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 283 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
48,869
shares
|
$5.08 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
45,409
shares
|
$4.72 Million
0.08% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
42,963
shares
|
$4.47 Million
0.01% of portfolio
|
Q3 2024
Added 14.16%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
41,644
shares
|
$4.33 Million
0.16% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
40,750
shares
|
$4.24 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
37,378
shares
|
$3.88 Million
0.0% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
35,400
shares
|
$3.68 Million
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
35,400
shares
|
$3.68 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
34,586
shares
|
$3.59 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
29,765
shares
|
$3.09 Million
0.03% of portfolio
|
Q3 2024
Reduced 33.96%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
29,295
shares
|
$3.04 Million
0.01% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
28,346
shares
|
$2.95 Million
0.29% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
27,447
shares
|
$2.85 Million
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
27,068
shares
|
$2.81 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
26,744
shares
|
$2.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.11%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
24,976
shares
|
$2.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
24,858
shares
|
$2.58 Million
1.67% of portfolio
|
Q3 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
24,326
shares
|
$2.53 Million
0.0% of portfolio
|
Q3 2024
Added 1323.41%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
24,146
shares
|
$2.51 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
24,127
shares
|
$2.51 Million
0.1% of portfolio
|
Q3 2024
Added 11.25%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
24,017
shares
|
$2.5 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
22,360
shares
|
$2.32 Million
0.12% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
21,840
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2024
Added 105.11%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
21,558
shares
|
$2.24 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,074
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|