State Street SPDR Dow JonesRWOETF
13F holders, Q2 2026 (June 30)209holders
16new positions
17sold out
$49.72avg. 13F price*
At the end of Q2 2026, 209 institutions reported holding State Street SPDR Dow Jones (RWO) in their 13F filings, unchanged from Q1 2026. 16 opened new positions and 17 sold out. The largest holders were State Street Corp. ($299.7M), Bank of New York Mellon Corp ($79.2M) and Bank of America Corp. ($78.0M).
- Company
- State Street SPDR Dow Jones
- Filed as
- SPDR INDEX SHS FDS (Q2 2026)
- CUSIP
- 78463X749
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $8.1M |
| Exits | 17 | $3.7M |
All 13F filers, Q1 2026 → Q2 2026: 630,172 shares bought and 423,565 shares sold, net +206,607 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 209 holders
| State Street Corp. | 0.01% | Reduce -1.8% | 6,029,648 | $299.7M |
| Bank of New York Mellon Corp | 0.01% | Add +3.0% | 1,593,539 | $79.2M |
| Bank of America Corp. | 0.01% | Reduce -0.0% | 1,569,638 | $78.0M |
| Glenmede Trust Co. NA | 0.16% | Reduce -1.3% | 739,570 | $36.8M |
| Quent Capital, LLC | 1.89% | Add +4.2% | 618,775 | $30.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +58.5% | 568,290 | $28.2M |
| Morgan Stanley | 0.00% | Add +1.4% | 507,082 | $25.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.3% | 471,704 | $23.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.8% | 396,342 | $19.7M |
| Mariner, LLC | 0.02% | Reduce -1.1% | 305,084 | $15.2M |
| Brighton Jones LLC | 0.26% | Add +0.5% | 282,843 | $14.1M |
| LPL Financial LLC | 0.00% | Add +17.6% | 268,246 | $13.3M |
| Cerity Partners LLC | 0.01% | Add +5.1% | 237,463 | $11.8M |
| Jones Financial Companies LLLP | 0.00% | Add +2.3% | 218,126 | $11.0M |
| HSBC Holdings PLC | 0.01% | Add +0.3% | 212,429 | $10.6M |
| Modera Wealth Management, LLC | 0.10% | Reduce -3.0% | 197,929 | $9.8M |
| Avidian Wealth Enterprises, LLC | 0.21% | Add +1.0% | 153,219 | $7.6M |
| Addis & Hill, Inc | 3.99% | Reduce -1.2% | 145,643 | $7.2M |
| Odyssey Group, LLC | 1.80% | — | 133,745 | $6.6M |
| White & Co Financial Planning Inc | 4.04% | Add +2.1% | 131,163 | $6.5M |
| Orin Green Financial, LLC | 2.14% | Reduce -1.2% | 116,451 | $5.8M |
| Valmark Advisers, Inc. | 0.06% | Reduce -0.2% | 105,432 | $5.2M |
| Waldron Private Wealth LLC | 0.18% | Reduce -2.1% | 103,511 | $5.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.2% | 103,257 | $5.1M |
| MML Investors Services, LLC | 0.01% | Add +6.4% | 102,355 | $5.1M |
| OneAscent Financial Services LLC | 0.23% | Add +0.7% | 96,038 | $4.8M |
| JFS Wealth Advisors, LLC | 0.23% | Add +2.9% | 94,538 | $4.7M |
| Brooklyn FI, LLC | 0.86% | Reduce -1.4% | 91,936 | $4.7M |
| Hills Bank & Trust Co | 0.19% | Add +1.0% | 89,554 | $4.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +7.0% | 87,164 | $4.3M |
| Foster Victor Wealth Advisors, LLC | 0.22% | New | 83,132 | $4.2M |
| Park Avenue Securities LLC | 0.02% | Add +3.3% | 80,259 | $4.0M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -2.3% | 72,840 | $3.6M |
| Natixis Advisors, LLC | 0.00% | Add +0.6% | 70,138 | $3.5M |
| Cetera Investment Advisers | 0.00% | Add +0.4% | 69,784 | $3.5M |
| M&T Bank Corp | 0.01% | Reduce -0.3% | 67,316 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | Add +2.6% | 65,997 | $3.3M |
| Capstone Financial Advisors, Inc. | 0.15% | Reduce -4.7% | 63,134 | $3.1M |
| Focus Partners Wealth | 0.00% | Reduce -4.4% | 59,277 | $2.9M |
| EP Wealth Advisors, LLC | 0.01% | Add +17.2% | 55,826 | $2.8M |
| Moss Adams Wealth Advisors LLC | 0.17% | Reduce -1.6% | 55,783 | $2.8M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.0% | 54,995 | $2.7M |
| Royal Bank of Canada | 0.00% | Reduce -0.9% | 54,249 | $2.7M |
| Banque Cantonale Vaudoise | 0.11% | Add +4.4% | 53,317 | $2.6M |
| Capital Investment Management, Inc. | 0.72% | Add +1.3% | 47,107 | $2.3M |
| FSM Wealth Advisors, LLC | 0.24% | Reduce -3.1% | 45,668 | $2.3M |
| Simplicity Wealth,LLC | 0.07% | Add +9.6% | 42,319 | $2.1M |
| Altfest L J & Co. Inc. | 0.19% | Add +1.2% | 39,817 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +2.2% | 39,652 | $2.0M |
| Columbia River Financial Group, LLC | 1.03% | Add +9.8% | 38,733 | $1.9M |
| Blair William & Co. | 0.00% | Reduce -3.5% | 36,881 | $1.8M |
| Savant Capital, LLC | 0.01% | Add +98.1% | 38,044 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +34.0% | 35,871 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.6% | 35,291 | $1.8M |
| Barclays PLC | 0.00% | Reduce -7.2% | 31,371 | $1.6M |
| Boltwood Capital Management | 0.35% | Add +8.8% | 30,925 | $1.5M |
| Abacus Planning Group, Inc. | 0.18% | Reduce -6.2% | 28,975 | $1.4M |
| Wells Fargo & Company | 0.00% | Reduce -36.8% | 28,747 | $1.4M |
| New England Private Wealth Advisors LLC | 0.13% | Add +0.9% | 26,372 | $1.3M |
| Brand Asset Management Group, Inc. | 0.29% | Add +0.4% | 26,089 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +10.6% | 25,858 | $1.3M |
| IFG Advisory, LLC | 0.04% | New | 25,270 | $1.3M |
| UBS Group AG | 0.00% | Add +1.5% | 24,418 | $1.2M |
| WLTH Capital Management, LLC | 0.78% | Reduce -74.4% | 24,417 | $1.2M |
| Lanark Financial, Inc. | 0.08% | Add +4.2% | 23,449 | $1.2M |
| Lester Murray Antman dba SimplyRich | 0.27% | No change | 23,237 | $1.2M |
| HHM Wealth Advisors, LLC | 0.11% | Reduce -3.1% | 22,494 | $1.1M |
| Independent Advisor Alliance | 0.03% | Reduce -0.5% | 22,007 | $1.1M |
| BIP Wealth, LLC | 0.03% | Add +3.9% | 21,701 | $1.1M |
| RFG Advisory, LLC | 0.02% | Add +0.2% | 20,882 | $1.0M |
| Creative Planning | 0.00% | Reduce -3.0% | 20,802 | $1.0M |
| Aspire Private Capital, LLC | 0.21% | Add +3.7% | 20,454 | $1.0M |
| Matrix Private Capital Group LLC | 0.43% | Add +0.1% | 20,050 | $997K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +5.2% | 19,425 | $966K |
| ORBA Wealth Advisors, L.L.C. | 0.82% | Add +26.3% | 19,203 | $955K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 17,246 | $866K |
| Truist Financial Corp. | 0.00% | Add +30.4% | 17,326 | $861K |
| One Capital Management, LLC | 0.02% | No change | 18,330 | $839K |
| Fifth Third Bancorp | 0.00% | Reduce -3.2% | 16,202 | $805K |
| Pathstone Holdings, LLC | 0.00% | New | 15,740 | $782K |
| XML Financial, LLC | 0.05% | Reduce -4.2% | 15,076 | $749K |
| Arkos Global Advisors | 0.09% | Reduce -1.5% | 14,701 | $731K |
| FSB Premier Wealth Management, Inc. | 0.20% | Reduce -1.9% | 14,191 | $705K |
| Apella Capital, LLC | 0.01% | Reduce -4.2% | 13,794 | $700K |
| Family Office Research LLC | 0.26% | Add +0.5% | 13,678 | $680K |
| Fiduciary Financial Group, LLC | 0.08% | Reduce -5.9% | 13,635 | $678K |
| Old National Bancorp | 0.01% | No change | 13,303 | $661K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.8% | 12,650 | $629K |
| MPS Loria Financial Planners, LLC | 0.14% | Add +6.0% | 12,493 | $621K |
| Harbour Investments, Inc. | 0.01% | Add +16.2% | 11,528 | $573K |
| FDx Advisors, Inc. | 0.16% | Add +0.1% | 10,961 | $545K |
| US Bancorp \de | 0.00% | Add +41.5% | 10,344 | $514K |
| Courier Capital LLC | 0.03% | No change | 10,125 | $503K |
| Belpointe Asset Management LLC | 0.02% | Reduce -6.7% | 10,060 | $500K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +17.1% | 10,053 | $500K |
| SageView Advisory Group, LLC | 0.02% | Add +5.6% | 9,255 | $460K |
| Baird Financial Group, Inc. | 0.00% | Add +3.9% | 9,169 | $456K |
| Innealta Capital, LLC | 0.24% | Add +1.0% | 9,157 | $455K |
| Sincerus Advisory, LLC | 0.29% | Add +33.3% | 8,561 | $426K |
| BlueChip Wealth Advisors LLC | 0.16% | New | 8,414 | $418K |
| Assetmark, Inc. | 0.00% | Add +25745.2% | 8,012 | $398K |
| FC Advisory LLC | 0.10% | Add +5.2% | 7,493 | $372K |
| Aquire Wealth Advisors, LLC | 0.08% | Reduce -9.7% | 7,378 | $367K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.5% | 7,132 | $355K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 7,000 | $348K |
| Tilson Financial Group, Inc. | 0.09% | Reduce -8.0% | 6,467 | $321K |
| Evanson Financial, LLC | 0.02% | — | 6,467 | $321K |
| Nicolet Bankshares Inc. | 0.01% | Reduce -1.2% | 6,131 | $308K |
| PCB Capital LLC | 0.37% | Add +22.5% | 6,115 | $304K |
| Integrated Advisors Network LLC | 0.01% | Reduce -8.1% | 5,859 | $291K |
| Atria Investments, Inc | 0.00% | Add +15.7% | 5,700 | $283K |
| JPMorgan Chase & Co. | 0.00% | Add +30.1% | 5,436 | $274K |
| Envision Financial LLC | 0.13% | Reduce -38.1% | 5,494 | $273K |
| Keystone Financial Group | 0.02% | Add +4.0% | 5,460 | $271K |
| Sowell Financial Services LLC | 0.01% | Add +5.3% | 5,445 | $271K |
| Pacific Capital Wealth Advisors, Inc. | 0.04% | No change | 5,372 | $267K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -2.3% | 5,360 | $266K |
| Endowment Wealth Management, Inc. | 0.10% | Reduce -10.7% | 5,310 | $264K |
| Emerald Advisors, LLC | 0.03% | Reduce -2.1% | 5,236 | $260K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -3.3% | 5,197 | $258K |
| Kondo Wealth Advisors, Inc. | 0.08% | Reduce -0.6% | 4,906 | $244K |
| USAdvisors Wealth Management, LLC | 0.07% | Add +0.7% | 4,854 | $241K |
| Hoge Financial Services, LLC | 0.11% | Reduce -4.1% | 4,743 | $236K |
| MAI Capital Management | 0.00% | Reduce -19.1% | 4,563 | $227K |
| Walkner Condon Financial Advisors LLC | 0.03% | Add +0.7% | 4,499 | $224K |
| SKY-Mountain Capital Management, Inc. | 0.15% | New | 4,246 | $211K |
| AE Wealth Management LLC | 0.00% | Add +9.3% | 4,201 | $209K |
| NewEdge Advisors, LLC | 0.00% | Add +2283.1% | 4,099 | $204K |
| Vertex Planning Partners, LLC | 0.03% | New | 4,086 | $203K |
| Creative Financial Designs Inc. | 0.01% | Add +7.9% | 3,895 | $194K |
| GW&K Investment Management, LLC | 0.00% | No change | 3,805 | $189K |
| Smithfield Trust Co | 0.01% | No change | 3,664 | $182K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -1.8% | 3,570 | $177K |
| Joseph Group Capital Management | 0.03% | Add +103.4% | 3,091 | $154K |
| Ancora Advisors LLC | 0.00% | No change | 2,965 | $147K |
| FMR LLC | 0.00% | Add +40.2% | 2,743 | $136K |
| CoreCap Advisors, LLC | 0.00% | Reduce -8.1% | 2,577 | $128K |
| IFP Advisors, Inc | 0.00% | No change | 2,571 | $128K |
| National Bank of Canada | 0.00% | No change | 2,554 | $127K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.08% | Reduce -0.9% | 2,387 | $119K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -27.4% | 1,995 | $99K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,970 | $98K |
| Medallion Wealth Advisors, LLC | 0.03% | Reduce -5.4% | 1,827 | $91K |
| Parallel Advisors, LLC | 0.00% | Add +2.4% | 1,594 | $79K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,591 | $79K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +3226.7% | 1,497 | $74K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.9% | 1,382 | $69K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,255 | $62K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,221 | $61K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +75.7% | 1,126 | $56K |
| Larson Financial Group LLC | 0.00% | Reduce -42.1% | 953 | $47K |
| Global Retirement Partners, LLC | 0.00% | — | 940 | $47K |
| First Community Trust NA | 0.02% | No change | 900 | $45K |
| Ironwood Wealth Management, LLC. | 0.01% | No change | 847 | $42K |
| Bank of Montreal | 0.00% | Reduce -97.9% | 732 | $36K |
| Clearstead Advisors, LLC | 0.00% | Add +161.1% | 705 | $35K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Add +1008.2% | 676 | $34K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.2% | 534 | $27K |
| Coston, McIsaac & Partners | 0.00% | New | 397 | $19K |
| Capital Analysts, LLC | 0.00% | Reduce -43.3% | 392 | $19K |
| Buck Wealth Strategies, LLC | 0.00% | New | 361 | $18K |
| Wilkerson Advisory Group LLC | 0.01% | Add +0.8% | 355 | $18K |
| NBT Bank, N.A. | 0.00% | No change | 346 | $17K |
| Crews Bank & Trust | 0.00% | New | 332 | $17K |
| Bruce G. Allen Investments, LLC | 0.01% | Add +0.9% | 327 | $16K |
| Trust Co. of Toledo NA | 0.00% | No change | 300 | $15K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -65.4% | 287 | $14K |
| Geneos Wealth Management Inc. | 0.00% | No change | 215 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -16.3% | 205 | $10K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 200 | $10K |
| Allworth Financial LP | 0.00% | No change | 200 | $10K |
| IMA Advisory Services, Inc. | 0.00% | New | 180 | $9K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 166 | $8K |
| LRI Investments, LLC | 0.00% | No change | 162 | $8K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 156 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 151 | $8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 150 | $7K |
| McDonald Partners LLC | 0.00% | New | 139 | $7K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 139 | $7K |
| Godfrey Financial Associates, Inc. | 0.00% | Reduce -46.7% | 120 | $6K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 106 | $5K |
| Main Street Group, LTD | 0.00% | No change | 90 | $4K |
| Trust Co. of Vermont | 0.00% | — | 88 | $4K |
| Golden State Wealth Management, LLC | 0.00% | No change | 87 | $4K |
| Realta Investment Advisors | 0.00% | No change | 83 | $4K |
| Longview Financial Advisors LLC | 0.00% | No change | 81 | $4K |
| Russell Investments Group, Ltd. | 0.00% | New | 81 | $4K |
| Tsfg, LLC | 0.00% | No change | 79 | $4K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 78 | $4K |
| Arlington Trust Co LLC | 0.00% | No change | 78 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 70 | $3K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -97.8% | 68 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 66 | $3K |
| International Assets Investment Management, LLC | 0.00% | No change | 62 | $3K |
| Arax Advisory Partners | 0.00% | Add +93.8% | 62 | $3K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 62 | $3K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 53 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 43 | $2K |
| Private Trust Co. NA | 0.00% | No change | 38 | $2K |
| Vima LLC | 0.00% | — | 33 | $2K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 30 | $1K |
| Rossby Financial, LCC | 0.00% | Reduce -72.7% | 27 | $1K |
| Heritage Wealth Advisors | 0.00% | No change | 21 | $1K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 17 | $845 |
| Tradewinds Capital Management, LLC | 0.00% | New | 10 | $498 |
| Continuum Advisory, LLC | 0.00% | New | 10 | $497 |
| Bogart Wealth, LLC | 0.00% | No change | 6 | $298 |
| Key Financial Inc | 0.00% | Reduce -82.8% | 5 | $249 |
| Avion Wealth | 0.00% | No change | 6 | $0 |
"% 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.