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SPDR Dow Jones Global Real Estate ETF (RWO) Institutional Ownership

SPDR Dow Jones Global Real Estate ETF logo
$49.49 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR Dow Jones Global Real Estate ETF (NYSEARCA:RWO)

Number of
Institutional Buyers
(last 12 months)
94
Total
Institutional Inflows
(last 12 months)
$151.67M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$49.70M
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RWO Institutional Buying and Selling by Quarter

SPDR Dow Jones Global Real Estate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Bank of America Corp DE1,570,009$71.86M0.0%+3.8%6.305%
5/18/2026 Royal Bank of Canada54,767$2.51M0.0%-0.4%0.220%
5/15/2026 Matrix Private Capital Group LLC20,029$917K0.4%N/A0.080%
5/13/2026 Cetera Investment Advisers69,507$3.18M0.0%+1.3%0.279%
5/7/2026 White & Co Financial Planning Inc128,441$5.88M4.1%+6.4%0.516%
5/6/2026 Modera Wealth Management LLC204,073$9.34M0.1%-1.8%0.820%
5/5/2026 Sanctuary Advisors LLC64,301$2.94M0.0%+48.0%0.258%
5/4/2026 Innealta Capital LLC9,064$415K0.3%+2.8%0.036%
5/2/2026 Valmark Advisers Inc.105,655$4.84M0.1%+6.9%0.424%
5/1/2026 Fifth Third Bancorp16,737$766K0.0%+1.9%0.067%
5/1/2026 Simplicity Wealth LLC38,617$1.77M0.1%+27.5%0.155%
4/30/2026 Hsbc Holdings PLC211,864$9.70M0.0%-38.6%0.851%
4/30/2026 Efficient Advisors LLC8,460$387K0.0%-14.0%0.034%
4/30/2026 PCB Capital LLC4,992$228K0.4%+12.1%0.020%
4/29/2026 Orin Green Financial LLC117,813$5.39M2.2%-0.4%0.473%
4/29/2026 ORBA Wealth Advisors L.L.C.15,207$696K0.8%-17.7%0.061%
4/29/2026 Integrated Advisors Network LLC6,372$292K0.0%-13.0%0.026%
4/28/2026 Walkner Condon Financial Advisors LLC4,466$204K0.0%-5.6%0.018%
4/27/2026 BIP Wealth LLC20,887$956K0.0%-16.8%0.084%
4/23/2026 Moss Adams Wealth Advisors LLC56,683$2.59M0.2%-10.1%0.228%
4/22/2026 Aspire Private Capital LLC19,726$903K0.2%+2.5%0.079%
4/21/2026 OLD National Bancorp IN13,303$609K0.0%N/A0.053%
4/21/2026 Hoge Financial Services LLC4,945$226K0.1%-23.9%0.020%
4/20/2026 Apella Capital LLC14,394$716K0.0%-7.5%0.058%
4/17/2026 Discipline Wealth Solutions LLC5,494$251K0.0%+23.3%0.022%
4/17/2026 XML Financial LLC15,732$720K0.1%+4.1%0.063%
3/20/2026 Hsbc Holdings PLC344,924$15.53M0.0%-22.3%1.385%
3/6/2026 Hsbc Holdings PLC344,924$15.53M0.0%-22.3%1.385%
3/5/2026 Gunpowder Capital Management LLC dba Oliver Wealth Management2,476$111K0.1%N/A0.010%
2/24/2026 WLTH Capital Management LLC91,281$4.49M3.5%N/A0.367%
2/18/2026 Mercer Global Advisors Inc. ADV63,874$2.88M0.0%-6.8%0.257%
2/18/2026 Beacon Pointe Advisors LLC30,458$1.37M0.0%+2.5%0.122%
2/18/2026 EP Wealth Advisors LLC58,340$2.63M0.0%N/A0.234%
2/18/2026 SKY Mountain Capital Management Inc.4,706$217K0.1%-46.1%0.019%
2/17/2026 Integrated Advisors Network LLC7,324$330K0.0%-6.5%0.029%
2/17/2026 Cetera Investment Advisers68,611$3.09M0.0%+4.3%0.276%
2/17/2026 Osaic Holdings Inc.32,204$1.45M0.0%+8.0%0.129%
2/17/2026 Royal Bank of Canada54,991$2.48M0.0%+4.3%0.221%
2/17/2026 Blair William & Co. IL32,474$1.46M0.0%+3.1%0.130%
2/16/2026 MML Investors Services LLC94,933$4.27M0.0%+7.1%0.381%
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2/16/2026 Mariner LLC309,715$13.94M0.0%+0.7%1.244%
2/16/2026Nicolet Advisory Services LLC6,402$294K0.0%-18.4%0.026%
2/16/2026 Focus Partners Wealth62,635$2.82M0.0%+0.9%0.252%
2/16/2026 Arkos Global Advisors14,996$675K0.1%-8.1%0.060%
2/16/2026 Barclays PLC33,802$1.52M0.0%-6.8%0.136%
2/13/2026 Kestra Advisory Services LLC2,721$122K0.0%N/A0.011%
2/13/2026 Smartleaf Asset Management LLC1,018$46K0.0%+28.2%0.004%
2/13/2026 State Street Corp6,356,395$286.17M0.0%+2.8%25.528%
2/13/2026 New England Private Wealth Advisors LLC26,008$1.17M0.1%+1.1%0.104%
2/13/2026 Wells Fargo & Company MN17,342$781K0.0%+17.4%0.070%
2/12/2026 Jane Street Group LLC24,203$1.09M0.0%N/A0.097%
2/12/2026 Orion Porfolio Solutions LLC21,754$979K0.0%+10.3%0.087%
2/12/2026 Commonwealth Equity Services LLC8,454$381K0.0%+19.7%0.034%
2/12/2026 Columbia River Financial Group LLC33,895$1.53M0.9%+3.0%0.136%
2/12/2026 IFC & Insurance Marketing Inc.712$32K0.0%N/A0.003%
2/12/2026 Steward Partners Investment Advisory LLC638$29K0.0%-62.6%0.003%
2/11/2026 Capital Analysts LLC1,587$71K0.0%-13.6%0.006%
2/11/2026 Brand Asset Management Group Inc.26,747$1.20M0.3%+6.0%0.107%
2/11/2026 Clarity Retirement & Wealth LLC6,886$310K0.3%N/A0.028%
2/11/2026 Cerity Partners LLC122,156$5.50M0.0%-5.4%0.491%
2/11/2026 LPL Financial LLC211,253$9.51M0.0%+1.5%0.848%
2/11/2026 OneAscent Financial Services LLC95,325$4.29M0.4%+9.2%0.383%
2/11/2026 J.W. Cole Advisors Inc.7,620$342K0.0%+23.8%0.031%
2/10/2026 Bank of New York Mellon Corp1,457,685$65.63M0.0%+4.5%5.854%
2/10/2026 Goldman Sachs Group Inc.543,145$24.45M0.0%-6.3%2.181%
2/10/2026 One Capital Management LLC48,362$2.18M0.1%-30.0%0.194%
2/10/2026 Northwestern Mutual Wealth Management Co.35,370$1.59M0.0%+26.4%0.142%
2/10/2026 Savant Capital LLC20,651$930K0.0%-2.7%0.083%
2/10/2026 IFG Advisory LLC24,335$1.10M0.0%+3.3%0.098%
2/9/2026 Harbour Investments Inc.8,685$391K0.0%+3.0%0.035%
2/9/2026 New England Private Wealth Advisors LLC541,448$24.59M1.4%+2,004.3%2.174%
2/6/2026 Banque Cantonale Vaudoise51,063$2.30M0.1%+1.6%0.205%
2/6/2026 Creative Financial Designs Inc. ADV3,537$159K0.0%+9.0%0.014%
2/6/2026 Orin Green Financial LLC118,291$5.33M2.1%+1.1%0.475%
2/6/2026 HighTower Advisors LLC105,882$4.77M0.0%-1.7%0.425%
2/5/2026 Hills Bank & Trust Co111,717$5.03M0.3%-17.6%0.449%
2/5/2026 ORBA Wealth Advisors L.L.C.18,484$832K0.7%+9.6%0.074%
2/4/2026 Independent Advisor Alliance18,732$843K0.0%+4.4%0.075%
2/4/2026 Bailard Inc.6,113$275K0.0%-10.8%0.025%
2/4/2026 SVB Wealth LLC4,462$201K0.0%-15.0%0.018%
2/3/2026 MPS Loria Financial Planners LLC11,531$519K0.1%+4.0%0.046%
2/2/2026 Truist Financial Corp13,674$616K0.0%+3.3%0.055%
2/2/2026 Avidian Wealth Enterprises LLC149,574$6.73M0.2%+2.5%0.601%
2/2/2026 Fifth Third Bancorp16,429$740K0.0%+1.9%0.066%
1/30/2026 Innealta Capital LLC8,819$397K0.2%+4.9%0.035%
1/30/2026 Simplicity Wealth LLC30,291$1.36M0.1%+20.2%0.122%
1/30/2026 Kondo Wealth Advisors Inc.4,915$221K0.1%-5.7%0.020%
1/29/2026 Sanctuary Advisors LLC43,458$1.96M0.0%-7.7%0.175%
1/29/2026 Courier Capital LLC10,125$456K0.0%-22.9%0.041%
1/29/2026 Concurrent Investment Advisors LLC17,461$786K0.0%N/A0.070%
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1/28/2026 Mowery & Schoenfeld Wealth Management LLC696$31K0.0%N/A0.003%
1/28/2026 N.E.W. Advisory Services LLC3,905$176K0.0%-10.9%0.016%
1/28/2026Quent Long Short Global Small Cap Fund LP517,994$23.32M1.9%N/A2.080%
1/27/2026 Brighton Jones LLC279,630$12.59M0.5%-0.1%1.123%
1/26/2026 Moss Adams Wealth Advisors LLC63,045$2.84M0.2%+6.4%0.253%
1/26/2026 Discipline Wealth Solutions LLC4,454$201K0.0%-24.9%0.018%
1/26/2026 CWM LLC25,355$1.14M0.0%+1,012.5%0.102%
1/26/2026 Valmark Advisers Inc.98,798$4.45M0.1%-1.6%0.397%
1/23/2026 FSM Wealth Advisors LLC46,591$2.10M0.3%-2.4%0.187%
1/22/2026 HHM Wealth Advisors LLC23,080$1.04M0.1%-4.8%0.093%


RWO Institutional Ownership - Frequently Asked Questions

During the previous two years, 181 institutional investors and hedge funds held shares of SPDR Dow Jones Global Real Estate ETF. The most heavily invested institutionals were State Street Corp ($286.17M), Bank of America Corp DE ($71.86M), Bank of New York Mellon Corp ($65.63M), Glenmede Trust Co. NA ($39.96M), Glenmede Investment Management LP ($35.04M), Raymond James Financial Services Advisors Inc. ($24.57M), and Goldman Sachs Group Inc. ($24.45M).Learn more on SPDR Dow Jones Global Real Estate ETF's institutional investors.

Of the 133 institutional investors that purchased SPDR Dow Jones Global Real Estate ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brooklyn FI LLC ($2.93M), Raymond James Financial Inc. ($710.65K), Jane Street Group LLC ($571.74K), New England Private Wealth Advisors LLC ($541.73K), Quent Long Short Global Small Cap Fund LP ($517.99K), State Street Corp ($428.76K), and Bank of America Corp DE ($224.09K).

Institutional investors have bought a total of 3,378,911 shares in the last 24 months. This purchase volume represents approximately $151.67M in transactions.

Of the 74 institutional investors that sold SPDR Dow Jones Global Real Estate ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hsbc Holdings PLC ($342.64K), Envestnet Asset Management Inc. ($293.55K), Bank of New York Mellon Corp ($50.09K), Hills Bank & Trust Co ($40.23K), Goldman Sachs Group Inc. ($36.31K), One Capital Management LLC ($24.06K), and Moss Adams Wealth Advisors LLC ($22.04K).

Institutional investors have sold a total of 1,110,052 shares in the last 24 months. This volume of shares sold represents approximately $49.70M in transactions.


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This page (NYSEARCA:RWO) was last updated on 5/26/2026 by MarketBeat.com Staff.
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