State Street SPDR Dow JonesRWOETF
13F holders, Q1 2026 (March 31)209holders −6
19new positions
19sold out
$45.76avg. 13F price*
At the end of Q1 2026, 209 institutions reported holding State Street SPDR Dow Jones (RWO) in their 13F filings, down 6 from Q4 2025. 19 opened new positions and 19 sold out. The largest holders were State Street Corp. ($281.0M), Bank of America Corp. ($71.9M) and Bank of New York Mellon Corp ($70.8M).
- Company
- State Street SPDR Dow Jones
- Filed as
- SPDR INDEX SHS FDS (Q1 2026)
- CUSIP
- 78463X749
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $6.9M |
| Exits | 19 | $5.9M |
All 13F filers, Q4 2025 → Q1 2026: 940,359 shares bought and 753,303 shares sold, net +187,056 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 209 holders
| State Street Corp. | 0.01% | Reduce -3.4% | 6,138,513 | $281.0M |
| Bank of America Corp. | 0.01% | Add +3.8% | 1,570,009 | $71.9M |
| Bank of New York Mellon Corp | 0.01% | Add +6.1% | 1,546,511 | $70.8M |
| Glenmede Trust Co. NA | 0.17% | Reduce -1.7% | 749,029 | $34.3M |
| Quent Capital, LLC | 1.93% | Add +14.6% | 593,631 | $27.2M |
| Morgan Stanley | 0.00% | Add +10.1% | 500,341 | $22.9M |
| Raymond James Financial Inc. | 0.01% | Add +14.8% | 482,655 | $22.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -21.7% | 425,445 | $19.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.4% | 358,638 | $16.4M |
| Mariner, LLC | 0.02% | Reduce -0.4% | 308,517 | $14.1M |
| Brighton Jones LLC | 0.28% | Add +0.7% | 281,509 | $12.9M |
| LPL Financial LLC | 0.00% | Add +8.0% | 228,041 | $10.4M |
| Cerity Partners LLC | 0.01% | Add +85.0% | 226,024 | $10.3M |
| HSBC Holdings PLC | 0.01% | Reduce -38.6% | 211,864 | $9.7M |
| Jones Financial Companies LLLP | 0.00% | Add +48.1% | 213,328 | $9.6M |
| Modera Wealth Management, LLC | 0.11% | Reduce -1.8% | 204,073 | $9.3M |
| Avidian Wealth Enterprises, LLC | 0.22% | Add +1.4% | 151,693 | $6.9M |
| Addis & Hill, Inc | 4.10% | Add +1.7% | 147,371 | $6.7M |
| White & Co Financial Planning Inc | 4.13% | Add +6.4% | 128,441 | $5.9M |
| Orin Green Financial, LLC | 2.21% | Reduce -0.4% | 117,813 | $5.4M |
| HighTower Advisors, LLC | 0.01% | Add +0.8% | 106,691 | $4.9M |
| Waldron Private Wealth LLC | 0.19% | Reduce -8.1% | 105,719 | $4.8M |
| Valmark Advisers, Inc. | 0.06% | Add +6.9% | 105,655 | $4.8M |
| MML Investors Services, LLC | 0.01% | Add +1.4% | 96,217 | $4.4M |
| OneAscent Financial Services LLC | 0.24% | Add +0.0% | 95,344 | $4.4M |
| WLTH Capital Management, LLC | 3.42% | Add +4.4% | 95,324 | $4.4M |
| Brooklyn FI, LLC | 0.90% | Add +21.1% | 93,209 | $4.3M |
| JFS Wealth Advisors, LLC | 0.24% | Reduce -1.8% | 91,874 | $4.2M |
| Hills Bank & Trust Co | 0.20% | Reduce -20.6% | 88,661 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +12.2% | 81,435 | $3.7M |
| Park Avenue Securities LLC | 0.03% | New | 77,721 | $3.6M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +144.8% | 74,563 | $3.4M |
| Natixis Advisors, LLC | 0.00% | Reduce -1.4% | 69,722 | $3.2M |
| Cetera Investment Advisers | 0.00% | Add +1.3% | 69,507 | $3.2M |
| M&T Bank Corp | 0.01% | Reduce -1.3% | 67,486 | $3.1M |
| Capstone Financial Advisors, Inc. | 0.16% | No change | 66,212 | $3.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +48.0% | 64,301 | $2.9M |
| Focus Partners Wealth | 0.00% | Reduce -1.0% | 62,018 | $2.8M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.4% | 59,758 | $2.7M |
| Moss Adams Wealth Advisors LLC | 0.19% | Reduce -10.1% | 56,683 | $2.6M |
| Royal Bank of Canada | 0.00% | Reduce -0.4% | 54,767 | $2.5M |
| Banque Cantonale Vaudoise | 0.09% | No change | 51,063 | $2.3M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -18.3% | 47,644 | $2.2M |
| FSM Wealth Advisors, LLC | 0.28% | Add +1.1% | 47,115 | $2.2M |
| Capital Investment Management, Inc. | 0.73% | Add +2.6% | 46,495 | $2.1M |
| Wells Fargo & Company | 0.00% | Add +162.4% | 45,498 | $2.1M |
| Altfest L J & Co. Inc. | 0.19% | Reduce -0.3% | 39,349 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +3.2% | 38,815 | $1.8M |
| Simplicity Wealth,LLC | 0.10% | Add +27.5% | 38,617 | $1.8M |
| Blair William & Co. | 0.01% | Add +17.7% | 38,231 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.4% | 35,878 | $1.6M |
| Bank of Montreal | 0.00% | Add +4735.8% | 35,398 | $1.6M |
| Columbia River Financial Group, LLC | 0.94% | Add +4.0% | 35,262 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +44.6% | 35,000 | $1.6M |
| Barclays PLC | 0.00% | No change | 33,802 | $1.5M |
| Abacus Planning Group, Inc. | 0.19% | Reduce -2.9% | 30,901 | $1.4M |
| Boltwood Capital Management | 0.33% | Add +8.3% | 28,420 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -16.9% | 26,778 | $1.2M |
| New England Private Wealth Advisors LLC | 0.14% | Add +0.5% | 26,141 | $1.2M |
| Brand Asset Management Group, Inc. | 0.31% | Reduce -2.8% | 25,994 | $1.2M |
| Cwm, LLC | 0.00% | Reduce -0.3% | 25,273 | $1.2M |
| UBS Group AG | 0.00% | Reduce -18.3% | 24,047 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +7.5% | 23,387 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 23,225 | $1.1M |
| Lester Murray Antman dba SimplyRich | 0.27% | No change | 23,237 | $1.1M |
| HHM Wealth Advisors, LLC | 0.12% | Add +0.5% | 23,205 | $1.1M |
| Lanark Financial, Inc. | 0.08% | Add +11.8% | 22,505 | $1.0M |
| Independent Advisor Alliance | 0.01% | Add +18.0% | 22,112 | $1.0M |
| Creative Planning | 0.00% | Add +5.6% | 21,442 | $981K |
| BIP Wealth, LLC | 0.04% | Reduce -16.8% | 20,887 | $956K |
| RFG Advisory, LLC | 0.02% | Add +0.1% | 20,835 | $954K |
| Matrix Private Capital Group LLC | 0.44% | Add +7.9% | 20,029 | $917K |
| Aspire Private Capital, LLC | 0.20% | Add +2.5% | 19,726 | $903K |
| Savant Capital, LLC | 0.00% | Reduce -7.0% | 19,201 | $879K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +5.7% | 18,464 | $845K |
| One Capital Management, LLC | 0.02% | Reduce -62.1% | 18,330 | $839K |
| Fifth Third Bancorp | 0.00% | Add +1.9% | 16,737 | $766K |
| XML Financial, LLC | 0.06% | Add +4.1% | 15,732 | $720K |
| Apella Capital, LLC | 0.01% | Reduce -7.5% | 14,394 | $716K |
| ORBA Wealth Advisors, L.L.C. | 0.83% | Reduce -17.7% | 15,207 | $696K |
| Arkos Global Advisors | 0.09% | Reduce -0.5% | 14,922 | $683K |
| Fiduciary Financial Group, LLC | 0.09% | Reduce -38.7% | 14,484 | $663K |
| FSB Premier Wealth Management, Inc. | 0.21% | Reduce -0.5% | 14,463 | $662K |
| Family Office Research LLC | 0.27% | Reduce -0.5% | 13,617 | $623K |
| Old National Bancorp | 0.01% | New | 13,303 | $609K |
| Truist Financial Corp. | 0.00% | Reduce -2.8% | 13,291 | $608K |
| Private Advisor Group, LLC | 0.00% | Add +0.7% | 13,284 | $608K |
| MPS Loria Financial Planners, LLC | 0.14% | Add +2.2% | 11,785 | $539K |
| FDx Advisors, Inc. | 0.16% | New | 10,947 | $501K |
| Belpointe Asset Management LLC | 0.02% | Add +6.0% | 10,787 | $494K |
| Lunt Capital Management, Inc. | 0.18% | New | 10,209 | $467K |
| Courier Capital LLC | 0.03% | No change | 10,125 | $463K |
| Harbour Investments, Inc. | 0.01% | Add +14.2% | 9,919 | $454K |
| Innealta Capital, LLC | 0.26% | Add +2.8% | 9,064 | $415K |
| Envision Financial LLC | 0.22% | Reduce -5.2% | 8,874 | $406K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.9% | 8,825 | $404K |
| SageView Advisory Group, LLC | 0.01% | Add +1.2% | 8,762 | $401K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +12.7% | 8,585 | $393K |
| Efficient Advisors, LLC | 0.03% | Reduce -14.0% | 8,460 | $387K |
| Aquire Wealth Advisors, LLC | 0.10% | Reduce -13.0% | 8,174 | $374K |
"% 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.