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 |
|---|---|---|---|---|---|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
5,571
shares
|
$578,994
0.14% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
5,515
shares
|
$573,173
0.3% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
5,493
shares
|
$570,887
0.0% of portfolio
|
Q3 2024
Reduced 12.14%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
5,267
shares
|
$547,399
0.0% of portfolio
|
Q3 2024
Added 10.49%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,167
shares
|
$537,006
0.01% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
5,080
shares
|
$527,964
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
5,070
shares
|
$526,925
0.02% of portfolio
|
Q3 2023
Reduced 0.16%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
5,070
shares
|
$526,925
0.06% of portfolio
|
Q2 2024
Reduced 5.06%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
5,035
shares
|
$523,287
0.07% of portfolio
|
Q2 2024
Added 0.7%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
4,929
shares
|
$512,270
0.05% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
4,888
shares
|
$508,009
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
4,888
shares
|
$508,009
0.0% of portfolio
|
Q3 2024
Reduced 25.95%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
4,827
shares
|
$501,670
0.0% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
4,775
shares
|
$496,265
0.05% of portfolio
|
Q3 2024
Added 10.4%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 15, 2024 Q3 2024 |
4,745
shares
|
$493,147
0.28% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
4,723
shares
|
$490,861
0.01% of portfolio
|
Q3 2024
Reduced 14.44%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
4,527
shares
|
$470,491
0.15% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
4,500
shares
|
$467,685
0.19% of portfolio
|
Q4 2022
Added 29.69%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
4,472
shares
|
$464,774
0.17% of portfolio
|
Q1 2024
Added 0.2%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
4,363
shares
|
$453,446
0.01% of portfolio
|
Q3 2023
Reduced 1.07%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
4,227
shares
|
$439,312
0.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
4,211
shares
|
$437,649
0.02% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
4,032
shares
|
$419,045
0.01% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
3,956
shares
|
$411,147
0.0% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
3,810
shares
|
$395,973
0.06% of portfolio
|
Q3 2024
Reduced 2.73%
|