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 |
---|---|---|---|---|---|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
45,074
shares
|
$4.82 Million
0.05% of portfolio
|
Q2 2024
Added 5.41%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
43,082
shares
|
$4.6 Million
0.07% of portfolio
|
Q2 2024
Added 0.11%
|
|
Falcon Wealth Planning
|
Jul 16, 2024 Q2 2024 |
41,212
shares
|
$4.4 Million
0.5% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
40,344
shares
|
$4.31 Million
0.14% of portfolio
|
Q2 2024
Added 5.95%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
37,633
shares
|
$4.02 Million
0.01% of portfolio
|
Q2 2024
Added 4.22%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
36,848
shares
|
$3.94 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.37%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
36,195
shares
|
$3.87 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.58%
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 12, 2024 Q2 2024 |
35,012
shares
|
$3.74 Million
0.26% of portfolio
|
Q2 2024
Added 0.41%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
29,051
shares
|
$3.1 Million
0.01% of portfolio
|
Q2 2024
Added 0.9%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
28,976
shares
|
$3.1 Million
0.01% of portfolio
|
Q2 2024
Added 723.88%
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 14, 2024 Q2 2024 |
28,306
shares
|
$3.02 Million
0.27% of portfolio
|
Q2 2024
Added 0.15%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
27,377
shares
|
$2.93 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.78%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
25,227
shares
|
$2.7 Million
0.01% of portfolio
|
Q2 2024
Added 5.18%
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
24,858
shares
|
$2.66 Million
1.67% of portfolio
|
Q3 2023
New holding
|
|
Rtd Financial Advisors, Inc.
|
Jul 22, 2024 Q2 2024 |
24,646
shares
|
$2.63 Million
0.31% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
24,596
shares
|
$2.63 Million
0.19% of portfolio
|
Q2 2024
Added 0.0%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
24,146
shares
|
$2.58 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
American Financial Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
21,729
shares
|
$2.32 Million
0.3% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
21,687
shares
|
$2.32 Million
0.09% of portfolio
|
Q2 2024
Added 5.57%
|
|
Trilogy Capital Inc.
|
Jul 22, 2024 Q2 2024 |
21,206
shares
|
$2.27 Million
0.11% of portfolio
|
Q2 2024
Added 19.86%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
20,172
shares
|
$2.16 Million
0.01% of portfolio
|
Q2 2024
Added 2.16%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
19,286
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
19,209
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2024
Added 16.23%
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
17,875
shares
|
$1.91 Million
0.28% of portfolio
|
Q2 2024
Reduced 3.46%
|
|
Avion Wealth
The Woodlands, TX |
Jul 26, 2024 Q2 2024 |
17,813
shares
|
$1.9 Million
0.46% of portfolio
|
Q2 2024
Reduced 8.85%
|