RWX

STATE STREET SPDR DOW JONES
USCUSIP 78463X863
Institutional Owners
32
+1 QoQ
13F Value Held
$67.3M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)13 adding · 10 trimming
Insider net (180d)+$0
Price history not yet available for RWX.

Top institutional holders

32 13F filers
#FundPosition valueSharesLast moveAs of
1OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
$30.7M
1.15MAddedQ1 2026
2STATE STREET CORP
$14.9M
559.0KReducedQ1 2026
3Baker Avenue Asset Management, LP
$10.6M
398.4KAddedQ1 2026
4ASSETMARK, INC
$2.5M
92.9KAddedQ1 2026
5Ballentine Partners, LLC
$1.6M
60.6KReducedQ1 2026
6Kestra Advisory Services, LLC
$1.5M
55.5KAddedQ1 2026
7Mutual Advisors, LLC
$870K
32.7KReducedQ1 2026
8Rockefeller Capital Management L.P.
$790K
28.2KNewQ4 2025
9Savant Capital, LLC
$544K
20.4KReducedQ1 2026
10MISSION WEALTH MANAGEMENT, LP
$369K
13.9KReducedQ1 2026
11CITADEL ADVISORS LLC
$312K
11.7KNewQ1 2026
12FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
$310K
11.7KHeldQ1 2026
13ASPIRIANT, LLC
$310K
11.7KHeldQ1 2026
14Valmark Advisers, Inc.
$310K
11.6KHeldQ1 2026
15Sanctuary Advisors, LLC
$308K
11.6KReducedQ1 2026
16WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$295K
10.9KReducedQ1 2026
17Private Advisor Group, LLC
$260K
9.7KReducedQ1 2026
18Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma
$227K
8.5KAddedQ1 2026
19BANK OF NOVA SCOTIA
$222K
8.3KAddedQ1 2026
20SBI Securities Co., Ltd.
$184K
6.9KReducedQ1 2026
21EASTERN BANK
$133K
5.0KHeldQ1 2026
22Geneos Wealth Management Inc.
$25K
897NewQ4 2025
23Beacon Capital Management, Inc.
$17K
634NewQ1 2026
24BLAIR WILLIAM & CO/IL
$12K
434HeldQ1 2026
25UMB Bank, n.a.
$11K
424HeldQ1 2026

Fund activity — latest quarter

Opened (NEW)
6
funds
Added
7
funds
Reduced
9
funds
Exited
1
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

29 funds+28 since Q1 2022
01529Q1 2022Q4 2022Q3 2023Q2 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $66M

Funds that own RWX also own

CompanyCo-held byCombined value
Alphabet AGOOGL32 funds$73.6B
Broadcom LtdAVGO32 funds$65.6B
Intel CorpINTC32 funds$10.1B
State Street SPDR S&P 500 ETF TrustSPY32 funds$7.6B
Vanguard FTSE Developed Markets ETFVEA32 funds$3.7B
NVIDIA CorpNVDA31 funds$190.3B
Apple IncAAPL31 funds$168.0B
Microsoft CorpMSFT31 funds$125.8B
Alphabet CGOOG31 funds$59.3B
Meta Platforms Inc AMETA31 funds$55.9B
Tesla IncTSLA31 funds$45.8B
JPMorgan Chase & CoJPM31 funds$42.2B

Ranked by how many of RWX's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for RWX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.