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 277 institutions that hold shares in the stock, with a total of 10.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.14 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
40
shares
|
$4,274
0.0% of portfolio
|
Q2 2024
Added 2.56%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
31
shares
|
$3,312
0.0% of portfolio
|
Q4 2023
Reduced 16.22%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
30
shares
|
$3,205
0.0% of portfolio
|
Q1 2024
New holding
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 08, 2024 Q2 2024 |
30
shares
|
$3,205
0.0% of portfolio
|
Q1 2024
Reduced 14.29%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
23
shares
|
$2,457
0.0% of portfolio
|
Q1 2024
Reduced 90.57%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
23
shares
|
$2,457
0.0% of portfolio
|
Q1 2023
New holding
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
22
shares
|
$2,350
0.0% of portfolio
|
Q4 2019
Added 100.0%
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 09, 2024 Q3 2024 |
21
shares
|
$2,244
0.0% of portfolio
|
Q2 2024
Reduced 4.55%
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
21
shares
|
$2,244
0.0% of portfolio
|
Q2 2023
New holding
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
18
shares
|
$1,923
0.0% of portfolio
|
Q1 2024
Reduced 94.9%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
16
shares
|
$1,709
0.0% of portfolio
|
Q3 2023
New holding
|
|
Element Wealth, LLC
|
Aug 08, 2024 Q2 2024 |
16
shares
|
$1,709
0.0% of portfolio
|
Q2 2024
New holding
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
14
shares
|
$1,496
0.0% of portfolio
|
Q3 2020
Reduced 98.71%
|
|
Simplex Trading, LLC
|
Jul 25, 2024 Q2 2024 |
10
shares
|
$1,068
0.0% of portfolio
|
Q2 2024
New holding
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
8
shares
|
$854
0.0% of portfolio
|
Q2 2024
New holding
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
6
shares
|
$641
0.0% of portfolio
|
Q4 2019
Reduced 98.81%
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Aug 12, 2024 Q2 2024 |
6
shares
|
$641
0.0% of portfolio
|
Q1 2024
Reduced 64.71%
|
|
Mascoma Wealth Management LLC
|
Aug 02, 2024 Q2 2024 |
5
shares
|
$534
0.0% of portfolio
|
Q2 2024
New holding
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
5
shares
|
$534
0.0% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
2
shares
|
$213
0.0% of portfolio
|
Q4 2023
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
2
shares
|
$213
0.0% of portfolio
|
Q3 2023
New holding
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
1
shares
|
$106
0.0% of portfolio
|
Q2 2024
New holding
|
|
Natixis
Paris, I0 |
Aug 13, 2024 Q2 2024 |
1
shares
|
$106
0.0% of portfolio
|
Q4 2023
Reduced 100.0%
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2024
Closed
|