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 |
|---|---|---|---|---|---|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
2,000
shares
|
$207,860
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Windward Private Wealth Management Inc.
|
Oct 31, 2024 Q3 2024 |
1,962
shares
|
$203,910
0.08% of portfolio
|
Q3 2024
Reduced 32.72%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,938
shares
|
$201,416
0.01% of portfolio
|
Q4 2022
Reduced 13.4%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,935
shares
|
$201,104
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,909
shares
|
$198,402
0.0% of portfolio
|
Q3 2024
Reduced 20.72%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
1,900
shares
|
$197,467
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
1,900
shares
|
$197,467
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
1,887
shares
|
$196,115
0.08% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
1,789
shares
|
$185,930
0.0% of portfolio
|
Q1 2024
Reduced 37.34%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,762
shares
|
$183,124
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
1,666
shares
|
$173,147
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
1,620
shares
|
$168,366
0.04% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,540
shares
|
$160,052
0.0% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,441
shares
|
$149,763
0.02% of portfolio
|
Q4 2023
Added 25.2%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
1,292
shares
|
$134,277
0.06% of portfolio
|
Q1 2022
Added 1192.0%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,278
shares
|
$132,822
0.0% of portfolio
|
Q3 2024
Added 75.55%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
1,076
shares
|
$111,828
0.06% of portfolio
|
Q2 2024
Added 2.28%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
991
shares
|
$102,994
0.0% of portfolio
|
Q3 2024
Reduced 13.45%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
957
shares
|
$99,461
0.0% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
930
shares
|
$96,654
0.0% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
928
shares
|
$96,447
0.05% of portfolio
|
Q4 2023
Added 0.87%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
836
shares
|
$86,885
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
825
shares
|
$85,742
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
813
shares
|
$84,495
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
800
shares
|
$83,144
0.01% of portfolio
|
Q4 2021
Reduced 11.11%
|