S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
Can Netflix Stock Continue Into All-Time Highs After Earnings?
Shares of Walmart-backed Ibotta soar on public debut
Bear Market Funds to Watch This Year
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
Can Netflix Stock Continue Into All-Time Highs After Earnings?
Shares of Walmart-backed Ibotta soar on public debut
Bear Market Funds to Watch This Year
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
Can Netflix Stock Continue Into All-Time Highs After Earnings?
Shares of Walmart-backed Ibotta soar on public debut
Bear Market Funds to Watch This Year
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
Can Netflix Stock Continue Into All-Time Highs After Earnings?
Shares of Walmart-backed Ibotta soar on public debut
Bear Market Funds to Watch This Year

SPDR Dow Jones REIT ETF (RWR) Institutional Ownership

$86.41
+0.07 (+0.08%)
(As of 04/18/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
124
Total
Institutional Inflows
(last 12 months)
$173.84M
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$239.30M
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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
4/18/2024Omega Financial Group LLC17,264$1.63M0.7%-6.3%0.114%
4/18/2024Compass Ion Advisors LLC2,986$281K0.0%+5.7%0.020%
4/17/2024Trilogy Capital Inc.17,693$1.67M0.1%+41.4%0.117%
4/17/2024Private Ocean LLC3,027$285K0.0%-9.5%0.020%
4/15/2024Wealthcare Advisory Partners LLC9,387$885K0.0%+2.5%0.062%
4/12/2024 Worth Asset Management LLC7,651$721K0.4%N/A0.051%
4/11/2024 City Holding Co.18,515$1.75M0.3%-1.3%0.119%
4/2/2024 Heartwood Wealth Advisors LLC2,691$254K0.0%+25.2%0.017%
3/22/2024PNC Financial Services Group Inc.35,445$3.38M0.0%-12.6%0.228%
3/14/2024Yeomans Consulting Group Inc.11,677$1.11M0.6%N/A0.075%
3/8/2024ICA Group Wealth Management LLC5,145$490K0.1%+28.2%0.033%
3/4/2024Richardson Financial Services Inc.1,046$100K0.1%N/A0.007%
3/1/2024ARK & TLK Investments LLC4,463$425K0.1%N/A0.029%
3/1/2024Goldman Sachs Group Inc.157,330$15.00M0.0%-8.8%1.013%
2/23/2024Beacon Financial Group3,176$303K0.0%-58.8%0.020%
2/16/2024Sanibel Captiva Trust Company Inc.5,080$484K0.0%N/A0.033%
2/15/2024Mercer Global Advisors Inc. ADV3,434$327K0.0%-8.2%0.022%
2/15/2024Baird Financial Group Inc.4,673$445K0.0%-30.0%0.030%
2/15/2024Cohen & Steers Inc.316$30K0.0%-77.5%0.002%
2/14/2024Royal Bank of Canada107,257$10.22M0.0%+124.4%0.691%
2/14/2024Pathstone Holdings LLC24,065$2.29M0.0%N/A0.155%
2/14/2024Kestra Advisory Services LLC21,097$2.01M0.0%+6.8%0.136%
2/14/2024Creative Planning111,631$10.64M0.0%-2.4%0.719%
2/14/2024Balyasny Asset Management L.P.5,111$487K0.0%N/A0.033%
2/13/2024Envestnet Asset Management Inc.341,269$32.53M0.0%-3.4%2.197%
2/13/2024Northern Trust Corp2,705,926$257.93M0.0%+7.6%17.424%
2/13/2024Cetera Advisor Networks LLC7,150$682K0.0%-7.5%0.046%
2/13/2024Tower Research Capital LLC TRC 27,350$2.61M0.0%-19.2%0.176%
2/13/2024Goldman Sachs Group Inc.157,330$15.00M0.0%-8.8%1.013%
2/12/2024Stifel Financial Corp12,318$1.17M0.0%-1.3%0.079%
2/9/2024Advisory Services Network LLC937$89K0.0%N/A0.006%
2/9/2024Avantax Planning Partners Inc.2,150$205K0.0%-89.7%0.014%
2/9/2024Cambridge Investment Research Advisors Inc.8,912$849K0.0%+43.0%0.057%
2/9/2024AWM Capital LLC5,970$569K0.1%N/A0.038%
2/9/2024Franklin Resources Inc.4,767$454K0.0%-12.4%0.031%
2/9/2024Assetmark Inc.36,632$3.49M0.0%-1.3%0.236%
2/9/2024Corient Private Wealth LLC9,823$936K0.0%+20.6%0.063%
2/9/2024Sachetta LLC2,029$193K0.1%N/A0.013%
2/9/2024Wells Fargo & Company MN733,758$69.94M0.0%-6.9%4.725%
2/9/2024UBS Group AG87,403$8.33M0.0%+219.1%0.563%
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2/9/2024PNC Financial Services Group Inc.35,445$3.38M0.0%-12.6%0.228%
2/8/2024Brown Advisory Inc.10,001$953K0.0%-4.8%0.064%
2/8/2024Great Lakes Advisors LLC13,711$1.31M0.0%-4.1%0.088%
2/8/2024Janney Montgomery Scott LLC5,528$527K0.0%-10.3%0.036%
2/7/2024Forum Financial Management LP5,979$570K0.0%-20.5%0.038%
2/7/2024Envestnet Portfolio Solutions Inc.3,149$300K0.0%+26.7%0.020%
2/7/2024One Capital Management LLC5,232$499K0.0%-26.1%0.034%
2/7/2024Collaborative Wealth Managment Inc.2,231$213K0.1%N/A0.014%
2/7/2024BNP Paribas Financial Markets1,170$112K0.0%-97.7%0.008%
2/7/2024Rossmore Private Capital2,245$214K0.0%N/A0.014%
2/7/2024Principal Securities Inc.317$30K0.0%N/A0.002%
2/6/2024Cullen Frost Bankers Inc.55,296$5.27M0.1%+1,576.1%0.356%
2/6/2024Charles Schwab Investment Management Inc.1,864,241$177.70M0.0%+0.7%12.004%
2/6/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,890$657K0.0%+7.4%0.044%
2/6/2024Private Advisor Group LLC104,236$9.94M0.1%+12.5%0.671%
2/6/2024Wealthcare Advisory Partners LLC9,155$873K0.0%+33.2%0.059%
2/6/2024NTV Asset Management LLC6,000$572K0.1%-19.5%0.039%
2/6/2024Aveo Capital Partners LLC20,464$1.95M0.2%N/A0.132%
2/2/2024Valmark Advisers Inc.10,869$1.04M0.0%+3.4%0.070%
2/2/2024Citizens Financial Group Inc. RI59,859$5.71M0.2%-1.6%0.385%
2/2/2024Truist Financial Corp270,133$25.75M0.0%-3.2%1.739%
2/2/2024Abbrea Capital LLC5,340$509K0.1%+2.8%0.034%
2/2/2024Capital Advisors Ltd. LLC353$34K0.0%-58.1%0.002%
1/31/2024Greenleaf Trust4,963$473K0.0%+73.8%0.032%
1/31/2024American Financial Advisors LLC22,042$2.10M0.3%-3.1%0.142%
1/31/2024Curran Financial Partners LLC2,693$247K0.1%-5.5%0.017%
1/30/2024Windward Private Wealth Management Inc.2,994$285K0.1%+21.8%0.019%
1/29/2024Capital Advisors Inc. OK88,042$8.39M0.2%N/A0.567%
1/26/2024Cerity Partners LLC14,941$1.42M0.0%+4.0%0.096%
1/26/2024Financial Counselors Inc.4,338$413K0.0%+19.6%0.028%
1/26/2024Avion Wealth19,088$1.82M0.5%+127.5%0.123%
1/26/2024Geneos Wealth Management Inc.17,235$1.64M0.1%-4.2%0.111%
1/25/2024HBK Sorce Advisory LLC5,029$479K0.0%-13.4%0.032%
1/25/2024 International Assets Investment Management LLC1,049$100K0.0%+2,180.4%0.007%
1/25/2024Phillips Financial Management LLC24,584$2.34M0.2%-7.3%0.158%
1/24/2024Stratos Wealth Partners LTD.2,917$278K0.0%N/A0.019%
1/24/2024 International Assets Investment Management LLC1,049$100K0.0%+2,180.4%0.007%
1/24/2024Private Trust Co. NA1,441$137K0.0%+25.2%0.009%
1/24/2024Autumn Glory Partners LLC2,640$249K0.1%N/A0.017%
1/23/2024Etfidea LLC5,013$478K0.2%-36.5%0.032%
1/23/2024TIAA Trust National Association2,194$209K0.0%N/A0.014%
1/22/2024Osborne Partners Capital Management LLC16,868$1.61M0.1%-16.1%0.109%
1/22/2024Bensler LLC9,946$948K0.2%-17.6%0.064%
1/18/2024Global Retirement Partners LLC732$69K0.0%+17.7%0.005%
1/18/2024 Austin Private Wealth LLC2,624$250K0.0%N/A0.017%
1/18/2024West Wealth Group LLC4,652$443K0.2%-16.2%0.030%
1/17/2024 Heartwood Wealth Advisors LLC2,150$205K0.0%N/A0.014%
1/17/2024RTD Financial Advisors Inc.25,304$2.41M0.3%-23.3%0.163%
1/16/2024Raymond James & Associates53,807$5.13M0.0%+315.6%0.346%
1/12/2024Patton Fund Management Inc.149,882$14.29M3.2%-4.2%0.965%
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1/12/2024 Summit Financial Group Inc.5,877$560K0.2%-8.7%0.038%
1/12/2024Trilogy Capital Inc.12,509$1.19M0.1%+44.1%0.081%
1/11/2024Whittier Trust Co. of Nevada Inc.2,855$272K0.0%N/A0.018%
1/11/2024 City Holding Co.18,765$1.79M0.3%-3.0%0.121%
1/11/2024Omega Financial Group LLC18,420$1.76M0.8%+15.1%0.119%
1/11/2024Falcon Wealth Planning42,391$4.04M0.7%+63.8%0.273%
1/10/2024 Moller Financial Services14,224$1.36M0.4%+38.6%0.092%
1/10/2024 Marcum Wealth LLC3,532$337K0.0%N/A0.023%
1/3/2024 Massmutual Trust Co. FSB ADV2,267$216K0.0%+17.9%0.015%
12/8/2023Etfidea LLC7,890$654K0.3%-11.6%0.051%
(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, 258 institutional investors and hedge funds held shares of SPDR Dow Jones REIT ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($16.34B), Northern Trust Corp ($257.93M), Charles Schwab Investment Management Inc. ($177.70M), Wells Fargo & Company MN ($69.94M), Northwestern Mutual Wealth Management Co. ($49.90M), Bank of America Corp DE ($35.90M), and Morgan Stanley ($34.97M).Learn more on RWR's institutional investors.

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

Of the 212 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: Northern Trust Corp ($538.28K), Charles Schwab Investment Management Inc. ($491.29K), Nisa Investment Advisors LLC ($254.20K), LPL Financial LLC ($243.36K), Northwestern Mutual Wealth Management Co. ($241.38K), Bank of Montreal Can ($140.93K), and Goldman Sachs Group Inc. ($133.59K).

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

Institutional investors have bought a total of 4,503,951 shares in the last 24 months. This purchase volume represents approximately $427.97M in transactions.

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

Of the 153 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. ($865.15K), PNC Financial Services Group Inc. ($701.96K), Wells Fargo & Company MN ($321.37K), Bank of America Corp DE ($313.81K), Morgan Stanley ($274.15K), Northern Trust Corp ($242.10K), and State Street Corp ($218.82K).

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

Institutional investors have sold a total of 4,527,106 shares in the last 24 months. This volume of shares sold represents approximately $414.78M in transactions.


This page (NYSEARCA:RWR) was last updated on 4/19/2024 by MarketBeat.com Staff

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