STATE STREET SPDR DOW JONES RWX
$27.31
+1.5% 52w: $25.55 – $29.88
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data25.5527.7229.88
Jun 20, 2025 Jul 2, 2026
Institutional holders
117
-1 QoQ
13F value
$155.4M
-7.2% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$201K calls / — puts
Institutional value by quarter
Number of holders
Who owns RWX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | Other | 1.2M | $30.7M | 1.6% | +0.5% |
| NORTHERN TRUST CORP | Index provider | 741.0K | $19.7M | 0.0% | +13.3% |
| MORGAN STANLEY | Bank broker | 687.1K | $18.3M | 0.0% | -17.0% |
| STATE STREET CORP | Index provider | 559.0K | $14.9M | 0.0% | -27.8% |
| Baker Avenue Asset Management, LP | Other | 398.4K | $10.6M | 0.2% | +4.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 313.4K | $8.3M | 0.0% | +421.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 245.9K | $6.5M | 0.0% | -12.7% |
| AWM CAPITAL, LLC | Wealth advisor | 127.4K | $3.4M | 0.3% | -4.8% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 114.8K | $3.1M | 0.1% | New |
| Idaho Trust Co | Wealth advisor | 107.9K | $2.9M | 0.9% | +0.9% |
| RPg Family Wealth Advisory, LLC | Wealth advisor | 98.3K | $2.6M | 0.5% | +13.2% |
| Risk Paradigm Group, LLC | Wealth advisor | 98.3K | $2.6M | 2.2% | +5.4% |
| SACHEM HILL LLC | Wealth advisor | 98.0K | $2.6M | 0.5% | +6.3% |
| ASSETMARK, INC | Wealth advisor | 92.9K | $2.5M | 0.0% | +2.8% |
| UBS Group AG | Bank broker | 90.3K | $2.4M | 0.0% | +0.4% |
| M&T Bank Corp | Diversified mechanical | 67.8K | $1.8M | 0.0% | -4.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 64.1K | $1.7M | 0.0% | -27.4% |
| Ballentine Partners, LLC | Wealth advisor | 60.6K | $1.6M | 0.0% | -0.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 55.5K | $1.5M | 0.0% | +2.1% |
| JANE STREET GROUP, LLC | Market maker | 43.2K | $1.1M | 0.0% | -77.1% |
| Upper Left Wealth Management, LLC | Wealth advisor | 38.2K | $1.0M | 0.6% | -3.7% |
| BANK OF MONTREAL /CAN/ | Bank broker | 35.9K | $956K | 0.0% | +27.3% |
| Mutual Advisors, LLC | Wealth advisor | 32.7K | $870K | 0.0% | -0.6% |
| FLOW TRADERS U.S. LLC | Market maker | 29.4K | $782K | 0.0% | -58.2% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 28.2K | $752K | 0.0% | Held |
| Aletheian Wealth Advisors LLC | Wealth advisor | 25.5K | $680K | 0.3% | — |
| New England Private Wealth Advisors LLC | Wealth advisor | 24.4K | $649K | 0.1% | +0.7% |
| Innova Wealth Partners | Wealth advisor | 20.7K | $550K | 0.3% | -75.6% |
| Savant Capital, LLC | Wealth advisor | 20.4K | $544K | 0.0% | -5.8% |
| LPL Financial LLC | Bank broker | 20.3K | $541K | 0.0% | -14.2% |
| ROYAL BANK OF CANADA | Bank broker | 19.6K | $521K | 0.0% | +1.3% |
| Investors Research Corp | Wealth advisor | 17.9K | $477K | 0.1% | -6.0% |
| Virtu Financial LLC | Market maker | 15.6K | $415K | 0.0% | -10.1% |
| Focus Partners Wealth | Wealth advisor | 14.6K | $389K | 0.0% | +1.7% |
| Cetera Investment Advisers | Wealth advisor | 14.5K | $386K | 0.0% | New |
| Parallel Advisors, LLC | Wealth advisor | 14.1K | $376K | 0.0% | +20.0% |
| FIFTH THIRD BANCORP | Diversified mechanical | 13.9K | $371K | 0.0% | +557.9% |
| MISSION WEALTH MANAGEMENT, LP | Wealth advisor | 13.9K | $369K | 0.0% | -18.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 13.0K | $347K | 0.0% | +27.9% |
| Lexington Hill Partners, LLC | Wealth advisor | 12.4K | $331K | 0.2% | +0.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 12.2K | $325K | 0.0% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 11.7K | $312K | 0.0% | New |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC ★2 | Fundamental diversified | 11.7K | $310K | 0.0% | Held |
| ASPIRIANT, LLC | Wealth advisor | 11.7K | $310K | 0.0% | Held |
| Valmark Advisers, Inc. | Wealth advisor | 11.6K | $310K | 0.0% | Held |
| Sanctuary Advisors, LLC | Wealth advisor | 11.6K | $308K | 0.0% | -2.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 10.9K | $295K | 0.0% | -53.5% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 10.2K | $273K | 0.0% | -36.5% |
| Private Advisor Group, LLC | Wealth advisor | 9.7K | $260K | 0.0% | -11.7% |
| Spire Wealth Management | Wealth advisor | 8.6K | $230K | 0.0% | -15.8% |
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.