DWX Institutional Ownership & Shareholders
SPDR S&P INTER DVD ETF (DWX) is currently held by 138 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $279.87M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of DWX tracked by InsiderSet, reporting ownership valued at approximately $40.63M in its June 30, 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 $41.61M, representing an estimated gain of +2.41% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% 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
138
Total Reported Value
$279.87M
Largest Holder
Morgan Stanley
Largest Position
$40.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
95
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% | 884,037 | $40,630,030 | $41,609,942 | +$979,912 | +2.41% | |
| Bank Of America Corp | 0.00% | 724,900 | $33,315,970 | $34,119,666 | +$803,696 | +2.41% | |
| Ubs Group Ag | 0.00% | 382,023 | $17,557,777 | $17,981,097 | +$423,320 | +2.41% | |
| Wells Fargo & Company/Mn | 0.00% | 312,212 | $14,349,137 | $14,695,226 | +$346,089 | +2.41% | |
| Columbia River Financial Group, Llc | 7.28% | 294,945 | $13,555,000 | $13,882,501 | +$327,501 | +2.42% | |
| Concord Wealth Partners | 1.44% | 270,172 | $12,358,892 | $12,716,483 | +$357,591 | +2.89% | |
| Concord Asset Management, Llc/Va | 1.84% | 261,925 | $11,981,646 | $12,328,312 | +$346,666 | +2.89% | |
| Baker Avenue Asset Management, Lp | 0.22% | 255,937 | $11,762,746 | $12,046,468 | +$283,722 | +2.41% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.14% | 225,816 | $10,329,843 | $10,628,730 | +$298,887 | +2.89% | |
| Lpl Financial Llc | 0.00% | 212,224 | $9,753,732 | $9,988,980 | +$235,248 | +2.41% | |
| Osaic Holdings, Inc. | 0.01% | 144,636 | $6,650,007 | $6,807,742 | +$157,735 | +2.37% | |
| Focus Partners Wealth | 0.01% | 138,583 | $6,369,247 | $6,522,839 | +$153,592 | +2.41% | |
| Allen Capital Group, Llc | 0.51% | 139,234 | $6,369,204 | $6,553,480 | +$184,276 | +2.89% | |
| Mml Investors Services, Llc | 0.01% | 119,072 | $5,472,485 | $5,604,493 | +$132,008 | +2.41% | |
| Stifel Financial Corp | 0.00% | 98,670 | $4,534,866 | $4,644,209 | +$109,343 | +2.41% | |
| Royal Bank Of Canada | 0.00% | 97,165 | $4,467,000 | $4,573,372 | +$106,372 | +2.38% | |
| Envestnet Asset Management Inc | 0.00% | 84,134 | $3,866,755 | $3,960,028 | +$93,273 | +2.41% | |
| Mount Lucas Management Lp | 1.11% | 67,917 | $3,121,438 | $3,196,724 | +$75,286 | +2.41% | |
| Cetera Investment Advisers | 0.00% | 67,907 | $3,120,930 | $3,196,253 | +$75,323 | +2.41% | |
| Raymond James Financial Inc | 0.00% | 65,729 | $3,020,860 | $3,093,739 | +$72,879 | +2.41% | |
| Bip Wealth, Llc | 0.06% | 50,048 | $2,289,403 | $2,355,664 | +$66,261 | +2.89% | |
| Red Tortoise Llc | 0.94% | 48,930 | $2,231,285 | $2,303,042 | +$71,757 | +3.22% | |
| Farther Finance Advisors, Llc | 0.02% | 47,399 | $2,168,250 | $2,230,981 | +$62,731 | +2.89% | |
| Private Advisor Group, Llc | 0.01% | 46,166 | $2,121,768 | $2,172,946 | +$51,178 | +2.41% | |
| Mercer Global Advisors Inc | 0.00% | 45,764 | $2,103,282 | $2,154,025 | +$50,743 | +2.41% | |
| Jones Financial Companies Lllp | 0.00% | 42,772 | $1,965,361 | $2,013,197 | +$47,836 | +2.43% | |
| Equitable Holdings, Inc. | 0.01% | 42,143 | $1,936,871 | $1,983,591 | +$46,720 | +2.41% | |
| Mcadam, Llc | 0.07% | 42,168 | $1,928,978 | $1,984,768 | +$55,790 | +2.89% | |
| Fdx Advisors, Inc. | 0.47% | 34,244 | $1,574,000 | $1,611,800 | +$37,800 | +2.40% | |
| Invesco Ltd. | 0.00% | 29,219 | $1,342,894 | $1,375,283 | +$32,389 | +2.41% | |
| Elevation Point Wealth Partners, Llc | 0.02% | 28,019 | $1,287,742 | $1,318,801 | +$31,059 | +2.41% | |
| Parallel Advisors, Llc | 0.02% | 26,119 | $1,200,425 | $1,229,372 | +$28,947 | +2.41% | |
| Alti Global, Inc. | 0.02% | 25,634 | $1,178,128 | $1,206,544 | +$28,416 | +2.41% | |
| Heartwood Wealth Advisors Llc | 0.09% | 24,906 | $1,139,315 | $1,172,278 | +$32,963 | +2.89% | |
| Flow Traders U.S. Llc | 0.05% | 24,711 | $1,136,000 | $1,163,100 | +$27,100 | +2.39% | |
| Key Financial Inc | 0.18% | 24,280 | $1,110,679 | $1,142,813 | +$32,134 | +2.89% | |
| Hbk Sorce Advisory Llc | 0.02% | 22,369 | $1,065,995 | $1,052,866 | -$13,129 | -1.23% | |
| Partners Wealth Management, Llc | 0.11% | 23,253 | $1,063,714 | $1,094,475 | +$30,761 | +2.89% | |
| Commonwealth Equity Services, Llc | 0.00% | 22,985 | $1,051,440 | $1,081,860 | +$30,420 | +2.89% | |
| Brandywine Oak Private Wealth Llc | 0.07% | 20,806 | $951,784 | $979,299 | +$27,515 | +2.89% | |
| Novak & Powell Financial Services, Inc. | 0.44% | 20,292 | $932,604 | $955,106 | +$22,502 | +2.41% | |
| Dumont & Blake Investment Advisors Llc | 0.22% | 19,566 | $895,039 | $920,934 | +$25,895 | +2.89% | |
| Winebrenner Capital Management Llc | 0.56% | 18,872 | $863,292 | $888,269 | +$24,977 | +2.89% | |
| Jpmorgan Chase & Co | 0.00% | 18,319 | $845,594 | $862,241 | +$16,647 | +1.97% | |
| Truist Financial Corp | 0.00% | 17,430 | $797,314 | $820,397 | +$23,083 | +2.90% | |
| Citadel Advisors Llc | 0.00% | 17,068 | $784,438 | $803,358 | +$18,920 | +2.41% | |
| Fifth Third Securities, Inc. | 0.04% | 16,726 | $765,124 | $787,261 | +$22,137 | +2.89% | |
| Janney Montgomery Scott Llc | 0.00% | 15,601 | $717,000 | $734,309 | +$17,309 | +2.41% | |
| Hrt Financial Lp | 0.00% | 15,594 | $716,000 | $733,980 | +$17,980 | +2.51% | |
| Manske Wealth Management | 0.14% | 13,392 | $612,633 | $630,336 | +$17,703 | +2.89% |
Frequently asked questions about DWX
Who are the largest institutional holders of DWX?
The largest institutional holders of DWX reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Of America Corp, Ubs Group Ag, Wells Fargo & Company/Mn, and Columbia River Financial Group, Llc. InsiderSet ranks institutional holders by their latest reported DWX position.
What is DWX institutional ownership?
This page tracks DWX positions reported by institutional investment managers through SEC Form 13F. SPDR S&P INTER DVD ETF (DWX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DWX?
InsiderSet currently tracks 138 institutional managers reporting DWX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DWX shareholders.
How much DWX stock do institutions own?
Institutional investment managers disclosed approximately $279.87M in DWX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DWX institutional ownership last updated?
The latest DWX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DWX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DWX position after the reporting date.
Are institutions buying or selling DWX?
Institutional buying and selling can be analyzed by comparing DWX positions across consecutive 13F reporting periods. InsiderSet's DWX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DWX ownership changes.
How has DWX institutional ownership changed over time?
InsiderSet tracks DWX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.