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

According to SEC Form 13F-HR filings in this corpus, SPDR DOW JONES INDL AVERAGE ranks #384 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 9 institutions report $14.2M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.

9
institutions hold it
$14.2M
reported 13F value
91%
held by top 5
#384
of 775 by value

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

According to SEC Form 13F-HR filings in this corpus, SPDR DOW JONES INDL AVERAGE ranks #384 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 78467X109 · Q4 2025 $14M reported

VALUE-MID · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL

  • VALUE-MID #384/775
  • HOLDERS-FOCUS 9 filers
  • CONC-DOM 91% top-5
  • PHOTO-FINISH KELLANOVA
  • ACTIVITY-QUIET 0 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: KELLANOVA

Read with: Ownership concentration guide - SPDR DOW JONES INDL AVERAGE's top-five holders account for 91% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · SPDR DOW JONES INDL AVERAGE

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

CASEYS GEN STORES · near$14MROSS STORES · near$14MNORTHROP GRUMMAN · near$14MSPDR DOW JONES INDL AVERAGE …$14MKELLANOVA · near$14M
Aggregate reported institutional value ($)
Largest institutional holders of SPDR DOW JONES INDL AVERAGE
  1. 1
    Lynch Investment Planning, LLC $4.4M
  2. 2
    KW WEALTH MANAGEMENT LLC $4.4M
  3. 3
    MidFirst Bank $1.6M
  4. 4
    DGS Capital Management, LLC $1.5M
  5. 5
    Stone Wealth Partners $1.0M
  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%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SPDR DOW JONES INDL AVERAGE's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

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.
Where does SPDR DOW JONES INDL AVERAGE sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, SPDR DOW JONES INDL AVERAGE ranks #384 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
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.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for SPDR DOW JONES INDL AVERAGE: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($14.2M here).

KELLANOVA $14.2M NORTHROP GRUMMAN CORP $14.2M ROSS STORES INC $14.3M CASEYS GEN STORES INC $14.3M

Similar holder count

Nearest stocks by number of disclosing 13F holders (9 here).

AGNICO EAGLE MINES LTD F 9 AMERICAN WTR WKS CO INC 9 ARISTA NETWORKS INC 9 AUTODESK INC 9

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.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.