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 |
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
4,448
shares
|
$421,937
0.0% of portfolio
|
Q4 2024
Reduced 15.55%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
4,378
shares
|
$415,297
0.01% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
4,247
shares
|
$402,870
0.02% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
4,100
shares
|
$388,926
0.0% of portfolio
|
Q4 2024
Reduced 68.22%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
4,032
shares
|
$382,475
0.01% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
3,997
shares
|
$379,155
0.0% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
3,929
shares
|
$372,704
0.0% of portfolio
|
Q4 2024
Reduced 86.8%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,925
shares
|
$372,325
0.01% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
3,864
shares
|
$366,539
0.09% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
3,773
shares
|
$357,906
0.05% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,679
shares
|
$348,989
0.01% of portfolio
|
Q2 2020
Reduced 40.9%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
3,441
shares
|
$326,413
0.01% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,360
shares
|
$318,729
0.02% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
3,317
shares
|
$314,650
0.11% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
3,280
shares
|
$311,140
0.05% of portfolio
|
Q4 2024
Added 11.53%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
3,200
shares
|
$303,552
0.0% of portfolio
|
Q2 2023
Reduced 7.0%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
3,143
shares
|
$298,144
0.0% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Feb 11, 2025 Q4 2024 |
3,111
shares
|
$295,109
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
3,081
shares
|
$292,263
0.0% of portfolio
|
Q3 2023
Reduced 47.64%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
3,035
shares
|
$287,900
0.01% of portfolio
|
Q3 2022
Reduced 0.59%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
2,994
shares
|
$284,010
0.0% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
2,983
shares
|
$282,967
0.0% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
2,946
shares
|
$279,457
0.04% of portfolio
|
Q1 2025
Reduced 95.24%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
2,902
shares
|
$275,283
0.03% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,892
shares
|
$274,335
0.02% of portfolio
|
Q2 2024
Reduced 4.46%
|