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 291 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
2,994
shares
|
$297,423
0.0% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
2,983
shares
|
$296,331
0.0% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,892
shares
|
$287,291
0.02% of portfolio
|
Q2 2024
Reduced 4.46%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
2,744
shares
|
$272,588
0.1% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Newport Capital Group, LLC
|
Jan 29, 2025 Q4 2024 |
2,695
shares
|
$267,721
0.2% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
2,667
shares
|
$264,939
0.0% of portfolio
|
Q4 2024
Added 20.84%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
2,624
shares
|
$260,668
0.03% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
2,611
shares
|
$259,376
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
2,607
shares
|
$258,979
0.0% of portfolio
|
Q4 2024
Reduced 16.28%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
2,598
shares
|
$258,085
0.02% of portfolio
|
Q3 2024
Reduced 12.67%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
2,585
shares
|
$256,793
0.03% of portfolio
|
Q4 2024
Reduced 48.66%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
2,570
shares
|
$255,303
0.03% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
2,531
shares
|
$251,429
0.08% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
2,529
shares
|
$251,230
0.08% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
2,527
shares
|
$251,032
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
2,504
shares
|
$248,747
0.03% of portfolio
|
Q4 2024
Reduced 7.43%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
2,482
shares
|
$246,561
0.02% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
2,469
shares
|
$245,270
0.01% of portfolio
|
Q1 2023
Added 8.83%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Feb 12, 2025 Q4 2024 |
2,400
shares
|
$238,416
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
2,400
shares
|
$238,416
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,328
shares
|
$231,263
0.04% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,288
shares
|
$227,289
0.0% of portfolio
|
Q2 2023
Reduced 8.48%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
2,274
shares
|
$225,899
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
2,252
shares
|
$223,713
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
2,245
shares
|
$223,018
0.03% of portfolio
|
Q4 2023
New holding
|