SPDR INDEX SHS FDS

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DWX·78463X772·US·ETF·Unknown - Unknown

DWX (SPDR INDEX SHS FDS) is held by 52 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($40.6M), BANK OF AMERICA CORP /DE/ ($33.3M), UBS Group AG ($17.6M). Net institutional sentiment: Mixed.

52

Holders

(11 Elite)

$178.5M

Total Value

51% (49)

Consensus

25 buying - 24 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)34

Insider (Form 4)29

Activist (13D/13G)58

Congressional (STOCK Act)43

Holder Quality

84

★★★★★

Elite

26

★★★★

Strong

12

★★★

Solid

50

★★

Below

11

★

Weak

Held by 52 funds

11 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for DWX.

Top Holders

Top Holders (52)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	884,037(+3.7%)	$40.6M	0.0%	+46.84%	30
BANK OF AMERICA CORP /DE/	Increased	724,900(+2.6%)	$33.3M	0.0%	+43.19%	30
UBS Group AG	Decreased	382,023(-2.4%)	$17.6M	0.0%	+42.17%	0
WELLS FARGO & COMPANY/MN	Decreased	312,212(-12.4%)	$14.3M	0.0%	+32.74%	0
LPL Financial LLC	Increased	212,224(+11.8%)	$9.8M	0.0%	+51.55%	31
OSAIC HOLDINGS, INC.	Increased	144,636(+21.9%)	$6.7M	0.0%	+24.48%	33
FWFocus Partners Wealth	Decreased	138,583(-7.0%)	$6.4M	0.0%	+9.49%	0
MML INVESTORS SERVICES, LLC	Increased	119,072(+56.4%)	$5.5M	0.0%	+26.79%	38
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	98,768(+21.0%)	$4.5M	0.0%	+39.28%	32
STIFEL FINANCIAL CORP	Decreased	98,670(-6.2%)	$4.5M	0.0%	+67.85%	0
ROYAL BANK OF CANADA	Decreased	97,165(-6.0%)	$4.5M	0.0%	+29.14%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	84,134(+47.7%)	$3.9M	0.0%	+28.85%	37
Cetera Investment Advisers	Increased	67,907(+0.5%)	$3.1M	0.0%	+45.84%	26
RAYMOND JAMES FINANCIAL INC	Decreased	65,729(-4.1%)	$3M	0.0%	+28.60%	0
Private Advisor Group, LLC	Increased	46,166(+6.7%)	$2.1M	0.0%	+47.98%	28
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	45,764(-0.9%)	$2.1M	0.0%	+48.19%	0
JONES FINANCIAL COMPANIES LLLP	Increased	42,772(+7.5%)	$2M	0.0%	+29.06%	28
Farther Finance Advisors, LLC	Increased	36,485(+729x)	$1.7M	0.0%	+5.10%	41
Invesco Ltd.	Decreased	29,219(-5.7%)	$1.3M	0.0%	+61.00%	0
TRUIST FINANCIAL CORP	Decreased	19,758(-11.8%)	$908,058	0.0%	+52.85%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer