State Street SPDR Dow JonesRWOETF
13F holders, Q3 2025 (September 30)205holders −12
14new positions
20sold out
$45.77avg. 13F price*
At the end of Q3 2025, 205 institutions reported holding State Street SPDR Dow Jones (RWO) in their 13F filings, down 12 from Q2 2025. 14 opened new positions and 20 sold out. The largest holders were State Street Corp. ($283.1M), Bank of America Corp. ($69.8M) and Bank of New York Mellon Corp ($63.8M).
- Company
- State Street SPDR Dow Jones
- Filed as
- SPDR INDEX SHS FDS (Q3 2025)
- CUSIP
- 78463X749
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $2.8M |
| Exits | 20 | $28.0M |
All 13F filers, Q2 2025 → Q3 2025: 630,819 shares bought and 941,535 shares sold, net −310,716 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 205 holders
| State Street Corp. | 0.01% | Add +0.5% | 6,186,122 | $283.1M |
| Bank of America Corp. | 0.01% | Add +5.6% | 1,524,934 | $69.8M |
| Bank of New York Mellon Corp | 0.01% | Add +0.6% | 1,394,974 | $63.8M |
| Glenmede Investment Management, LP | 0.17% | Reduce -1.4% | 765,586 | $35.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +2.0% | 579,451 | $26.5M |
| Quent Capital, LLC | 1.80% | Add +7.7% | 468,563 | $21.4M |
| Morgan Stanley | 0.00% | Add +5.8% | 445,321 | $20.4M |
| HSBC Holdings PLC | 0.01% | Reduce -0.5% | 443,972 | $20.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +20.7% | 400,614 | $18.3M |
| Raymond James Financial Inc. | 0.01% | Add +8.5% | 380,806 | $17.4M |
| Mariner, LLC | 0.02% | Add +0.1% | 307,471 | $14.1M |
| Brighton Jones LLC | 0.31% | Add +0.3% | 279,983 | $12.8M |
| Modera Wealth Management, LLC | 0.11% | Add +0.6% | 210,105 | $9.6M |
| LPL Financial LLC | 0.00% | Add +13.3% | 208,146 | $9.5M |
| Avidian Wealth Enterprises, LLC | 0.25% | Add +1.6% | 145,934 | $6.7M |
| Addis & Hill, Inc | 4.07% | Add +2.8% | 145,465 | $6.7M |
| Jones Financial Companies LLLP | 0.00% | Add +0.9% | 140,415 | $6.4M |
| Hills Bank & Trust Co | 0.37% | Reduce -52.0% | 135,634 | $6.2M |
| Cerity Partners LLC | 0.01% | Reduce -1.2% | 129,108 | $5.9M |
| White & Co Financial Planning Inc | 4.16% | Add +2.7% | 120,765 | $5.5M |
| Orin Green Financial, LLC | 2.14% | Add +1.5% | 117,000 | $5.4M |
| Waldron Private Wealth LLC | 0.22% | Reduce -5.2% | 116,719 | $5.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -4.7% | 107,702 | $4.9M |
| Valmark Advisers, Inc. | 0.06% | Reduce -0.8% | 100,366 | $4.6M |
| JFS Wealth Advisors, LLC | 0.25% | Reduce -4.1% | 93,509 | $4.3M |
| MML Investors Services, LLC | 0.01% | Reduce -4.5% | 88,607 | $4.1M |
| OneAscent Financial Services LLC | 0.27% | Add +663.1% | 87,303 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Add +911.0% | 86,258 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.3% | 70,969 | $3.2M |
| Austin Private Wealth, LLC | 0.24% | Add +10.1% | 69,427 | $3.2M |
| One Capital Management, LLC | 0.10% | Reduce -4.6% | 69,078 | $3.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -17.0% | 68,543 | $3.1M |
| Natixis Advisors, LLC | 0.00% | Reduce -1.6% | 68,430 | $3.1M |
| M&T Bank Corp | 0.01% | Reduce -5.7% | 68,329 | $3.1M |
| Park Avenue Securities LLC | 0.02% | Add +3.5% | 67,121 | $3.1M |
| Capstone Financial Advisors, Inc. | 0.16% | Reduce -0.4% | 66,212 | $3.0M |
| Cetera Investment Advisers | 0.00% | Add +56.4% | 65,774 | $3.0M |
| Brooklyn FI, LLC | 0.65% | Add +1.7% | 62,931 | $2.9M |
| Focus Partners Wealth | 0.00% | Add +1.9% | 62,075 | $2.8M |
| Moss Adams Wealth Advisors LLC | 0.21% | Reduce -0.5% | 59,261 | $2.7M |
| Royal Bank of Canada | 0.00% | Reduce -1.1% | 52,703 | $2.4M |
| Banque Cantonale Vaudoise | 0.09% | Add +3.3% | 50,257 | $2.3M |
| FSM Wealth Advisors, LLC | 0.31% | Add +1.1% | 47,733 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -16.8% | 47,097 | $2.2M |
| Altfest L J & Co. Inc. | 0.20% | Reduce -0.2% | 39,516 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +20.1% | 37,438 | $1.7M |
| Barclays PLC | 0.00% | Add +30.6% | 36,279 | $1.7M |
| Columbia River Financial Group, LLC | 0.93% | Add +3.5% | 32,894 | $1.5M |
| Abacus Planning Group, Inc. | 0.20% | Reduce -1.7% | 32,236 | $1.5M |
| Blair William & Co. | 0.00% | Reduce -9.6% | 31,493 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +6.5% | 29,808 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -52.7% | 29,713 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.7% | 27,981 | $1.3M |
| Total Wealth Planning, LLC | 0.14% | Reduce -2.3% | 26,088 | $1.2M |
| BIP Wealth, LLC | 0.06% | Reduce -9.1% | 25,968 | $1.2M |
| New England Private Wealth Advisors LLC | 0.16% | New | 25,730 | $1.2M |
| Brand Asset Management Group, Inc. | 0.32% | Add +16.1% | 25,237 | $1.2M |
| Simplicity Wealth,LLC | 0.07% | Reduce -33.3% | 25,206 | $1.2M |
| Boltwood Capital Management | 0.30% | Add +2.0% | 24,840 | $1.1M |
| HHM Wealth Advisors, LLC | 0.13% | No change | 24,235 | $1.1M |
| IFG Advisory, LLC | 0.05% | Add +6.2% | 23,556 | $1.1M |
| Lester Murray Antman dba SimplyRich | 0.29% | No change | 23,237 | $1.1M |
| Fiduciary Financial Group, LLC | 0.16% | Add +2.9% | 22,754 | $1.0M |
| UBS Group AG | 0.00% | Add +8.6% | 22,249 | $1.0M |
| Savant Capital, LLC | 0.01% | Reduce -2.3% | 21,225 | $971K |
| RFG Advisory, LLC | 0.02% | Add +1.6% | 20,717 | $948K |
| Creative Planning | 0.00% | Reduce -1.9% | 20,616 | $944K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +8.6% | 19,726 | $903K |
| Aspire Private Capital, LLC | 0.19% | Add +2.5% | 19,072 | $873K |
| Matrix Private Capital Group LLC | 0.45% | Reduce -2.6% | 18,635 | $853K |
| Independent Advisor Alliance | 0.02% | Add +9.4% | 17,937 | $821K |
| Apella Capital, LLC | 0.02% | Reduce -26.9% | 17,344 | $789K |
| Lanark Financial, Inc. | 0.06% | Add +12.8% | 16,955 | $776K |
| ORBA Wealth Advisors, L.L.C. | 0.64% | Reduce -0.0% | 16,870 | $772K |
| Arkos Global Advisors | 0.10% | Reduce -2.4% | 16,315 | $747K |
| Fifth Third Bancorp | 0.00% | Add +5.8% | 16,128 | $738K |
| XML Financial, LLC | 0.06% | Add +0.1% | 15,190 | $695K |
| Wells Fargo & Company | 0.00% | Reduce -1.4% | 14,768 | $676K |
| Wolverine Asset Management LLC | 0.05% | Reduce -34.8% | 14,612 | $669K |
| FSB Premier Wealth Management, Inc. | 0.22% | Add +1.2% | 14,445 | $661K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.9% | 14,351 | $657K |
| Family Office Research LLC | 0.27% | Add +0.4% | 13,607 | $623K |
| Truist Financial Corp. | 0.00% | Add +3.1% | 13,232 | $606K |
| Courier Capital LLC | 0.03% | No change | 13,125 | $601K |
| SOL Capital Management CO | 0.05% | No change | 11,450 | $524K |
| MPS Loria Financial Planners, LLC | 0.13% | Add +2.4% | 11,085 | $507K |
| Lunt Capital Management, Inc. | 0.19% | Reduce -1.6% | 10,595 | $485K |
| Envision Financial LLC | 0.28% | Add +0.4% | 10,587 | $485K |
| FDx Advisors, Inc. | 0.14% | Add +79.5% | 10,434 | $471K |
| Efficient Advisors, LLC | 0.03% | Reduce -17.3% | 10,172 | $466K |
| Aquire Wealth Advisors, LLC | 0.11% | Reduce -6.8% | 9,991 | $457K |
| SKY-Mountain Capital Management, Inc. | 0.28% | Reduce -1.8% | 8,737 | $404K |
| Harbour Investments, Inc. | 0.01% | Add +16.4% | 8,435 | $386K |
| Baird Financial Group, Inc. | 0.00% | Add +0.2% | 8,427 | $386K |
| Innealta Capital, LLC | 0.19% | Reduce -4.8% | 8,408 | $385K |
| SageView Advisory Group, LLC | 0.01% | Add +13.8% | 8,193 | $375K |
| Integrated Advisors Network LLC | 0.02% | Reduce -13.9% | 7,832 | $358K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -3.4% | 7,844 | $354K |
| FC Advisory LLC | 0.10% | Reduce -0.5% | 7,101 | $325K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.4% | 7,064 | $323K |
"% 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.