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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

RWO

RWO — 13F Holders Deep Dive

State Street Spdr Dow Jones

-$17.5M

Net Activity

Institutions Holding

207

Popularity Rank

#2799

Avg Weight

0.14%

Total Value

$873.8M

Ownership Trend

207 institutions currently hold RWO, with 100 net buyers and 79 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

79

Net Buying Institutions

100

Key Holders

Key Holders

Top 5 by Value

SS
State Street CORP
$281.0M
HN
Huntington National Bank
$73.1M
BO
Bank Of America CORP /de/
$71.9M
BO
Bank of New York Mellon Corp
$70.8M
GT
Glenmede Trust Co NA
$34.3M

Top 5 by Conviction

W&
White & Co Financial Planning Inc
4.13%
A&
Addis & Hill, Inc
4.10%
WC
WLTH Capital Management, LLC
3.42%
OG
Orin Green Financial, LLC
2.21%
QC
Quent Capital, LLC
1.93%
View all 207 holding institutions

Across its top 20 institutional holders, RWO's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 11/100, avg. turnover score 17/100).

Quarterly Activity

Recent Activity

+$441.4M

Total Buy Value

$464.6M

Total Sell Value

New buy20
Trim59
Add80
Sold out20

100

Net Buyers

79

Net Sellers

Smart Money Convergence

RWO does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

78463X749

FAQ

Who are the top institutional investors holding STATE STREET SPDR DOW JONES (RWO)?
Major stakeholders currently include State Street CORP ($281.0M), Huntington National Bank ($73.1M), Bank Of America CORP /de/ ($71.9M). Based on the latest 13F filings, there are a total of 207 tracked investment funds and institutions maintaining positions in RWO.
What is the overall institutional sentiment toward RWO recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $17.5M, driven by 100 managers accumulating shares while 79 reduced their exposure.
Which institutions have been selling or reducing their RWO positions?
In the latest period, 59 funds trimmed their holdings, and 20 managers completely exited their positions. The aggregate reported sell value was $464.6M.
Are there any notable investors adding RWO to their portfolios?
Yes, buying activity remains notable. 20 institutions opened new positions in {ticker}, and 80 existing holders added to their shares. The total reported buy value for the quarter amounted to $441.4M.

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