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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
9,950
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,833
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
9,345
shares
|
$971,225
0.0% of portfolio
|
Q3 2024
Added 50.27%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
9,181
shares
|
$954,181
0.0% of portfolio
|
Q2 2024
Reduced 1.58%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
9,076
shares
|
$943,268
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
9,056
shares
|
$941,190
0.0% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
8,995
shares
|
$934,850
0.21% of portfolio
|
Q4 2021
Reduced 1.1%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
8,795
shares
|
$914,064
0.0% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
8,739
shares
|
$908,244
0.01% of portfolio
|
Q3 2024
Added 459.83%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
8,489
shares
|
$882,261
0.0% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
8,231
shares
|
$855,447
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
8,231
shares
|
$855,447
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
7,812
shares
|
$811,901
0.0% of portfolio
|
Q2 2024
Added 62.75%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,327
shares
|
$761,495
0.02% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Oct 07, 2024 Q3 2024 |
6,760
shares
|
$702,566
0.64% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
6,428
shares
|
$668,062
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 07, 2023 Q3 2023 |
6,252
shares
|
$649,770
0.63% of portfolio
|
Q4 2021
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
6,230
shares
|
$647,483
0.15% of portfolio
|
Q1 2024
Reduced 4.15%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
6,115
shares
|
$635,531
0.08% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,970
shares
|
$620,462
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
5,925
shares
|
$615,785
0.0% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
5,877
shares
|
$610,796
0.2% of portfolio
|
Q4 2023
Reduced 8.73%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
5,850
shares
|
$607,990
0.24% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,712
shares
|
$593,648
0.0% of portfolio
|
Q1 2020
Reduced 1.72%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
5,700
shares
|
$592,401
0.22% of portfolio
|
Q3 2024
New holding
|