Who Owns SPDR Dow Jones Industrial Aver (SGDJ)? -- Institutional Holders (2026-06-30)
70 institutions reported holding $42.9M of SPDR Dow Jones Industrial Aver (SGDJ) in SEC 13F filings for 2026-06-30. Largest institutional holders: ONE PLUS ONE WEALTH MANAGEMENT, LLC ($5.6M), Royal Bank of Canada ($3.4M), MORGAN STANLEY ($2.8M), D.A. DAVIDSON & CO. ($2.5M), SPROTT INC. ($2.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $5.6M | 74,092 | Added |
| 2 | Royal Bank of Canada | $3.4M | 45,070 | Added |
| 3 | MORGAN STANLEY | $2.8M | 37,659 | Added |
| 4 | D.A. DAVIDSON & CO. | $2.5M | 33,686 | Added |
| 5 | SPROTT INC. | $2.5M | 33,252 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $2.3M | 30,672 | Added |
| 7 | Advisory Services Network, LLC | $2.3M | 29,950 | New |
| 8 | STANSBERRY ASSET MANAGEMENT, LLC | $2.0M | 26,895 | Added |
| 9 | JANE STREET GROUP, LLC | $2.0M | 26,562 | Trimmed |
| 10 | CITADEL ADVISORS LLC | $1.7M | 22,500 | Trimmed |
| 11 | LPL Financial LLC | $1.2M | 15,875 | Trimmed |
| 12 | D. E. Shaw & Co., Inc. | $1.2M | 15,860 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $1.1M | 15,229 | Trimmed |
| 14 | Cetera Investment Advisers | $1.1M | 14,688 | Trimmed |
| 15 | Brookstone Capital Management | $1.1M | 14,435 | Added |
| 16 | Wealthfront Advisers LLC | $1.0M | 13,907 | Added |
| 17 | Holcombe Financial, Inc. | $833,261 | 11,048 | Added |
| 18 | Asset One Wealth Management LLC | $782,536 | 10,395 | New |
| 19 | Private Advisor Group, LLC | $750,837 | 9,955 | Added |
| 20 | MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | $680,440 | 9,022 | Hold |
| 21 | Triumph Capital Management | $637,073 | 8,447 | Trimmed |
| 22 | BAROMETER CAPITAL MANAGEMENT INC. | $565,650 | 7,500 | New |
| 23 | BANK OF AMERICA CORP /DE/ | $490,079 | 6,498 | Trimmed |
| 24 | Belvedere Trading LLC | $419,335 | 5,560 | Trimmed |
| 25 | Fiduciary Trust Co | $405,458 | 5,376 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30