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SPDR Dow Jones REIT ETF (RWR) Institutional Ownership

SPDR Dow Jones REIT ETF logo
$119.18 +2.48 (+2.13%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
115
Total
Institutional Inflows
(last 12 months)
$198.45M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$215.53M
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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%
6/26/2026WealthPoint Financial LLC3,385$342K0.3%+21.2%0.021%
5/19/2026Front Row Advisors LLC2,263$228K0.1%-6.4%0.014%
5/19/2026Cornerstone 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%
5/14/2026Lido Advisors LLC6,480$654K0.0%-16.3%0.040%
5/13/2026Cetera Investment Advisers17,487$1.77M0.0%-8.3%0.107%
5/13/2026Wealthspire Retirement LLC41,762$4.22M0.3%+9.8%0.255%
5/12/2026CacheTech Inc.37,490$3.79M0.7%+2.4%0.229%
5/8/2026PNC Financial Services Group Inc.20,827$2.10M0.0%-3.1%0.127%
5/8/2026Cassaday & Co Wealth Management LLC985$99K0.0%N/A0.006%
5/6/2026Assetmark Inc.23,498$2.37M0.0%-21.9%0.144%
5/6/2026Bessemer Group Inc.1,962$198K0.0%-14.7%0.012%
5/5/2026Bank of New York Mellon Corp15,423$1.56M0.0%+0.7%0.094%
5/5/2026Geneos 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%
5/2/2026Avion Wealth4,274$431K0.1%-21.6%0.026%
5/1/2026Citizens Financial Group Inc. RI41,737$4.21M0.1%+0.4%0.255%
5/1/2026Midwest Trust Co3,418$345K0.0%-49.8%0.021%
5/1/2026Fifth Third Bancorp3,250$328K0.0%N/A0.020%
4/30/2026Kestra Advisory Services LLC43,547$4.40M0.0%+0.6%0.267%
4/27/2026Osborne Partners Capital Management LLC10,814$1.09M0.1%-1.0%0.065%
4/27/2026Private Advisor Group LLC139,614$14.10M0.1%+1.8%0.843%
4/27/2026Elevation 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%
4/17/2026 Atlas Brown Inc.12,063$1.22M0.4%-0.8%0.073%
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3/9/2026Corient Private Wealth LLC7,374$726K0.0%+16.9%0.045%
2/20/2026Cambient Family Office LLC5,124$503K0.1%N/A0.031%
2/19/2026WealthPoint Financial LLC2,793$274K0.2%N/A0.017%
2/19/2026Corient Private Wealth LLC21,278$2.09M0.0%+237.3%0.128%
2/18/2026Mercer Global Advisors Inc. ADV27,665$2.72M0.0%+1.0%0.167%
2/18/2026Virtue 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%
2/18/2026Wealthspire Retirement LLC38,026$3.74M0.2%+26.9%0.230%
2/18/2026Beacon Pointe Advisors LLC17,549$1.72M0.0%N/A0.106%
2/18/2026CacheTech Inc.36,626$3.60M0.7%+31.6%0.221%
2/18/2026NewEdge Advisors LLC7,173$705K0.0%-6.6%0.043%
2/18/2026Adams Wealth Management36,626$3.60M0.8%+31.6%0.221%
2/18/2026Millennium Management LLC433,079$42.54M0.0%+11.7%2.615%
2/17/2026Cetera Investment Advisers19,072$1.87M0.0%+79.8%0.115%
2/17/2026Northern 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%
2/17/2026Private 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%
2/16/2026MML Investors Services LLC46,928$4.61M0.0%+5.6%0.283%
2/16/2026Mariner LLC11,313$1.11M0.0%-5.3%0.068%
2/16/2026Brown Advisory Inc.8,724$857K0.0%-2.7%0.053%
2/16/2026Atlas Capital Advisors Inc.430$42K0.0%N/A0.003%
2/13/2026Kestra Advisory Services LLC43,299$4.25M0.0%+26.4%0.261%
2/13/2026Marshall Wace LLP2,941$289K0.0%N/A0.018%
2/13/2026Smartleaf 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%
2/12/2026Front Row Advisors LLC2,419$238K0.1%-8.5%0.015%
2/12/2026Burke & Herbert Bank & Trust Co.3,331$327K0.1%-38.8%0.020%
2/12/2026Commonwealth 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%
2/12/2026Elevation Point Wealth Partners LLC25,895$2.54M0.1%+68.7%0.156%
2/12/2026Steward Partners Investment Advisory LLC644$63K0.0%-40.9%0.004%
2/12/2026Bank of Montreal Can18,399$1.81M0.0%-4.4%0.111%
2/11/2026Dorsey & Whitney Trust CO LLC3,000$295K0.0%N/A0.018%
2/11/2026GW&K Investment Management LLC750$74K0.0%N/A0.005%
2/11/2026Cerity Partners LLC16,828$1.65M0.0%-6.8%0.102%
2/11/2026LPL Financial LLC439,980$43.22M0.0%+37.8%2.657%
2/11/2026JPMorgan 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%
2/10/2026DT Investment Partners LLC70,900$6.97M0.6%+1.2%0.428%
2/10/2026BNP Paribas Financial Markets69,857$6.86M0.0%-0.6%0.422%
2/10/2026Northwestern Mutual Wealth Management Co.145,854$14.33M0.0%-49.5%0.881%
2/10/2026Savant 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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2/9/2026Clearstead Advisors LLC37,616$3.70M0.0%-52.0%0.227%
2/6/2026Global Retirement Partners LLC2,225$219K0.0%+5.4%0.013%
2/6/2026PNC Financial Services Group Inc.21,497$2.11M0.0%-6.8%0.130%
2/6/2026HighTower Advisors LLC34,295$3.37M0.0%+201.0%0.207%
2/5/2026Allworth Financial LP499$49K0.0%+692.1%0.003%
2/4/2026Ameritas Advisory Services LLC2,087$205K0.0%+34.1%0.013%
2/4/2026Mason Street Advisors LLC366,555$36.01M3.5%+3.0%2.213%
2/4/2026Midwest 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, 258 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 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), 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 2,021,526 shares in the last 24 months. This purchase volume represents approximately $198.45M in transactions.

Of the 89 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. ($245.76K), 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 2,170,331 shares in the last 24 months. This volume of shares sold represents approximately $215.53M in transactions.


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This page (NYSEARCA:RWR) was last updated on 7/25/2026 by MarketBeat.com Staff.
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