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 293 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
41
shares
|
$4,056
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
37
shares
|
$3,660
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
32
shares
|
$3,165
0.0% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
30
shares
|
$2,967
0.0% of portfolio
|
Q1 2024
Reduced 14.29%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
22
shares
|
$2,176
0.0% of portfolio
|
Q4 2019
Added 100.0%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
21
shares
|
$2,077
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
21
shares
|
$2,077
0.0% of portfolio
|
Q1 2025
Reduced 72.73%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
14
shares
|
$1,385
0.0% of portfolio
|
Q3 2020
Reduced 98.71%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
13
shares
|
$1,286
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
10
shares
|
$989
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
7
shares
|
$692
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
6
shares
|
$593
0.0% of portfolio
|
Q4 2019
Reduced 98.81%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
3
shares
|
$296
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
2
shares
|
$197
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
2
shares
|
$197
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
1
shares
|
$98
0.0% of portfolio
|
Q4 2023
Reduced 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|