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 290 institutions that hold shares in the stock, with a total of 12.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
1,125
shares
|
$114,041
0.0% of portfolio
|
Q2 2025
Added 55.17%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
1,116
shares
|
$113,128
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,100
shares
|
$111,507
0.0% of portfolio
|
Q2 2025
Added 50.89%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
1,092
shares
|
$110,696
0.04% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,065
shares
|
$107,959
0.0% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
928
shares
|
$94,071
0.05% of portfolio
|
Q4 2023
Added 0.87%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
875
shares
|
$88,698
0.01% of portfolio
|
Q1 2025
Added 322.71%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
825
shares
|
$83,630
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
813
shares
|
$82,413
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
623
shares
|
$63,153
0.03% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
621
shares
|
$62,950
0.0% of portfolio
|
Q2 2025
Reduced 39.83%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
601
shares
|
$60,923
0.01% of portfolio
|
Q1 2023
Reduced 19.76%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
467
shares
|
$47,339
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
445
shares
|
$45,109
0.02% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
430
shares
|
$43,589
0.01% of portfolio
|
Q4 2023
Reduced 0.69%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
425
shares
|
$43,082
0.1% of portfolio
|
Q1 2025
Added 320.79%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
358
shares
|
$36,290
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
353
shares
|
$35,783
0.0% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
345
shares
|
$34,972
0.0% of portfolio
|
Q4 2021
Reduced 44.35%
|
|
|
Beacon Capital Management, Inc.
|
Sep 04, 2025 Q2 2025 |
327
shares
|
$33,147
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
303
shares
|
$30,715
0.02% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
294
shares
|
$29,802
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
252
shares
|
$25,545
0.0% of portfolio
|
Q2 2022
Reduced 27.17%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
251
shares
|
$25,443
0.0% of portfolio
|
Q2 2025
Reduced 76.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
240
shares
|
$24,328
0.0% of portfolio
|
Q3 2024
Reduced 0.41%
|