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SPDR Dow Jones REIT ETF (RWR) Institutional Ownership

SPDR Dow Jones REIT ETF logo
$97.62 +1.34 (+1.39%)
As of 05/2/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for SPDR Dow Jones REIT ETF (NYSEARCA:RWR)

Number of
Institutional Buyers
(last 12 months)
113
Total
Institutional Inflows
(last 12 months)
$200.98M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$70.05M
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RWR Institutional Buying and Selling by Quarter

SPDR Dow Jones REIT ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025 Frederick Financial Consultants LLC89,476$8.87M6.4%+455.1%0.473%
5/2/2025 Whittier Trust Co. of Nevada Inc.3,149$312K0.0%+76.0%0.017%
5/2/2025 BluePointe Capital Management LLC4,360$432K0.2%+40.1%0.023%
5/2/2025 SBI Securities Co. Ltd.16,766$1.66M0.1%+7.2%0.089%
5/1/2025 Key Financial Inc6,384$633K0.1%+2.5%0.034%
5/1/2025 CWM LLC1,076$107K0.0%+1,315.8%0.006%
5/1/2025 American Financial Advisors LLC19,668$1.95M0.3%-2.5%0.104%
5/1/2025 Marshall Financial Group Inc. ADV2,136$212K0.1%-15.5%0.011%
4/30/2025 Cerity Partners LLC18,211$1.81M0.0%+4.8%0.096%
4/30/2025 Phillips Financial Management LLC21,915$2.17M0.2%-3.3%0.116%
4/30/2025 Stratos Wealth Partners LTD.2,927$290K0.0%-96.0%0.015%
4/30/2025 Brown Advisory Inc.9,048$897K0.0%-3.2%0.048%
4/29/2025 Financial Counselors Inc.4,552$451K0.0%-18.2%0.024%
4/29/2025 Envestnet Asset Management Inc.277,017$27.46M0.0%-6.8%1.463%
4/29/2025 DT Investment Partners LLC61,579$6.10M0.6%-2.5%0.325%
4/29/2025 Bank of New York Mellon Corp13,384$1.33M0.0%-20.7%0.071%
4/29/2025 Wayfinding Financial LLC798$79K0.0%N/A0.004%
4/28/2025 Private Trust Co. NA1,723$171K0.0%+21.1%0.009%
4/25/2025 Smallwood Wealth Investment Management LLC17,905$1.78M1.1%+2.3%0.095%
4/25/2025 Ameritas Advisory Services LLC4,714$467K0.0%+6.6%0.025%
4/24/2025 Falcon Wealth Planning35,948$3.56M0.4%-11.7%0.190%
4/23/2025 HBK Sorce Advisory LLC4,247$421K0.0%-4.6%0.022%
4/23/2025 Bessemer Group Inc.1,685$167K0.0%+81.2%0.009%
4/23/2025 Eagle Strategies LLC2,119$210K0.0%-9.0%0.011%
4/23/2025 Valmark Advisers Inc.10,166$1.01M0.0%-3.2%0.054%
4/22/2025 Cambridge Investment Research Advisors Inc.7,608$754K0.0%-28.3%0.040%
4/21/2025 Osborne Partners Capital Management LLC10,887$1.08M0.1%-13.2%0.058%
4/21/2025 Curran Financial Partners LLC2,348$233K0.1%-7.2%0.012%
4/21/2025 CWA Asset Management Group LLC2,051$203K0.0%N/A0.011%
4/18/2025 Lion Street Advisors LLC6,103$605K0.2%+48.8%0.032%
4/17/2025 Patton Fund Management Inc.126,086$12.50M3.0%-3.2%0.666%
4/17/2025 Rebalance LLC35,051$3.47M0.3%+0.4%0.185%
4/16/2025 IAG Wealth Partners LLC875$87K0.0%+322.7%0.005%
4/16/2025 Wealth Enhancement Advisory Services LLC5,788$574K0.0%-9.2%0.031%
4/16/2025 Destiny Capital Corp CO11,678$1.16M0.8%-4.3%0.062%
4/15/2025 Christian Investment Advisors Inc.123,353$12.77M8.9%+1.9%0.652%
4/15/2025 Redhawk Wealth Advisors Inc.2,946$292K0.0%-95.2%0.016%
4/15/2025 Sanibel Captiva Trust Company Inc.4,605$456K0.0%+2.8%0.024%
4/15/2025 Wealthcare Advisory Partners LLC17,172$1.70M0.0%+63.4%0.091%
4/14/2025 City Holding Co.18,670$1.85M0.3%+4.4%0.099%
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4/14/2025 Park Avenue Securities LLC9,491$941K0.0%-13.6%0.050%
4/14/2025 KMG Fiduciary Partners LLC4,806$476K0.0%-2.6%0.025%
4/10/2025 Beacon Financial Group2,902$288K0.0%-7.3%0.015%
4/9/2025 Merit Financial Group LLC6,159$611K0.0%+47.2%0.033%
4/9/2025 NBC Securities Inc.2,138$211K0.0%+106,800.0%0.011%
4/8/2025 New Hampshire Trust3,864$383K0.1%-7.0%0.020%
4/8/2025 Parallel Advisors LLC467$46K0.0%N/A0.002%
3/17/2025 Wealth Enhancement Advisory Services LLC6,375$630K0.0%+16.1%0.035%
2/25/2025Heck Capital Advisors LLC548$54K0.0%N/A0.003%
2/21/2025 Vermillion Wealth Management Inc.617$61K0.0%N/A0.004%
2/17/2025Snowden Capital Advisors LLC14,560$1.44M0.0%+1.4%0.094%
2/17/2025Focus Partners Wealth8,784$874K0.0%+70.6%0.057%
2/17/2025BOKF NA1,959$186K0.0%-6.7%0.013%
2/17/2025Bank of America Corp DE297,815$29.44M0.0%-0.2%1.924%
2/17/2025BNP Paribas Financial Markets70,155$6.94M0.0%-59.0%0.453%
2/17/2025Ameriprise Financial Inc.278,217$26.58M0.0%+17.5%1.797%
2/14/2025Mercer Global Advisors Inc. ADV29,682$2.93M0.0%+1.3%0.192%
2/14/2025 Eagle Strategies LLC2,328$230K0.0%-14.3%0.015%
2/14/2025Comerica Bank8,623$853K0.0%-2.0%0.056%
2/14/2025Northern Trust Corp3,159,122$312.31M0.0%+10.1%20.408%
2/14/2025Bellwether Advisors LLC1,109$110K0.0%N/A0.007%
2/14/2025Piedmont Capital Management LLC111,512$10.91M6.6%+0.8%0.720%
2/14/2025Integrated Wealth Concepts LLC2,144$212K0.0%-40.8%0.014%
2/14/2025Canal Capital Management LLC6,605$653K0.1%N/A0.043%
2/14/2025Stifel Financial Corp4,681$463K0.0%-4.2%0.030%
2/14/2025MML Investors Services LLC72,615$7.18M0.0%+3.7%0.469%
2/14/2025 Frederick Financial Consultants LLC16,118$1.59M1.3%N/A0.104%
2/13/2025Evergreen Capital Management LLC43,835$4.33M0.1%+5.3%0.283%
2/13/2025Adams Wealth Management49,442$4.89M0.9%+39.7%0.319%
2/13/2025Mariner LLC10,337$1.02M0.0%+5.1%0.067%
2/13/2025Cohen & Steers Inc.6,334$626K0.0%+5,407.8%0.041%
2/13/2025Synovus Financial Corp6,995$692K0.0%-51.8%0.045%
2/13/2025Redwood Park Advisors LLC300$30K0.0%N/A0.002%
2/13/2025F M Investments LLC2,611$258K0.0%N/A0.017%
2/13/2025Raymond James Financial Inc.50,577$5M0.0%N/A0.327%
2/13/2025Renaissance Technologies LLC4,100$405K0.0%-68.2%0.026%
2/13/2025Bank of Montreal Can31,050$3.07M0.0%+96.8%0.201%
2/13/2025 Cerity Partners LLC17,372$1.72M0.0%+4.1%0.112%
2/13/2025 Envestnet Asset Management Inc.297,369$29.40M0.0%+9.3%1.921%
2/13/2025Wells Fargo & Company MN505,309$49.96M0.0%-1.4%3.264%
2/12/2025Front Row Advisors LLC2,744$271K0.1%-6.2%0.018%
2/12/2025Franklin Resources Inc.4,448$440K0.0%-15.5%0.029%
2/12/2025Blair William & Co. IL325$32K0.0%-53.5%0.002%
2/12/2025JPMorgan Chase & Co.36,515$3.61M0.0%-2.3%0.236%
2/12/2025 Financial Counselors Inc.5,562$550K0.0%+80.1%0.036%
2/11/2025LPL Financial LLC201,753$19.95M0.0%-12.2%1.303%
2/10/2025Mason Street Advisors LLC320,500$31.69M4.1%-5.0%2.070%
2/10/2025Harbour Investments Inc.577$57K0.0%-17.7%0.004%
2/10/2025Corient Private Wealth LLC8,682$858K0.0%+2.3%0.056%
2/10/2025 Envestnet Portfolio Solutions Inc.2,607$258K0.0%-16.3%0.017%
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I'll tell you more about the $7 company Huang and Nvidia joined forces with to make it happen.
2/10/2025 Phillips Financial Management LLC22,662$2.24M0.2%-5.6%0.146%
2/10/2025Commonwealth Equity Services LLC58,811$5.81M0.0%+20.3%0.380%
2/10/2025 HBK Sorce Advisory LLC4,452$440K0.0%-8.9%0.029%
2/10/2025Avantax Advisory Services Inc.16,303$1.61M0.0%N/A0.105%
2/10/2025Great Lakes Advisors LLC13,363$1.32M0.0%-7.1%0.086%
2/7/2025HighTower Advisors LLC10,368$1.03M0.0%+4.1%0.067%
2/7/2025Citizens Financial Group Inc. RI55,193$5.46M0.1%+1.1%0.357%
2/7/2025 Rebalance LLC34,915$3.45M0.3%+1.0%0.226%
2/7/2025PNC Financial Services Group Inc.26,824$2.65M0.0%-2.3%0.173%
2/6/2025Raymond James Financial Inc.50,577$5M0.0%N/A0.327%
(Data available from 1/1/2016 forward)

RWR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RWR shares?

During the previous two years, 231 institutional investors and hedge funds held shares of SPDR Dow Jones REIT ETF. The most heavily invested institutionals were Northern Trust Corp ($312.31M), Charles Schwab Investment Management Inc. ($249.95M), Wells Fargo & Company MN ($49.96M), Northwestern Mutual Wealth Management Co. ($41.81M), Mason Street Advisors LLC ($31.69M), Bank of America Corp DE ($29.44M), and Envestnet Asset Management Inc. ($27.46M).Learn more on RWR's institutional investors.

Which institutional investors have been buying SPDR Dow Jones REIT ETF stock?

Of the 175 institutional investors that purchased SPDR Dow Jones REIT ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Management Inc. ($972.11K), Northern Trust Corp ($482.12K), LPL Financial LLC ($205.23K), Christian Investment Advisors Inc. ($123.35K), BNP Paribas Financial Markets ($120.69K), Private Advisor Group LLC ($117.94K), and Fiduciary Family Office LLC ($106.83K).

How much institutional buying is happening at SPDR Dow Jones REIT ETF?

Institutional investors have bought a total of 3,702,211 shares in the last 24 months. This purchase volume represents approximately $353.77M in transactions.

Which SPDR Dow Jones REIT ETF major shareholders have been selling company stock?

Of the 128 institutional investors that sold SPDR Dow Jones REIT ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($734.09K), PNC Financial Services Group Inc. ($682.29K), Northern Trust Corp ($242.10K), Millennium Management LLC ($201.51K), Truist Financial Corp ($174.60K), BNP Paribas Financial Markets ($100.84K), and Stratos Wealth Partners LTD. ($77.25K).

How much institutional selling is happening at SPDR Dow Jones REIT ETF?

Institutional investors have sold a total of 2,866,877 shares in the last 24 months. This volume of shares sold represents approximately $264.25M in transactions.



This page (NYSEARCA:RWR) was last updated on 5/4/2025 by MarketBeat.com Staff
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