State Street SPDR Dow JonesRWXETF
13F holders, Q2 2025 (June 30)137holders +24
33new positions
12sold out
2famous investors
$27.39avg. 13F price*
At the end of Q2 2025, 137 institutions reported holding State Street SPDR Dow Jones (RWX) in their 13F filings, up 24 from Q1 2025. 33 opened new positions and 12 sold out. The largest holders were State Street Corp. ($56.0M), Osborne Partners Capital Management, LLC ($32.1M) and Morgan Stanley ($24.2M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- State Street SPDR Dow Jones
- Filed as
- SPDR INDEX SHS FDS (Q2 2025)
- CUSIP
- 78463X863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $35.2M |
| Exits | 12 | $2.3M |
All 13F filers, Q1 2025 → Q2 2025: 4,099,428 shares bought and 702,462 shares sold, net +3,396,966 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 137 holders
| State Street Corp. | 0.00% | Add +184.7% | 2,043,085 | $56.0M |
| Osborne Partners Capital Management, LLC | 1.71% | Reduce -11.2% | 1,171,696 | $32.1M |
| Morgan Stanley | 0.00% | Reduce -0.4% | 881,779 | $24.2M |
| Northern Trust Corp. | 0.00% | Reduce -8.8% | 538,763 | $14.8M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | New | 515,868 | $14.1M |
| LPL Financial LLC | 0.00% | Add +1604.2% | 460,687 | $12.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +2145.7% | 387,405 | $10.6M |
| Assetmark, Inc. | 0.02% | Add +233.9% | 335,510 | $9.2M |
| Wells Fargo & Company | 0.00% | Reduce -7.8% | 319,613 | $8.8M |
| Innova Wealth Partners | 3.99% | Add +135.1% | 247,509 | $6.8M |
| D. E. Shaw & Co. | 0.01% | New | 227,893 | $6.2M |
| Money Design Co.,Ltd. | 0.22% | Reduce -6.3% | 160,839 | $4.4M |
| Awm Capital, LLC | 0.46% | Reduce -20.0% | 158,393 | $4.3M |
| Park Avenue Securities LLC | 0.03% | New | 116,413 | $3.2M |
| Idaho Trust Co | 1.08% | Add +19.9% | 110,008 | $3.0M |
| Baker Avenue Asset Management, LP | 0.09% | Reduce -2.6% | 109,628 | $3.0M |
| Sachem Hill LLC | 0.52% | Reduce -19.5% | 93,346 | $2.6M |
| Ballentine Partners, LLC | 0.04% | Add +95.6% | 90,659 | $2.5M |
| RPg Family Wealth Advisory, LLC | 0.63% | Reduce -2.0% | 86,584 | $2.4M |
| M&T Bank Corp | 0.01% | Reduce -37.2% | 84,901 | $2.3M |
| UBS Group AG | 0.00% | Reduce -12.9% | 82,571 | $2.3M |
| Bank of America Corp. | 0.00% | Reduce -41.2% | 79,408 | $2.2M |
| Austin Private Wealth, LLC | 0.14% | New | 65,043 | $1.8M |
| Florin Court Capital LLP | 1.79% | Add +66.2% | 64,023 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Add +33033.1% | 55,001 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.5% | 54,051 | $1.5M |
| Aspire Private Capital, LLC | 0.27% | New | 42,411 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +306.5% | 41,747 | $1.1M |
| Upper Left Wealth Management, LLC | 0.70% | Add +31.6% | 38,383 | $1.1M |
| Landmark Wealth Management, Inc. | 0.43% | New | 36,434 | $998K |
| Osaic Holdings, Inc. | 0.00% | Add +805.8% | 38,017 | $994K |
| Goldman Sachs Group Inc. | 0.00% | New | 33,503 | $918K |
| Aletheian Wealth Advisors LLC | 0.42% | No change | 31,043 | $851K |
| Mutual Advisors, LLC | 0.02% | New | 31,347 | $846K |
| Royal Bank of Canada | 0.00% | Add +44.7% | 28,619 | $785K |
| Cetera Investment Advisers | 0.00% | New | 26,977 | $739K |
| Sanctuary Advisors, LLC | 0.00% | Add +97.8% | 26,511 | $726K |
| Signal Advisors Wealth, LLC | 0.06% | New | 26,247 | $719K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -6.3% | 25,773 | $706K |
| Spire Wealth Management | 0.03% | Reduce -0.1% | 25,665 | $703K |
| Raleigh Capital Management Inc. | 0.29% | Add +0.0% | 24,879 | $682K |
| Savant Capital, LLC | 0.00% | Reduce -6.1% | 24,389 | $668K |
| New England Private Wealth Advisors LLC | 0.09% | No change | 23,987 | $642K |
| Harbour Investments, Inc. | 0.02% | New | 23,340 | $640K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.8% | 22,207 | $609K |
| HighTower Advisors, LLC | 0.00% | New | 21,633 | $593K |
| Investors Research Corp | 0.11% | Reduce -0.3% | 20,998 | $575K |
| Fairview Capital Investment Management, LLC | 0.03% | Reduce -2.0% | 18,860 | $517K |
| Citadel Advisors | 0.00% | New | 18,740 | $513K |
| Mission Wealth Management, LP | 0.01% | Reduce -7.4% | 18,618 | $510K |
| Bank of Montreal | 0.00% | Add +66.2% | 17,695 | $485K |
| CreativeOne Wealth, LLC | 0.01% | New | 15,527 | $425K |
| Fiducient Advisors LLC | 0.05% | New | 15,345 | $420K |
| AE Wealth Management LLC | 0.00% | Add +2931.3% | 15,278 | $419K |
| Valmark Advisers, Inc. | 0.01% | Reduce -52.0% | 15,168 | $416K |
| Maryland Capital Advisors Inc. | 0.16% | Reduce -29.9% | 15,040 | $412K |
| Savvy Advisors, Inc. | 0.03% | Reduce -4.3% | 14,995 | $411K |
| Private Advisor Group, LLC | 0.00% | Reduce -15.4% | 14,877 | $408K |
| Richardson Financial Services Inc. | 0.27% | Add +375.6% | 14,577 | $401K |
| Focus Partners Wealth | 0.00% | Reduce -90.6% | 14,376 | $394K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.0% | 14,330 | $393K |
| Comerica Bank | 0.00% | Add +2.8% | 12,153 | $333K |
| Aspiriant, LLC | 0.01% | No change | 11,657 | $319K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 11,209 | $307K |
| Balefire, LLC | 0.07% | New | 11,131 | $305K |
| Logan Stone Capital, LLC | 0.13% | Reduce -3.7% | 10,317 | $283K |
| GeoWealth Management, LLC | 0.01% | New | 10,124 | $277K |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.9% | 9,287 | $254K |
| Ascent Group, LLC | 0.01% | New | 8,731 | $239K |
| Novus Advisors, LLC | 0.36% | New | 8,563 | $235K |
| Global Financial Private Client, LLC | 0.08% | New | 8,217 | $225K |
| PNC Financial Services Group, Inc. | 0.00% | Add +300.7% | 7,974 | $218K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -19.7% | 7,913 | $217K |
| SBI Securities Co., Ltd. | 0.01% | Add +0.1% | 7,304 | $200K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -48.0% | 7,266 | $199K |
| US Bancorp \de | 0.00% | No change | 6,834 | $187K |
| Bear Mountain Capital, Inc. | 0.05% | Reduce -6.8% | 5,360 | $143K |
| Eastern Bank | 0.00% | No change | 5,000 | $137K |
| JPMorgan Chase & Co. | 0.00% | Add +8.7% | 4,227 | $116K |
| Raymond James Financial Inc. | 0.00% | New | 2,970 | $81K |
| Citigroup Inc. | 0.00% | No change | 2,542 | $70K |
| Fifth Third Bancorp | 0.00% | No change | 2,119 | $58K |
| IFP Advisors, Inc | 0.00% | New | 2,088 | $57K |
| Principal Securities, Inc. | 0.00% | New | 1,953 | $54K |
| Cwm, LLC | 0.00% | Reduce -49.2% | 1,739 | $48K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,400 | $38K |
| Richard W. Paul & Associates, LLC | 0.01% | New | 1,378 | $38K |
| Geneos Wealth Management Inc. | 0.00% | No change | 897 | $25K |
| Blair William & Co. | 0.00% | Reduce -46.9% | 785 | $22K |
| Breakwater Investment Management | 0.01% | Add +12.2% | 766 | $21K |
| Private Trust Co. NA | 0.00% | Add +18.0% | 746 | $20K |
| Beacon Capital Management, Inc. | 0.00% | New | 735 | $20K |
| Smartleaf Asset Management LLC | 0.00% | Add +3421.1% | 669 | $18K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 617 | $17K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 539 | $15K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 528 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1212.5% | 525 | $14K |
| Global Retirement Partners, LLC | 0.00% | — | 500 | $14K |
| City Holding Co. | 0.00% | No change | 500 | $14K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +0.6% | 489 | $13K |
| Jones Financial Companies LLLP | 0.00% | Add +36.9% | 490 | $13K |
| Consultiva Wealth Management, Corp. | 0.04% | No change | 450 | $12K |
| Bridge Generations Wealth Management LLC | 0.01% | Reduce -49.6% | 398 | $11K |
| Allworth Financial LP | 0.00% | No change | 344 | $9K |
| Motco | 0.00% | No change | 242 | $6K |
| Creative Financial Designs Inc. | 0.00% | New | 228 | $6K |
| Horizon Bancorp Inc. | 0.00% | No change | 208 | $6K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 219 | $6K |
| Farther Finance Advisors, LLC | 0.00% | New | 207 | $6K |
| Jackson Hole Capital Partners, LLC | 0.00% | Add +0.5% | 196 | $5K |
| Front Row Advisors LLC | 0.00% | Reduce -32.7% | 187 | $5K |
| Franklin Resources Inc. | 0.00% | No change | 184 | $5K |
| Transce3nd, LLC | 0.00% | New | 183 | $5K |
| Gould Capital, LLC | 0.00% | Reduce -10.7% | 167 | $5K |
| National Bank of Canada | 0.00% | Reduce -80.6% | 159 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | Add +1.4% | 144 | $4K |
| Salem Investment Counselors Inc. | 0.00% | No change | 142 | $4K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 134 | $4K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 115 | $3K |
| NewSquare Capital LLC | 0.00% | New | 111 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 129 | $3K |
| Evolution Wealth Management Inc. | 0.00% | — | 100 | $3K |
| Covestor Ltd | 0.00% | New | 84 | $2K |
| Ameritas Advisory Services, LLC | 0.00% | New | 70 | $2K |
| Bellwether Advisors, 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 |
| Arax Advisory Partners | 0.00% | No change | 33 | $905 |
| Quest 10 Wealth Builders, Inc. | 0.00% | Add +13.8% | 33 | $904 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 29 | $795 |
| Salomon & Ludwin, LLC | 0.00% | Reduce -49.1% | 27 | $742 |
| Hollencrest Capital Management | 0.00% | No change | 26 | $712 |
| Copia Wealth Management | 0.00% | No change | 23 | $630 |
| Frazier Financial Advisors, LLC | 0.00% | Add +4.8% | 22 | $591 |
| MAI Capital Management | 0.00% | No change | 16 | $439 |
| Westside Investment Management, Inc. | 0.00% | No change | 12 | $329 |
| CoreCap Advisors, LLC | 0.00% | Reduce -27.3% | 8 | $219 |
"% 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.