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 |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
5,835
shares
|
$559,168
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
5,788
shares
|
$554,664
0.0% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
5,727
shares
|
$548,818
0.07% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,712
shares
|
$547,380
0.0% of portfolio
|
Q1 2020
Reduced 1.72%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
5,590
shares
|
$535,689
0.3% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
5,571
shares
|
$533,868
0.14% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,167
shares
|
$495,153
0.01% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
5,070
shares
|
$485,858
0.06% of portfolio
|
Q2 2024
Reduced 5.06%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
5,070
shares
|
$485,858
0.02% of portfolio
|
Q3 2023
Reduced 0.16%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
May 15, 2025 Q1 2025 |
4,844
shares
|
$464,200
0.27% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
4,827
shares
|
$462,571
0.0% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
4,806
shares
|
$460,558
0.04% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
4,720
shares
|
$452,317
0.01% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
4,714
shares
|
$451,742
0.02% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,635
shares
|
$444,172
0.01% of portfolio
|
Q1 2025
Added 18.09%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
4,605
shares
|
$441,297
0.01% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
4,552
shares
|
$436,218
0.01% of portfolio
|
Q1 2025
Reduced 18.16%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
4,527
shares
|
$433,822
0.15% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
4,500
shares
|
$431,235
0.18% of portfolio
|
Q4 2022
Added 29.69%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
4,474
shares
|
$428,743
0.02% of portfolio
|
Q1 2025
Reduced 80.02%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
4,472
shares
|
$428,551
0.16% of portfolio
|
Q1 2024
Added 0.2%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
4,448
shares
|
$426,251
0.0% of portfolio
|
Q4 2024
Reduced 15.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
4,414
shares
|
$422,993
0.0% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
4,378
shares
|
$419,543
0.01% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
4,360
shares
|
$417,818
0.16% of portfolio
|
Q1 2025
Added 40.15%
|