Institutional Ownership Spdr Dow Jones Reit ETF (RWR)
This table provides information about the institutional ownership of Spdr Dow Jones Reit ETF (RWR). We have compiled data on the 283 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
191
shares
|
$18,173
0.01% of portfolio
|
Q3 2024
Reduced 53.3%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
171
shares
|
$16,270
0.0% of portfolio
|
Q3 2024
Added 19.58%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
165
shares
|
$15,699
0.01% of portfolio
|
Q2 2024
Reduced 96.53%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
165
shares
|
$15,699
0.0% of portfolio
|
Q1 2023
Reduced 5.71%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
155
shares
|
$14,748
0.0% of portfolio
|
Q2 2024
Added 4.03%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
150
shares
|
$14,272
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
137
shares
|
$13,035
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
126
shares
|
$11,988
0.0% of portfolio
|
Q2 2024
Reduced 87.44%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
122
shares
|
$11,608
0.0% of portfolio
|
Q2 2024
Reduced 21.29%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
118
shares
|
$11,227
0.0% of portfolio
|
Q1 2024
Reduced 94.79%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
116
shares
|
$11,037
0.0% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
115
shares
|
$10,942
0.0% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
115
shares
|
$10,942
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
113
shares
|
$10,751
0.0% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
110
shares
|
$10,466
0.0% of portfolio
|
Q3 2024
Reduced 72.36%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
107
shares
|
$10,181
0.0% of portfolio
|
Q3 2022
Added 17.58%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
105
shares
|
$9,990
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
100
shares
|
$9,515
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
99
shares
|
$9,419
0.0% of portfolio
|
Q3 2022
Reduced 63.87%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
99
shares
|
$9,419
0.03% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
90
shares
|
$8,563
0.0% of portfolio
|
Q2 2021
Reduced 98.94%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
84
shares
|
$7,992
0.0% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
80
shares
|
$7,612
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
78
shares
|
$7,421
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
78
shares
|
$7,421
0.0% of portfolio
|
Q3 2024
Reduced 56.18%
|