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SPDR Dow Jones REIT ETF (RWR) Institutional Ownership

SPDR Dow Jones REIT ETF logo
$114.47 +0.11 (+0.10%)
As of 08/14/2026 04:10 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)
94
Total
Institutional Inflows
(last 12 months)
$124.57M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$209.69M
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RWR Institutional Buying and Selling by Quarter

SPDR Dow Jones REIT ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/19/2026 Front 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%
5/14/2026 American Financial Advisors LLC14,336$1.45M0.2%-6.5%0.088%
5/14/2026 Lido Advisors LLC6,480$654K0.0%-16.3%0.040%
5/13/2026 Cetera 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%
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%
4/22/2026 Cambient 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%
4/17/2026 Atlas Brown Inc.12,063$1.22M0.4%-0.8%0.073%
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3/9/2026 Corient Private Wealth LLC7,374$726K0.0%+16.9%0.045%
2/20/2026 Cambient Family Office LLC5,124$503K0.1%N/A0.031%
2/19/2026 WealthPoint Financial LLC2,793$274K0.2%N/A0.017%
2/19/2026 Corient Private Wealth LLC21,278$2.09M0.0%+237.3%0.128%
2/18/2026 Mercer Global Advisors Inc. ADV27,665$2.72M0.0%+1.0%0.167%
2/18/2026 Virtue Capital Management LLC6,725$661K0.0%-17.0%0.041%
2/18/2026 Onyx Bridge Wealth Group LLC16,165$1.59M0.2%-30.0%0.098%
2/18/2026 Wealthspire Retirement LLC38,026$3.74M0.2%+26.9%0.230%
2/18/2026Beacon Pointe Advisors LLC17,549$1.72M0.0%N/A0.106%
2/18/2026 CacheTech Inc.36,626$3.60M0.7%+31.6%0.221%
2/18/2026 NewEdge Advisors LLC7,173$705K0.0%-6.6%0.043%
2/18/2026 Adams Wealth Management36,626$3.60M0.8%+31.6%0.221%
2/18/2026Millennium Management LLC433,079$42.54M0.0%+11.7%2.615%
2/17/2026 Cetera Investment Advisers19,072$1.87M0.0%+79.8%0.115%
2/17/2026 Northern Trust Corp2,521,640$247.70M0.0%-2.6%15.227%
2/17/2026Osaic Holdings Inc.22,894$2.25M0.0%-40.6%0.138%
2/17/2026 Private Advisor Group LLC137,192$13.48M0.1%+4.5%0.828%
2/17/2026Royal Bank of Canada49,428$4.86M0.0%+97.2%0.298%
2/16/2026 MML Investors Services LLC46,928$4.61M0.0%+5.6%0.283%
2/16/2026 Mariner LLC11,313$1.11M0.0%-5.3%0.068%
2/16/2026Brown Advisory Inc.8,724$857K0.0%-2.7%0.053%
2/16/2026 Atlas Capital Advisors Inc.430$42K0.0%N/A0.003%
2/13/2026 Kestra Advisory Services LLC43,299$4.25M0.0%+26.4%0.261%
2/13/2026 Marshall Wace LLP2,941$289K0.0%N/A0.018%
2/13/2026 Smartleaf Asset Management LLC768$76K0.0%+1,606.7%0.005%
2/13/2026Charles Schwab Investment Management Inc.2,203,285$216.43M0.0%+5.3%13.305%
2/13/2026Wells Fargo & Company MN442,792$43.50M0.0%-0.8%2.674%
2/13/2026Cohen & Steers Inc.2,049$201K0.0%+8,808.7%0.012%
2/12/2026Jane Street Group LLC2,927$288K0.0%N/A0.018%
2/12/2026 Front Row Advisors LLC2,419$238K0.1%-8.5%0.015%
2/12/2026 Burke & Herbert Bank & Trust Co.3,331$327K0.1%-38.8%0.020%
2/12/2026 Commonwealth Equity Services LLC37,276$3.66M0.0%-5.5%0.225%
2/12/2026 IFC & Insurance Marketing Inc.1,097$108K0.1%N/A0.007%
2/12/2026 Elevation Point Wealth Partners LLC25,895$2.54M0.1%+68.7%0.156%
2/12/2026 Steward Partners Investment Advisory LLC644$63K0.0%-40.9%0.004%
2/12/2026 Bank of Montreal Can18,399$1.81M0.0%-4.4%0.111%
2/11/2026Dorsey & Whitney Trust CO LLC3,000$295K0.0%N/A0.018%
2/11/2026 GW&K Investment Management LLC750$74K0.0%N/A0.005%
2/11/2026Cerity Partners LLC16,828$1.65M0.0%-6.8%0.102%
2/11/2026 LPL Financial LLC439,980$43.22M0.0%+37.8%2.657%
2/11/2026 JPMorgan Chase & Co.42,027$4.13M0.0%-93.8%0.254%
2/10/2026Keewaydin Investments LLC1,950$192K0.1%N/A0.012%
2/10/2026Transatlantique Private Wealth LLC28,309$2.78M0.9%+529.1%0.171%
2/10/2026Goldman Sachs Group Inc.57,531$5.65M0.0%-5.7%0.347%
2/10/2026Frederick Financial Consultants LLC105,575$10.37M5.7%+3.1%0.638%
2/10/2026 DT Investment Partners LLC70,900$6.97M0.6%+1.2%0.428%
2/10/2026 BNP Paribas Financial Markets69,857$6.86M0.0%-0.6%0.422%
2/10/2026 Northwestern Mutual Wealth Management Co.145,854$14.33M0.0%-49.5%0.881%
2/10/2026 Savant Capital LLC10,064$989K0.0%-5.6%0.061%
2/10/2026 Newport Capital Group LLC1,568$154K0.1%-40.0%0.009%
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2/9/2026 Clearstead Advisors LLC37,616$3.70M0.0%-52.0%0.227%
2/6/2026 Global Retirement Partners LLC2,225$219K0.0%+5.4%0.013%
2/6/2026 PNC Financial Services Group Inc.21,497$2.11M0.0%-6.8%0.130%
2/6/2026 HighTower Advisors LLC34,295$3.37M0.0%+201.0%0.207%
2/5/2026 Allworth Financial LP499$49K0.0%+692.1%0.003%
2/4/2026Ameritas Advisory Services LLC2,087$205K0.0%+34.1%0.013%
2/4/2026 Mason Street Advisors LLC366,555$36.01M3.5%+3.0%2.213%
2/4/2026 Midwest Trust Co6,805$668K0.0%+70.2%0.041%
2/3/2026 SBI Securities Co. Ltd.16,636$1.63M0.0%-7.9%0.100%
2/3/2026 Falcon Wealth Planning30,207$2.97M0.2%-4.1%0.182%


RWR Institutional Ownership - Frequently Asked Questions

During the previous two years, 251 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), Mason Street Advisors LLC ($36.01M), and Envestnet Asset Management Inc. ($28.36M).Learn more on SPDR Dow Jones REIT ETF's institutional investors.

Of the 192 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), Assetmark Inc. ($172.03K), Envestnet Asset Management Inc. ($171.90K), Envestnet Portfolio Solutions Inc. ($149.53K), and BNP Paribas Financial Markets ($145.96K).

Institutional investors have bought a total of 1,255,389 shares in the last 24 months. This purchase volume represents approximately $124.57M in transactions.

Of the 82 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. ($642.79K), Northern Trust Corp ($360.12K), Northwestern Mutual Wealth Management Co. ($240.25K), Assetmark Inc. ($171.65K), Envestnet Asset Management Inc. ($140.77K), Envestnet Portfolio Solutions Inc. ($134.81K), and Clearstead Advisors LLC ($46.00K).

Institutional investors have sold a total of 2,109,771 shares in the last 24 months. This volume of shares sold represents approximately $209.69M in transactions.


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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 7/10/2026. New 13F filings are added each quarter as they're published.
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