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SPDR Dow Jones Global Real Estate ETF (RWO) Institutional Ownership

SPDR Dow Jones Global Real Estate ETF logo
$42.89 +0.79 (+1.88%)
As of 04/17/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for SPDR Dow Jones Global Real Estate ETF (NYSEARCA:RWO)

Number of
Institutional Buyers
(last 12 months)
83
Total
Institutional Inflows
(last 12 months)
$250.08M
Number of
Institutional Sellers
(last 12 months)
86
Total
Institutional Outflows
(last 12 months)
$71.82M
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RWO Institutional Buying and Selling by Quarter

SPDR Dow Jones Global Real Estate ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Brighton Jones LLC270,291$11.80M0.4%-24.0%1.079%
4/17/2025 ORBA Wealth Advisors L.L.C.29,241$1.28M0.6%+29.6%0.117%
4/16/2025 Wealth Enhancement Advisory Services LLC16,441$717K0.0%-34.1%0.066%
4/15/2025 Total Wealth Planning LLC29,315$1.28M0.2%-11.7%0.117%
4/15/2025 Fifth Third Bancorp13,958$609K0.0%-4.3%0.056%
4/15/2025 Integrated Advisors Network LLC9,413$411K0.0%-2.6%0.038%
4/15/2025 Fiduciary Financial Group LLC21,385$866K0.2%-12.2%0.085%
4/14/2025 Farther Finance Advisors LLC1,502$66K0.0%-26.6%0.006%
4/14/2025 Moss Adams Wealth Advisors LLC74,939$3.27M0.3%+60.4%0.299%
4/14/2025 Courier Capital LLC14,502$633K0.0%-10.1%0.058%
4/14/2025 Abacus Planning Group Inc.32,819$1.43M0.3%-1.9%0.131%
4/10/2025 Boltwood Capital Management20,815$908K0.3%+1.6%0.083%
4/10/2025 Brand Asset Management Group Inc.20,643$901K0.4%+3.9%0.082%
4/10/2025 Apella Capital LLC32,845$1.35M0.0%N/A0.131%
4/10/2025 Addis & Hill Inc144,273$6.30M4.4%+7.5%0.576%
4/9/2025 NBC Securities Inc.1,245$54K0.0%N/A0.005%
4/8/2025 Fifth Third Wealth Advisors LLC8,096$353K0.0%-51.8%0.032%
4/4/2025 Quent Capital LLC399,827$17.45M1.8%+9.1%1.596%
3/17/2025 Wealth Enhancement Advisory Services LLC24,930$1.07M0.0%-12.8%0.098%
2/28/2025Brooklyn FI LLC54,609$2.34M0.4%+21.1%0.215%
2/25/2025Heck Capital Advisors LLC1,283$55K0.0%N/A0.005%
2/19/2025Orin Green Financial LLC101,560$4.36M1.9%+0.9%0.358%
2/19/2025Columbia River Financial Group LLC35,235$1.51M1.0%N/A0.124%
2/18/2025City National Bank of Florida MSD13,902$596K0.5%N/A0.049%
2/17/2025Focus Partners Wealth66,486$2.85M0.0%+23.0%0.234%
2/17/2025Cetera Investment Advisers43,168$1.85M0.0%+4.3%0.152%
2/17/2025Baird Financial Group Inc.8,628$370K0.0%+7.2%0.030%
2/17/2025Bank of America Corp DE1,448,278$62.12M0.0%+4.7%5.100%
2/17/2025BIP Wealth LLC32,152$1.38M0.1%-4.4%0.113%
2/14/2025Mercer Global Advisors Inc. ADV122,437$5.25M0.0%-11.0%0.431%
2/14/2025Lido Advisors LLC11,779$505K0.0%+21.8%0.041%
2/14/2025Beacon Pointe Advisors LLC75,130$3.22M0.0%+12.0%0.265%
2/14/2025Arkos Global Advisors16,862$723K0.1%-3.8%0.059%
2/14/2025Hsbc Holdings PLC480,598$20.61M0.0%-2.6%1.692%
2/14/2025MML Investors Services LLC100,818$4.32M0.0%+5.9%0.355%
2/13/2025NewEdge Advisors LLC5,344$229K0.0%+8.9%0.019%
2/13/2025Mariner LLC298,091$12.79M0.0%-3.8%1.050%
2/13/2025Barclays PLC26,292$1.13M0.0%+1.2%0.093%
2/13/2025SageView Advisory Group LLC5,154$221K0.0%N/A0.018%
2/13/2025Aquire Wealth Advisors LLC10,737$461K0.1%-10.3%0.038%
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2/13/2025Family Office Research LLC20,312$871K0.4%N/A0.072%
2/13/2025Raymond James Financial Inc.329,848$14.15M0.0%N/A1.161%
2/13/2025Bank of Montreal Can3,865$166K0.0%+7.9%0.014%
2/13/2025Cerity Partners LLC272,229$11.68M0.0%+4.4%0.959%
2/13/2025Envestnet Asset Management Inc.548,145$23.51M0.0%+4.2%1.930%
2/13/2025Wells Fargo & Company MN16,829$722K0.0%-35.8%0.059%
2/12/2025OLD Mission Capital LLC41,192$1.77M0.0%-42.3%0.145%
2/12/2025Physician Wealth Advisors Inc.1,102$47K0.0%N/A0.004%
2/12/2025Orion Portfolio Solutions LLC12,469$535K0.0%-5.4%0.044%
2/12/2025Blair William & Co. IL39,689$1.70M0.0%-9.5%0.140%
2/12/2025JPMorgan Chase & Co.2,741$118K0.0%-30.1%0.010%
2/11/2025LPL Financial LLC240,190$10.30M0.0%+10.7%0.846%
2/11/2025Brooklyn FI LLC2,934,497$133.11M0.7%+6,405.5%10.333%
2/10/2025Harbour Investments Inc.6,979$299K0.0%+6.4%0.025%
2/10/2025Envestnet Portfolio Solutions Inc.8,118$348K0.0%-19.8%0.029%
2/10/2025CBIZ Investment Advisory Services LLC1,352$58K0.0%-17.7%0.005%
2/10/2025Hills Bank & Trust Co271,409$11.64M0.9%+32.7%0.956%
2/10/2025Commonwealth Equity Services LLC8,936$383K0.0%-5.1%0.031%
2/10/2025EverSource Wealth Advisors LLC830$36K0.0%-43.3%0.003%
2/7/2025HighTower Advisors LLC112,018$4.80M0.0%-4.6%0.394%
2/7/2025Independent Advisor Alliance15,477$664K0.0%N/A0.054%
2/7/2025 Simplicity Wealth LLC13,193$566K0.1%-10.9%0.046%
2/7/2025Efficient Advisors LLC24,919$1.07M0.1%-12.7%0.088%
2/7/2025Lifeworks Advisors LLC6,450$277K0.0%-9.2%0.023%
2/6/2025One Capital Management LLC88,406$3.79M0.1%-23.0%0.311%
2/6/2025Raymond James Financial Inc.329,848$14.15M0.0%N/A1.161%
2/6/2025M&T Bank Corp37,015$1.59M0.0%-48.0%0.130%
2/6/2025Steward Partners Investment Advisory LLC1,669$72K0.0%+18.5%0.006%
2/6/2025Jones Financial Companies Lllp133,342$5.72M0.0%-0.4%0.470%
2/6/2025Modera Wealth Management LLC212,359$9.11M0.1%+0.6%0.748%
2/5/2025Bailard Inc.7,418$318K0.0%+5.9%0.026%
2/5/2025US Bancorp DE70,590$3.03M0.0%-22.6%0.249%
2/5/2025SVB Wealth LLC18,340$787K0.0%N/A0.065%
2/5/2025First Command Advisory Services Inc.6,572$282K0.0%-36.9%0.023%
2/5/2025 ORBA Wealth Advisors L.L.C.22,571$968K0.5%-1.8%0.079%
2/4/2025Bank of New York Mellon Corp1,413,465$60.62M0.0%-2.6%4.977%
2/3/2025Private Advisor Group LLC16,438$705K0.0%+1.4%0.058%
1/31/2025Global Retirement Partners LLC992$43K0.0%-27.5%0.003%
1/31/2025Truist Financial Corp11,986$514K0.0%+12.2%0.042%
1/31/2025Sanctuary Advisors LLC4,635$203K0.0%N/A0.016%
1/31/2025 Addis & Hill Inc134,206$5.76M4.3%+19.0%0.473%
1/31/2025JFS Wealth Advisors LLC101,858$4.37M0.3%-1.5%0.359%
1/30/2025Valmark Advisers Inc.89,580$3.84M0.1%-1.7%0.315%
1/30/2025Walkner Condon Financial Advisors LLC31,228$1.34M0.3%+8.4%0.110%
1/29/2025Avidian Wealth Enterprises LLC135,007$5.79M0.3%-0.6%0.475%
1/29/2025 Quent Capital LLC366,574$15.72M1.6%+10.2%1.291%
1/29/2025Savant Capital LLC24,155$1.04M0.0%-5.2%0.085%
1/27/2025Consolidated Portfolio Review Corp6,676$286K0.0%-9.7%0.024%
1/27/2025Mather Group LLC.615$26K0.0%N/A0.002%
1/24/2025FSM Wealth Advisors LLC88,032$3.77M0.9%+12.2%0.310%
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1/24/2025HHM Wealth Advisors LLC33,905$1.45M0.2%-11.7%0.119%
1/24/2025Waldron Private Wealth LLC191,247$8.20M0.3%-1.8%0.673%
1/23/2025Heck Capital Advisors LLC1,283$55K0.0%N/A0.005%
1/23/2025White & Co Financial Planning Inc116,729$5.01M4.2%N/A0.411%
1/23/2025SOL Capital Management CO16,230$696K0.1%+7.3%0.057%
1/22/2025 DHK Financial Advisors Inc.25,321$1.09M0.7%+1.2%0.089%
1/22/2025Jim Saulnier & Associates LLC6,912$296K0.3%+31.7%0.024%
1/21/2025 First Citizens Bank & Trust Co.5,462$234K0.0%-24.9%0.019%
1/21/2025Rappaport Reiches Capital Management LLC75,189$3.23M0.8%-1.2%0.265%
1/21/2025 RFG Advisory LLC20,679$887K0.0%+4.8%0.073%
(Data available from 1/1/2016 forward)

RWO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RWO shares?

During the previous two years, 195 institutional investors and hedge funds held shares of SPDR Dow Jones Global Real Estate ETF. The most heavily invested institutionals were State Street Corp ($258.19M), Goldman Sachs Group Inc. ($145.05M), Bank of America Corp DE ($62.12M), Bank of New York Mellon Corp ($60.62M), Glenmede Trust Co. NA ($39.96M), Raymond James Financial Services Advisors Inc. ($24.57M), and Envestnet Asset Management Inc. ($23.51M).Learn more on RWO's institutional investors.

Which institutional investors have been buying SPDR Dow Jones Global Real Estate ETF stock?

Of the 139 institutional investors that purchased SPDR Dow Jones Global Real Estate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brooklyn FI LLC ($2.94M), Raymond James Financial Inc. ($659.70K), Raymond James Financial Services Advisors Inc. ($603.08K), International Assets Investment Management LLC ($382.28K), Cerity Partners LLC ($281.04K), Bank of New York Mellon Corp ($274.28K), and Quent Capital LLC ($248.76K).

How much institutional buying is happening at SPDR Dow Jones Global Real Estate ETF?

Institutional investors have bought a total of 8,664,520 shares in the last 24 months. This purchase volume represents approximately $371.54M in transactions.

Which SPDR Dow Jones Global Real Estate ETF major shareholders have been selling company stock?

Of the 124 institutional investors that sold SPDR Dow Jones Global Real Estate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of New York Mellon Corp ($1.12M), Goldman Sachs Group Inc. ($511.95K), State Street Corp ($415.70K), Hsbc Holdings PLC ($307.08K), Brighton Jones LLC ($191.35K), The Manufacturers Life Insurance Company ($168.60K), and Glenmede Trust Co. NA ($145.98K).

How much institutional selling is happening at SPDR Dow Jones Global Real Estate ETF?

Institutional investors have sold a total of 4,849,125 shares in the last 24 months. This volume of shares sold represents approximately $203.30M in transactions.



This page (NYSEARCA:RWO) was last updated on 4/19/2025 by MarketBeat.com Staff
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