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 |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
4,448
shares
|
$437,238
0.0% of portfolio
|
Q4 2024
Reduced 15.55%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
4,424
shares
|
$434,879
0.02% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
4,363
shares
|
$428,882
0.01% of portfolio
|
Q3 2023
Reduced 1.07%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
4,183
shares
|
$411,188
0.01% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
4,157
shares
|
$408,633
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,102
shares
|
$403,226
0.13% of portfolio
|
Q4 2024
Reduced 28.04%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
4,100
shares
|
$403,030
0.0% of portfolio
|
Q4 2024
Reduced 68.22%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
4,032
shares
|
$396,345
0.01% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
3,997
shares
|
$392,905
0.0% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
3,929
shares
|
$386,220
0.0% of portfolio
|
Q4 2024
Reduced 86.8%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,925
shares
|
$385,827
0.01% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
3,797
shares
|
$373,245
0.06% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,679
shares
|
$361,645
0.01% of portfolio
|
Q2 2020
Reduced 40.9%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
3,441
shares
|
$338,250
0.01% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
3,406
shares
|
$334,809
0.04% of portfolio
|
Q4 2024
Reduced 68.34%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,353
shares
|
$329,599
0.02% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
3,317
shares
|
$326,061
0.11% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
3,280
shares
|
$322,424
0.05% of portfolio
|
Q4 2024
Added 11.53%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
3,200
shares
|
$314,560
0.0% of portfolio
|
Q2 2023
Reduced 7.0%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
3,159
shares
|
$310,529
0.0% of portfolio
|
Q3 2024
Reduced 35.74%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
3,131
shares
|
$307,777
0.03% of portfolio
|
Q2 2024
Reduced 1.42%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Feb 11, 2025 Q4 2024 |
3,111
shares
|
$305,811
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
3,081
shares
|
$302,862
0.0% of portfolio
|
Q3 2023
Reduced 47.64%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
3,047
shares
|
$299,520
0.01% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
3,035
shares
|
$298,340
0.01% of portfolio
|
Q3 2022
Reduced 0.59%
|