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 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
22,395
shares
|
$2.12 Million
0.12% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
20,169
shares
|
$1.91 Million
0.29% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,074
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
19,047
shares
|
$1.81 Million
0.01% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
18,670
shares
|
$1.77 Million
0.27% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
17,905
shares
|
$1.7 Million
1.17% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
17,372
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
17,172
shares
|
$1.63 Million
0.05% of portfolio
|
Q1 2025
Added 63.45%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
16,303
shares
|
$1.55 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Feb 13, 2025 Q4 2024 |
16,118
shares
|
$1.53 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
15,765
shares
|
$1.5 Million
0.59% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
15,650
shares
|
$1.48 Million
0.11% of portfolio
|
Q1 2022
Reduced 0.57%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
15,644
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
14,750
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,560
shares
|
$1.38 Million
0.05% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Moller Financial Services
|
Apr 09, 2025 Q1 2025 |
14,194
shares
|
$1.35 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
13,964
shares
|
$1.32 Million
0.35% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
13,363
shares
|
$1.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
12,169
shares
|
$1.15 Million
0.43% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
11,999
shares
|
$1.14 Million
0.57% of portfolio
|
Q4 2019
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
11,678
shares
|
$1.11 Million
0.78% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,399
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 40.66%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
10,887
shares
|
$1.03 Million
0.06% of portfolio
|
Q1 2025
Reduced 13.2%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
10,466
shares
|
$992,804
0.29% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
10,384
shares
|
$985,026
0.01% of portfolio
|
Q4 2024
Reduced 2.52%
|