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 283 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,679
shares
|
$350,056
0.01% of portfolio
|
Q2 2020
Reduced 40.9%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
3,624
shares
|
$344,823
0.0% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
3,562
shares
|
$338,924
0.01% of portfolio
|
Q3 2024
Reduced 68.12%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
3,392
shares
|
$322,748
0.01% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
3,365
shares
|
$320,179
0.4% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
3,341
shares
|
$317,896
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
3,337
shares
|
$317,515
0.02% of portfolio
|
Q3 2024
Added 18.8%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
3,200
shares
|
$304,480
0.0% of portfolio
|
Q2 2023
Reduced 7.0%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
3,159
shares
|
$300,578
0.0% of portfolio
|
Q3 2024
Reduced 35.74%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
3,131
shares
|
$297,914
0.04% of portfolio
|
Q2 2024
Reduced 1.42%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
3,114
shares
|
$296,297
0.0% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
3,111
shares
|
$296,011
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
3,088
shares
|
$293,823
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
3,081
shares
|
$293,157
0.0% of portfolio
|
Q3 2023
Reduced 47.64%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
3,046
shares
|
$289,826
0.02% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
3,035
shares
|
$288,780
0.01% of portfolio
|
Q3 2022
Reduced 0.59%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
3,013
shares
|
$286,686
0.01% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
2,994
shares
|
$284,879
0.0% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,941
shares
|
$279,836
0.04% of portfolio
|
Q3 2024
Added 27.76%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,937
shares
|
$279,455
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
2,924
shares
|
$278,218
0.12% of portfolio
|
Q4 2023
Reduced 2.89%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,892
shares
|
$275,173
0.02% of portfolio
|
Q2 2024
Reduced 4.46%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
2,716
shares
|
$258,427
0.05% of portfolio
|
Q3 2024
Reduced 30.29%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
2,705
shares
|
$257,380
0.04% of portfolio
|
Q3 2024
Reduced 42.05%
|
|
|
Newport Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,689
shares
|
$255,858
0.21% of portfolio
|
Q2 2024
New holding
|