State Street SPDR Dow JonesRWXETF
13F holders, Q1 2024 (March 31)133holders
1famous investor
$26.09avg. 13F price*
At the end of Q1 2024, 133 institutions reported holding State Street SPDR Dow Jones (RWX) in their 13F filings. The largest holders were Osborne Partners Capital Management, LLC ($29.9M), Morgan Stanley ($24.3M) and Northern Trust Corp. ($20.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- State Street SPDR Dow Jones
- Filed as
- SPDR INDEX SHS FDS (Q1 2024)
- CUSIP
- 78463X863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $76K |
| Exits | 13 | $4.4M |
Ownership 133 holders
| Osborne Partners Capital Management, LLC | 1.84% | Add +7.2% | 1,145,536 | $29.9M |
| Morgan Stanley | 0.00% | Add +4.3% | 930,652 | $24.3M |
| Northern Trust Corp. | 0.00% | Reduce -4.8% | 780,766 | $20.4M |
| Wells Fargo & Company | 0.00% | Reduce -17.8% | 648,586 | $16.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -23.2% | 344,831 | $9.0M |
| Jane Street Group, LLC | 0.01% | Add +22.9% | 335,390 | $8.8M |
| Awm Capital, LLC | 1.05% | Add +8.8% | 241,347 | $6.3M |
| Money Design Co.,Ltd. | 0.30% | Add +9.2% | 213,473 | $5.6M |
| Bank of America Corp. | 0.00% | Reduce -1.9% | 210,473 | $5.5M |
| M&T Bank Corp | 0.02% | Reduce -8.5% | 185,591 | $4.8M |
| SG Americas Securities, LLC | 0.02% | Reduce -15.1% | 181,037 | $4.7M |
| State Street Corp. | 0.00% | Add +10.0% | 173,147 | $4.5M |
| CW Advisors, LLC | 0.05% | No change | 115,936 | $3.0M |
| Sachem Hill LLC | 0.65% | Reduce -0.2% | 106,282 | $2.8M |
| Assetmark, Inc. | 0.01% | Reduce -20.5% | 101,141 | $2.6M |
| Baker Avenue Asset Management, LP | 0.10% | Reduce -1.1% | 97,075 | $2.5M |
| RPg Family Wealth Advisory, LLC | 0.65% | Add +10.4% | 78,506 | $2.0M |
| Old Mission Capital LLC | 0.05% | Add +52.1% | 73,373 | $1.9M |
| UBS Group AG | 0.00% | Add +45.7% | 72,548 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +18.7% | 62,087 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +7.1% | 52,449 | $1.4M |
| Upper Left Wealth Management, LLC | 1.04% | Reduce -11.1% | 42,968 | $1.1M |
| Ballentine Partners, LLC | 0.02% | No change | 42,134 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -25.6% | 40,909 | $1.1M |
| BBJS Financial Advisors, LLC | 0.36% | Reduce -41.8% | 38,550 | $1.0M |
| Savant Capital, LLC | 0.01% | Reduce -11.0% | 36,780 | $960K |
| Kestra Advisory Services, LLC | 0.01% | Add +9.7% | 35,264 | $920K |
| Private Advisor Group, LLC | 0.01% | Reduce -17.0% | 35,087 | $915K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -34.1% | 34,885 | $910K |
| Aletheian Wealth Advisors LLC | 0.48% | Reduce -0.3% | 34,004 | $887K |
| Corient Private Wealth LP | 0.00% | Add +4.6% | 33,743 | $880K |
| Spire Wealth Management | 0.02% | Add +71.1% | 32,495 | $848K |
| Citadel Advisors | 0.00% | Reduce -1.6% | 30,205 | $788K |
| Royal Bank of Canada | 0.00% | Reduce -28.5% | 29,367 | $766K |
| Maryland Capital Advisors Inc. | 0.46% | Reduce -3.7% | 28,378 | $740K |
| Mission Wealth Management, LP | 0.02% | Reduce -22.6% | 23,851 | $622K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.6% | 23,423 | $611K |
| New England Private Wealth Advisors LLC | 0.11% | Add +0.7% | 23,430 | $605K |
| Colorado Capital Management, Inc. | 0.35% | Reduce -5.4% | 23,134 | $603K |
| Humankind Investments LLC | 0.16% | No change | 23,000 | $600K |
| Farther Finance Advisors, LLC | 0.04% | Reduce -3.3% | 22,929 | $592K |
| Fairview Capital Investment Management, LLC | 0.03% | Reduce -5.7% | 22,595 | $590K |
| Investors Research Corp | 0.13% | Reduce -1.4% | 21,147 | $552K |
| Valmark Advisers, Inc. | 0.01% | Reduce -0.2% | 20,976 | $547K |
| Kohmann Bosshard Financial Services, LLC | 0.07% | Reduce -20.6% | 18,711 | $488K |
| Osaic Holdings, Inc. | 0.00% | Reduce -34.8% | 17,594 | $459K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -15.8% | 17,443 | $455K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +114.8% | 17,012 | $444K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +6.3% | 16,398 | $428K |
| Fiducient Advisors LLC | 0.08% | Reduce -0.5% | 15,345 | $400K |
| Alhambra Investment Management LLC | 0.22% | Add +2.5% | 15,216 | $397K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.2% | 14,672 | $383K |
| Truist Financial Corp. | 0.00% | Add +11.2% | 14,646 | $382K |
| Oarsman Capital, Inc. | 0.08% | Reduce -9.5% | 13,345 | $348K |
| Comerica Bank | 0.00% | Reduce -4.1% | 13,271 | $346K |
| SVB Wealth LLC | 0.01% | Reduce -2.4% | 11,561 | $302K |
| Empower Advisory Group, LLC | 0.00% | Add +5.9% | 11,507 | $300K |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.7% | 10,949 | $286K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -20.4% | 10,870 | $284K |
| Aspiriant, LLC | 0.01% | Reduce -28.4% | 10,763 | $281K |
| US Bancorp \de | 0.00% | Reduce -5.8% | 9,834 | $257K |
| Lido Advisors, LLC | 0.00% | Reduce -40.0% | 9,707 | $253K |
| Virtu Financial LLC | 0.02% | Reduce -30.1% | 8,603 | $224K |
| Marble Harbor Investment Counsel, LLC | 0.03% | No change | 8,500 | $222K |
| Bear Mountain Capital, Inc. | 0.09% | Reduce -2.1% | 8,377 | $205K |
| Old Port Advisors | 0.06% | Reduce -4.5% | 7,738 | $202K |
| Blair William & Co. | 0.00% | No change | 5,386 | $141K |
| NewEdge Advisors, LLC | 0.00% | Add +7.3% | 5,250 | $137K |
| Richardson Financial Services Inc. | 0.07% | Add +2.9% | 3,767 | $98K |
| Paladin Advisory Group, LLC | 0.07% | No change | 3,322 | $86K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 3,162 | $82K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.5% | 2,701 | $70K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 2,671 | $70K |
| Private Trust Co. NA | 0.01% | Add +44.0% | 2,350 | $61K |
| Fifth Third Bancorp | 0.00% | No change | 2,294 | $60K |
| FMR LLC | 0.00% | New | 2,103 | $55K |
| Citigroup Inc. | 0.00% | Add +10.5% | 1,995 | $52K |
| Elevation Wealth Partners, LLC | 0.02% | No change | 1,835 | $48K |
| Cwm, LLC | 0.00% | Add +1904.6% | 1,744 | $46K |
| Robinswood Financial LLC | 0.02% | No change | 1,630 | $42K |
| JPMorgan Chase & Co. | 0.00% | Reduce -87.2% | 1,480 | $39K |
| Bessemer Group Inc. | 0.00% | No change | 1,400 | $37K |
| Harbour Investments, Inc. | 0.00% | Reduce -70.5% | 1,040 | $27K |
| Bank of Montreal | 0.00% | No change | 845 | $22K |
| Geneos Wealth Management Inc. | 0.00% | No change | 781 | $20K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 689 | $18K |
| Breakwater Investment Management | 0.01% | — | 683 | $18K |
| Gould Capital, LLC | 0.01% | No change | 633 | $17K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 618 | $16K |
| Cape Investment Advisory, Inc. | 0.01% | Add +0.7% | 579 | $15K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 539 | $14K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 528 | $14K |
| First Horizon Advisors, Inc. | 0.00% | No change | 506 | $13K |
| City Holding Co. | 0.00% | No change | 500 | $13K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -16.7% | 474 | $12K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -95.6% | 426 | $11K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -45.8% | 405 | $11K |
| Front Row Advisors LLC | 0.00% | Add +25.9% | 350 | $9K |
| IFP Advisors, Inc | 0.00% | Reduce -0.3% | 326 | $9K |
| Phillips Financial Management, LLC | 0.00% | No change | 325 | $8K |
| Qube Research & Technologies Ltd | 0.00% | New | 247 | $6K |
| Motco | 0.00% | No change | 242 | $6K |
| NewSquare Capital LLC | 0.00% | No change | 236 | $6K |
| Kelly Financial Services LLC | 0.00% | Reduce -43.5% | 230 | $6K |
| Aspire Private Capital, LLC | 0.00% | Reduce -67.3% | 208 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | New | 205 | $5K |
| Jackson Hole Capital Partners, LLC | 0.00% | Add +0.5% | 187 | $5K |
| Franklin Resources Inc. | 0.00% | No change | 184 | $5K |
| Salem Investment Counselors Inc. | 0.00% | New | 142 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 129 | $3K |
| True Wealth Design, LLC | 0.00% | New | 121 | $3K |
| Pacifica Partners Inc. | 0.00% | No change | 118 | $3K |
| Avior Wealth Management, LLC | 0.00% | Reduce -60.6% | 74 | $2K |
| Castleview Partners, LLC | 0.00% | Add +333.3% | 65 | $2K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 62 | $2K |
| Allworth Financial LP | 0.00% | No change | 59 | $2K |
| Salomon & Ludwin, LLC | 0.00% | New | 53 | $1K |
| Pacific Center for Financial Services | 0.00% | No change | 47 | $1K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 47 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 40 | $991 |
| Continuum Advisory, LLC | 0.00% | New | 37 | $949 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 29 | $757 |
| Hollencrest Capital Management | 0.00% | No change | 26 | $678 |
| Signaturefd, LLC | 0.00% | No change | 26 | $678 |
| REAP Financial Group, LLC | 0.00% | No change | 20 | $522 |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -60.0% | 20 | $517 |
| CoreCap Advisors, LLC | 0.00% | New | 13 | $339 |
| Westside Investment Management, Inc. | 0.00% | No change | 12 | $313 |
| Smartleaf Asset Management LLC | 0.00% | New | 11 | $286 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 8 | $209 |
| Global Retirement Partners, LLC | 0.00% | No change | 2 | $52 |
| Global Financial Private Client, LLC | 0.00% | Reduce -99.8% | 2 | $52 |
| BNP Paribas Financial Markets | 0.00% | Reduce -50.0% | 1 | $26 |
"% 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.