SPDR S&P INTER DVD ETF (DWX) Institutional Shareholders
SPDR S&P INTER DVD ETF (DWX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $254.94M in DWX holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of DWX tracked by InsiderSet, reporting ownership valued at approximately $38.86M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $40.81M, representing an estimated gain of +5.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed DWX value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Ubs Group Ag, and several other long-term asset managers with concentrated positions in SPDR S&P INTER DVD ETF (DWX).
This page ranks the largest institutional DWX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
137
Total Reported Value
$254.94M
Largest Holder
Morgan Stanley
Largest Position
$38.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
158
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 852,233 | $38,863,477 | $40,806,109 | +$1,942,632 | +5.00% | |
| Bank Of America Corp | 0.00% | 706,691 | $32,226,098 | $33,837,354 | +$1,611,256 | +5.00% | |
| Ubs Group Ag | 0.00% | 391,580 | $17,856,831 | $18,749,399 | +$892,568 | +5.00% | |
| Wells Fargo & Company/Mn | 0.00% | 356,605 | $16,261,838 | $17,074,747 | +$812,909 | +5.00% | |
| Concord Wealth Partners | 1.39% | 263,359 | $12,103,867 | $12,609,998 | +$506,131 | +4.18% | |
| Baker Avenue Asset Management, Lp | 0.22% | 255,937 | $11,762,746 | $12,254,622 | +$491,876 | +4.18% | |
| Concord Asset Management, Llc/Va | 1.79% | 251,768 | $11,571,142 | $12,055,004 | +$483,862 | +4.18% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.15% | 221,483 | $10,179,256 | $10,604,916 | +$425,660 | +4.18% | |
| Lpl Financial Llc | 0.00% | 189,918 | $8,660,642 | $9,093,540 | +$432,898 | +5.00% | |
| Focus Partners Wealth | 0.01% | 148,928 | $6,791,427 | $7,130,881 | +$339,454 | +5.00% | |
| Allen Capital Group, Llc | 0.52% | 138,398 | $6,360,717 | $6,626,690 | +$265,973 | +4.18% | |
| Osaic Holdings, Inc. | 0.01% | 118,699 | $5,414,717 | $5,683,474 | +$268,757 | +4.96% | |
| Stifel Financial Corp | 0.00% | 105,203 | $4,797,481 | $5,037,267 | +$239,786 | +5.00% | |
| Royal Bank Of Canada | 0.00% | 103,394 | $4,716,000 | $4,950,649 | +$234,649 | +4.98% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 81,633 | $3,722,632 | $3,908,702 | +$186,070 | +5.00% | |
| Mml Investors Services, Llc | 0.01% | 76,133 | $3,471,818 | $3,645,355 | +$173,537 | +5.00% | |
| Raymond James Financial Inc | 0.00% | 68,559 | $3,126,418 | $3,282,701 | +$156,283 | +5.00% | |
| Cetera Investment Advisers | 0.00% | 67,595 | $3,082,472 | $3,236,543 | +$154,071 | +5.00% | |
| Mount Lucas Management Lp | 1.08% | 64,345 | $2,934,254 | $3,080,929 | +$146,675 | +5.00% | |
| Envestnet Asset Management Inc | 0.00% | 56,980 | $2,598,386 | $2,728,282 | +$129,896 | +5.00% | |
| Red Tortoise Llc | 0.94% | 48,930 | $2,231,285 | $2,342,837 | +$111,552 | +5.00% | |
| Wealthshield Partners, Llc | 0.24% | 47,215 | $2,153,094 | $2,260,720 | +$107,626 | +5.00% | |
| Private Advisor Group, Llc | 0.01% | 46,166 | $2,121,768 | $2,210,493 | +$88,725 | +4.18% | |
| Mercer Global Advisors Inc | 0.00% | 46,177 | $2,105,761 | $2,211,019 | +$105,258 | +5.00% | |
| Equitable Holdings, Inc. | 0.01% | 40,678 | $1,787,200 | $1,947,720 | +$160,520 | +8.98% | |
| Jones Financial Companies Lllp | 0.00% | 39,794 | $1,771,615 | $1,905,392 | +$133,777 | +7.55% | |
| Mcadam, Llc | 0.08% | 37,230 | $1,697,759 | $1,782,625 | +$84,866 | +5.00% | |
| Farther Finance Advisors, Llc | 0.01% | 36,485 | $1,676,836 | $1,746,953 | +$70,117 | +4.18% | |
| Jane Street Group, Llc | 0.00% | 31,051 | $1,415,985 | $1,486,765 | +$70,780 | +5.00% | |
| Invesco Ltd. | 0.00% | 30,976 | $1,412,564 | $1,483,174 | +$70,610 | +5.00% | |
| Elevation Point Wealth Partners, Llc | 0.03% | 28,019 | $1,277,720 | $1,341,589 | +$63,869 | +5.00% | |
| Parallel Advisors, Llc | 0.02% | 26,940 | $1,228,536 | $1,289,925 | +$61,389 | +5.00% | |
| Heartwood Wealth Advisors Llc | 0.09% | 24,906 | $1,144,670 | $1,192,534 | +$47,864 | +4.18% | |
| Key Financial Inc | 0.18% | 24,280 | $1,115,899 | $1,162,560 | +$46,661 | +4.18% | |
| Partners Wealth Management, Llc | 1.04% | 23,104 | $1,061,862 | $1,106,252 | +$44,390 | +4.18% | |
| Brandywine Oak Private Wealth Llc | 0.07% | 21,226 | $975,541 | $1,016,331 | +$40,790 | +4.18% | |
| Winebrenner Capital Management Llc | 0.57% | 20,535 | $943,780 | $983,245 | +$39,465 | +4.18% | |
| Novak & Powell Financial Services, Inc. | 0.49% | 20,000 | $912,050 | $957,628 | +$45,578 | +5.00% | |
| Truist Financial Corp | 0.00% | 19,758 | $908,058 | $946,041 | +$37,983 | +4.18% | |
| Commonwealth Equity Services, Llc | 0.00% | 18,965 | $871,603 | $908,071 | +$36,468 | +4.18% | |
| Hbk Sorce Advisory Llc | 0.02% | 18,089 | $845,402 | $866,127 | +$20,725 | +2.45% | |
| Hightower Advisors, Llc | 0.00% | 16,448 | $750,158 | $787,553 | +$37,395 | +4.98% | |
| Fifth Third Securities, Inc. | 0.04% | 15,451 | $710,122 | $739,816 | +$29,694 | +4.18% | |
| Manske Wealth Management | 0.17% | 13,609 | $620,618 | $651,618 | +$31,000 | +5.00% | |
| Composition Wealth, Llc | 0.01% | 12,353 | $567,723 | $591,479 | +$23,756 | +4.18% | |
| Newedge Advisors, Llc | 0.02% | 4,881 | $527,930 | $233,709 | -$294,221 | -55.73% | |
| Citadel Advisors Llc | 0.00% | 11,456 | $522,415 | $548,529 | +$26,114 | +5.00% | |
| Phillip James Consulting Co. | 0.35% | 11,896 | $520,569 | $569,597 | +$49,028 | +9.42% | |
| Citigroup Inc | 0.00% | 11,401 | $519,890 | $545,896 | +$26,006 | +5.00% | |
| Beverly Hills Private Wealth, Llc | 0.08% | 10,910 | $497,508 | $522,386 | +$24,878 | +5.00% |
Frequently asked questions about DWX
Who owns the most DWX stock?
The largest holders of DWX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR S&P INTER DVD ETF (DWX).
Is DWX widely held by superinvestors?
Many widely followed stocks like DWX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DWX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.