| Capital Analysts, LLC | 0.00% | No change | 1,771 | $77K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,591 | $69K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -1.9% | 1,590 | $69K |
| Clearstead Advisors, LLC | 0.00% | Add +529.2% | 1,573 | $69K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -26.6% | 1,502 | $66K |
| Parallel Advisors, LLC | 0.00% | Add +0.7% | 1,502 | $66K |
| Creative Financial Designs Inc. | 0.00% | Add +885.3% | 1,340 | $58K |
| Joseph Group Capital Management | 0.02% | Add +8.9% | 1,294 | $56K |
| Lanark Financial, Inc. | 0.00% | — | 1,245 | $54K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 1,102 | $48K |
| First Community Trust NA | 0.03% | No change | 900 | $39K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 830 | $36K |
| Main Street Group, LTD | 0.01% | Reduce -34.6% | 691 | $30K |
| Olde Wealth Management, LLC | 0.01% | New | 623 | $27K |
| Smartleaf Asset Management LLC | 0.00% | Add +52.1% | 575 | $25K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 550 | $24K |
| AdvisorNet Financial, Inc | 0.00% | Add +33.3% | 528 | $23K |
| Qube Research & Technologies Ltd | 0.00% | New | 509 | $22K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.4% | 477 | $21K |
| Parkside Financial Bank & Trust | 0.00% | No change | 471 | $21K |
| Transce3nd, LLC | 0.01% | Add +6.8% | 424 | $19K |
| Comerica Bank | 0.00% | Add +25.4% | 355 | $15K |
| NBT Bank, N.A. | 0.00% | No change | 342 | $15K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -75.3% | 334 | $15K |
| Mather Group, Llc. | 0.00% | Reduce -50.1% | 307 | $13K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 298 | $13K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -60.0% | 300 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -82.6% | 290 | $13K |
| Financial Freedom, LLC | 0.01% | Add +0.7% | 282 | $12K |
| Allworth Financial LP | 0.00% | Add +0.8% | 270 | $12K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -61.5% | 215 | $9K |
| Longview Financial Advisors LLC | 0.01% | Reduce -15.5% | 207 | $9K |
| MPWM Advisory Solutions, LLC | 0.01% | Add +0.5% | 206 | $9K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 185 | $8K |
| CIBC Private Wealth Group LLC | 0.00% | New | 165 | $6K |
| Safe Harbor Fiduciary, LLC | 0.01% | Add +0.8% | 126 | $5K |
| Tsfg, LLC | 0.00% | No change | 119 | $5K |
| LRI Investments, LLC | 0.00% | No change | 108 | $5K |
| Iron Horse Wealth Management, LLC | 0.00% | Reduce -12.4% | 106 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 106 | $5K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 106 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 106 | $5K |
| Front Row Advisors LLC | 0.00% | No change | 103 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 96 | $4K |
| Avion Wealth | 0.00% | No change | 110 | $4K |
| Trust Co. of Vermont | 0.00% | New | 88 | $4K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -42.0% | 87 | $4K |
| Realta Investment Advisors | 0.00% | No change | 83 | $4K |
| 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% | No change | 62 | $3K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 53 | $2K |
| SYM FINANCIAL Corp | 0.00% | No change | 52 | $2K |
| Private Trust Co. NA | 0.00% | Reduce -51.0% | 48 | $2K |
| Signaturefd, LLC | 0.00% | Add +2.1% | 48 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 40 | $2K |
| Rossby Financial, LCC | 0.00% | New | 40 | $2K |
| Key Financial Inc | 0.00% | Reduce -9.8% | 37 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 34 | $1K |
| Arax Advisory Partners | 0.00% | New | 32 | $1K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 30 | $1K |
| AllSquare Wealth Management LLC | 0.00% | No change | 22 | $960 |
| Heritage Wealth Advisors | 0.00% | No change | 21 | $936 |
| Ascentis Wealth Management, LLC | 0.00% | No change | 17 | $742 |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -15.8% | 16 | $699 |
| Principal Securities, Inc. | 0.00% | No change | 16 | $686 |
| Tower Research Capital LLC (TRC) | 0.00% | Add +100.0% | 12 | $524 |
| Continuum Advisory, LLC | 0.00% | No change | 10 | $436 |
| Bogart Wealth, LLC | 0.00% | Reduce -25.0% | 6 | $262 |
| Citigroup Inc. | 0.00% | New | 2 | $87 |
"% 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.