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 280 institutions that hold shares in the stock, with a total of 12.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
800
shares
|
$80,624
0.01% of portfolio
|
Q4 2021
Reduced 11.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
701
shares
|
$70,646
0.0% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
699
shares
|
$70,445
0.0% of portfolio
|
Q2 2024
Added 133.0%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
601
shares
|
$60,568
0.01% of portfolio
|
Q1 2023
Reduced 19.76%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
548
shares
|
$55,227
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
518
shares
|
$52,204
0.0% of portfolio
|
Q4 2024
Added 202.92%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
467
shares
|
$47,064
0.01% of portfolio
|
Q4 2024
Reduced 17.64%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
445
shares
|
$44,847
0.02% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
444
shares
|
$44,746
0.0% of portfolio
|
Q3 2024
Added 1830.43%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
430
shares
|
$43,335
0.01% of portfolio
|
Q4 2023
Reduced 0.69%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
358
shares
|
$36,079
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
345
shares
|
$34,769
0.0% of portfolio
|
Q4 2021
Reduced 44.35%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
341
shares
|
$34,365
0.0% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
294
shares
|
$29,629
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
291
shares
|
$29,326
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
261
shares
|
$26,303
0.0% of portfolio
|
Q2 2024
Reduced 29.08%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
256
shares
|
$25,799
0.01% of portfolio
|
Q2 2024
Reduced 33.51%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
252
shares
|
$25,396
0.0% of portfolio
|
Q2 2022
Reduced 27.17%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
240
shares
|
$24,187
0.0% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
207
shares
|
$20,861
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
200
shares
|
$20,156
0.01% of portfolio
|
Q2 2021
Added 150.0%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
200
shares
|
$20,156
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
191
shares
|
$19,248
0.01% of portfolio
|
Q3 2024
Reduced 53.3%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
165
shares
|
$16,628
0.01% of portfolio
|
Q2 2024
Reduced 96.53%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
165
shares
|
$16,628
0.0% of portfolio
|
Q1 2023
Reduced 5.71%
|