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 |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
4,247
shares
|
$406,990
0.02% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
4,112
shares
|
$394,052
0.0% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
4,032
shares
|
$386,386
0.01% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
3,864
shares
|
$370,287
0.09% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
3,773
shares
|
$361,566
0.05% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
3,699
shares
|
$354,475
0.03% of portfolio
|
Q1 2025
Added 49.03%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
3,690
shares
|
$353,612
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,679
shares
|
$352,558
0.01% of portfolio
|
Q2 2020
Reduced 40.9%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
3,577
shares
|
$342,783
0.03% of portfolio
|
Q1 2025
Reduced 25.09%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
3,462
shares
|
$331,763
0.01% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,360
shares
|
$321,988
0.02% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
3,319
shares
|
$318,059
0.11% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
3,149
shares
|
$301,768
0.01% of portfolio
|
Q1 2025
Added 76.02%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
3,143
shares
|
$301,193
0.0% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
3,081
shares
|
$295,252
0.0% of portfolio
|
Q3 2023
Reduced 47.64%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
3,066
shares
|
$293,814
0.0% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
3,035
shares
|
$290,844
0.01% of portfolio
|
Q3 2022
Reduced 0.59%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
2,994
shares
|
$286,915
0.0% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
2,983
shares
|
$285,860
0.0% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
2,946
shares
|
$282,315
0.04% of portfolio
|
Q1 2025
Reduced 95.24%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
2,927
shares
|
$280,494
0.0% of portfolio
|
Q1 2025
Reduced 96.04%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
2,902
shares
|
$278,098
0.03% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,892
shares
|
$277,140
0.02% of portfolio
|
Q2 2024
Reduced 4.46%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
2,727
shares
|
$261,328
0.04% of portfolio
|
Q1 2025
Reduced 16.86%
|
|
|
Newport Capital Group, LLC
|
Apr 17, 2025 Q1 2025 |
2,689
shares
|
$257,686
0.19% of portfolio
|
Q1 2025
Reduced 0.22%
|