State Street SPDR Dow JonesRWXETF
13F holders, Q2 2026 (June 30)115holders −1
11new positions
13sold out
2famous investors
$27.01avg. 13F price*
At the end of Q2 2026, 115 institutions reported holding State Street SPDR Dow Jones (RWX) in their 13F filings, down 1 from Q1 2026. 11 opened new positions and 13 sold out. The largest holders were Osborne Partners Capital Management, LLC ($31.8M), State Street Corp. ($28.1M) and Northern Trust Corp. ($19.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- State Street SPDR Dow Jones
- Filed as
- SPDR INDEX SHS FDS (Q2 2026)
- CUSIP
- 78463X863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $1.7M |
| Exits | 13 | $5.3M |
All 13F filers, Q1 2026 → Q2 2026: 864,812 shares bought and 644,311 shares sold, net +220,501 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 115 holders
| Osborne Partners Capital Management, LLC | 1.76% | Add +1.9% | 1,176,078 | $31.8M |
| State Street Corp. | 0.00% | Add +86.0% | 1,039,777 | $28.1M |
| Northern Trust Corp. | 0.00% | Reduce -2.6% | 721,445 | $19.5M |
| Morgan Stanley | 0.00% | Reduce -6.3% | 644,208 | $17.4M |
| Baker Avenue Asset Management, LP | 0.20% | Add +0.2% | 399,021 | $10.8M |
| Wells Fargo & Company | 0.00% | Reduce -11.4% | 217,939 | $5.9M |
| RPg Family Wealth Advisory, LLC | 0.97% | Add +118.9% | 215,288 | $5.8M |
| Risk Paradigm Group, LLC | 4.48% | Add +115.0% | 211,331 | $5.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.7% | 107,565 | $2.9M |
| UBS Group AG | 0.00% | Add +11.3% | 100,515 | $2.7M |
| Sachem Hill LLC | 0.48% | Add +1.3% | 99,197 | $2.7M |
| Idaho Trust Co | 0.77% | Reduce -10.1% | 97,025 | $2.6M |
| Awm Capital, LLC | 0.20% | Reduce -25.8% | 94,552 | $2.6M |
| Assetmark, Inc. | 0.00% | Reduce -3.7% | 89,506 | $2.4M |
| M&T Bank Corp | 0.01% | Reduce -6.8% | 64,131 | $1.7M |
| Bank of America Corp. | 0.00% | Reduce -3.1% | 62,112 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.0% | 57,206 | $1.5M |
| Ballentine Partners, LLC | 0.02% | Reduce -15.0% | 51,455 | $1.4M |
| Upper Left Wealth Management, LLC | 0.68% | Add +19.1% | 45,514 | $1.2M |
| Bank of Montreal | 0.00% | Add +16.7% | 41,934 | $1.1M |
| AlTi Global, Inc. | 0.02% | New | 40,427 | $1.1M |
| Savant Capital, LLC | 0.00% | Add +91.0% | 39,009 | $1.0M |
| Royal Bank of Canada | 0.00% | Add +50.0% | 29,396 | $794K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 28,232 | $763K |
| Aletheian Wealth Advisors LLC | 0.29% | No change | 25,546 | $690K |
| New England Private Wealth Advisors LLC | 0.07% | Add +1.2% | 24,692 | $682K |
| Virtu Financial LLC | 0.02% | Add +39.0% | 21,673 | $585K |
| LPL Financial LLC | 0.00% | Reduce -0.0% | 20,305 | $548K |
| Cetera Investment Advisers | 0.00% | Add +4.6% | 15,168 | $410K |
| Fifth Third Bancorp | 0.00% | Add +5.6% | 14,724 | $398K |
| Parallel Advisors, LLC | 0.01% | No change | 14,115 | $381K |
| Maryland Capital Advisors Inc. | 0.12% | — | 13,428 | $363K |
| Mission Wealth Management, LP | 0.00% | Reduce -9.2% | 12,598 | $340K |
| Focus Partners Wealth | 0.00% | Reduce -15.2% | 12,394 | $335K |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.5% | 11,910 | $322K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 11,660 | $315K |
| Aspiriant, LLC | 0.01% | No change | 11,657 | $315K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.3% | 11,325 | $306K |
| Bank of New York Mellon Corp | 0.00% | New | 11,252 | $304K |
| Mutual Advisors, LLC | 0.01% | Reduce -66.5% | 10,951 | $296K |
| Valmark Advisers, Inc. | 0.00% | Reduce -8.2% | 10,678 | $288K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +39.5% | 9,937 | $268K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Add +11.9% | 9,532 | $257K |
| Citadel Advisors | 0.00% | Reduce -19.8% | 9,395 | $254K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -16.3% | 9,142 | $248K |
| Bank of Nova Scotia | 0.00% | Add +9.9% | 9,180 | $248K |
| Investment Advisory Group, LLC | 0.05% | New | 9,054 | $245K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -12.5% | 8,959 | $242K |
| Jane Street Group, LLC | 0.00% | Reduce -79.5% | 8,850 | $239K |
| Spire Wealth Management | 0.01% | Reduce -0.5% | 8,598 | $232K |
| D. E. Shaw & Co. | 0.00% | No change | 7,893 | $213K |
| US Bancorp \de | 0.00% | No change | 6,834 | $185K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -3.5% | 6,684 | $181K |
| Eastern Bank | 0.00% | No change | 5,000 | $135K |
| Bear Mountain Capital, Inc. | 0.04% | No change | 4,686 | $128K |
| Investors Research Corp | 0.02% | Reduce -79.1% | 3,740 | $101K |
| Strategic Wealth Advisors LLC | 0.08% | No change | 3,324 | $93K |
| Citigroup Inc. | 0.00% | No change | 2,391 | $65K |
| Richardson Financial Services Inc. | 0.03% | Add +5.9% | 2,248 | $61K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,990 | $54K |
| Osaic Holdings, Inc. | 0.00% | Reduce -34.2% | 1,806 | $49K |
| JPMorgan Chase & Co. | 0.00% | Reduce -43.5% | 1,743 | $47K |
| Jones Financial Companies LLLP | 0.00% | Add +163.2% | 1,045 | $28K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,000 | $27K |
| City Holding Co. | 0.00% | No change | 955 | $26K |
| Barrett & Company, Inc. | 0.01% | New | 886 | $24K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -2.9% | 828 | $22K |
| McDonald Partners LLC | 0.00% | New | 754 | $20K |
| Beacon Capital Management, Inc. | 0.00% | No change | 634 | $17K |
| Private Trust Co. NA | 0.00% | No change | 632 | $17K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 539 | $15K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 528 | $14K |
| Consultiva Wealth Management, Corp. | 0.03% | No change | 450 | $12K |
| Blair William & Co. | 0.00% | Add +0.5% | 436 | $12K |
| UMB Bank, n.a. | 0.00% | No change | 424 | $11K |
| Evolution Wealth Management Inc. | 0.01% | Reduce -5.2% | 328 | $9K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +1.3% | 315 | $8K |
| Breakwater Investment Management | 0.00% | Reduce -33.3% | 286 | $8K |
| Bessemer Group Inc. | 0.00% | No change | 277 | $7K |
| Buck Wealth Strategies, LLC | 0.00% | New | 255 | $7K |
| Motco | 0.00% | No change | 242 | $7K |
| Horizon Bancorp Inc. | 0.00% | No change | 208 | $6K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 219 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | New | 203 | $5K |
| Arax Advisory Partners | 0.00% | Add +12.7% | 186 | $5K |
| Franklin Resources Inc. | 0.00% | No change | 184 | $5K |
| Quent Capital, LLC | 0.00% | No change | 175 | $5K |
| Mather Group, Llc. | 0.00% | No change | 157 | $4K |
| Front Row Advisors LLC | 0.00% | No change | 142 | $4K |
| Farther Finance Advisors, LLC | 0.00% | No change | 142 | $4K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 134 | $4K |
| Ameritas Advisory Services, LLC | 0.00% | New | 118 | $3K |
| Allworth Financial LP | 0.00% | No change | 115 | $3K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 115 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1171.4% | 89 | $2K |
| FMR LLC | 0.00% | No change | 83 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 73 | $2K |
| IFG Advisory, LLC | 0.00% | New | 65 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 60 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 59 | $2K |
"% of holder's portfolio" is RWX's weight in each manager's 13F, not the share of State Street SPDR Dow Jones the manager owns.