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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
6,239
shares
|
$617,224
0.0% of portfolio
|
Q2 2025
Added 7.79%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
6,103
shares
|
$603,769
0.19% of portfolio
|
Q1 2025
Added 48.78%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
6,015
shares
|
$595,063
0.04% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5,921
shares
|
$585,764
0.0% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
5,877
shares
|
$581,411
0.2% of portfolio
|
Q4 2023
Reduced 8.73%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
5,835
shares
|
$577,256
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
5,727
shares
|
$566,572
0.07% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,712
shares
|
$565,088
0.0% of portfolio
|
Q1 2020
Reduced 1.72%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
5,648
shares
|
$558,756
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
5,590
shares
|
$553,018
0.3% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
5,571
shares
|
$551,139
0.14% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
5,348
shares
|
$529,077
0.07% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,167
shares
|
$511,171
0.01% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
5,070
shares
|
$501,575
0.06% of portfolio
|
Q2 2024
Reduced 5.06%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
5,070
shares
|
$501,575
0.02% of portfolio
|
Q3 2023
Reduced 0.16%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
4,872
shares
|
$481,986
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
4,859
shares
|
$480,700
0.04% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
May 15, 2025 Q1 2025 |
4,844
shares
|
$479,216
0.27% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
4,756
shares
|
$470,511
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
4,605
shares
|
$455,572
0.01% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
4,574
shares
|
$452,505
0.01% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
4,552
shares
|
$450,329
0.01% of portfolio
|
Q1 2025
Reduced 18.16%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
4,527
shares
|
$447,856
0.15% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
4,500
shares
|
$445,185
0.18% of portfolio
|
Q4 2022
Added 29.69%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
4,472
shares
|
$442,414
0.16% of portfolio
|
Q1 2024
Added 0.2%
|