Stock ownership · SEC 13F · Q4 2025

SPDR DOW JONES INDL AVERAGE

A breakdown of SPDR DOW JONES INDL AVERAGE's institutional base (CUSIP 78467X109): the holders, the concentration among them, and what changed last quarter.

$14.2M
Reported value
9
Institutions
91%
Top-5 share

The verdict

$14.2M of SPDR DOW JONES INDL AVERAGE is reported by 9 institutions as of Q4 2025; ownership is held overwhelmingly by a small core of institutions.

9
institutions hold it
$14.2M
reported 13F value
91%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$14.2M

Institutional 13F value

Institutions

9

Reporting holders

Top-5 concentration

91%

Held by 5 largest

New buyers

8

Opened Q4 2025

Concentrated ownership

Top-5 holder concentration

0%100%91%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Largest institutional holders of SPDR DOW JONES INDL AVERAGE
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6
    ARWA LLC $721K

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a SPDR DOW JONES INDL AVERAGE position has risen from 5 to 9 over the last 8 quarters of 13F filings.

05101520 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 9
Distinct 13F filers holding SPDR DOW JONES INDL AVERAGE, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Lynch Investment Planning, LLC 9,097 $4.4M 30.9%
2 KW WEALTH MANAGEMENT LLC 9,096 $4.4M 30.8%
3 MidFirst Bank 3,319 $1.6M 11.2%
4 DGS Capital Management, LLC 3,071 $1.5M 10.4%
5 Stone Wealth Partners 2,146 $1.0M 7.3%
6 ARWA LLC 1,500 $721K 5.1%
7 FLOYD FINANCIAL GROUP LLC 807 $400K 2.8%
8 Bell Investment Advisors, Inc 221 $106K 0.7%
9 Anchor Investment Management, LLC 208 $100K 0.7%

Latest Quarter Activity · Q4 2025

What the data says about SPDR DOW JONES INDL AVERAGE

A handful of institutions account for most of the reported institutional float here.

  • Watch how this position’s holder count and value trend next quarter for accumulation or distribution signs. Biggest movers
  • Put SPDR DOW JONES INDL AVERAGE in context against the broader universe of widely-held stocks. Most-held stocks
  • 13F filings omit shorts, cash and most derivatives, so know what is missing before you rely on this. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold SPDR DOW JONES INDL AVERAGE?
SPDR DOW JONES INDL AVERAGE is held by 9 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of SPDR DOW JONES INDL AVERAGE?
Institutions report $14.2M of SPDR DOW JONES INDL AVERAGE as of Q4 2025.
How concentrated is ownership of SPDR DOW JONES INDL AVERAGE?
The top five institutional holders account for 91% of the reported institutional value in SPDR DOW JONES INDL AVERAGE, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of SPDR DOW JONES INDL AVERAGE?
Lynch Investment Planning, LLC is the largest reported holder of SPDR DOW JONES INDL AVERAGE with $4.4M across 9,097 shares as of Q4 2025.
Where does this SPDR DOW JONES INDL AVERAGE data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.