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 291 institutions that hold shares in the stock, with a total of 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
115
shares
|
$11,187
0.0% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
110
shares
|
$10,700
0.0% of portfolio
|
Q3 2024
Reduced 72.36%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
108
shares
|
$10,506
0.0% of portfolio
|
Q1 2025
Reduced 98.29%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
107
shares
|
$10,408
0.0% of portfolio
|
Q3 2022
Added 17.58%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
105
shares
|
$10,214
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
100
shares
|
$9,728
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
99
shares
|
$9,630
0.0% of portfolio
|
Q3 2022
Reduced 63.87%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
90
shares
|
$8,755
0.0% of portfolio
|
Q2 2021
Reduced 98.94%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
80
shares
|
$7,782
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
79
shares
|
$7,685
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
78
shares
|
$7,587
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
78
shares
|
$7,587
0.0% of portfolio
|
Q3 2024
Reduced 56.18%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
75
shares
|
$7,296
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
64
shares
|
$6,225
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
60
shares
|
$5,836
0.0% of portfolio
|
Q2 2023
Reduced 85.11%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
60
shares
|
$5,836
0.0% of portfolio
|
Q1 2025
Added 93.55%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
53
shares
|
$5,155
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
52
shares
|
$5,058
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
44
shares
|
$4,280
0.0% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
44
shares
|
$4,280
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
41
shares
|
$3,988
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
37
shares
|
$3,599
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
32
shares
|
$3,112
0.0% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
30
shares
|
$2,918
0.0% of portfolio
|
Q1 2024
Reduced 14.29%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
22
shares
|
$2,140
0.0% of portfolio
|
Q4 2019
Added 100.0%
|