State Street SPDR Dow JonesRWXETF
13F holders, Q3 2024 (September 30)136holders +10
20new positions
8sold out
1famous investor
$27.56avg. 13F price*
At the end of Q3 2024, 136 institutions reported holding State Street SPDR Dow Jones (RWX) in their 13F filings, up 10 from Q2 2024. 20 opened new positions and 8 sold out. The largest holders were Osborne Partners Capital Management, LLC ($33.8M), Morgan Stanley ($27.0M) and Northern Trust Corp. ($19.2M). 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 (Q3 2024)
- CUSIP
- 78463X863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $6.3M |
| Exits | 8 | $53K |
All 13F filers, Q2 2024 → Q3 2024: 384,927 shares bought and 411,926 shares sold, net −26,999 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 136 holders
| Osborne Partners Capital Management, LLC | 1.92% | Add +2.3% | 1,225,509 | $33.8M |
| Morgan Stanley | 0.00% | Add +4.9% | 980,367 | $27.0M |
| Northern Trust Corp. | 0.00% | Reduce -0.8% | 697,976 | $19.2M |
| Wells Fargo & Company | 0.00% | Reduce -18.1% | 437,231 | $12.1M |
| Awm Capital, LLC | 1.00% | Add +12.0% | 299,868 | $8.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -16.3% | 183,879 | $5.1M |
| State Street Corp. | 0.00% | Reduce 0.0% | 157,649 | $4.3M |
| Money Design Co.,Ltd. | 0.21% | Reduce -2.8% | 151,881 | $4.2M |
| SG Americas Securities, LLC | 0.02% | Reduce -16.8% | 149,967 | $4.1M |
| Bank of America Corp. | 0.00% | Reduce -12.6% | 142,451 | $3.9M |
| M&T Bank Corp | 0.01% | Reduce -16.3% | 140,961 | $3.9M |
| UBS Group AG | 0.00% | Reduce -0.4% | 133,099 | $3.7M |
| Sachem Hill LLC | 0.68% | Add +5.5% | 122,355 | $3.4M |
| Assetmark, Inc. | 0.01% | Reduce -2.0% | 104,315 | $2.9M |
| Baker Avenue Asset Management, LP | 0.09% | Add +5.7% | 101,055 | $2.8M |
| Idaho Trust Co | 1.27% | Add +24.8% | 95,831 | $2.6M |
| RPg Family Wealth Advisory, LLC | 0.78% | Add +5.1% | 87,654 | $2.4M |
| Florin Court Capital LLP | 1.77% | New | 79,922 | $2.2M |
| Jane Street Group, LLC | 0.00% | New | 59,556 | $1.6M |
| Upper Left Wealth Management, LLC | 1.16% | Add +7.8% | 48,802 | $1.3M |
| Ballentine Partners, LLC | 0.02% | Reduce -0.3% | 44,584 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +6.4% | 43,641 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -16.3% | 42,095 | $1.2M |
| LPL Financial LLC | 0.00% | Add +4.0% | 40,117 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.9% | 34,838 | $961K |
| Savant Capital, LLC | 0.01% | Reduce -5.9% | 33,696 | $929K |
| Spire Wealth Management | 0.03% | Reduce -12.3% | 32,282 | $890K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.3% | 29,983 | $827K |
| Aletheian Wealth Advisors LLC | 0.48% | Reduce -10.5% | 29,975 | $826K |
| Maryland Capital Advisors Inc. | 0.38% | No change | 28,333 | $781K |
| New England Private Wealth Advisors LLC | 0.11% | Add +1.1% | 23,987 | $661K |
| Fairview Capital Investment Management, LLC | 0.03% | No change | 22,595 | $623K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.0% | 22,547 | $622K |
| Susquehanna International Group, LLP | 0.00% | Reduce -80.9% | 21,139 | $583K |
| Investors Research Corp | 0.13% | No change | 21,091 | $581K |
| Mission Wealth Management, LP | 0.01% | Reduce -16.3% | 20,585 | $568K |
| Valmark Advisers, Inc. | 0.01% | Add +0.1% | 20,176 | $556K |
| Colorado Capital Management, Inc. | 0.27% | Reduce -8.7% | 20,001 | $551K |
| Royal Bank of Canada | 0.00% | Add +9.1% | 19,346 | $535K |
| Corient Private Wealth LP | 0.00% | Reduce -46.8% | 16,978 | $468K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -26.5% | 16,752 | $462K |
| Osaic Holdings, Inc. | 0.00% | Add +9.2% | 16,479 | $454K |
| CW Advisors, LLC | 0.01% | No change | 15,831 | $436K |
| Fiducient Advisors LLC | 0.05% | No change | 15,345 | $423K |
| Mercer Global Advisors Inc. | 0.00% | Add +5.6% | 15,307 | $422K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.2% | 14,800 | $408K |
| Focus Partners Wealth | 0.00% | New | 14,313 | $395K |
| Comerica Bank | 0.00% | Reduce -2.8% | 13,187 | $364K |
| RFG Advisory, LLC | 0.01% | New | 10,818 | $298K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.8% | 11,860 | $287K |
| US Bancorp \de | 0.00% | No change | 9,834 | $271K |
| Truist Financial Corp. | 0.00% | Reduce -28.7% | 9,733 | $268K |
| Virtu Financial LLC | 0.01% | Reduce -68.9% | 9,114 | $251K |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.2% | 8,945 | $247K |
| Lido Advisors, LLC | 0.00% | Reduce -14.5% | 8,545 | $236K |
| Aspiriant, LLC | 0.01% | Reduce -20.8% | 8,526 | $235K |
| Marble Harbor Investment Counsel, LLC | 0.03% | No change | 8,500 | $234K |
| Logan Stone Capital, LLC | 0.06% | New | 8,423 | $232K |
| Bank of Nova Scotia | 0.00% | New | 8,340 | $230K |
| Citadel Advisors | 0.00% | New | 8,310 | $229K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -16.7% | 8,236 | $227K |
| Old Port Advisors | 0.06% | New | 8,163 | $225K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -51.7% | 8,003 | $221K |
| Old Mission Capital LLC | 0.00% | Reduce -51.2% | 7,938 | $219K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 7,900 | $218K |
| Bear Mountain Capital, Inc. | 0.08% | Reduce -2.9% | 8,135 | $215K |
| Creative Planning | 0.00% | New | 7,333 | $202K |
| BBJS Financial Advisors, LLC | 0.05% | Reduce -10.6% | 5,034 | $139K |
| Eastern Bank | 0.00% | New | 5,000 | $138K |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.9% | 4,920 | $136K |
| Oarsman Capital, Inc. | 0.02% | New | 4,750 | $131K |
| Bank of Montreal | 0.00% | Add +301.4% | 4,195 | $117K |
| Blair William & Co. | 0.00% | No change | 4,156 | $115K |
| Richardson Financial Services Inc. | 0.06% | No change | 4,001 | $96K |
| Paladin Advisory Group, LLC | 0.07% | No change | 3,322 | $92K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 2,671 | $74K |
| Private Trust Co. NA | 0.01% | No change | 2,350 | $65K |
| JPMorgan Chase & Co. | 0.00% | Add +117.2% | 2,315 | $64K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 2,285 | $63K |
| Fifth Third Bancorp | 0.00% | No change | 2,119 | $58K |
| Citigroup Inc. | 0.00% | No change | 1,995 | $55K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,990 | $55K |
| Bessemer Group Inc. | 0.00% | No change | 1,962 | $54K |
| Elevation Wealth Partners, LLC | 0.02% | No change | 1,835 | $51K |
| Cwm, LLC | 0.00% | Reduce -0.1% | 1,756 | $48K |
| Robinswood Financial LLC | 0.02% | No change | 1,630 | $45K |
| Harbour Investments, Inc. | 0.00% | Add +1.9% | 1,431 | $39K |
| Geneos Wealth Management Inc. | 0.00% | No change | 867 | $24K |
| Qube Research & Technologies Ltd | 0.00% | Add +568.5% | 829 | $23K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 689 | $19K |
| Breakwater Investment Management | 0.01% | No change | 683 | $19K |
| National Bank of Canada | 0.00% | New | 609 | $17K |
| FAS Wealth Partners, Inc. | 0.00% | New | 587 | $16K |
| Gould Capital, LLC | 0.01% | No change | 580 | $16K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 539 | $15K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 528 | $15K |
| City Holding Co. | 0.00% | No change | 500 | $14K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +0.6% | 481 | $13K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -3.7% | 420 | $12K |
| Lindbrook Capital, LLC | 0.00% | New | 400 | $11K |
"% 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.