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 |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
43,891
shares
|
$4.21 Million
0.16% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
43,306
shares
|
$4.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 40.36%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
39,726
shares
|
$3.81 Million
0.0% of portfolio
|
Q1 2025
Added 20.72%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
39,090
shares
|
$3.75 Million
0.01% of portfolio
|
Q1 2025
Added 31.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
38,253
shares
|
$3.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 24.37%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
35,948
shares
|
$3.44 Million
0.44% of portfolio
|
Q1 2025
Reduced 11.74%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
35,051
shares
|
$3.36 Million
0.26% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
32,401
shares
|
$3.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 22.33%
|
|
|
Strategic Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
30,445
shares
|
$2.92 Million
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
28,502
shares
|
$2.73 Million
0.27% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
27,312
shares
|
$2.62 Million
0.09% of portfolio
|
Q1 2025
Reduced 42.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
26,921
shares
|
$2.58 Million
0.0% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
25,643
shares
|
$2.46 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
25,437
shares
|
$2.44 Million
0.55% of portfolio
|
Q1 2025
Reduced 48.55%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
25,437
shares
|
$2.44 Million
0.49% of portfolio
|
Q1 2025
Reduced 48.55%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
24,858
shares
|
$2.38 Million
1.67% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
24,146
shares
|
$2.31 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
24,123
shares
|
$2.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
23,124
shares
|
$2.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.9%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
21,915
shares
|
$2.1 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
American Financial Advisors, LLC
|
May 01, 2025 Q1 2025 |
19,668
shares
|
$1.88 Million
0.3% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
19,227
shares
|
$1.84 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,074
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
18,670
shares
|
$1.79 Million
0.27% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
18,469
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2025
Reduced 40.52%
|