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 |
---|---|---|---|---|---|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
1,561
shares
|
$166,808
0.0% of portfolio
|
Q2 2024
Added 2.76%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
1,441
shares
|
$153,985
0.01% of portfolio
|
Q4 2023
Added 25.2%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
1,436
shares
|
$153,450
0.0% of portfolio
|
Q2 2024
Reduced 49.1%
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jul 25, 2024 Q2 2024 |
1,292
shares
|
$138,063
0.05% of portfolio
|
Q1 2022
Added 1192.0%
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1,145
shares
|
$122,354
0.0% of portfolio
|
Q1 2024
Added 1.86%
|
|
Richardson Financial Services Inc.
Medway, MA |
Aug 12, 2024 Q2 2024 |
1,076
shares
|
$114,981
0.07% of portfolio
|
Q2 2024
Added 2.28%
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
957
shares
|
$102,265
0.0% of portfolio
|
Q3 2024
Added 4.36%
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
954
shares
|
$101,944
0.0% of portfolio
|
Q2 2024
New holding
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
928
shares
|
$99,166
0.05% of portfolio
|
Q4 2023
Added 0.87%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 07, 2024 Q2 2024 |
825
shares
|
$88,159
0.01% of portfolio
|
Q1 2022
New holding
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jul 31, 2024 Q2 2024 |
813
shares
|
$86,877
0.03% of portfolio
|
Q2 2022
New holding
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
800
shares
|
$85,488
0.01% of portfolio
|
Q4 2021
Reduced 11.11%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
728
shares
|
$77,794
0.0% of portfolio
|
Q2 2024
Reduced 95.26%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
699
shares
|
$74,695
0.0% of portfolio
|
Q2 2024
Added 133.0%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
697
shares
|
$74,481
0.0% of portfolio
|
Q2 2024
Added 8.23%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
613
shares
|
$65,505
0.0% of portfolio
|
Q2 2024
Added 27.44%
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
602
shares
|
$64,329
0.0% of portfolio
|
Q1 2024
Reduced 10.42%
|
|
Evermay Wealth Management LLC
Arlington, VA |
Aug 01, 2024 Q2 2024 |
601
shares
|
$64,222
0.01% of portfolio
|
Q1 2023
Reduced 19.76%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
575
shares
|
$61,444
0.0% of portfolio
|
Q2 2024
Added 798.44%
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 09, 2024 Q2 2024 |
573
shares
|
$61,230
0.04% of portfolio
|
Q2 2024
New holding
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jul 31, 2024 Q2 2024 |
567
shares
|
$60,589
0.01% of portfolio
|
Q2 2021
Reduced 26.08%
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 13, 2024 Q2 2024 |
471
shares
|
$50,331
0.02% of portfolio
|
Q1 2024
New holding
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Jul 29, 2024 Q2 2024 |
430
shares
|
$45,949
0.01% of portfolio
|
Q4 2023
Reduced 0.69%
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 17, 2024 Q2 2024 |
416
shares
|
$44,453
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
398
shares
|
$42,530
0.0% of portfolio
|
Q2 2024
Added 261.82%
|