State Street SPDR Dow JonesRWXETF
13F holders, Q3 2025 (September 30)112holders −25
12new positions
36sold out
1famous investor
$27.81avg. 13F price*
At the end of Q3 2025, 112 institutions reported holding State Street SPDR Dow Jones (RWX) in their 13F filings, down 25 from Q2 2025. 12 opened new positions and 36 sold out. The largest holders were Osborne Partners Capital Management, LLC ($32.5M), Morgan Stanley ($23.2M) and State Street Corp. ($21.5M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- State Street SPDR Dow Jones
- Filed as
- SPDR INDEX SHS FDS (Q3 2025)
- CUSIP
- 78463X863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.6M |
| Exits | 36 | $39.4M |
All 13F filers, Q2 2025 → Q3 2025: 537,308 shares bought and 3,939,079 shares sold, net −3,401,771 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 112 holders
| Osborne Partners Capital Management, LLC | 1.65% | Reduce -0.4% | 1,166,967 | $32.5M |
| Morgan Stanley | 0.00% | Reduce -5.5% | 833,229 | $23.2M |
| State Street Corp. | 0.00% | Reduce -62.1% | 774,013 | $21.5M |
| Northern Trust Corp. | 0.00% | Add +15.9% | 624,342 | $17.4M |
| Baker Avenue Asset Management, LP | 0.23% | Add +219.8% | 350,633 | $9.8M |
| Wells Fargo & Company | 0.00% | Reduce -9.8% | 288,341 | $8.0M |
| Innova Wealth Partners | 2.22% | Reduce -40.4% | 147,455 | $4.1M |
| Awm Capital, LLC | 0.35% | Reduce -12.3% | 138,938 | $3.9M |
| Idaho Trust Co | 1.05% | Add +2.3% | 112,482 | $3.1M |
| Jane Street Group, LLC | 0.00% | Add +146.6% | 102,949 | $2.9M |
| Assetmark, Inc. | 0.01% | Reduce -73.1% | 90,348 | $2.5M |
| Ballentine Partners, LLC | 0.03% | Reduce -0.4% | 90,334 | $2.5M |
| Sachem Hill LLC | 0.49% | Reduce -4.8% | 88,852 | $2.5M |
| RPg Family Wealth Advisory, LLC | 0.54% | Add +1.6% | 87,944 | $2.4M |
| UBS Group AG | 0.00% | Add +1.9% | 84,147 | $2.3M |
| M&T Bank Corp | 0.01% | Reduce -9.5% | 76,807 | $2.1M |
| Bank of America Corp. | 0.00% | Reduce -8.2% | 72,890 | $2.0M |
| LPL Financial LLC | 0.00% | Reduce -85.2% | 68,042 | $1.9M |
| Florin Court Capital LLP | 1.40% | No change | 64,023 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.4% | 54,290 | $1.5M |
| Flow Traders U.S. LLC | 0.06% | New | 52,118 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 44,833 | $1.2M |
| Upper Left Wealth Management, LLC | 0.65% | Reduce -2.3% | 37,489 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.4% | 34,832 | $970K |
| Mutual Advisors, LLC | 0.02% | Add +6.5% | 33,401 | $947K |
| Old Mission Capital LLC | 0.03% | New | 31,042 | $863K |
| Aletheian Wealth Advisors LLC | 0.40% | Reduce -0.7% | 30,823 | $857K |
| Rockefeller Capital Management L.P. | 0.00% | Add +9.7% | 28,265 | $786K |
| Spire Wealth Management | 0.02% | No change | 25,665 | $714K |
| Savant Capital, LLC | 0.00% | Reduce -1.5% | 24,033 | $668K |
| New England Private Wealth Advisors LLC | 0.09% | No change | 23,987 | $667K |
| Bank of Montreal | 0.00% | Add +34.8% | 23,848 | $663K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.8% | 23,492 | $647K |
| Royal Bank of Canada | 0.00% | Reduce -26.7% | 20,972 | $584K |
| Investors Research Corp | 0.10% | Reduce -8.4% | 19,241 | $535K |
| Fairview Capital Investment Management, LLC | 0.03% | No change | 18,860 | $524K |
| Mission Wealth Management, LP | 0.01% | Reduce -1.3% | 18,386 | $511K |
| Valmark Advisers, Inc. | 0.01% | Add +0.1% | 15,183 | $422K |
| Maryland Capital Advisors Inc. | 0.15% | Reduce -0.4% | 14,984 | $417K |
| Private Advisor Group, LLC | 0.00% | Reduce -11.0% | 13,244 | $368K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -7.8% | 13,205 | $367K |
| Focus Partners Wealth | 0.00% | Reduce -9.0% | 13,085 | $364K |
| Comerica Bank | 0.00% | Add +3.6% | 12,588 | $350K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -55.1% | 11,912 | $331K |
| Aspiriant, LLC | 0.01% | No change | 11,657 | $324K |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.4% | 9,254 | $257K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | No change | 7,913 | $220K |
| D. E. Shaw & Co. | 0.00% | Reduce -96.5% | 7,893 | $220K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.0% | 7,268 | $202K |
| US Bancorp \de | 0.00% | Add +6.1% | 7,250 | $202K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -1.4% | 7,201 | $200K |
| Eastern Bank | 0.00% | No change | 5,000 | $139K |
| Bear Mountain Capital, Inc. | 0.04% | Reduce -11.7% | 4,734 | $132K |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.3% | 3,538 | $98K |
| Citigroup Inc. | 0.00% | No change | 2,542 | $71K |
| Richardson Financial Services Inc. | 0.04% | Reduce -83.7% | 2,380 | $66K |
| Fifth Third Bancorp | 0.00% | No change | 2,119 | $59K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -75.0% | 1,990 | $55K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -28.6% | 1,000 | $28K |
| Geneos Wealth Management Inc. | 0.00% | No change | 897 | $25K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 873 | $24K |
| CIBC Private Wealth Group LLC | 0.00% | New | 805 | $22K |
| Blair William & Co. | 0.00% | Reduce -7.1% | 729 | $20K |
| City Holding Co. | 0.00% | Add +40.0% | 700 | $19K |
| Private Trust Co. NA | 0.00% | Reduce -15.3% | 632 | $18K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 617 | $17K |
| Qube Research & Technologies Ltd | 0.00% | New | 556 | $15K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 539 | $15K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 528 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 525 | $15K |
| Cwm, LLC | 0.00% | Reduce -70.6% | 511 | $14K |
| Jones Financial Companies LLLP | 0.00% | Add +0.2% | 491 | $14K |
| Breakwater Investment Management | 0.00% | Reduce -37.7% | 477 | $13K |
| Consultiva Wealth Management, Corp. | 0.04% | No change | 450 | $13K |
| Bridge Generations Wealth Management LLC | 0.01% | No change | 398 | $11K |
| Beacon Capital Management, Inc. | 0.00% | Reduce -46.1% | 396 | $11K |
| Global Retirement Partners, LLC | 0.00% | Reduce -29.6% | 352 | $10K |
| Allworth Financial LP | 0.00% | Reduce -6.4% | 322 | $9K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -37.4% | 306 | $9K |
| Motco | 0.00% | No change | 242 | $7K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 219 | $6K |
| Horizon Bancorp Inc. | 0.00% | No change | 208 | $6K |
| Jackson Hole Capital Partners, LLC | 0.00% | Add +1.5% | 199 | $6K |
| Franklin Resources Inc. | 0.00% | No change | 184 | $5K |
| Quent Capital, LLC | 0.00% | New | 175 | $5K |
| NewEdge Advisors, LLC | 0.00% | Reduce -99.7% | 172 | $5K |
| Mather Group, Llc. | 0.00% | New | 157 | $4K |
| Creative Financial Designs Inc. | 0.00% | Reduce -35.1% | 148 | $4K |
| Salem Investment Counselors Inc. | 0.00% | No change | 142 | $4K |
| Front Row Advisors LLC | 0.00% | Reduce -24.1% | 142 | $4K |
| National Bank of Canada | 0.00% | Reduce -11.3% | 141 | $4K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 134 | $4K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -10.8% | 115 | $3K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 115 | $3K |
| MAI Capital Management | 0.00% | Add +581.3% | 109 | $3K |
| Evolution Wealth Management Inc. | 0.00% | No change | 100 | $3K |
| AE Wealth Management LLC | 0.00% | Reduce -99.5% | 80 | $2K |
| Gould Capital, LLC | 0.00% | Reduce -57.5% | 71 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 63 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Add +81.8% | 60 | $2K |
"% 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.