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 274 institutions that hold shares in the stock, with a total of 10.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
3,366
shares
|
$356,627
0.01% of portfolio
|
Q2 2024
Added 0.99%
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 02, 2024 Q2 2024 |
3,339
shares
|
$353,767
0.36% of portfolio
|
Q2 2024
Added 1.0%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 09, 2024 Q2 2024 |
3,243
shares
|
$343,595
0.02% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 14, 2024 Q2 2024 |
3,200
shares
|
$339,040
0.0% of portfolio
|
Q2 2023
Reduced 7.0%
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
3,131
shares
|
$331,729
0.03% of portfolio
|
Q2 2024
Reduced 1.42%
|
|
Austin Private Wealth, LLC
|
Jul 16, 2024 Q2 2024 |
3,122
shares
|
$330,775
0.03% of portfolio
|
Q2 2024
Added 20.35%
|
|
Financial Counselors Inc
|
Aug 01, 2024 Q2 2024 |
3,088
shares
|
$327,173
0.0% of portfolio
|
Q2 2024
New holding
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
3,081
shares
|
$326,431
0.0% of portfolio
|
Q3 2023
Reduced 47.64%
|
|
Aspiriant, LLC
|
Jul 15, 2024 Q2 2024 |
3,035
shares
|
$321,558
0.01% of portfolio
|
Q3 2022
Reduced 0.59%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
3,013
shares
|
$319,227
0.01% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
2,994
shares
|
$317,214
0.0% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
Compass Ion Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
2,986
shares
|
$316,366
0.04% of portfolio
|
Q1 2024
Added 5.7%
|
|
South State Corp
|
Aug 02, 2024 Q2 2024 |
2,975
shares
|
$315,201
0.02% of portfolio
|
Q3 2023
Reduced 1.62%
|
|
Autumn Glory Partners, LLC
|
Aug 01, 2024 Q2 2024 |
2,925
shares
|
$309,903
0.14% of portfolio
|
Q2 2024
Added 10.8%
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
2,924
shares
|
$309,797
0.1% of portfolio
|
Q4 2023
Reduced 2.89%
|
|
Windward Private Wealth Management Inc.
|
Jul 22, 2024 Q2 2024 |
2,916
shares
|
$308,950
0.11% of portfolio
|
Q1 2024
Reduced 2.61%
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,892
shares
|
$306,407
0.02% of portfolio
|
Q2 2024
Reduced 4.46%
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
2,809
shares
|
$297,613
0.02% of portfolio
|
Q2 2024
Added 0.39%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
2,780
shares
|
$294,541
0.0% of portfolio
|
Q2 2024
Added 3.15%
|
|
Newport Capital Group, LLC
|
Aug 16, 2024 Q2 2024 |
2,689
shares
|
$284,899
0.2% of portfolio
|
Q2 2024
New holding
|
|
Heartwood Wealth Advisors LLC
|
Jul 09, 2024 Q2 2024 |
2,688
shares
|
$284,793
0.03% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
Curran Financial Partners, LLC
|
Jul 22, 2024 Q2 2024 |
2,525
shares
|
$267,523
0.1% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
Marshall Financial Group Inc
Doylestown, PA |
Aug 09, 2024 Q2 2024 |
2,522
shares
|
$267,205
0.08% of portfolio
|
Q2 2024
Added 0.12%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
2,469
shares
|
$261,590
0.01% of portfolio
|
Q1 2023
Added 8.83%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
2,468
shares
|
$261,484
0.01% of portfolio
|
Q2 2024
New holding
|