STATE STREET SPDR DOW JONES RWO
$50.48
+1.5% 52w: $42.05 – $50.48
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data42.0546.2650.48
Jun 20, 2025 Jul 2, 2026
Institutional holders
208
-8 QoQ
13F value
$800.8M
-1.6% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $371K puts
Institutional value by quarter
Number of holders
Who owns RWO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| STATE STREET CORP | Index provider | 6.1M | $281.0M | 0.0% | -3.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.6M | $71.9M | 0.0% | +3.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.5M | $70.8M | 0.0% | +6.1% |
| GLENMEDE TRUST CO NA | Diversified mechanical | 749.0K | $34.3M | 0.2% | -1.7% |
| Quent Capital, LLC | Wealth advisor | 593.6K | $27.2M | 1.9% | +14.6% |
| MORGAN STANLEY | Bank broker | 500.3K | $22.9M | 0.0% | +10.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 482.7K | $22.1M | 0.0% | +14.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 425.4K | $19.5M | 0.0% | -21.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 358.6K | $16.4M | 0.0% | +9.4% |
| Mariner, LLC | Diversified mechanical | 308.5K | $14.1M | 0.0% | -0.4% |
| LPL Financial LLC | Bank broker | 228.0K | $10.4M | 0.0% | +7.9% |
| Cerity Partners LLC | Diversified mechanical | 226.0K | $10.3M | 0.0% | +85.0% |
| HSBC HOLDINGS PLC | Bank broker | 211.9K | $9.7M | 0.0% | -69.3% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 213.3K | $9.6M | 0.0% | +48.1% |
| Modera Wealth Management, LLC | Wealth advisor | 204.1K | $9.3M | 0.1% | -1.8% |
| Avidian Wealth Enterprises, LLC | Wealth advisor | 151.7K | $6.9M | 0.2% | +1.4% |
| Addis & Hill, Inc | Wealth advisor | 147.4K | $6.7M | 4.1% | +1.7% |
| White & Co Financial Planning Inc | Wealth advisor | 128.4K | $5.9M | 4.1% | +6.4% |
| Orin Green Financial, LLC | Wealth advisor | 117.8K | $5.4M | 2.2% | -0.4% |
| HighTower Advisors, LLC | Diversified mechanical | 106.7K | $4.9M | 0.0% | +0.8% |
| Waldron Private Wealth LLC | Wealth advisor | 105.7K | $4.8M | 0.2% | -8.1% |
| Valmark Advisers, Inc. | Wealth advisor | 105.7K | $4.8M | 0.1% | +6.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 96.2K | $4.4M | 0.0% | +1.4% |
| OneAscent Financial Services LLC | Wealth advisor | 95.3K | $4.4M | 0.2% | 0.0% |
| WLTH Capital Management, LLC | Wealth advisor | 95.3K | $4.4M | 3.4% | +4.4% |
| Brooklyn FI, LLC | Wealth advisor | 93.2K | $4.3M | 0.9% | +21.1% |
| JFS WEALTH ADVISORS, LLC | Wealth advisor | 91.9K | $4.2M | 0.2% | -1.8% |
| Hills Bank & Trust Co | Wealth advisor | 88.7K | $4.1M | 0.2% | -20.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 81.4K | $3.7M | 0.0% | +12.2% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 77.7K | $3.6M | 0.0% | New |
| Beacon Pointe Advisors, LLC | Wealth advisor | 74.6K | $3.4M | 0.0% | +144.8% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 69.7K | $3.2M | 0.0% | -1.4% |
| Cetera Investment Advisers | Wealth advisor | 69.5K | $3.2M | 0.0% | +1.3% |
| Capstone Financial Advisors, Inc. | Wealth advisor | 66.2K | $3.0M | 0.2% | Held |
| Sanctuary Advisors, LLC | Wealth advisor | 64.3K | $2.9M | 0.0% | +48.0% |
| Focus Partners Wealth | Wealth advisor | 62.0K | $2.8M | 0.0% | -1.0% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 59.8K | $2.7M | 0.0% | -6.4% |
| Moss Adams Wealth Advisors LLC | Wealth advisor | 56.7K | $2.6M | 0.2% | -10.1% |
| ROYAL BANK OF CANADA | Bank broker | 54.8K | $2.5M | 0.0% | -0.4% |
| Banque Cantonale Vaudoise | Other | 51.1K | $2.3M | 0.1% | Held |
| EP Wealth Advisors, LLC | Wealth advisor | 47.6K | $2.2M | 0.0% | -18.3% |
| FSM Wealth Advisors, LLC | Wealth advisor | 47.1K | $2.2M | 0.3% | +1.1% |
| Capital Investment Management, Inc. | Wealth advisor | 46.5K | $2.1M | 0.7% | +2.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 45.5K | $2.1M | 0.0% | +162.4% |
| M&T Bank Corp | Diversified mechanical | 42.5K | $1.9M | 0.0% | -37.8% |
| ALTFEST L J & CO INC | Wealth advisor | 39.3K | $1.8M | 0.2% | -0.3% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 38.8K | $1.8M | 0.0% | +3.2% |
| Simplicity Wealth,LLC | Wealth advisor | 38.6K | $1.8M | 0.1% | +27.5% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 38.2K | $1.7M | 0.0% | +17.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 35.9K | $1.6M | 0.0% | +1.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.