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 290 institutions that hold shares in the stock, with a total of 12.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
115
shares
|
$11,657
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
110
shares
|
$11,150
0.0% of portfolio
|
Q3 2024
Reduced 72.36%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
107
shares
|
$10,846
0.0% of portfolio
|
Q3 2022
Added 17.58%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
105
shares
|
$10,643
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
100
shares
|
$10,137
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
99
shares
|
$10,035
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
99
shares
|
$10,035
0.0% of portfolio
|
Q3 2022
Reduced 63.87%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
90
shares
|
$9,123
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
90
shares
|
$9,123
0.0% of portfolio
|
Q2 2021
Reduced 98.94%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
81
shares
|
$8,210
0.0% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
79
shares
|
$8,008
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
78
shares
|
$7,906
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
75
shares
|
$7,602
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
70
shares
|
$7,095
0.0% of portfolio
|
Q2 2025
Reduced 41.18%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
64
shares
|
$6,487
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
60
shares
|
$6,082
0.0% of portfolio
|
Q2 2023
Reduced 85.11%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
55
shares
|
$5,575
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
53
shares
|
$5,372
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
52
shares
|
$5,271
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
44
shares
|
$4,460
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
44
shares
|
$4,460
0.0% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
38
shares
|
$3,852
0.0% of portfolio
|
Q2 2025
Reduced 36.67%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
37
shares
|
$3,750
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
32
shares
|
$3,243
0.0% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
30
shares
|
$3,041
0.0% of portfolio
|
Q1 2024
Reduced 14.29%
|