State Street SPDR Dow JonesRWXETF
13F holders, Q1 2025 (March 31)113holders −10
11new positions
20sold out
$24.48avg. 13F price*
At the end of Q1 2025, 113 institutions reported holding State Street SPDR Dow Jones (RWX) in their 13F filings, down 10 from Q4 2024. 11 opened new positions and 20 sold out. The largest holders were Osborne Partners Capital Management, LLC ($32.3M), Morgan Stanley ($21.7M) and State Street Corp. ($17.6M).
- Company
- State Street SPDR Dow Jones
- Filed as
- SPDR INDEX SHS FDS (Q1 2025)
- CUSIP
- 78463X863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $21.8M |
| Exits | 20 | $3.1M |
All 13F filers, Q4 2024 → Q1 2025: 1,225,337 shares bought and 653,550 shares sold, net +571,787 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 113 holders
| Osborne Partners Capital Management, LLC | 1.86% | Add +7.2% | 1,319,809 | $32.3M |
| Morgan Stanley | 0.00% | Reduce -3.5% | 885,022 | $21.7M |
| State Street Corp. | 0.00% | New | 717,745 | $17.6M |
| Northern Trust Corp. | 0.00% | Reduce -5.9% | 590,811 | $14.5M |
| Wells Fargo & Company | 0.00% | Reduce -7.7% | 346,617 | $8.5M |
| Awm Capital, LLC | 0.57% | Reduce -16.3% | 197,914 | $4.8M |
| Money Design Co.,Ltd. | 0.21% | Add +11.3% | 171,720 | $4.2M |
| Focus Partners Wealth | 0.01% | Add +942.1% | 153,647 | $3.8M |
| M&T Bank Corp | 0.01% | Reduce -3.0% | 135,100 | $3.3M |
| Bank of America Corp. | 0.00% | Add +32.6% | 135,030 | $3.3M |
| Sachem Hill LLC | 0.56% | Reduce -4.0% | 115,982 | $2.8M |
| Baker Avenue Asset Management, LP | 0.09% | Add +7.0% | 112,605 | $2.8M |
| Innova Wealth Partners | 1.60% | New | 105,267 | $2.6M |
| Assetmark, Inc. | 0.01% | Reduce -5.3% | 100,472 | $2.5M |
| UBS Group AG | 0.00% | Add +6.1% | 94,808 | $2.3M |
| Idaho Trust Co | 0.92% | Reduce -9.3% | 91,776 | $2.2M |
| RPg Family Wealth Advisory, LLC | 0.62% | Add +4.0% | 88,313 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +42.9% | 53,230 | $1.3M |
| Strategic Investment Management, LLC | 0.48% | No change | 48,350 | $1.2M |
| Ballentine Partners, LLC | 0.02% | Add +34.3% | 46,347 | $1.1M |
| Florin Court Capital LLP | 0.98% | New | 38,517 | $943K |
| Valmark Advisers, Inc. | 0.01% | Add +5.9% | 31,574 | $773K |
| Aletheian Wealth Advisors LLC | 0.43% | Add +3.4% | 31,043 | $760K |
| Upper Left Wealth Management, LLC | 0.51% | Reduce -39.4% | 29,169 | $714K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -22.8% | 27,508 | $673K |
| LPL Financial LLC | 0.00% | Reduce -33.2% | 27,032 | $662K |
| Savant Capital, LLC | 0.01% | Reduce -16.2% | 25,964 | $636K |
| Spire Wealth Management | 0.02% | Reduce -20.4% | 25,685 | $629K |
| New England Private Wealth Advisors LLC | 0.09% | No change | 23,987 | $587K |
| Maryland Capital Advisors Inc. | 0.23% | Reduce -23.4% | 21,449 | $525K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.4% | 21,184 | $519K |
| Investors Research Corp | 0.11% | No change | 21,056 | $515K |
| Mission Wealth Management, LP | 0.01% | Add +9.7% | 20,108 | $492K |
| Royal Bank of Canada | 0.00% | Reduce -1.4% | 19,782 | $483K |
| Fairview Capital Investment Management, LLC | 0.03% | Reduce -15.8% | 19,245 | $471K |
| Private Advisor Group, LLC | 0.00% | Reduce -29.6% | 17,585 | $430K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -53.2% | 17,251 | $422K |
| Old Mission Capital LLC | 0.01% | Reduce -88.1% | 16,471 | $403K |
| Savvy Advisors, Inc. | 0.04% | Add +5.4% | 15,675 | $384K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.6% | 14,185 | $347K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.7% | 13,970 | $342K |
| Sanctuary Advisors, LLC | 0.00% | Add +12.9% | 13,405 | $328K |
| Comerica Bank | 0.00% | Reduce -10.6% | 11,822 | $289K |
| Aspiriant, LLC | 0.01% | New | 11,657 | $285K |
| Logan Stone Capital, LLC | 0.12% | Reduce -57.3% | 10,717 | $262K |
| Bank of Montreal | 0.00% | No change | 10,645 | $261K |
| Susquehanna International Group, LLP | 0.00% | Reduce -80.8% | 10,481 | $257K |
| Jane Street Group, LLC | 0.00% | Reduce -84.4% | 10,269 | $251K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 9,858 | $241K |
| Ameriprise Financial Inc. | 0.00% | Add +8.8% | 9,762 | $239K |
| Corient Private Wealth LP | 0.00% | Reduce -36.9% | 9,082 | $222K |
| SBI Securities Co., Ltd. | 0.01% | Add +7.7% | 7,298 | $179K |
| US Bancorp \de | 0.00% | Reduce -2.0% | 6,834 | $167K |
| SVB Wealth LLC | 0.01% | New | 6,183 | $151K |
| Bear Mountain Capital, Inc. | 0.06% | Reduce -13.4% | 5,749 | $150K |
| Eastern Bank | 0.00% | No change | 5,000 | $122K |
| Osaic Holdings, Inc. | 0.00% | Reduce -70.2% | 4,197 | $103K |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.4% | 3,888 | $95K |
| Cwm, LLC | 0.00% | Add +95.0% | 3,424 | $84K |
| Richardson Financial Services Inc. | 0.06% | Reduce -27.4% | 3,065 | $75K |
| Citigroup Inc. | 0.00% | New | 2,542 | $62K |
| Fifth Third Bancorp | 0.00% | No change | 2,119 | $52K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,990 | $49K |
| Blair William & Co. | 0.00% | No change | 1,479 | $36K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,400 | $34K |
| Geneos Wealth Management Inc. | 0.00% | Add +3.3% | 897 | $22K |
| National Bank of Canada | 0.00% | Reduce -26.9% | 819 | $20K |
| Bridge Generations Wealth Management LLC | 0.01% | Add +100.0% | 790 | $19K |
| Breakwater Investment Management | 0.01% | No change | 683 | $17K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 689 | $16K |
| Private Trust Co. NA | 0.00% | Reduce -73.1% | 632 | $15K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 539 | $13K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 528 | $13K |
| AE Wealth Management LLC | 0.00% | Reduce -64.5% | 504 | $12K |
| City Holding Co. | 0.00% | No change | 500 | $12K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +0.6% | 486 | $12K |
| FMR LLC | 0.00% | Add +62.1% | 475 | $12K |
| Consultiva Wealth Management, Corp. | 0.04% | No change | 450 | $11K |
| Allworth Financial LP | 0.00% | Add +19.4% | 344 | $9K |
| Jones Financial Companies LLLP | 0.00% | No change | 358 | $9K |
| Front Row Advisors LLC | 0.00% | No change | 278 | $7K |
| Motco | 0.00% | No change | 242 | $6K |
| Private Wealth Asset Management, LLC | 0.00% | — | 219 | $5K |
| Horizon Bancorp Inc. | 0.00% | No change | 208 | $5K |
| Jackson Hole Capital Partners, LLC | 0.00% | Add +1.0% | 195 | $5K |
| Gould Capital, LLC | 0.00% | Reduce -67.8% | 187 | $5K |
| Franklin Resources Inc. | 0.00% | Reduce -69.9% | 184 | $5K |
| NewEdge Advisors, LLC | 0.00% | Reduce -97.3% | 166 | $4K |
| Mather Group, Llc. | 0.00% | No change | 157 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | Add +0.7% | 142 | $3K |
| Salem Investment Counselors Inc. | 0.00% | No change | 142 | $3K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 134 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 129 | $3K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 115 | $3K |
| Indiana Trust & Investment Management Co | 0.00% | Reduce -65.5% | 85 | $2K |
| Bellwether Advisors, LLC | 0.00% | No change | 53 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 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 | $979 |
"% 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.