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 285 institutions that hold shares in the stock, with a total of 11.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
55,888
shares
|
$5.55 Million
0.12% of portfolio
|
Q4 2025
Reduced 2.41%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
54,529
shares
|
$5.42 Million
0.25% of portfolio
|
Q3 2025
Added 183.61%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
47,704
shares
|
$4.74 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
46,207
shares
|
$4.59 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
44,457
shares
|
$4.42 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
39,438
shares
|
$3.92 Million
0.01% of portfolio
|
Q3 2025
Reduced 34.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
38,527
shares
|
$3.83 Million
0.01% of portfolio
|
Q3 2025
Added 12.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
37,089
shares
|
$3.69 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
36,700
shares
|
$3.65 Million
0.0% of portfolio
|
Q3 2025
Reduced 91.1%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
34,253
shares
|
$3.4 Million
0.02% of portfolio
|
Q3 2025
Added 88.75%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
31,486
shares
|
$3.13 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
30,095
shares
|
$2.99 Million
0.01% of portfolio
|
Q4 2025
Reduced 18.35%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
29,636
shares
|
$2.95 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
29,131
shares
|
$2.9 Million
0.25% of portfolio
|
Q4 2025
Added 0.52%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
27,826
shares
|
$2.77 Million
0.56% of portfolio
|
Q3 2025
Added 13.12%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
27,826
shares
|
$2.77 Million
0.66% of portfolio
|
Q3 2025
Added 13.12%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
27,386
shares
|
$2.72 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
25,071
shares
|
$2.49 Million
0.0% of portfolio
|
Q2 2025
Added 83.23%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
24,858
shares
|
$2.47 Million
1.67% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
24,146
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
24,124
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
23,512
shares
|
$2.34 Million
0.13% of portfolio
|
Q4 2025
Added 3.05%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
23,106
shares
|
$2.3 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
23,076
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.01%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
20,973
shares
|
$2.08 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.19%
|
|