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 286 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 $1.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
100
shares
|
$9,583
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
99
shares
|
$9,487
0.0% of portfolio
|
Q3 2022
Reduced 63.87%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
90
shares
|
$8,624
0.0% of portfolio
|
Q2 2021
Reduced 98.94%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
80
shares
|
$7,666
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
79
shares
|
$7,570
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
78
shares
|
$7,474
0.0% of portfolio
|
Q3 2024
Reduced 56.18%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
78
shares
|
$7,474
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
75
shares
|
$7,187
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
64
shares
|
$6,133
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
60
shares
|
$5,749
0.0% of portfolio
|
Q1 2025
Added 93.55%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
60
shares
|
$5,749
0.0% of portfolio
|
Q2 2023
Reduced 85.11%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
53
shares
|
$5,078
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
52
shares
|
$4,983
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
44
shares
|
$4,216
0.0% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
44
shares
|
$4,216
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
41
shares
|
$3,929
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
32
shares
|
$3,066
0.0% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
30
shares
|
$2,874
0.0% of portfolio
|
Q1 2024
Reduced 14.29%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
28
shares
|
$2,683
0.0% of portfolio
|
Q1 2025
Reduced 74.07%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
22
shares
|
$2,108
0.0% of portfolio
|
Q4 2019
Added 100.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
21
shares
|
$2,012
0.0% of portfolio
|
Q1 2025
Reduced 72.73%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
21
shares
|
$2,012
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
14
shares
|
$1,341
0.0% of portfolio
|
Q3 2020
Reduced 98.71%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
13
shares
|
$1,245
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
10
shares
|
$958
0.0% of portfolio
|
Q1 2025
New holding
|