State Street SPDR Dow JonesRWOETF
13F holders, Q4 2025 (December 31)215holders +10
15new positions
15sold out
$45.04avg. 13F price*
At the end of Q4 2025, 215 institutions reported holding State Street SPDR Dow Jones (RWO) in their 13F filings, up 10 from Q3 2025. 15 opened new positions and 15 sold out. The largest holders were State Street Corp. ($286.2M), Bank of America Corp. ($68.1M) and Bank of New York Mellon Corp ($65.6M).
- Company
- State Street SPDR Dow Jones
- Filed as
- SPDR INDEX SHS FDS (Q4 2025)
- CUSIP
- 78463X749
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $5.6M |
| Exits | 15 | $10.5M |
All 13F filers, Q3 2025 → Q4 2025: 593,367 shares bought and 549,537 shares sold, net +43,830 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 215 holders
| State Street Corp. | 0.01% | Add +2.8% | 6,356,395 | $286.2M |
| Bank of America Corp. | 0.01% | Reduce -0.8% | 1,512,259 | $68.1M |
| Bank of New York Mellon Corp | 0.01% | Add +4.5% | 1,457,685 | $65.6M |
| Glenmede Trust Co. NA | 0.16% | — | 762,142 | $34.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.3% | 543,145 | $24.5M |
| Quent Capital, LLC | 1.68% | Add +10.6% | 517,994 | $23.3M |
| Morgan Stanley | 0.00% | Add +2.1% | 454,665 | $20.5M |
| Raymond James Financial Inc. | 0.01% | Add +10.4% | 420,292 | $18.9M |
| HSBC Holdings PLC | 0.01% | Reduce -22.3% | 344,924 | $15.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -18.2% | 327,766 | $14.8M |
| Mariner, LLC | 0.02% | Add +0.7% | 309,715 | $13.9M |
| Brighton Jones LLC | 0.46% | Reduce -0.1% | 279,630 | $12.6M |
| LPL Financial LLC | 0.00% | Add +1.5% | 211,253 | $9.5M |
| Modera Wealth Management, LLC | 0.11% | Reduce -1.1% | 207,814 | $9.4M |
| Avidian Wealth Enterprises, LLC | 0.25% | Add +2.5% | 149,574 | $6.7M |
| Addis & Hill, Inc | 3.95% | Reduce -0.4% | 144,927 | $6.5M |
| Jones Financial Companies LLLP | 0.00% | Add +2.6% | 144,004 | $6.5M |
| Cerity Partners LLC | 0.01% | Reduce -5.4% | 122,156 | $5.5M |
| White & Co Financial Planning Inc | 4.06% | Reduce -0.1% | 120,678 | $5.4M |
| Orin Green Financial, LLC | 2.13% | Add +1.1% | 118,291 | $5.3M |
| Waldron Private Wealth LLC | 0.20% | Reduce -1.4% | 115,063 | $5.2M |
| Hills Bank & Trust Co | 0.29% | Reduce -17.6% | 111,717 | $5.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.7% | 105,882 | $4.8M |
| WLTH Capital Management, LLC | 3.48% | — | 91,281 | $4.5M |
| Valmark Advisers, Inc. | 0.05% | Reduce -1.6% | 98,798 | $4.4M |
| OneAscent Financial Services LLC | 0.40% | Add +9.2% | 95,325 | $4.3M |
| MML Investors Services, LLC | 0.01% | Add +7.1% | 94,933 | $4.3M |
| JFS Wealth Advisors, LLC | 0.24% | Add +0.0% | 93,535 | $4.2M |
| Brooklyn FI, LLC | 0.74% | Add +22.4% | 76,994 | $3.5M |
| Austin Private Wealth, LLC | 0.26% | Add +9.3% | 75,900 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.2% | 72,560 | $3.3M |
| Natixis Advisors, LLC | 0.00% | Add +3.4% | 70,739 | $3.2M |
| Cetera Investment Advisers | 0.00% | Add +4.3% | 68,611 | $3.1M |
| M&T Bank Corp | 0.01% | Add +0.0% | 68,359 | $3.1M |
| Capstone Financial Advisors, Inc. | 0.16% | No change | 66,212 | $3.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.8% | 63,874 | $2.9M |
| Flow Traders U.S. LLC | 0.09% | New | 63,118 | $2.8M |
| Moss Adams Wealth Advisors LLC | 0.21% | Add +6.4% | 63,045 | $2.8M |
| Focus Partners Wealth | 0.00% | Add +0.9% | 62,635 | $2.8M |
| EP Wealth Advisors, LLC | 0.01% | — | 58,340 | $2.6M |
| Royal Bank of Canada | 0.00% | Add +4.3% | 54,991 | $2.5M |
| Banque Cantonale Vaudoise | 0.08% | Add +1.6% | 51,063 | $2.3M |
| One Capital Management, LLC | 0.07% | Reduce -30.0% | 48,362 | $2.2M |
| FSM Wealth Advisors, LLC | 0.29% | Reduce -2.4% | 46,591 | $2.1M |
| Capital Investment Management, Inc. | 0.71% | — | 45,330 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -7.7% | 43,458 | $2.0M |
| Altfest L J & Co. Inc. | 0.19% | Reduce -0.1% | 39,469 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +0.4% | 37,602 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +26.4% | 35,370 | $1.6M |
| Columbia River Financial Group, LLC | 0.94% | Add +3.0% | 33,895 | $1.5M |
| Barclays PLC | 0.00% | Reduce -6.8% | 33,802 | $1.5M |
| Blair William & Co. | 0.00% | Add +3.1% | 32,474 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +8.0% | 32,204 | $1.5M |
| Abacus Planning Group, Inc. | 0.19% | Reduce -1.3% | 31,816 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +2.5% | 30,458 | $1.4M |
| Simplicity Wealth,LLC | 0.08% | Add +20.2% | 30,291 | $1.4M |
| UBS Group AG | 0.00% | Add +32.3% | 29,425 | $1.3M |
| Brand Asset Management Group, Inc. | 0.34% | Add +6.0% | 26,747 | $1.2M |
| Boltwood Capital Management | 0.31% | Add +5.7% | 26,245 | $1.2M |
| New England Private Wealth Advisors LLC | 0.15% | Add +1.1% | 26,008 | $1.2M |
| Cwm, LLC | 0.00% | Add +1012.5% | 25,355 | $1.1M |
| BIP Wealth, LLC | 0.04% | Reduce -3.3% | 25,107 | $1.1M |
| IFG Advisory, LLC | 0.05% | Add +3.3% | 24,335 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 24,203 | $1.1M |
| Fiduciary Financial Group, LLC | 0.15% | Add +3.9% | 23,630 | $1.1M |
| Lester Murray Antman dba SimplyRich | 0.27% | No change | 23,237 | $1.0M |
| HHM Wealth Advisors, LLC | 0.12% | Reduce -4.8% | 23,080 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +10.3% | 21,754 | $979K |
| RFG Advisory, LLC | 0.02% | Add +0.5% | 20,816 | $937K |
| Savant Capital, LLC | 0.01% | Reduce -2.7% | 20,651 | $930K |
| Creative Planning | 0.00% | Reduce -1.5% | 20,299 | $914K |
| Lanark Financial, Inc. | 0.07% | Add +18.8% | 20,136 | $907K |
| Aspire Private Capital, LLC | 0.19% | Add +0.9% | 19,246 | $866K |
| Independent Advisor Alliance | 0.02% | Add +4.4% | 18,732 | $843K |
| Matrix Private Capital Group LLC | 0.42% | Reduce -0.4% | 18,559 | $836K |
| ORBA Wealth Advisors, L.L.C. | 0.72% | Add +9.6% | 18,484 | $832K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 17,461 | $786K |
| Wells Fargo & Company | 0.00% | Add +17.4% | 17,342 | $781K |
| Fifth Third Bancorp | 0.00% | Add +1.9% | 16,429 | $740K |
| Apella Capital, LLC | 0.01% | Reduce -10.3% | 15,557 | $700K |
| XML Financial, LLC | 0.06% | Reduce -0.5% | 15,109 | $680K |
| Arkos Global Advisors | 0.09% | Reduce -8.1% | 14,996 | $675K |
| FSB Premier Wealth Management, Inc. | 0.21% | Add +0.6% | 14,538 | $655K |
| Family Office Research LLC | 0.25% | Add +0.6% | 13,682 | $622K |
| Truist Financial Corp. | 0.00% | Add +3.3% | 13,674 | $616K |
| Private Advisor Group, LLC | 0.00% | Reduce -8.1% | 13,196 | $594K |
| MPS Loria Financial Planners, LLC | 0.13% | Add +4.0% | 11,531 | $519K |
| SOL Capital Management CO | 0.05% | No change | 11,450 | $515K |
| Belpointe Asset Management LLC | 0.02% | New | 10,178 | $458K |
| Courier Capital LLC | 0.03% | Reduce -22.9% | 10,125 | $456K |
| Efficient Advisors, LLC | 0.03% | Reduce -3.3% | 9,834 | $443K |
| Aquire Wealth Advisors, LLC | 0.11% | Reduce -5.9% | 9,400 | $423K |
| Envision Financial LLC | 0.22% | Reduce -11.6% | 9,362 | $421K |
| Baird Financial Group, Inc. | 0.00% | Add +6.7% | 8,992 | $405K |
| Innealta Capital, LLC | 0.21% | Add +4.9% | 8,819 | $397K |
| Harbour Investments, Inc. | 0.01% | Add +3.0% | 8,685 | $391K |
| SageView Advisory Group, LLC | 0.01% | Add +5.7% | 8,657 | $390K |
| Commonwealth Equity Services, LLC | 0.00% | Add +19.7% | 8,454 | $381K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +23.8% | 7,620 | $342K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.3% | 7,415 | $338K |
| Integrated Advisors Network LLC | 0.01% | Reduce -6.5% | 7,324 | $330K |
| FC Advisory LLC | 0.09% | Add +0.7% | 7,150 | $322K |
| Tilson Financial Group, Inc. | 0.10% | Add +0.5% | 7,011 | $316K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 7,000 | $315K |
| Clarity Retirement & Wealth, LLC | 0.27% | — | 6,886 | $310K |
| Nicolet Advisory Services, LLC | 0.02% | Reduce -18.4% | 6,402 | $294K |
| Jim Saulnier & Associates, LLC | 0.15% | Reduce -3.6% | 6,514 | $293K |
| Hoge Financial Services, LLC | 0.16% | Add +1.2% | 6,497 | $292K |
| Evanson Asset Management, LLC | 0.02% | No change | 6,467 | $291K |
| Bailard, Inc. | 0.01% | Reduce -10.8% | 6,113 | $275K |
| Sincerus Advisory, LLC | 0.22% | Add +33.9% | 6,026 | $271K |
| Endowment Wealth Management, Inc. | 0.12% | Add +2.4% | 5,911 | $266K |
| Emerald Advisors, LLC | 0.04% | Reduce -1.8% | 5,736 | $258K |
| Betterment LLC | 0.00% | Add +13.6% | 5,720 | $258K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -0.3% | 5,574 | $251K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -0.7% | 5,391 | $243K |
| Pacific Capital Wealth Advisors, Inc. | 0.04% | No change | 5,372 | $242K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.6% | 4,926 | $222K |
| Kondo Wealth Advisors, Inc. | 0.08% | Reduce -5.7% | 4,915 | $221K |
| USAdvisors Wealth Management, LLC | 0.07% | Add +2.4% | 4,891 | $220K |
| Sowell Financial Services LLC | 0.01% | Add +3.2% | 4,868 | $219K |
| SKY-Mountain Capital Management, Inc. | 0.14% | Reduce -46.1% | 4,706 | $217K |
| Keystone Financial Group | 0.02% | New | 4,741 | $213K |
| Walkner Condon Financial Advisors LLC | 0.03% | Add +0.8% | 4,733 | $213K |
| MAI Capital Management | 0.00% | Add +4.5% | 4,568 | $206K |
| SVB Wealth LLC | 0.01% | Reduce -15.0% | 4,462 | $201K |
| Discipline Wealth Solutions, LLC | 0.04% | Reduce -24.9% | 4,454 | $201K |
| PCB Capital LLC | 0.32% | — | 4,454 | $201K |
| US Bancorp \de | 0.00% | Add +28.5% | 4,198 | $189K |
| AE Wealth Management LLC | 0.00% | Add +1.5% | 4,151 | $187K |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.3% | 3,972 | $179K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -10.9% | 3,905 | $176K |
| GW&K Investment Management, LLC | 0.00% | No change | 3,805 | $171K |
| Creative Financial Designs Inc. | 0.01% | Add +9.0% | 3,537 | $159K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.8% | 3,057 | $138K |
| Ancora Advisors LLC | 0.00% | No change | 2,965 | $133K |
| CoreCap Advisors, LLC | 0.00% | Reduce -10.3% | 2,784 | $125K |
| First Command Advisory Services, Inc. | 0.00% | Add +4.8% | 2,749 | $124K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,721 | $122K |
| IFP Advisors, Inc | 0.00% | Reduce -3.4% | 2,571 | $116K |
| National Bank of Canada | 0.00% | Reduce -6.6% | 2,554 | $115K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.09% | — | 2,476 | $111K |
| FMR LLC | 0.00% | Add +33.6% | 2,156 | $97K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -1.4% | 1,970 | $89K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +0.9% | 1,945 | $88K |
| Larson Financial Group LLC | 0.00% | Reduce -6.8% | 1,749 | $79K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,591 | $72K |
| Capital Analysts, LLC | 0.00% | Reduce -13.6% | 1,587 | $71K |
| Parallel Advisors, LLC | 0.00% | Add +1.1% | 1,547 | $70K |
| FAS Wealth Partners, Inc. | 0.00% | Add +1.4% | 1,373 | $62K |
| Strategic Advocates LLC | 0.01% | No change | 1,255 | $57K |
| Joseph Group Capital Management | 0.01% | Add +1.9% | 1,185 | $53K |
| Smartleaf Asset Management LLC | 0.00% | Add +28.2% | 1,018 | $46K |
| Global Retirement Partners, LLC | 0.00% | Add +0.3% | 936 | $42K |
| Ironwood Wealth Management, LLC. | 0.01% | No change | 912 | $41K |
| First Community Trust NA | 0.03% | No change | 900 | $41K |
| Bank of Montreal | 0.00% | No change | 732 | $33K |
| IFC & Insurance Marketing, Inc. | 0.03% | — | 712 | $32K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.05% | New | 696 | $31K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -62.6% | 638 | $29K |
| Allworth Financial LP | 0.00% | Add +21.9% | 579 | $26K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.2% | 532 | $24K |
| Parkside Financial Bank & Trust | 0.00% | No change | 471 | $21K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 390 | $18K |
| Comerica Bank | 0.00% | No change | 355 | $16K |
| Wilkerson Advisory Group LLC | 0.01% | — | 350 | $16K |
| NBT Bank, N.A. | 0.00% | Add +1.0% | 390 | $16K |
| Trust Co. of Toledo NA | 0.00% | No change | 300 | $14K |
| Financial Freedom, LLC | 0.01% | Add +1.1% | 290 | $13K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 298 | $13K |
| Clearstead Advisors, LLC | 0.00% | No change | 250 | $11K |
| Geneos Wealth Management Inc. | 0.00% | No change | 215 | $10K |
| Longview Financial Advisors LLC | 0.01% | No change | 207 | $9K |
| Farther Finance Advisors, LLC | 0.00% | No change | 199 | $9K |
| MPWM Advisory Solutions, LLC | 0.00% | Add +1.0% | 195 | $9K |
| Root Financial Partners, LLC | 0.00% | Reduce -46.9% | 179 | $8K |
| Safe Harbor Fiduciary, LLC | 0.01% | — | 176 | $8K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 166 | $7K |
| LRI Investments, LLC | 0.00% | No change | 162 | $7K |
| Sunbelt Securities, Inc. | 0.00% | No change | 161 | $7K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 156 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 151 | $7K |
| Optima Capital LLC | 0.00% | New | 143 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 139 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 137 | $6K |
| Qube Research & Technologies Ltd | 0.00% | New | 126 | $6K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 120 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 106 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 96 | $4K |
| Avion Wealth | 0.00% | No change | 110 | $4K |
| Tsfg, LLC | 0.00% | No change | 79 | $4K |
| Scarborough Advisors, LLC | 0.00% | No change | 88 | $4K |
| Trust Co. of Vermont | 0.00% | No change | 88 | $4K |
| Golden State Wealth Management, LLC | 0.00% | No change | 87 | $4K |
| Realta Investment Advisors | 0.00% | No change | 83 | $4K |
| Elevated Capital Advisors, LLC | 0.00% | New | 78 | $4K |
| Arlington Trust Co LLC | 0.00% | New | 78 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 70 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 66 | $3K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 62 | $3K |
| International Assets Investment Management, LLC | 0.00% | New | 62 | $3K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 53 | $2K |
| Front Row Advisors LLC | 0.00% | No change | 43 | $2K |
| Private Trust Co. NA | 0.00% | Reduce -10.4% | 43 | $2K |
| Assetmark, Inc. | 0.00% | No change | 38 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 34 | $2K |
| Arax Advisory Partners | 0.00% | New | 32 | $1K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 30 | $1K |
| Key Financial Inc | 0.00% | Reduce -21.6% | 29 | $1K |
| Rossby Financial, LCC | 0.00% | Reduce -32.5% | 27 | $1K |
| Heritage Wealth Advisors | 0.00% | No change | 21 | $965 |
| Ascentis Wealth Management, LLC | 0.00% | No change | 17 | $765 |
| Bogart Wealth, LLC | 0.00% | No change | 6 | $270 |
| Citigroup Inc. | 0.00% | Reduce -99.2% | 2 | $90 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -75.0% | 1 | $45 |
"% 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.