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State Street Spdr DOW Jones (RWX)

CUSIP: 78463X863 | NYSE | 857 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Idaho Trust Co110,871
0.8% of portfolio›$2.8M
Sachem Hill LLC101,725
0.5% of portfolio›$2.6M
Assetmark, Inc93,940
0.0% of portfolio›$2.4M
AWM Capital, LLC87,827
0.2% of portfolio›$2.2M
Kestra Advisory Services, LLC58,413
0.0% of portfolio›$1.5M
Innova Wealth Partners41,333
0.4% of portfolio›$1.0M
Upper Left Wealth Management, LLC33,402
0.4% of portfolio›$847.4K
Aletheian Wealth Advisors LLC25,519
0.3% of portfolio›$647.4K
New England Private Wealth Advisors LLC24,968
0.1% of portfolio›$633.4K
Financial & Tax Architects, LLC16,623
0.1% of portfolio›$421.7K
Maryland Capital Advisors Inc.13,428
0.1% of portfolio›$340.7K
Parallel Advisors, LLC12,565
0.0% of portfolio›$318.8K
Mission Wealth Management, LP12,197
0.0% of portfolio›$309.4K
Aspiriant, LLC11,657
0.0% of portfolio›$295.7K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management9,828
0.0% of portfolio›$249.3K
Wealth Enhancement Advisory Services, LLC9,391
0.0% of portfolio›$234.9K
Spire Wealth Management8,598
0.0% of portfolio›$218.1K
SBI Securities Co., Ltd.6,148
0.0% of portfolio›$156.0K
Eastern Bank5,000
0.0% of portfolio›$126.9K
Bear Mountain Capital, Inc.4,640
0.0% of portfolio›$118.4K
Richardson Financial Services Inc.2,408
0.0% of portfolio›$61.1K
Citigroup Inc2,391
0.0% of portfolio›$60.7K
Pinnacle Bancorp, Inc.1,000
0.0% of portfolio›$25.4K
City Holding Co955
0.0% of portfolio›$24.2K
Mcdonald Partners LLC754
0.0% of portfolio›$19.1K
Beacon Capital Management, Inc.640
0.0% of portfolio›$16.2K
Private Trust Co NA632
0.0% of portfolio›$16.0K
Farmers & Merchants Investments Inc539
0.0% of portfolio›$13.7K
Capital Investment Advisory Services, LLC528
0.0% of portfolio›$13.4K
Moisand Fitzgerald Tamayo, LLC318
0.0% of portfolio›$8.1K
Breakwater Investment Management286
0.0% of portfolio›$7.3K
Evolution Wealth Management Inc.275
0.0% of portfolio›$7.0K
Buck Wealth Strategies, LLC257
0.0% of portfolio›$6.5K
Beacon Financial Strategies Corp233
0.0% of portfolio›$5.9K
Cape Investment Advisory, Inc.205
0.0% of portfolio›$5.2K
Mather Group, Llc.157
0.0% of portfolio›$4.0K
Farther Finance Advisors, LLC142
0.0% of portfolio›$3.6K
Smallwood Wealth Investment Management, LLC115
0.0% of portfolio›$2.9K
Creative Financial Designs Inc83
0.0% of portfolio›$2.1K
Quest 10 Wealth Builders, Inc.60
0.0% of portfolio›$1.5K
Pacific Center for Financial Services47
0.0% of portfolio›$1.2K
EverSource Wealth Advisors, LLC40
0.0% of portfolio›$1.0K
Salomon & Ludwin, LLC27
0.0% of portfolio›$685
IFP Advisors, Inc25
0.0% of portfolio›$634
Raleigh Capital Management Inc.1
0.0% of portfolio›$20
StyleTurnoverLocationFiled
Idaho Trust Co
110,871$2.8M0.8%ETFLowBoise, ID2026-11-04
Sachem Hill LLC
101,725$2.6M0.5%ETFVery LowDenver, CO2026-10-14
Assetmark, Inc
93,940$2.4M0.0%ETFLowConcord, CA2026-10-21
AWM Capital, LLC
87,827$2.2M0.2%ETFLowPhoenix, AZ2026-10-16
Kestra Advisory Services, LLC
58,413$1.5M0.0%CoreLowAustin, TX2026-11-02
Innova Wealth Partners
41,333$1.0M0.4%ETFHighNewtown, PA2026-10-21
Upper Left Wealth Management, LLC
33,402$847.4K0.4%ETFMediumTampa, FL2026-10-14
Aletheian Wealth Advisors LLC
25,519$647.4K0.3%ETFVery LowBellevue, WA2026-10-08
New England Private Wealth Advisors LLC
24,968$633.4K0.1%ETFVery LowWellesley, MA2026-10-19
Financial & Tax Architects, LLC
16,623$421.7K0.1%CoreHighSt Louis, MO2026-10-15
Maryland Capital Advisors Inc.
13,428$340.7K0.1%ETFVery LowChester, MD2026-10-15
Parallel Advisors, LLC
12,565$318.8K0.0%IndexLowSan Francisco, CA2026-11-03
Mission Wealth Management, LP
12,197$309.4K0.0%ETFLowSanta Barbara, CA2026-10-15
Aspiriant, LLC
11,657$295.7K0.0%ETFVery LowLos Angeles, CA2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
9,828$249.3K0.0%GrowthVery LowSeattle, WA2026-10-27
Wealth Enhancement Advisory Services, LLC
9,391$234.9K0.0%CoreLowPlymouth, MN2026-10-13
Spire Wealth Management
8,598$218.1K0.0%GrowthMediumMclean, VA2026-10-30
SBI Securities Co., Ltd.
6,148$156.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Eastern Bank
5,000$126.9K0.0%GrowthMediumBoston, MA2026-10-05
Bear Mountain Capital, Inc.
4,640$118.4K0.0%ETFLowSeattle, WA2026-11-04
Richardson Financial Services Inc.
2,408$61.1K0.0%GrowthMediumMedway, MA2026-10-30
Citigroup Inc
2,391$60.7K0.0%CoreMediumNew York, NY2026-11-04
Pinnacle Bancorp, Inc.
1,000$25.4K0.0%CoreVery LowBeatrice, NE2026-10-21
City Holding Co
955$24.2K0.0%CoreLowCharleston, WV2026-10-19
Mcdonald Partners LLC
754$19.1K0.0%CoreLowCleveland, OH2026-11-03
Beacon Capital Management, Inc.
640$16.2K0.0%ETFMediumDayton, OH2026-10-13
Private Trust Co NA
632$16.0K0.0%CoreLowCleveland, OH2026-10-20
Farmers & Merchants Investments Inc
539$13.7K0.0%CoreVery LowLincoln, NE2026-10-22
Capital Investment Advisory Services, LLC
528$13.4K0.0%CoreMediumRaleigh, NC2026-10-30
Moisand Fitzgerald Tamayo, LLC
318$8.1K0.0%ETFVery LowOrlando, FL2026-10-15
Breakwater Investment Management
286$7.3K0.0%ETFLowSeattle, WA2026-10-20
Evolution Wealth Management Inc.
275$7.0K0.0%ETFMediumFort Myers, FL2026-10-28
Buck Wealth Strategies, LLC
257$6.5K0.0%ValueMediumDenver, CO2026-10-28
Beacon Financial Strategies Corp
233$5.9K0.0%ETFVery LowRaleigh, NC2026-10-14
Cape Investment Advisory, Inc.
205$5.2K0.0%ETFLowMcdonough, GA2026-10-13
Mather Group, Llc.
157$4.0K0.0%ETFMediumChicago, IL2026-10-14
Farther Finance Advisors, LLC
142$3.6K0.0%IndexLowSan Francisco, CA2026-10-08
Smallwood Wealth Investment Management, LLC
115$2.9K0.0%ETFVery LowRed Bank, NJ2026-10-30
Creative Financial Designs Inc
83$2.1K0.0%ETFMediumKokomo, IN2026-11-04
Quest 10 Wealth Builders, Inc.
60$1.5K0.0%ETFLowFuquay-Varina, VA2026-11-02
Pacific Center for Financial Services
47$1.2K0.0%ETFMediumDanville, CA2026-10-15
EverSource Wealth Advisors, LLC
40$1.0K0.0%CoreMediumBirmingham, AL2026-11-04
Salomon & Ludwin, LLC
27$6850.0%ETFVery LowRichmond, VA2026-10-29
IFP Advisors, Inc
25$6340.0%GrowthLowTampa, FL2026-10-16
Raleigh Capital Management Inc.
1$200.0%CoreMediumCary, NC2026-10-28