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SPDR Dow Jones REIT ETF (RWR) Institutional Ownership

SPDR Dow Jones REIT ETF logo
$111.59 -0.08 (-0.07%)
Closing price 04:10 PM Eastern
Extended Trading
$111.56 -0.03 (-0.03%)
As of 05:27 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR Dow Jones REIT ETF (NYSEARCA:RWR)

Number of
Institutional Buyers
(last 12 months)
104
Total
Institutional Inflows
(last 12 months)
$142.44M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$157.56M
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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
11/13/2026Bleakley Financial Group LLC18,690$1.96M0.0%+5.5%0.109%
11/13/2026 Smith Moore & CO.27,395$2.87M0.2%N/A0.160%
11/12/2026 CacheTech Inc.10,528$1.11M0.2%-72.3%0.062%
11/11/2026 GW&K Investment Management LLC750$79K0.0%N/A0.004%
11/11/2026 Private Advisor Group LLC141,792$14.88M0.0%N/A0.843%
11/10/2026 Global Retirement Partners LLC2,354$247K0.0%+6.4%0.014%
11/10/2026 HighTower Advisors LLC10,614$1.11M0.0%N/A0.063%
11/9/2026 Bessemer Group Inc.1,870$196K0.0%N/A0.011%
11/9/2026 Meramec Financial Planners LLC433$48K0.0%+111.2%0.003%
11/9/2026 Harbour Investments Inc.570$60K0.0%N/A0.003%
11/6/2026 Allworth Financial LP499$56K0.0%+312.4%0.003%
11/6/2026 Fifth Third Bancorp3,073$322K0.0%-4.5%0.018%
11/5/2026 Lido Advisors LLC7,003$735K0.0%N/A0.042%
11/4/2026 Kohmann Bosshard Financial Services LLC6,237$654K0.1%+10.1%0.037%
11/4/2026 Avion Wealth2,386$250K0.0%-22.2%0.014%
11/3/2026 StoneX Group Inc.2,083$231K0.0%N/A0.012%
11/3/2026 Plancorp LLC3,344$363K0.0%N/A0.020%
11/3/2026 Burke & Herbert Bank & Trust Co.4,081$428K0.1%N/A0.024%
11/2/2026 Kestra Advisory Services LLC34,954$3.67M0.0%-6.5%0.208%
11/2/2026 Commonwealth Equity Services LLC28,601$3.00M0.0%N/A0.170%
10/31/2026 Chicago Partners Investment Group LLC3,146$338K0.0%N/A0.019%
10/31/2026 Smallwood Wealth Investment Management LLC18,476$1.94M0.8%+4.8%0.110%
10/31/2026 Richardson Financial Services Inc.579$61K0.0%-68.8%0.003%
10/30/2026 Frederick Financial Consultants LLC113,489$11.91M4.9%+3.1%0.675%
10/27/2026 Laurel Wealth Advisors LLC498$52K0.0%N/A0.003%
10/27/2026 BLB&B Advisors LLC1,920$201K0.0%N/A0.011%
10/27/2026 Convergence Financial LLC2,242$235K0.0%-50.4%0.013%
10/26/2026 Park Avenue Securities LLC5,040$529K0.0%N/A0.030%
10/26/2026 FSA Wealth Partners Inc.2,320$243K0.1%+21.1%0.014%
10/23/2026 Citizens Financial Group Inc. RI37,759$3.96M0.0%N/A0.225%
10/23/2026 NTV Asset Management LLC1,932$203K0.0%N/A0.011%
10/23/2026 Evergreen Capital Management LLC123,086$12.91M0.2%N/A0.732%
10/23/2026 Rebalance LLC24,951$2.62M0.1%+1.5%0.148%
10/23/2026 Farmers & Merchants Investments Inc.345$36K0.0%N/A0.002%
10/23/2026 Gibson Capital LLC8,995$944K0.2%N/A0.054%
10/22/2026 Root Financial Partners LLC875$92K0.0%N/A0.005%
10/22/2026 SBI Securities Co. Ltd.15,157$1.59M0.0%-4.6%0.090%
10/17/2026 Onyx Bridge Wealth Group LLC5,700$598K0.1%-5.3%0.034%
10/17/2026 IFP Advisors Inc1,142$120K0.0%+1,053.5%0.007%
10/17/2026 Lee Financial Co11,826$1.24M0.2%N/A0.070%
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10/17/2026 AWM Capital LLC2,163$227K0.0%-60.0%0.013%
10/16/2026 Aspiriant LLC3,035$318K0.0%N/A0.018%
10/15/2026 Moller Wealth Partners13,072$1.37M0.3%N/A0.078%
10/13/2026 St. Clair Advisors LLC85,995$9.02M2.2%-0.5%0.512%
10/10/2026 Atlas Brown Inc.10,755$1.13M0.3%N/A0.064%
10/10/2026 Davidson Trust Co.11,999$1.26M0.5%N/A0.071%
10/9/2026 Camelot Technology Advisors Inc.9,032$948K0.7%+9.1%0.053%
10/9/2026 Wedmont Private Capital2,473$257K0.0%+6.8%0.015%
10/8/2026 Farther Finance Advisors LLC4,607$484K0.0%-2.2%0.027%
10/5/2026 Eastern Bank1,938$203K0.0%N/A0.011%
9/23/2026Envestnet Portfolio Solutions Inc.19,087$2.16M0.0%N/A0.113%
9/23/2026Envestnet Asset Management Inc.340,210$38.43M0.0%+3.5%2.015%
9/9/2026Integrated Wealth Concepts LLC3,129$354K0.0%N/A0.018%
9/9/2026NewEdge Advisors LLC12,213$1.38M0.0%+69.5%0.071%
9/9/2026Baird Financial Group Inc.6,174$697K0.0%+30.3%0.036%
8/27/2026Corient Private Wealth LP6,638$750K0.0%+34.5%0.039%
8/26/2026 Affinity Wealth LLC91,986$10.39M5.6%+3.0%0.536%
8/23/2026 Ameritas Advisory Services LLC3,723$421K0.0%N/A0.022%
8/23/2026 Wedmont Private Capital2,315$264K0.0%N/A0.013%
8/22/2026 SMART Wealth LLC2,746$310K0.1%N/A0.016%
8/21/2026 Smallwood Wealth Investment Management LLC17,627$1.99M0.9%+3.4%0.103%
7/10/2026 City Holding Co.25,080$2.83M0.3%+15.3%0.155%
7/10/2026 Camelot Technology Advisors Inc.8,275$935K0.6%+22.1%0.051%
7/10/2026 Wealthcare Advisory Partners LLC4,304$486K0.0%-15.1%0.027%
7/8/2026 Chesley Taft & Associates LLC1,900$215K0.0%N/A0.012%
7/7/2026 St. Clair Advisors LLC86,445$9.77M2.5%-2.3%0.533%
7/6/2026 Trilogy Capital Inc.3,199$361K0.0%-6.0%0.020%
7/2/2026 CX Institutional324$37K0.0%+852.9%0.002%
6/26/2026 WealthPoint Financial LLC3,385$342K0.3%+21.2%0.021%
5/19/2026Front Row Advisors LLC2,263$228K0.1%-6.4%0.014%
5/19/2026 Cornerstone Wealth LLC TN2,143$234K0.1%N/A0.013%
5/19/2026Bank of America Corp DE279,686$28.24M0.0%-6.1%1.710%
5/18/2026Royal Bank of Canada58,325$5.89M0.0%+18.0%0.357%
5/14/2026American Financial Advisors LLC14,336$1.45M0.2%-6.5%0.088%
5/14/2026 Lido Advisors LLC6,480$654K0.0%-16.3%0.040%
5/13/2026Cetera Investment Advisers17,487$1.77M0.0%-8.3%0.107%
5/13/2026 Wealthspire Retirement LLC41,762$4.22M0.3%+9.8%0.255%
5/12/2026 CacheTech Inc.37,490$3.79M0.7%+2.4%0.229%
5/8/2026 PNC Financial Services Group Inc.20,827$2.10M0.0%-3.1%0.127%
5/8/2026 Cassaday & Co Wealth Management LLC985$99K0.0%N/A0.006%
5/6/2026 Assetmark Inc.23,498$2.37M0.0%-21.9%0.144%
5/6/2026 Bessemer Group Inc.1,962$198K0.0%-14.7%0.012%
5/5/2026 Bank of New York Mellon Corp15,423$1.56M0.0%+0.7%0.094%
5/5/2026 Geneos Wealth Management Inc.62,311$6.29M0.1%+3.8%0.381%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,090$413K0.0%-7.7%0.025%
5/2/2026 Avion Wealth4,274$431K0.1%-21.6%0.026%
5/1/2026 Citizens Financial Group Inc. RI41,737$4.21M0.1%+0.4%0.255%
5/1/2026 Midwest Trust Co3,418$345K0.0%-49.8%0.021%
5/1/2026 Fifth Third Bancorp3,250$328K0.0%N/A0.020%
4/30/2026 Kestra Advisory Services LLC43,547$4.40M0.0%+0.6%0.267%
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4/27/2026 Osborne Partners Capital Management LLC10,814$1.09M0.1%-1.0%0.065%
4/27/2026 Private Advisor Group LLC139,614$14.10M0.1%+1.8%0.843%
4/27/2026 Elevation Point Wealth Partners LLC2,743$277K0.0%-89.4%0.017%
4/24/2026 St. Clair Advisors LLC88,450$8.93M2.4%-31.6%0.534%
4/22/2026 Patton Fund Management Inc.114,475$11.56M2.0%-3.3%0.691%
4/22/2026 Onyx Bridge Wealth Group LLC6,233$629K0.1%-61.4%0.038%
4/22/2026Cambient Family Office LLC15,314$1.55M0.2%+198.9%0.092%
4/22/2026 Lewis Asset Management LLC2,765$279K0.1%N/A0.017%
4/21/2026 Falcon Wealth Planning28,280$2.86M0.2%-6.4%0.170%
4/18/2026 Vermillion Wealth Management Inc.522$53K0.0%-17.1%0.003%


RWR Institutional Ownership - Frequently Asked Questions

During the previous two years, 252 institutional investors and hedge funds held shares of SPDR Dow Jones REIT ETF. The most heavily invested institutionals were Northern Trust Corp ($247.70M), Charles Schwab Investment Management Inc. ($216.43M), Wells Fargo & Company MN ($43.50M), LPL Financial LLC ($43.22M), Millennium Management LLC ($42.54M), Envestnet Asset Management Inc. ($38.43M), and Mason Street Advisors LLC ($36.01M).Learn more on SPDR Dow Jones REIT ETF's institutional investors.

Of the 198 institutional investors that purchased SPDR Dow Jones REIT ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Management Inc. ($732.52K), Northern Trust Corp ($343.37K), Millennium Management LLC ($203.48K), Envestnet Asset Management Inc. ($183.50K), Evergreen Capital Management LLC ($181.50K), Assetmark Inc. ($172.03K), and Envestnet Portfolio Solutions Inc. ($168.62K).

Institutional investors have bought a total of 1,403,672 shares in the last 24 months. This purchase volume represents approximately $142.44M in transactions.

Of the 70 institutional investors that sold SPDR Dow Jones REIT ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($637.72K), Northern Trust Corp ($360.12K), Northwestern Mutual Wealth Management Co. ($240.25K), St. Clair Advisors LLC ($43.26K), Clearstead Advisors LLC ($40.72K), NewEdge Advisors LLC ($29.79K), and CacheTech Inc. ($27.42K).

Institutional investors have sold a total of 1,588,114 shares in the last 24 months. This volume of shares sold represents approximately $157.56M in transactions.



Institutional ownership data for NYSEARCA:RWR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/13/2026. New 13F filings are added each quarter as they're published.
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