State Street SPDR Dow JonesRWXETF
13F holders, Q1 2026 (March 31)116holders −2
10new positions
8sold out
2famous investors
$26.62avg. 13F price*
At the end of Q1 2026, 116 institutions reported holding State Street SPDR Dow Jones (RWX) in their 13F filings, down 2 from Q4 2025. 10 opened new positions and 8 sold out. The largest holders were Osborne Partners Capital Management, LLC ($30.7M), Northern Trust Corp. ($19.7M) and Morgan Stanley ($18.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- State Street SPDR Dow Jones
- Filed as
- SPDR INDEX SHS FDS (Q1 2026)
- CUSIP
- 78463X863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $4.1M |
| Exits | 8 | $167K |
All 13F filers, Q4 2025 → Q1 2026: 574,979 shares bought and 716,341 shares sold, net −141,362 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 116 holders
| Osborne Partners Capital Management, LLC | 1.62% | Add +0.5% | 1,153,817 | $30.7M |
| Northern Trust Corp. | 0.00% | Add +13.3% | 740,965 | $19.7M |
| Morgan Stanley | 0.00% | Reduce -17.0% | 687,131 | $18.3M |
| State Street Corp. | 0.00% | Reduce -27.8% | 559,013 | $14.9M |
| Baker Avenue Asset Management, LP | 0.24% | Add +4.9% | 398,401 | $10.6M |
| Susquehanna International Group, LLP | 0.01% | Add +421.1% | 313,431 | $8.3M |
| Wells Fargo & Company | 0.00% | Reduce -12.7% | 245,948 | $6.5M |
| Awm Capital, LLC | 0.31% | Reduce -4.8% | 127,389 | $3.4M |
| Old Mission Capital LLC | 0.07% | New | 114,806 | $3.1M |
| Idaho Trust Co | 0.93% | Add +0.9% | 107,909 | $2.9M |
| RPg Family Wealth Advisory, LLC | 0.55% | Add +13.2% | 98,332 | $2.6M |
| Risk Paradigm Group, LLC | 2.23% | Add +5.4% | 98,313 | $2.6M |
| Sachem Hill LLC | 0.51% | Add +6.3% | 97,952 | $2.6M |
| Assetmark, Inc. | 0.01% | Add +2.8% | 92,934 | $2.5M |
| UBS Group AG | 0.00% | Add +0.4% | 90,342 | $2.4M |
| M&T Bank Corp | 0.01% | Reduce -3.0% | 68,850 | $1.8M |
| Bank of America Corp. | 0.00% | Reduce -27.4% | 64,125 | $1.7M |
| Ballentine Partners, LLC | 0.02% | Reduce -0.3% | 60,560 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.1% | 55,549 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -77.1% | 43,198 | $1.1M |
| Upper Left Wealth Management, LLC | 0.60% | Reduce -3.7% | 38,205 | $1.0M |
| Bank of Montreal | 0.00% | Add +27.3% | 35,923 | $956K |
| Mutual Advisors, LLC | 0.02% | Reduce -0.6% | 32,691 | $870K |
| Flow Traders U.S. LLC | 0.02% | Reduce -58.2% | 29,385 | $782K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 28,232 | $752K |
| Aletheian Wealth Advisors LLC | 0.33% | — | 25,546 | $680K |
| New England Private Wealth Advisors LLC | 0.07% | Add +0.7% | 24,389 | $649K |
| Innova Wealth Partners | 0.26% | Reduce -75.6% | 20,654 | $550K |
| Savant Capital, LLC | 0.00% | Reduce -5.8% | 20,418 | $544K |
| LPL Financial LLC | 0.00% | Reduce -14.2% | 20,309 | $541K |
| Royal Bank of Canada | 0.00% | Add +1.4% | 19,602 | $521K |
| Investors Research Corp | 0.09% | Reduce -6.0% | 17,903 | $477K |
| Virtu Financial LLC | 0.02% | Reduce -10.1% | 15,589 | $415K |
| Focus Partners Wealth | 0.00% | Add +1.7% | 14,609 | $389K |
| Cetera Investment Advisers | 0.00% | New | 14,507 | $386K |
| Parallel Advisors, LLC | 0.01% | Add +20.0% | 14,115 | $376K |
| Fifth Third Bancorp | 0.00% | Add +557.9% | 13,940 | $371K |
| Mission Wealth Management, LP | 0.01% | Reduce -18.8% | 13,870 | $369K |
| Ameriprise Financial Inc. | 0.00% | Add +27.9% | 13,021 | $347K |
| Lexington Hill Partners, LLC | 0.19% | Add +0.7% | 12,436 | $331K |
| Goldman Sachs Group Inc. | 0.00% | New | 12,213 | $325K |
| Citadel Advisors | 0.00% | New | 11,712 | $312K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 11,660 | $310K |
| Aspiriant, LLC | 0.01% | No change | 11,657 | $310K |
| Valmark Advisers, Inc. | 0.00% | No change | 11,631 | $310K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.7% | 11,588 | $308K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -53.5% | 10,926 | $295K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -36.5% | 10,238 | $273K |
| Private Advisor Group, LLC | 0.00% | Reduce -11.7% | 9,749 | $260K |
| Spire Wealth Management | 0.01% | Reduce -15.8% | 8,639 | $230K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Add +7.7% | 8,520 | $227K |
| Bank of Nova Scotia | 0.00% | Add +16.7% | 8,350 | $222K |
| D. E. Shaw & Co. | 0.00% | No change | 7,893 | $210K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.4% | 7,126 | $190K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -4.9% | 6,923 | $184K |
| US Bancorp \de | 0.00% | No change | 6,834 | $182K |
| Bear Mountain Capital, Inc. | 0.04% | Reduce -3.0% | 4,686 | $135K |
| Eastern Bank | 0.00% | No change | 5,000 | $133K |
| Strategic Wealth Advisors LLC | 0.07% | No change | 3,324 | $88K |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.4% | 3,086 | $81K |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.5% | 2,744 | $73K |
| Citigroup Inc. | 0.00% | No change | 2,391 | $64K |
| Richardson Financial Services Inc. | 0.04% | Reduce -9.7% | 2,122 | $56K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,990 | $53K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,000 | $27K |
| City Holding Co. | 0.00% | Add +31.7% | 955 | $25K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -4.9% | 853 | $23K |
| MBM Wealth Consultants, LLC | 0.00% | New | 707 | $19K |
| Beacon Capital Management, Inc. | 0.00% | Add +60.5% | 634 | $17K |
| Private Trust Co. NA | 0.00% | No change | 632 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +9.5% | 575 | $15K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 539 | $14K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 528 | $14K |
| Consultiva Wealth Management, Corp. | 0.03% | No change | 450 | $12K |
| Blair William & Co. | 0.00% | No change | 434 | $12K |
| Breakwater Investment Management | 0.00% | Reduce -10.1% | 429 | $11K |
| UMB Bank, n.a. | 0.00% | No change | 424 | $11K |
| Jones Financial Companies LLLP | 0.00% | Add +0.3% | 397 | $10K |
| Evolution Wealth Management Inc. | 0.01% | Add +1.2% | 346 | $9K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +0.7% | 311 | $8K |
| Bessemer Group Inc. | 0.00% | New | 277 | $7K |
| Motco | 0.00% | No change | 242 | $6K |
| Horizon Bancorp Inc. | 0.00% | No change | 208 | $6K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 219 | $6K |
| Jackson Hole Capital Partners, LLC | 0.00% | Add +1.0% | 202 | $5K |
| Franklin Resources Inc. | 0.00% | No change | 184 | $5K |
| Quent Capital, LLC | 0.00% | No change | 175 | $5K |
| Arax Advisory Partners | 0.00% | Add +400.0% | 165 | $4K |
| Mather Group, Llc. | 0.00% | New | 157 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -9.6% | 142 | $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% | No change | 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 |
| Qube Research & Technologies Ltd | 0.00% | Reduce -74.9% | 107 | $3K |
| FMR LLC | 0.00% | Add +1975.0% | 83 | $2K |
| Harbour Investments, Inc. | 0.00% | New | 73 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 60 | $2K |
| Creative Financial Designs Inc. | 0.00% | Reduce -4.8% | 59 | $2K |
| Advisory Services Network, LLC | 0.00% | New | 50 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -48.4% | 49 | $1K |
| Pacific Center for Financial Services | 0.00% | No change | 47 | $1K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 47 | $1K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 32 | $852 |
| Salomon & Ludwin, LLC | 0.00% | No change | 27 | $728 |
| Hollencrest Capital Management | 0.00% | No change | 26 | $692 |
| Copia Wealth Management | 0.00% | No change | 23 | $612 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 22 | $589 |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 19 | $506 |
| Westside Investment Management, Inc. | 0.00% | No change | 12 | $319 |
| Tower Research Capital LLC (TRC) | 0.00% | Add +16.7% | 7 | $186 |
| NewEdge Advisors, LLC | 0.00% | No change | 4 | $109 |
| Raleigh Capital Management Inc. | 0.00% | No change | 1 | $20 |
| AE Wealth Management LLC | 0.00% | Reduce -98.1% | 1 | $17 |
"% 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.