State Street SPDR Dow JonesRWOETF
13F holders, Q2 2025 (June 30)217holders +8
19new positions
11sold out
$44.14avg. 13F price*
At the end of Q2 2025, 217 institutions reported holding State Street SPDR Dow Jones (RWO) in their 13F filings, up 8 from Q1 2025. 19 opened new positions and 11 sold out. The largest holders were State Street Corp. ($271.6M), Bank of America Corp. ($63.7M) and Bank of New York Mellon Corp ($61.2M).
- Company
- State Street SPDR Dow Jones
- Filed as
- SPDR INDEX SHS FDS (Q2 2025)
- CUSIP
- 78463X749
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $11.1M |
| Exits | 11 | $5.3M |
All 13F filers, Q1 2025 → Q2 2025: 1,201,289 shares bought and 727,581 shares sold, net +473,708 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 217 holders
| State Street Corp. | 0.01% | Add +4.4% | 6,154,007 | $271.6M |
| Bank of America Corp. | 0.01% | Add +1.4% | 1,443,869 | $63.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.5% | 1,386,448 | $61.2M |
| Glenmede Investment Management, LP | 0.17% | — | 776,801 | $34.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.5% | 567,912 | $25.1M |
| Jane Street Group, LLC | 0.03% | Add +1264.1% | 450,000 | $19.9M |
| HSBC Holdings PLC | 0.01% | Reduce -2.5% | 446,114 | $19.7M |
| Quent Capital, LLC | 1.85% | Add +8.9% | 435,275 | $19.2M |
| Morgan Stanley | 0.00% | Reduce -1.6% | 420,759 | $18.6M |
| Raymond James Financial Inc. | 0.01% | Add +3.4% | 351,013 | $15.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -46.9% | 331,806 | $14.6M |
| Mariner, LLC | 0.02% | Add +4.8% | 307,117 | $13.6M |
| Hills Bank & Trust Co | 0.79% | Reduce -5.5% | 282,877 | $12.5M |
| Brighton Jones LLC | 0.33% | Add +3.3% | 279,256 | $12.3M |
| Modera Wealth Management, LLC | 0.11% | Reduce -0.2% | 208,895 | $9.2M |
| LPL Financial LLC | 0.00% | Reduce -0.1% | 183,742 | $8.1M |
| Avidian Wealth Enterprises, LLC | 0.26% | Add +3.6% | 143,592 | $6.3M |
| Flow Traders U.S. LLC | 0.23% | Add +14.4% | 142,137 | $6.3M |
| Addis & Hill, Inc | 4.08% | Reduce -1.9% | 141,550 | $6.2M |
| Jones Financial Companies LLLP | 0.00% | Add +1.9% | 139,111 | $6.1M |
| Cerity Partners LLC | 0.01% | Reduce -0.2% | 130,714 | $5.8M |
| Waldron Private Wealth LLC | 0.24% | Reduce -3.3% | 123,099 | $5.4M |
| White & Co Financial Planning Inc | 4.14% | Add +1.3% | 117,574 | $5.2M |
| Orin Green Financial, LLC | 2.15% | Add +0.1% | 115,241 | $5.1M |
| HighTower Advisors, LLC | 0.01% | Add +13.2% | 113,052 | $5.0M |
| Valmark Advisers, Inc. | 0.06% | Add +13.5% | 101,143 | $4.5M |
| JFS Wealth Advisors, LLC | 0.27% | Reduce -2.7% | 97,532 | $4.3M |
| MML Investors Services, LLC | 0.01% | Add +1.7% | 92,779 | $4.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -28.0% | 82,604 | $3.6M |
| M&T Bank Corp | 0.01% | Add +145.6% | 72,432 | $3.2M |
| One Capital Management, LLC | 0.11% | Reduce -2.6% | 72,421 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.3% | 70,050 | $3.1M |
| Natixis Advisors, LLC | 0.00% | Add +0.5% | 69,538 | $3.1M |
| Capstone Financial Advisors, Inc. | 0.17% | No change | 66,449 | $2.9M |
| Park Avenue Securities LLC | 0.03% | New | 64,828 | $2.9M |
| Austin Private Wealth, LLC | 0.22% | Add +76.3% | 63,082 | $2.8M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -16.5% | 62,868 | $2.8M |
| Brooklyn FI, LLC | 0.70% | Reduce -4.1% | 61,902 | $2.7M |
| Focus Partners Wealth | 0.01% | Reduce -9.8% | 60,894 | $2.7M |
| Moss Adams Wealth Advisors LLC | 0.24% | Reduce -20.5% | 59,583 | $2.6M |
| Sanctuary Advisors, LLC | 0.02% | New | 56,614 | $2.5M |
| Royal Bank of Canada | 0.00% | Reduce -5.1% | 53,317 | $2.4M |
| Banque Cantonale Vaudoise | 0.09% | Add +6.3% | 48,668 | $2.1M |
| FSM Wealth Advisors, LLC | 0.34% | Reduce -28.5% | 47,203 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +0.4% | 42,051 | $1.9M |
| Altfest L J & Co. Inc. | 0.21% | Reduce -1.2% | 39,587 | $1.7M |
| Simplicity Wealth,LLC | 0.07% | New | 37,766 | $1.7M |
| Blair William & Co. | 0.00% | Reduce -13.6% | 34,827 | $1.5M |
| Abacus Planning Group, Inc. | 0.22% | Reduce -0.1% | 32,781 | $1.4M |
| Columbia River Financial Group, LLC | 0.91% | Reduce -9.4% | 31,788 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +3.5% | 31,176 | $1.4M |
| BIP Wealth, LLC | 0.08% | Reduce -6.1% | 28,576 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +91.9% | 28,002 | $1.2M |
| Barclays PLC | 0.00% | Add +5.6% | 27,771 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.3% | 26,973 | $1.2M |
| Total Wealth Planning, LLC | 0.15% | Reduce -8.9% | 26,695 | $1.2M |
| DHK Financial Advisors, Inc. | 0.65% | Add +1.0% | 25,481 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +1.1% | 24,956 | $1.1M |
| Boltwood Capital Management | 0.31% | Add +16.9% | 24,340 | $1.1M |
| HHM Wealth Advisors, LLC | 0.13% | Reduce -19.6% | 24,235 | $1.1M |
| Apella Capital, LLC | 0.03% | Reduce -27.7% | 23,738 | $1.0M |
| Lester Murray Antman dba SimplyRich | 0.29% | No change | 23,237 | $1.0M |
| Wolverine Asset Management LLC | 0.07% | New | 22,393 | $988K |
| Fiduciary Financial Group, LLC | 0.18% | Add +3.4% | 22,115 | $985K |
| IFG Advisory, LLC | 0.05% | Add +0.7% | 22,174 | $979K |
| Brand Asset Management Group, Inc. | 0.36% | Add +5.3% | 21,733 | $959K |
| Savant Capital, LLC | 0.01% | Reduce -8.8% | 21,715 | $958K |
| Creative Planning | 0.00% | Reduce -2.5% | 21,022 | $928K |
| UBS Group AG | 0.00% | Reduce -6.7% | 20,482 | $904K |
| RFG Advisory, LLC | 0.02% | Reduce -1.3% | 20,398 | $900K |
| Matrix Private Capital Group LLC | 0.50% | Reduce -8.2% | 19,127 | $844K |
| Aspire Private Capital, LLC | 0.19% | Add +0.4% | 18,613 | $822K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +28.6% | 18,159 | $802K |
| ORBA Wealth Advisors, L.L.C. | 0.68% | Reduce -42.3% | 16,875 | $745K |
| Arkos Global Advisors | 0.10% | Reduce -0.8% | 16,714 | $738K |
| Independent Advisor Alliance | 0.02% | Add +12.2% | 16,396 | $724K |
| Fifth Third Bancorp | 0.00% | Add +9.3% | 15,250 | $673K |
| XML Financial, LLC | 0.06% | Add +0.8% | 15,170 | $670K |
| Private Advisor Group, LLC | 0.00% | Reduce -8.2% | 15,084 | $666K |
| Lanark Financial, Inc. | 0.05% | Add +1107.2% | 15,030 | $663K |
| Wells Fargo & Company | 0.00% | Reduce -3.1% | 14,972 | $661K |
| FSB Premier Wealth Management, Inc. | 0.22% | Add +0.0% | 14,270 | $630K |
| Family Office Research LLC | 0.28% | Reduce -32.0% | 13,547 | $598K |
| Courier Capital LLC | 0.04% | Reduce -9.5% | 13,125 | $579K |
| Truist Financial Corp. | 0.00% | Add +0.5% | 12,833 | $566K |
| Efficient Advisors, LLC | 0.03% | Reduce -39.1% | 12,293 | $543K |
| SOL Capital Management CO | 0.05% | Reduce -0.7% | 11,450 | $505K |
| OneAscent Financial Services LLC | 0.04% | New | 11,440 | $505K |
| MPS Loria Financial Planners, LLC | 0.14% | Add +0.8% | 10,824 | $478K |
| Lunt Capital Management, Inc. | 0.18% | New | 10,764 | $475K |
| Aquire Wealth Advisors, LLC | 0.13% | Reduce -0.5% | 10,718 | $473K |
| Envision Financial LLC | 0.31% | Reduce -0.6% | 10,543 | $465K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -42.4% | 9,474 | $422K |
| Integrated Advisors Network LLC | 0.02% | Reduce -3.4% | 9,098 | $402K |
| SKY-Mountain Capital Management, Inc. | 0.26% | Reduce -49.4% | 8,897 | $395K |
| Innealta Capital, LLC | 0.21% | Add +12.5% | 8,830 | $390K |
| Susquehanna International Group, LLP | 0.00% | Reduce -29.6% | 8,532 | $377K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.4% | 8,407 | $371K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.9% | 8,347 | $368K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -3.0% | 8,117 | $354K |
"% 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.