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 |
|---|---|---|---|---|---|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
2,624
shares
|
$249,673
0.03% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
2,598
shares
|
$247,199
0.02% of portfolio
|
Q3 2024
Reduced 12.67%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,567
shares
|
$244,250
0.04% of portfolio
|
Q3 2024
Reduced 14.03%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2024 Q3 2024 |
2,525
shares
|
$240,253
0.08% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,515
shares
|
$239,302
0.09% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
2,469
shares
|
$234,925
0.01% of portfolio
|
Q1 2023
Added 8.83%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
2,453
shares
|
$233,402
0.03% of portfolio
|
Q3 2024
Reduced 21.43%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
2,400
shares
|
$228,360
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
2,400
shares
|
$228,360
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,288
shares
|
$217,703
0.0% of portfolio
|
Q2 2023
Reduced 8.48%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
2,245
shares
|
$213,611
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
2,228
shares
|
$211,994
0.05% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
2,225
shares
|
$211,708
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,214
shares
|
$210,662
0.0% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
2,207
shares
|
$209,996
0.0% of portfolio
|
Q2 2024
Reduced 31.1%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
2,188
shares
|
$208,188
0.11% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
2,157
shares
|
$205,238
0.06% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
2,110
shares
|
$200,766
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
2,099
shares
|
$199,719
0.0% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
2,085
shares
|
$198,387
0.02% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
2,075
shares
|
$197,436
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
2,072
shares
|
$197,150
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
2,050
shares
|
$195,057
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
2,023
shares
|
$192,488
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
2,015
shares
|
$191,727
0.01% of portfolio
|
Q3 2024
New holding
|