State Street SPDR Dow JonesRWXETF
13F holders, Q4 2025 (December 31)118holders +6
11new positions
9sold out
1famous investor
$28.00avg. 13F price*
At the end of Q4 2025, 118 institutions reported holding State Street SPDR Dow Jones (RWX) in their 13F filings, up 6 from Q3 2025. 11 opened new positions and 9 sold out. The largest holders were Osborne Partners Capital Management, LLC ($32.1M), Morgan Stanley ($23.2M) and State Street Corp. ($21.7M). 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 (Q4 2025)
- CUSIP
- 78463X863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $1.1M |
| Exits | 9 | $2.7M |
All 13F filers, Q3 2025 → Q4 2025: 254,274 shares bought and 351,366 shares sold, net −97,092 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 118 holders
| Osborne Partners Capital Management, LLC | 1.66% | Reduce -1.6% | 1,148,055 | $32.1M |
| Morgan Stanley | 0.00% | Reduce -0.7% | 827,651 | $23.2M |
| State Street Corp. | 0.00% | No change | 774,013 | $21.7M |
| Northern Trust Corp. | 0.00% | Add +4.7% | 653,699 | $18.3M |
| Baker Avenue Asset Management, LP | 0.25% | Add +8.3% | 379,759 | $10.6M |
| Wells Fargo & Company | 0.00% | Reduce -2.3% | 281,584 | $7.9M |
| Jane Street Group, LLC | 0.01% | Add +83.1% | 188,460 | $5.3M |
| Awm Capital, LLC | 0.34% | Reduce -3.7% | 133,847 | $3.7M |
| Idaho Trust Co | 0.99% | Reduce -4.9% | 106,954 | $3.0M |
| Risk Paradigm Group, LLC | 2.51% | — | 93,257 | $2.6M |
| Sachem Hill LLC | 0.50% | Add +3.7% | 92,116 | $2.6M |
| Assetmark, Inc. | 0.01% | Add +0.0% | 90,366 | $2.5M |
| UBS Group AG | 0.00% | Add +7.0% | 90,011 | $2.5M |
| Bank of America Corp. | 0.00% | Add +21.2% | 88,365 | $2.5M |
| RPg Family Wealth Advisory, LLC | 0.53% | Reduce -1.2% | 86,882 | $2.4M |
| Innova Wealth Partners | 1.20% | Reduce -42.5% | 84,778 | $2.4M |
| M&T Bank Corp | 0.01% | Reduce -7.6% | 70,990 | $2.0M |
| Flow Traders U.S. LLC | 0.06% | Add +35.0% | 70,336 | $2.0M |
| Ballentine Partners, LLC | 0.02% | Reduce -32.8% | 60,710 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +34.1% | 60,143 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.2% | 54,402 | $1.5M |
| Upper Left Wealth Management, LLC | 0.68% | Add +5.8% | 39,664 | $1.1M |
| Mutual Advisors, LLC | 0.02% | Reduce -1.5% | 32,900 | $921K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.1% | 28,232 | $790K |
| Bank of Montreal | 0.00% | Add +18.4% | 28,223 | $790K |
| New England Private Wealth Advisors LLC | 0.08% | Add +1.0% | 24,219 | $678K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.0% | 23,497 | $664K |
| LPL Financial LLC | 0.00% | Reduce -65.2% | 23,676 | $663K |
| Savant Capital, LLC | 0.00% | Reduce -9.8% | 21,674 | $607K |
| Royal Bank of Canada | 0.00% | Reduce -7.8% | 19,341 | $542K |
| Investors Research Corp | 0.10% | Reduce -1.1% | 19,037 | $533K |
| Virtu Financial LLC | 0.02% | New | 17,347 | $486K |
| Mission Wealth Management, LP | 0.01% | Reduce -7.1% | 17,083 | $478K |
| Mercer Global Advisors Inc. | 0.00% | Add +22.0% | 16,116 | $451K |
| Maryland Capital Advisors Inc. | 0.14% | Reduce -1.0% | 14,837 | $415K |
| Focus Partners Wealth | 0.00% | Add +9.8% | 14,369 | $402K |
| Comerica Bank | 0.00% | Reduce -1.2% | 12,436 | $348K |
| Lexington Hill Partners, LLC | 0.26% | — | 12,349 | $346K |
| Sanctuary Advisors, LLC | 0.00% | No change | 11,912 | $334K |
| Parallel Advisors, LLC | 0.01% | New | 11,760 | $329K |
| Fairview Capital Investment Management, LLC | 0.02% | Reduce -38.2% | 11,660 | $326K |
| Aspiriant, LLC | 0.01% | No change | 11,657 | $326K |
| Valmark Advisers, Inc. | 0.00% | Reduce -23.4% | 11,631 | $326K |
| Private Advisor Group, LLC | 0.00% | Reduce -16.6% | 11,041 | $309K |
| Spire Wealth Management | 0.01% | Reduce -60.0% | 10,261 | $287K |
| Ameriprise Financial Inc. | 0.00% | Add +10.1% | 10,184 | $285K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Add +0.0% | 7,914 | $222K |
| D. E. Shaw & Co. | 0.00% | No change | 7,893 | $221K |
| SBI Securities Co., Ltd. | 0.01% | Add +1.1% | 7,278 | $204K |
| Bank of Nova Scotia | 0.00% | New | 7,155 | $201K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.2% | 6,962 | $195K |
| US Bancorp \de | 0.00% | Reduce -5.7% | 6,834 | $191K |
| Eastern Bank | 0.00% | No change | 5,000 | $140K |
| Bear Mountain Capital, Inc. | 0.04% | Add +2.1% | 4,833 | $139K |
| Strategic Wealth Advisors LLC | 0.08% | — | 3,324 | $93K |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.8% | 3,227 | $90K |
| Osaic Holdings, Inc. | 0.00% | Reduce -90.9% | 3,173 | $89K |
| Pioneer Family Office, LLC | 0.05% | — | 2,575 | $72K |
| Citigroup Inc. | 0.00% | Reduce -5.9% | 2,391 | $67K |
| Richardson Financial Services Inc. | 0.02% | Reduce -1.3% | 2,349 | $66K |
| Fifth Third Bancorp | 0.00% | No change | 2,119 | $59K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,990 | $56K |
| CIBC Private Wealth Group LLC | 0.00% | Add +41.6% | 1,140 | $32K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 1,009 | $28K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,000 | $28K |
| Geneos Wealth Management Inc. | 0.00% | No change | 897 | $25K |
| City Holding Co. | 0.00% | Add +3.6% | 725 | $20K |
| Private Trust Co. NA | 0.00% | No change | 632 | $18K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 617 | $17K |
| Barclays PLC | 0.00% | New | 600 | $17K |
| Camelot Portfolios, LLC | 0.01% | New | 546 | $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 |
| Breakwater Investment Management | 0.00% | No change | 477 | $13K |
| Consultiva Wealth Management, Corp. | 0.04% | No change | 450 | $13K |
| Blair William & Co. | 0.00% | Reduce -40.5% | 434 | $12K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -23.2% | 427 | $12K |
| UMB Bank, n.a. | 0.00% | New | 424 | $12K |
| Bridge Generations Wealth Management LLC | 0.01% | No change | 398 | $11K |
| Jones Financial Companies LLLP | 0.00% | Reduce -19.4% | 396 | $11K |
| Beacon Capital Management, Inc. | 0.00% | Reduce -0.3% | 395 | $11K |
| Evolution Wealth Management Inc. | 0.01% | Add +242.0% | 342 | $10K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +1.0% | 309 | $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 +0.5% | 200 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | New | 198 | $6K |
| Franklin Resources Inc. | 0.00% | No change | 184 | $5K |
| Quent Capital, LLC | 0.00% | No change | 175 | $5K |
| Farther Finance Advisors, LLC | 0.00% | New | 157 | $4K |
| Front Row Advisors LLC | 0.00% | No change | 142 | $4K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 134 | $4K |
| Allworth Financial LP | 0.00% | Reduce -64.3% | 115 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 115 | $3K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 115 | $3K |
| MAI Capital Management | 0.00% | No change | 109 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 95 | $3K |
| Creative Financial Designs Inc. | 0.00% | Reduce -58.1% | 62 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 60 | $2K |
| AE Wealth Management LLC | 0.00% | Reduce -33.8% | 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% | New | 33 | $924 |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -49.2% | 32 | $896 |
| Salomon & Ludwin, LLC | 0.00% | No change | 27 | $765 |
| Hollencrest Capital Management | 0.00% | No change | 26 | $728 |
| Global Retirement Partners, LLC | 0.00% | Reduce -92.6% | 26 | $720 |
| Copia Wealth Management | 0.00% | No change | 23 | $644 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 22 | $616 |
| Hilton Head Capital Partners, LLC | 0.00% | — | 19 | $532 |
| Westside Investment Management, Inc. | 0.00% | No change | 12 | $336 |
| CoreCap Advisors, LLC | 0.00% | Reduce -63.2% | 7 | $196 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -40.0% | 6 | $168 |
| NewEdge Advisors, LLC | 0.00% | Reduce -97.7% | 4 | $114 |
| FMR LLC | 0.00% | No change | 4 | $112 |
| Raleigh Capital Management Inc. | 0.00% | No change | 1 | $21 |
"% 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.