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 |
|---|---|---|---|---|---|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
1,172
shares
|
$115,945
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,140
shares
|
$112,780
0.0% of portfolio
|
Q1 2025
Added 156.76%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,134
shares
|
$112,186
0.0% of portfolio
|
Q4 2024
Added 18.5%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
928
shares
|
$91,807
0.05% of portfolio
|
Q4 2023
Added 0.87%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
875
shares
|
$86,563
0.01% of portfolio
|
Q1 2025
Added 322.71%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
825
shares
|
$81,617
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
813
shares
|
$80,430
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
800
shares
|
$79,144
0.01% of portfolio
|
Q4 2021
Reduced 11.11%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
798
shares
|
$78,946
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
729
shares
|
$72,119
0.0% of portfolio
|
Q1 2025
Reduced 41.26%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
725
shares
|
$71,724
0.0% of portfolio
|
Q4 2024
Reduced 43.27%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
623
shares
|
$61,633
0.03% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
621
shares
|
$61,435
0.0% of portfolio
|
Q2 2025
Reduced 39.83%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
601
shares
|
$59,456
0.01% of portfolio
|
Q1 2023
Reduced 19.76%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
467
shares
|
$46,200
0.01% of portfolio
|
Q4 2024
Reduced 17.64%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
467
shares
|
$46,200
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
445
shares
|
$44,023
0.02% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
430
shares
|
$42,539
0.01% of portfolio
|
Q4 2023
Reduced 0.69%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
425
shares
|
$42,045
0.13% of portfolio
|
Q1 2025
Added 320.79%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
358
shares
|
$35,416
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
353
shares
|
$34,922
0.0% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
345
shares
|
$34,130
0.0% of portfolio
|
Q4 2021
Reduced 44.35%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
300
shares
|
$29,679
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
294
shares
|
$29,085
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
260
shares
|
$25,721
0.0% of portfolio
|
Q1 2025
Reduced 86.73%
|