State Street SPDR Dow JonesRWXETF
13F holders, Q4 2024 (December 31)123holders −13
11new positions
27sold out
1famous investor
$23.06avg. 13F price*
At the end of Q4 2024, 123 institutions reported holding State Street SPDR Dow Jones (RWX) in their 13F filings, down 13 from Q3 2024. 11 opened new positions and 27 sold out. The largest holders were Osborne Partners Capital Management, LLC ($28.4M), Morgan Stanley ($21.1M) and Northern Trust Corp. ($14.5M). 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 (Q4 2024)
- CUSIP
- 78463X863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $1.5M |
| Exits | 27 | $13.6M |
All 13F filers, Q3 2024 → Q4 2024: 333,670 shares bought and 1,072,488 shares sold, net −738,818 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 123 holders
| Osborne Partners Capital Management, LLC | 1.64% | Add +0.4% | 1,230,690 | $28.4M |
| Morgan Stanley | 0.00% | Reduce -6.4% | 917,193 | $21.1M |
| Northern Trust Corp. | 0.00% | Reduce -10.1% | 627,632 | $14.5M |
| Wells Fargo & Company | 0.00% | Reduce -14.1% | 375,639 | $8.7M |
| Awm Capital, LLC | 0.67% | Reduce -21.2% | 236,373 | $5.4M |
| Money Design Co.,Ltd. | 0.18% | Add +1.6% | 154,263 | $3.6M |
| M&T Bank Corp | 0.01% | Reduce -1.1% | 139,351 | $3.2M |
| Old Mission Capital LLC | 0.07% | Add +1640.2% | 138,134 | $3.2M |
| Sachem Hill LLC | 0.58% | Reduce -1.2% | 120,870 | $2.8M |
| Assetmark, Inc. | 0.01% | Add +1.7% | 106,088 | $2.4M |
| Baker Avenue Asset Management, LP | 0.07% | Add +4.2% | 105,249 | $2.4M |
| Bank of America Corp. | 0.00% | Reduce -28.5% | 101,798 | $2.3M |
| Idaho Trust Co | 1.17% | Add +5.6% | 101,221 | $2.3M |
| UBS Group AG | 0.00% | Reduce -32.9% | 89,378 | $2.1M |
| RPg Family Wealth Advisory, LLC | 0.69% | Reduce -3.1% | 84,939 | $2.0M |
| Jane Street Group, LLC | 0.00% | Add +10.6% | 65,872 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +158.4% | 54,625 | $1.3M |
| Strategic Investment Management, LLC | 0.38% | New | 48,350 | $1.1M |
| Upper Left Wealth Management, LLC | 0.95% | Reduce -1.4% | 48,110 | $1.1M |
| LPL Financial LLC | 0.00% | Add +0.9% | 40,474 | $933K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -14.7% | 37,246 | $858K |
| Envestnet Asset Management Inc. | 0.00% | Add +23.1% | 36,894 | $850K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -15.4% | 35,612 | $821K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -80.7% | 35,442 | $817K |
| Ballentine Partners, LLC | 0.01% | Reduce -22.6% | 34,508 | $795K |
| Virtu Financial LLC | 0.04% | Add +260.9% | 32,890 | $758K |
| Spire Wealth Management | 0.02% | No change | 32,282 | $744K |
| Savant Capital, LLC | 0.01% | Reduce -8.1% | 30,975 | $714K |
| Aletheian Wealth Advisors LLC | 0.41% | Add +0.1% | 30,020 | $692K |
| Valmark Advisers, Inc. | 0.01% | Add +47.8% | 29,818 | $687K |
| Maryland Capital Advisors Inc. | 0.30% | Reduce -1.2% | 27,983 | $645K |
| Logan Stone Capital, LLC | 0.19% | Add +198.3% | 25,124 | $579K |
| Private Advisor Group, LLC | 0.00% | Reduce -28.3% | 24,967 | $575K |
| New England Private Wealth Advisors LLC | 0.09% | No change | 23,987 | $553K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.8% | 23,396 | $539K |
| Fairview Capital Investment Management, LLC | 0.03% | Add +1.1% | 22,845 | $526K |
| Investors Research Corp | 0.11% | Reduce -0.2% | 21,056 | $485K |
| Royal Bank of Canada | 0.00% | Add +3.8% | 20,071 | $462K |
| Mission Wealth Management, LP | 0.01% | Reduce -11.0% | 18,325 | $422K |
| Fiducient Advisors LLC | 0.04% | No change | 15,345 | $354K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.8% | 15,186 | $350K |
| Savvy Advisors, Inc. | 0.04% | New | 14,870 | $343K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.1% | 14,820 | $341K |
| Focus Partners Wealth | 0.00% | Add +3.0% | 14,744 | $340K |
| Corient Private Wealth LP | 0.00% | Reduce -15.3% | 14,381 | $331K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.4% | 14,105 | $325K |
| Citadel Advisors | 0.00% | Add +64.7% | 13,684 | $315K |
| Comerica Bank | 0.00% | Add +0.2% | 13,219 | $305K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.1% | 11,870 | $285K |
| Colorado Capital Management, Inc. | 0.12% | Reduce -45.8% | 10,849 | $250K |
| Bank of Montreal | 0.00% | Add +153.8% | 10,645 | $245K |
| Truist Financial Corp. | 0.00% | Add +8.3% | 10,538 | $243K |
| Ameriprise Financial Inc. | 0.00% | Add +0.3% | 8,971 | $207K |
| US Bancorp \de | 0.00% | Reduce -29.1% | 6,972 | $161K |
| SBI Securities Co., Ltd. | 0.00% | — | 6,775 | $156K |
| Bear Mountain Capital, Inc. | 0.06% | Reduce -18.4% | 6,637 | $154K |
| NewEdge Advisors, LLC | 0.00% | Add +25.4% | 6,171 | $142K |
| Eastern Bank | 0.00% | No change | 5,000 | $115K |
| Franklin Resources Inc. | 0.00% | Add +232.6% | 612 | $108K |
| Oarsman Capital, Inc. | 0.02% | Reduce -2.6% | 4,625 | $107K |
| JPMorgan Chase & Co. | 0.00% | Add +98.6% | 4,598 | $106K |
| Richardson Financial Services Inc. | 0.07% | Add +5.5% | 4,221 | $97K |
| Paladin Advisory Group, LLC | 0.06% | No change | 3,322 | $77K |
| Private Trust Co. NA | 0.01% | No change | 2,350 | $54K |
| Fifth Third Bancorp | 0.00% | No change | 2,119 | $49K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,990 | $46K |
| Harbour Investments, Inc. | 0.00% | Add +23.2% | 1,763 | $41K |
| Cwm, LLC | 0.00% | No change | 1,756 | $40K |
| Creative Planning | 0.00% | Reduce -77.9% | 1,620 | $37K |
| Blair William & Co. | 0.00% | Reduce -64.4% | 1,479 | $34K |
| AE Wealth Management LLC | 0.00% | New | 1,418 | $33K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -47.6% | 1,400 | $32K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 1,296 | $30K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -93.2% | 1,140 | $26K |
| National Bank of Canada | 0.00% | Add +84.1% | 1,121 | $26K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.1% | 868 | $20K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 689 | $16K |
| Breakwater Investment Management | 0.01% | No change | 683 | $16K |
| Gould Capital, LLC | 0.01% | No change | 580 | $13K |
| Raleigh Capital Management Inc. | 0.01% | Add +36.4% | 573 | $13K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 539 | $12K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 528 | $12K |
| City Holding Co. | 0.00% | No change | 500 | $12K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +0.4% | 483 | $11K |
| Consultiva Wealth Management, Corp. | 0.05% | New | 450 | $10K |
| Lindbrook Capital, LLC | 0.00% | No change | 400 | $9K |
| Bridge Generations Wealth Management LLC | 0.01% | — | 395 | $9K |
| Jones Financial Companies LLLP | 0.00% | Add +128.0% | 358 | $8K |
| Phillips Financial Management, LLC | 0.00% | No change | 325 | $7K |
| FMR LLC | 0.00% | Add +0.7% | 293 | $7K |
| Allworth Financial LP | 0.00% | Add +388.1% | 288 | $7K |
| Front Row Advisors LLC | 0.00% | No change | 278 | $6K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 246 | $6K |
| Motco | 0.00% | No change | 242 | $6K |
| Horizon Bancorp Inc. | 0.00% | New | 208 | $5K |
| Jackson Hole Capital Partners, LLC | 0.00% | Add +1.1% | 193 | $4K |
| Mather Group, Llc. | 0.00% | No change | 157 | $4K |
| Salem Investment Counselors Inc. | 0.00% | No change | 142 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -41.5% | 141 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 129 | $3K |
"% 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.