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State Street Spdr DOW Jones (RWO)

CUSIP: 78463X749 | NYSE | 898 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABank of New York Mellon Corp
with BNY Mellon N.A.
1,593,5396.3%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ABank of New York Mellon Corp1,593,539
6.3% of class · Jun 30, 2026New 5%+ stake
with BNY Mellon N.A.
No 13F filer matched

Institutional Holders — Q3 2026

Bank of New York Mellon Corp1,753,653
0.0% of portfolio›$81.4M
Brighton Jones LLC278,976
0.2% of portfolio›$12.9M
Modera Wealth Management, LLC196,330
0.1% of portfolio›$9.1M
Addis & Hill, Inc145,643
4.0% of portfolio›$7.2M
Avidian Wealth Enterprises, LLC141,835
0.2% of portfolio›$6.6M
White & Co Financial Planning Inc131,399
4.0% of portfolio›$6.0M
Orin Green Financial, LLC116,260
2.0% of portfolio›$5.4M
Waldron Private Wealth LLC102,927
0.2% of portfolio›$4.8M
JFS Wealth Advisors, LLC92,887
0.2% of portfolio›$4.3M
Brooklyn FI, LLC92,220
0.7% of portfolio›$4.6M
Cambridge Investment Research Advisors, Inc.85,435
0.0% of portfolio›$4.0K
Park Avenue Securities LLC80,751
0.0% of portfolio›$3.7K
Moss Adams Wealth Advisors LLC53,105
0.2% of portfolio›$2.5M
Simplicity Wealth,LLC44,923
0.1% of portfolio›$2.1M
FSM Wealth Advisors, LLC43,988
0.2% of portfolio›$2.0M
Boltwood Capital Management39,785
0.4% of portfolio›$1.8M
Altfest L J & Co Inc35,021
0.2% of portfolio›$1.6M
Concurrent Investment Advisors, LLC33,521
0.0% of portfolio›$1.6M
Wealth Enhancement Advisory Services, LLC29,359
0.0% of portfolio›$1.4M
Abacus Planning Group, Inc.28,141
0.2% of portfolio›$1.3M
New England Private Wealth Advisors LLC26,610
0.1% of portfolio›$1.2M
Lanark Financial, Inc.24,934
0.1% of portfolio›$1.2M
RFG Advisory, LLC21,324
0.0% of portfolio›$989.4K
BIP Wealth, LLC21,060
0.0% of portfolio›$977.2K
Creative Planning20,289
0.0% of portfolio›$941.4K
Truist Financial Corp20,084
0.0% of portfolio›$931.9K
Fiduciary Financial Group, LLC20,072
0.1% of portfolio›$931.3K
Orba Wealth Advisors, L.L.C.18,430
0.7% of portfolio›$855.1K
Sincerus Advisory, LLC17,081
0.5% of portfolio›$792.6K
Old National Bancorp16,383
0.0% of portfolio›$760.2K
MPS Loria Financial Planners, LLC16,142
0.1% of portfolio›$749.0K
XML Financial, LLC15,278
0.1% of portfolio›$708.9K
Family Office Research LLC13,739
0.2% of portfolio›$637.5K
Apella Capital, LLC12,437
0.0% of portfolio›$568.8K
Courier Capital LLC10,125
0.0% of portfolio›$469.8K
Innealta Capital, LLC9,684
0.2% of portfolio›$449.3K
StoneX Group Inc.9,610
0.0% of portfolio›$477.1K
BlueChip Wealth Advisors LLC9,589
0.1% of portfolio›$444.9K
Assetmark, Inc7,650
0.0% of portfolio›$355.0K
FC Advisory LLC7,538
0.1% of portfolio›$349.7K
Joseph Group Capital Management7,030
0.1% of portfolio›$326.2K
Endowment Wealth Management, Inc.7,028
0.1% of portfolio›$326.1K
Aquire Wealth Advisors, LLC7,008
0.1% of portfolio›$325.2K
Commonwealth Equity Services, LLC6,943
0.0% of portfolio›$322.1K
Atria Investments, Inc5,635
0.0% of portfolio›$261.5K
Pacific Capital Wealth Advisors, Inc.5,372
0.0% of portfolio›$249.3K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,179
0.0% of portfolio›$240.3K
Emerald Advisors, LLC5,033
0.0% of portfolio›$233.5K
Integrated Advisors Network LLC4,995
0.0% of portfolio›$231.8K
Kondo Wealth Advisors, Inc.4,951
0.1% of portfolio›$229.8K
USAdvisors Wealth Management, LLC4,872
0.0% of portfolio›$226
Hoge Financial Services, LLC4,786
0.1% of portfolio›$222.1K
Walkner Condon Financial Advisors LLC4,725
0.0% of portfolio›$219.3K
Sowell Financial Services LLC4,562
0.0% of portfolio›$211.7K
Creative Financial Designs Inc3,973
0.0% of portfolio›$184.3K
IFP Advisors, Inc2,571
0.0% of portfolio›$119.3K
CoreCap Advisors, LLC2,570
0.0% of portfolio›$119.2K
EverSource Wealth Advisors, LLC1,970
0.0% of portfolio›$91.4K
Parallel Advisors, LLC1,644
0.0% of portfolio›$76.3K
First Community Trust NA900
0.0% of portfolio›$41.8K
Larson Financial Group LLC782
0.0% of portfolio›$36.3K
Brown, Lisle Ings, Inc.753
0.0% of portfolio›$34.9K
Balance Wealth Partners LLC625
0.0% of portfolio›$29.0K
Buck Wealth Strategies, LLC361
0.0% of portfolio›$16.8K
Wilkerson Advisory Group LLC358
0.0% of portfolio›$16.6K
Trust Co of Toledo NA300
0.0% of portfolio›$13.9K
Farther Finance Advisors, LLC292
0.0% of portfolio›$13.5K
Root Financial Partners, LLC179
0.0% of portfolio›$8.3K
Physician Wealth Advisors, Inc.151
0.0% of portfolio›$7.0K
Mcdonald Partners LLC139
0.0% of portfolio›$6.5K
Main Street Group, LTD90
0.0% of portfolio›$4.2K
Trust Co of Vermont88
0.0% of portfolio›$4.1K
Cherry Tree Wealth Management, LLC87
0.0% of portfolio›$4.0K
Golden State Wealth Management, LLC87
0.0% of portfolio›$4.0K
Realta Investment Advisors83
0.0% of portfolio›$3.9K
Tsfg, LLC79
0.0% of portfolio›$4
Arlington Trust Co LLC78
0.0% of portfolio›$3.6K
Elevated Capital Advisors, LLC78
0.0% of portfolio›$3.6K
Capital Investment Advisory Services, LLC66
0.0% of portfolio›$3.1K
Murphy & Mullick Capital Management Corp62
0.0% of portfolio›$2.9K
Heritage Family Offices, LLP59
0.0% of portfolio›$2.7K
Foster Dykema Cabot & Partners, LLC53
0.0% of portfolio›$2.5K
Private Trust Co NA38
0.0% of portfolio›$1.8K
Tradewinds Capital Management, LLC37
0.0% of portfolio›$1.7K
Vima LLC33
0.0% of portfolio›$1.5K
Rossby Financial, LCC31
0.0% of portfolio›$1.4K
Glass Jacobson Investment Advisors llc30
0.0% of portfolio›$1.4K
Ascentis Wealth Management, LLC17
0.0% of portfolio›$788
Citigroup Inc2
0.0% of portfolio›$93
NBT Bank, N.A.1
0.0% of portfolio›$46
Signaturefd, LLC0
0.0% of portfolio›$4
StyleTurnoverLocationFiled
Bank of New York Mellon Corp
1,753,653$81.4M0.0%CoreLowNew York, NY2026-11-05
Brighton Jones LLC
278,976$12.9M0.2%CoreVery LowSeattle, WA2026-11-03
Modera Wealth Management, LLC
196,330$9.1M0.1%ETFVery LowWestwood, NJ2026-10-28
Addis & Hill, Inc
145,643$7.2M4.0%ETFVery LowWayne, PA2026-10-19
Avidian Wealth Enterprises, LLC
141,835$6.6M0.2%ETFLowHouston, TX2026-10-08
White & Co Financial Planning Inc
131,399$6.0M4.0%ETFVery LowSunnyside, WA2026-10-16
Orin Green Financial, LLC
116,260$5.4M2.0%ETFVery LowSan Diego, CA2026-10-19
Waldron Private Wealth LLC
102,927$4.8M0.2%ETFVery LowBridgeville, PA2026-11-02
JFS Wealth Advisors, LLC
92,887$4.3M0.2%ETFVery LowHermitage, PA2026-11-03
Brooklyn FI, LLC
92,220$4.6M0.7%ETFVery LowNew York, NY2026-11-05
Cambridge Investment Research Advisors, Inc.
85,435$4.0K0.0%ETFLowFairfield, IA2026-11-02
Park Avenue Securities LLC
80,751$3.7K0.0%ETFMediumNew York, NY2026-10-26
Moss Adams Wealth Advisors LLC
53,105$2.5M0.2%ETFLowSeattle, WA2026-10-28
Simplicity Wealth,LLC
44,923$2.1M0.1%ETFLowSummit, NJ2026-10-23
FSM Wealth Advisors, LLC
43,988$2.0M0.2%ETFLowCleveland, OH2026-10-27
Boltwood Capital Management
39,785$1.8M0.4%ETFVery LowWalnut Creek, CA2026-10-02
Altfest L J & Co Inc
35,021$1.6M0.2%ETFHighNew York, NY2026-10-27
Concurrent Investment Advisors, LLC
33,521$1.6M0.0%GrowthMediumTampa, FL2026-10-16
Wealth Enhancement Advisory Services, LLC
29,359$1.4M0.0%CoreLowPlymouth, MN2026-10-13
Abacus Planning Group, Inc.
28,141$1.3M0.2%ETFLowColumbia, SC2026-11-02
New England Private Wealth Advisors LLC
26,610$1.2M0.1%ETFVery LowWellesley, MA2026-10-19
Lanark Financial, Inc.
24,934$1.2M0.1%CoreMediumBirmingham, AL2026-10-26
RFG Advisory, LLC
21,324$989.4K0.0%ETFMediumBirmingham, AL2026-11-03
BIP Wealth, LLC
21,060$977.2K0.0%ETFMediumAtlanta, GA2026-10-22
Creative Planning
20,289$941.4K0.0%IndexVery LowOverland Park, KS2026-11-02
Truist Financial Corp
20,084$931.9K0.0%CoreLowCharlotte, NC2026-10-30
Fiduciary Financial Group, LLC
20,072$931.3K0.1%ETFLowSan Rafael, CA2026-10-13
Orba Wealth Advisors, L.L.C.
18,430$855.1K0.7%ETFMediumChicago, IL2026-10-23
Sincerus Advisory, LLC
17,081$792.6K0.5%ETFVery LowNew York, NY2026-10-09
Old National Bancorp
16,383$760.2K0.0%CoreLowEvansville, IN2026-10-20
MPS Loria Financial Planners, LLC
16,142$749.0K0.1%ETFVery LowBurr Ridge, IL2026-10-14
XML Financial, LLC
15,278$708.9K0.1%ETFLowBethesda, MD2026-10-29
Family Office Research LLC
13,739$637.5K0.2%ETFLowBethesda, MD2026-10-14
Apella Capital, LLC
12,437$568.8K0.0%ETFVery LowWest Hartford, CT2026-10-08
Courier Capital LLC
10,125$469.8K0.0%ETFLowBuffalo, NY2026-10-19
Innealta Capital, LLC
9,684$449.3K0.2%ETFMediumAustin, TX2026-11-02
StoneX Group Inc.
9,610$477.1K0.0%ETFMediumNew York, NY2026-11-03
BlueChip Wealth Advisors LLC
9,589$444.9K0.1%ETFMediumMilton, GA2026-11-03
Assetmark, Inc
7,650$355.0K0.0%ETFLowConcord, CA2026-10-21
FC Advisory LLC
7,538$349.7K0.1%ETFVery LowWest Chester, PA2026-10-05
Joseph Group Capital Management
7,030$326.2K0.1%ETFLowColumbus, OH2026-11-04
Endowment Wealth Management, Inc.
7,028$326.1K0.1%ETFMediumAppleton, WI2026-11-03
Aquire Wealth Advisors, LLC
7,008$325.2K0.1%ETFVery LowSalt Lake City, UT2026-10-23
Commonwealth Equity Services, LLC
6,943$322.1K0.0%ETFLowWaltham, MA2026-11-02
Atria Investments, Inc
5,635$261.5K0.0%CoreMediumCharlotte, NC2026-10-15
Pacific Capital Wealth Advisors, Inc.
5,372$249.3K0.0%ETFLowCorona, CA2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
5,179$240.3K0.0%GrowthVery LowSeattle, WA2026-10-27
Emerald Advisors, LLC
5,033$233.5K0.0%GrowthVery LowBellevue, WA2026-10-13
Integrated Advisors Network LLC
4,995$231.8K0.0%GrowthMediumDallas, TX2026-10-20
Kondo Wealth Advisors, Inc.
4,951$229.8K0.1%ETFVery LowPasadena, CA2026-10-19
USAdvisors Wealth Management, LLC
4,872$2260.0%ETFLowEden Prairie, MN2026-10-21
Hoge Financial Services, LLC
4,786$222.1K0.1%ETFVery LowCanonsburg, PA2026-11-05
Walkner Condon Financial Advisors LLC
4,725$219.3K0.0%ETFLowVerona, WI2026-11-02
Sowell Financial Services LLC
4,562$211.7K0.0%CoreLowNorth Little Rock, AR2026-10-23
Creative Financial Designs Inc
3,973$184.3K0.0%ETFMediumKokomo, IN2026-11-04
IFP Advisors, Inc
2,571$119.3K0.0%GrowthLowTampa, FL2026-10-16
CoreCap Advisors, LLC
2,570$119.2K0.0%ETFMediumSouthfield, MI2026-10-08
EverSource Wealth Advisors, LLC
1,970$91.4K0.0%CoreMediumBirmingham, AL2026-11-04
Parallel Advisors, LLC
1,644$76.3K0.0%IndexLowSan Francisco, CA2026-11-03
First Community Trust NA
900$41.8K0.0%GrowthLowDubuque, IA2026-10-07
Larson Financial Group LLC
782$36.3K0.0%GrowthLowSt Louis, MO2026-11-05
Brown, Lisle Ings, Inc.
753$34.9K0.0%CoreVery LowProvidence, RI2026-10-16
Balance Wealth Partners LLC
625$29.0K0.0%ETFMediumWorthington, OH2026-10-27
Buck Wealth Strategies, LLC
361$16.8K0.0%ValueMediumDenver, CO2026-10-28
Wilkerson Advisory Group LLC
358$16.6K0.0%ETFMediumColumbia, MO2026-10-20
Trust Co of Toledo NA
300$13.9K0.0%GrowthVery LowHolland, OH2026-10-16
Farther Finance Advisors, LLC
292$13.5K0.0%IndexLowSan Francisco, CA2026-10-08
Root Financial Partners, LLC
179$8.3K0.0%ETFMediumEncinitas, CA2026-10-21
Physician Wealth Advisors, Inc.
151$7.0K0.0%ETFMediumMidvale, UT2026-10-20
Mcdonald Partners LLC
139$6.5K0.0%CoreLowCleveland, OH2026-11-03
Main Street Group, LTD
90$4.2K0.0%ETFMediumGlen Allen, VA2026-10-28
Trust Co of Vermont
88$4.1K0.0%CoreVery LowBrattleboro, VT2026-10-21
Cherry Tree Wealth Management, LLC
87$4.0K0.0%ETFVery LowMinnetonka, MN2026-10-15
Golden State Wealth Management, LLC
87$4.0K0.0%ETFMediumSanta Ana, CA2026-11-02
Realta Investment Advisors
83$3.9K0.0%GrowthMediumWilmington, DE2026-10-14
Tsfg, LLC
79$40.0%ETFLowLake Forest, IL2026-10-23
Arlington Trust Co LLC
78$3.6K0.0%ETFMediumBirmingham, AL2026-10-20
Elevated Capital Advisors, LLC
78$3.6K0.0%ETFMediumSandy, UT2026-11-04
Capital Investment Advisory Services, LLC
66$3.1K0.0%CoreMediumRaleigh, NC2026-10-30
Murphy & Mullick Capital Management Corp
62$2.9K0.0%GrowthLowSmithtown, NY2026-11-02
Heritage Family Offices, LLP
59$2.7K0.0%GrowthHighScottsdale, AZ2026-11-02
Foster Dykema Cabot & Partners, LLC
53$2.5K0.0%GrowthLowWaltham, MA2026-10-30
Private Trust Co NA
38$1.8K0.0%CoreLowCleveland, OH2026-10-20
Tradewinds Capital Management, LLC
37$1.7K0.0%ETFVery HighBellingham, WA2026-10-23
Vima LLC
33$1.5K0.0%CoreLowTroy, MI2026-10-23
Rossby Financial, LCC
31$1.4K0.0%ETFMediumMelbourne, FL2026-11-05
Glass Jacobson Investment Advisors llc
30$1.4K0.0%ETFLowOwings Mills, MD2026-10-26
Ascentis Wealth Management, LLC
17$7880.0%Agg GrowthLowDallas, TX2026-11-03
Citigroup Inc
2$930.0%CoreMediumNew York, NY2026-11-04
NBT Bank, N.A.
1$460.0%CoreLowNorwich, NY2026-10-21
Signaturefd, LLC
0$40.0%IndexLowAtlanta, GA2026-10-23