SPDR Dow Jones REIT ETF (RWR) Institutional Ownership

$106.32 -1.19 (-1.11%)

Closing price 09/23/2026 04:10 PM Eastern

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$106.56 +0.24 (+0.23%)

As of 08:12 AM Eastern

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Number of Institutional Buyers (last 12 months): 99
Total Institutional Inflows (last 12 months): $127.59M

Number of Institutional Sellers (last 12 months): 82
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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/23/2026	Envestnet Portfolio Solutions Inc.	19,087	$2.16M	0.0%	N/A	0.113%
9/23/2026	Envestnet Asset Management Inc.	340,210	$38.43M	0.0%	+3.5%	2.015%
9/9/2026	Integrated Wealth Concepts LLC	3,129	$354K	0.0%	N/A	0.018%
9/9/2026	NewEdge Advisors LLC	12,213	$1.38M	0.0%	+69.5%	0.071%
9/9/2026	Baird Financial Group Inc.	6,174	$697K	0.0%	+30.3%	0.036%
8/27/2026	Corient Private Wealth LP	6,638	$750K	0.0%	+34.5%	0.039%
8/26/2026	Affinity Wealth LLC	91,986	$10.39M	5.6%	+3.0%	0.536%
8/23/2026	Ameritas Advisory Services LLC	3,723	$421K	0.0%	N/A	0.022%
8/23/2026	Wedmont Private Capital	2,315	$264K	0.0%	N/A	0.013%
8/22/2026	SMART Wealth LLC	2,746	$310K	0.1%	N/A	0.016%
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8/21/2026	Smallwood Wealth Investment Management LLC	17,627	$1.99M	0.9%	+3.4%	0.103%
7/10/2026	City Holding Co.	25,080	$2.83M	0.3%	+15.3%	0.155%
7/10/2026	Camelot Technology Advisors Inc.	8,275	$935K	0.6%	+22.1%	0.051%
7/10/2026	Wealthcare Advisory Partners LLC	4,304	$486K	0.0%	-15.1%	0.027%
7/8/2026	Chesley Taft & Associates LLC	1,900	$215K	0.0%	N/A	0.012%
7/7/2026	St. Clair Advisors LLC	86,445	$9.77M	2.5%	-2.3%	0.533%
7/6/2026	Trilogy Capital Inc.	3,199	$361K	0.0%	-6.0%	0.020%
7/2/2026	CX Institutional	324	$37K	0.0%	+852.9%	0.002%
6/26/2026	WealthPoint Financial LLC	3,385	$342K	0.3%	+21.2%	0.021%
5/19/2026	Front Row Advisors LLC	2,263	$228K	0.1%	-6.4%	0.014%
5/19/2026	Cornerstone Wealth LLC TN	2,143	$234K	0.1%	N/A	0.013%
5/19/2026	Bank of America Corp DE	279,686	$28.24M	0.0%	-6.1%	1.710%
5/18/2026	Royal Bank of Canada	58,325	$5.89M	0.0%	+18.0%	0.357%
5/14/2026	American Financial Advisors LLC	14,336	$1.45M	0.2%	-6.5%	0.088%
5/14/2026	Lido Advisors LLC	6,480	$654K	0.0%	-16.3%	0.040%
5/13/2026	Cetera Investment Advisers	17,487	$1.77M	0.0%	-8.3%	0.107%
5/13/2026	Wealthspire Retirement LLC	41,762	$4.22M	0.3%	+9.8%	0.255%
5/12/2026	CacheTech Inc.	37,490	$3.79M	0.7%	+2.4%	0.229%
5/8/2026	PNC Financial Services Group Inc.	20,827	$2.10M	0.0%	-3.1%	0.127%
5/8/2026	Cassaday & Co Wealth Management LLC	985	$99K	0.0%	N/A	0.006%
5/6/2026	Assetmark Inc.	23,498	$2.37M	0.0%	-21.9%	0.144%
5/6/2026	Bessemer Group Inc.	1,962	$198K	0.0%	-14.7%	0.012%
5/5/2026	Bank of New York Mellon Corp	15,423	$1.56M	0.0%	+0.7%	0.094%
5/5/2026	Geneos Wealth Management Inc.	62,311	$6.29M	0.1%	+3.8%	0.381%
5/4/2026	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	4,090	$413K	0.0%	-7.7%	0.025%
5/2/2026	Avion Wealth	4,274	$431K	0.1%	-21.6%	0.026%
5/1/2026	Citizens Financial Group Inc. RI	41,737	$4.21M	0.1%	+0.4%	0.255%
5/1/2026	Midwest Trust Co	3,418	$345K	0.0%	-49.8%	0.021%
5/1/2026	Fifth Third Bancorp	3,250	$328K	0.0%	N/A	0.020%
4/30/2026	Kestra Advisory Services LLC	43,547	$4.40M	0.0%	+0.6%	0.267%
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4/27/2026	Osborne Partners Capital Management LLC	10,814	$1.09M	0.1%	-1.0%	0.065%
4/27/2026	Private Advisor Group LLC	139,614	$14.10M	0.1%	+1.8%	0.843%
4/27/2026	Elevation Point Wealth Partners LLC	2,743	$277K	0.0%	-89.4%	0.017%
4/24/2026	St. Clair Advisors LLC	88,450	$8.93M	2.4%	-31.6%	0.534%
4/22/2026	Patton Fund Management Inc.	114,475	$11.56M	2.0%	-3.3%	0.691%
4/22/2026	Onyx Bridge Wealth Group LLC	6,233	$629K	0.1%	-61.4%	0.038%
4/22/2026	Cambient Family Office LLC	15,314	$1.55M	0.2%	+198.9%	0.092%
4/22/2026	Lewis Asset Management LLC	2,765	$279K	0.1%	N/A	0.017%
4/21/2026	Falcon Wealth Planning	28,280	$2.86M	0.2%	-6.4%	0.170%
4/18/2026	Vermillion Wealth Management Inc.	522	$53K	0.0%	-17.1%	0.003%
4/17/2026	Atlas Brown Inc.	12,063	$1.22M	0.4%	-0.8%	0.073%
3/9/2026	Corient Private Wealth LLC	7,374	$726K	0.0%	+16.9%	0.045%
2/20/2026	Cambient Family Office LLC	5,124	$503K	0.1%	N/A	0.031%
2/19/2026	WealthPoint Financial LLC	2,793	$274K	0.2%	N/A	0.017%
2/19/2026	Corient Private Wealth LLC	21,278	$2.09M	0.0%	+237.3%	0.128%
2/18/2026	Mercer Global Advisors Inc. ADV	27,665	$2.72M	0.0%	+1.0%	0.167%
2/18/2026	Virtue Capital Management LLC	6,725	$661K	0.0%	-17.0%	0.041%
2/18/2026	Onyx Bridge Wealth Group LLC	16,165	$1.59M	0.2%	-30.0%	0.098%
2/18/2026	Wealthspire Retirement LLC	38,026	$3.74M	0.2%	+26.9%	0.230%
2/18/2026	Beacon Pointe Advisors LLC	17,549	$1.72M	0.0%	N/A	0.106%
2/18/2026	CacheTech Inc.	36,626	$3.60M	0.7%	+31.6%	0.221%
2/18/2026	NewEdge Advisors LLC	7,173	$705K	0.0%	-6.6%	0.043%
2/18/2026	Adams Wealth Management	36,626	$3.60M	0.8%	+31.6%	0.221%
2/18/2026	Millennium Management LLC	433,079	$42.54M	0.0%	+11.7%	2.615%
2/17/2026	Cetera Investment Advisers	19,072	$1.87M	0.0%	+79.8%	0.115%
2/17/2026	Northern Trust Corp	2,521,640	$247.70M	0.0%	-2.6%	15.227%
2/17/2026	Osaic Holdings Inc.	22,894	$2.25M	0.0%	-40.6%	0.138%
2/17/2026	Private Advisor Group LLC	137,192	$13.48M	0.1%	+4.5%	0.828%
2/17/2026	Royal Bank of Canada	49,428	$4.86M	0.0%	+97.2%	0.298%
2/16/2026	MML Investors Services LLC	46,928	$4.61M	0.0%	+5.6%	0.283%
2/16/2026	Mariner LLC	11,313	$1.11M	0.0%	-5.3%	0.068%
2/16/2026	Brown Advisory Inc.	8,724	$857K	0.0%	-2.7%	0.053%
2/16/2026	Atlas Capital Advisors Inc.	430	$42K	0.0%	N/A	0.003%
2/13/2026	Kestra Advisory Services LLC	43,299	$4.25M	0.0%	+26.4%	0.261%
2/13/2026	Marshall Wace LLP	2,941	$289K	0.0%	N/A	0.018%
2/13/2026	Smartleaf Asset Management LLC	768	$76K	0.0%	+1,606.7%	0.005%
2/13/2026	Charles Schwab Investment Management Inc.	2,203,285	$216.43M	0.0%	+5.3%	13.305%
2/13/2026	Wells Fargo & Company MN	442,792	$43.50M	0.0%	-0.8%	2.674%
2/13/2026	Cohen & Steers Inc.	2,049	$201K	0.0%	+8,808.7%	0.012%
2/12/2026	Jane Street Group LLC	2,927	$288K	0.0%	N/A	0.018%
2/12/2026	Front Row Advisors LLC	2,419	$238K	0.1%	-8.5%	0.015%
2/12/2026	Burke & Herbert Bank & Trust Co.	3,331	$327K	0.1%	-38.8%	0.020%
2/12/2026	Commonwealth Equity Services LLC	37,276	$3.66M	0.0%	-5.5%	0.225%
2/12/2026	IFC & Insurance Marketing Inc.	1,097	$108K	0.1%	N/A	0.007%
2/12/2026	Elevation Point Wealth Partners LLC	25,895	$2.54M	0.1%	+68.7%	0.156%
2/12/2026	Steward Partners Investment Advisory LLC	644	$63K	0.0%	-40.9%	0.004%
2/12/2026	Bank of Montreal Can	18,399	$1.81M	0.0%	-4.4%	0.111%
2/11/2026	Dorsey & Whitney Trust CO LLC	3,000	$295K	0.0%	N/A	0.018%
2/11/2026	GW&K Investment Management LLC	750	$74K	0.0%	N/A	0.005%
2/11/2026	Cerity Partners LLC	16,828	$1.65M	0.0%	-6.8%	0.102%
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2/11/2026	LPL Financial LLC	439,980	$43.22M	0.0%	+37.8%	2.657%
2/11/2026	JPMorgan Chase & Co.	42,027	$4.13M	0.0%	-93.8%	0.254%
2/10/2026	Keewaydin Investments LLC	1,950	$192K	0.1%	N/A	0.012%
2/10/2026	Transatlantique Private Wealth LLC	28,309	$2.78M	0.9%	+529.1%	0.171%
2/10/2026	Goldman Sachs Group Inc.	57,531	$5.65M	0.0%	-5.7%	0.347%
2/10/2026	Frederick Financial Consultants LLC	105,575	$10.37M	5.7%	+3.1%	0.638%
2/10/2026	DT Investment Partners LLC	70,900	$6.97M	0.6%	+1.2%	0.428%
2/10/2026	BNP Paribas Financial Markets	69,857	$6.86M	0.0%	-0.6%	0.422%
2/10/2026	Northwestern Mutual Wealth Management Co.	145,854	$14.33M	0.0%	-49.5%	0.881%
2/10/2026	Savant Capital LLC	10,064	$989K	0.0%	-5.6%	0.061%

RWR Institutional Ownership - Frequently Asked Questions

During the previous two years, 255 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 195 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), Assetmark Inc. ($172.03K), Envestnet Portfolio Solutions Inc. ($168.62K), and BNP Paribas Financial Markets ($145.96K).

Institutional investors have bought a total of 1,277,481 shares in the last 24 months. This purchase volume represents approximately $127.59M 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 9/23/2026. New 13F filings are added each quarter as they're published.

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SPDR Dow Jones REIT ETF (RWR) Institutional Ownership

RWR Institutional Buying and Selling by Quarter

SPDR Dow Jones REIT ETF Major Shareholders & Ownership History

RWR Institutional Ownership - Frequently Asked Questions

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SPDR Dow Jones REIT ETF (RWR) Institutional Ownership

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

RWR Institutional Buying and Selling by Quarter

SPDR Dow Jones REIT ETF Major Shareholders & Ownership History

RWR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RWR shares?

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

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

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

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

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