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SPDR Dow Jones REIT ETF (RWR) Institutional Ownership

SPDR Dow Jones REIT ETF logo
$103.95 +0.13 (+0.13%)
(As of 11/15/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
89
Total
Institutional Inflows
(last 12 months)
$99.59M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$47.12M
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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
11/15/2024M&T Bank Corp14,750$1.57M0.0%-3.4%0.095%
11/15/2024MML Investors Services LLC70,000$7.47M0.0%+2.4%0.452%
11/15/2024 Stifel Financial Corp4,888$522K0.0%-26.0%0.032%
11/15/2024 HighTower Advisors LLC9,961$1.06M0.0%+2.1%0.064%
11/13/2024 BNP Paribas Financial Markets170,993$18.25M0.0%+239.9%1.105%
11/13/2024 FMR LLC1,910$204K0.0%-27.2%0.012%
11/13/2024 Dynamic Technology Lab Private Ltd2,110$225K0.0%N/A0.014%
11/12/2024 Cerity Partners LLC16,686$1.78M0.0%+44.4%0.108%
11/12/2024 Allen Capital Group LLC1,935$207K0.0%N/A0.013%
11/12/2024 Charles Schwab Investment Management Inc.1,960,773$209.27M0.0%-0.4%12.666%
11/8/2024 Citizens Financial Group Inc. RI54,574$5.83M0.1%-4.8%0.353%
11/8/2024 Etfidea LLC4,527$483K0.2%-2.4%0.029%
11/8/2024 SouthState Corp2,598$277K0.0%-12.7%0.017%
11/7/2024 Pathstone Holdings LLC24,976$2.67M0.0%-1.0%0.161%
11/7/2024 Phillips Financial Management LLC24,017$2.56M0.2%-2.4%0.155%
11/6/2024 Destiny Capital Corp CO12,376$1.28M0.8%-2.6%0.080%
11/5/2024 Aptus Capital Advisors LLC1,540$164K0.0%+7.2%0.010%
11/1/2024 Assetmark Inc.27,068$2.89M0.0%-6.8%0.175%
11/1/2024 Bray Capital Advisors10,576$1.13M0.3%-5.4%0.068%
11/1/2024 Bensler LLC2,705$289K0.0%-42.1%0.017%
10/30/2024 RTD Financial Advisors Inc.10,757$1.15M0.1%-56.4%0.069%
10/30/2024 Austin Private Wealth LLC2,453$262K0.0%-21.4%0.016%
10/30/2024 Falcon Wealth Planning40,750$4.35M0.5%-1.1%0.263%
10/30/2024 Klingenstein Fields & Co. LP2,015$215K0.0%N/A0.013%
10/29/2024 Clear Creek Financial Management LLC2,075$221K0.0%N/A0.013%
10/29/2024 Capital Advisors Inc. OK87,944$9.39M0.2%-1.3%0.568%
10/28/2024 CacheTech Inc.35,400$3.78M0.8%N/A0.229%
10/25/2024 JFS Wealth Advisors LLC3,337$356K0.0%+18.8%0.022%
10/25/2024 Eagle Strategies LLC2,716$290K0.1%-30.3%0.018%
10/25/2024 Valmark Advisers Inc.9,950$1.06M0.0%-5.5%0.064%
10/25/2024 American Financial Advisors LLC21,558$2.30M0.3%-0.8%0.139%
10/25/2024 Integrated Advisors Network LLC3,046$325K0.0%-6.1%0.020%
10/24/2024 Autumn Glory Partners LLC5,850$624K0.2%+100.0%0.038%
10/24/2024 Wealth Enhancement Advisory Services LLC5,493$586K0.0%-12.1%0.035%
10/23/2024 Burke & Herbert Bank & Trust Co.5,571$595K0.1%-2.7%0.036%
10/23/2024 DT Investment Partners LLC57,973$6.19M0.5%-10.1%0.375%
10/22/2024 Rebalance LLC34,586$3.69M0.3%-1.2%0.223%
10/22/2024 Greenleaf Trust4,827$515K0.0%+7.4%0.031%
10/22/2024 Private Advisor Group LLC117,181$12.51M0.1%+3.7%0.757%
10/22/2024 BLB&B Advisors LLC2,072$221K0.0%N/A0.013%
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10/22/2024 Tempus Wealth Planning LLC3,341$357K0.1%N/A0.022%
10/22/2024 Waldron Private Wealth LLC836$89K0.0%N/A0.005%
10/22/2024 Eastern Bank2,225$237K0.0%N/A0.014%
10/21/2024 Trilogy Capital Inc.22,360$2.39M0.1%+5.4%0.144%
10/19/2024Compass Ion Advisors LLC2,567$274K0.0%-14.0%0.017%
10/18/2024KMG Fiduciary Partners LLC4,929$526K0.0%-3.6%0.032%
10/17/2024Stratos Wealth Partners LTD.80,173$8.56M0.1%+2.4%0.518%
10/16/2024 Smallwood Wealth Investment Management LLC11,165$1.19M0.9%+1.4%0.072%
10/16/2024 Patton Fund Management Inc.133,767$14.28M2.9%-5.6%0.864%
10/11/2024 Creative Planning100,702$10.75M0.0%-6.1%0.651%
10/11/2024 Stablepoint Partners LLC2,000$213K0.0%N/A0.013%
10/11/2024 Redhawk Wealth Advisors Inc.59,758$6.38M0.9%N/A0.386%
10/10/2024 Lion Street Advisors LLC5,700$608K0.2%N/A0.037%
10/9/2024 Moisand Fitzgerald Tamayo LLC3,810$407K0.1%-2.7%0.025%
10/8/2024 First PREMIER Bank1,666$178K0.0%N/A0.011%
10/8/2024 Chesley Taft & Associates LLC1,900$203K0.0%N/A0.012%
10/8/2024 Omega Financial Group LLC16,731$1.79M0.7%-3.5%0.108%
8/21/2024 Truist Financial Corp238,724$22.23M0.0%-8.5%1.542%
8/16/2024 Newport Capital Group LLC2,689$250K0.2%N/A0.017%
8/16/2024 Northwestern Mutual Wealth Management Co.449,098$41.81M0.0%+1.5%2.901%
8/16/2024 Creative Planning107,213$9.98M0.0%-3.8%0.693%
8/15/2024 Millennium Management LLC153,849$14.32M0.0%-56.7%0.994%
8/14/2024 Bank of Montreal Can15,132$1.41M0.0%-2.2%0.098%
8/14/2024 Evergreen Capital Management LLC40,344$3.76M0.1%+5.9%0.261%
8/14/2024 EverSource Wealth Advisors LLC398$39K0.0%+261.8%0.003%
8/14/2024 Destiny Capital Corp CO12,709$1.18M0.8%-12.9%0.082%
8/12/2024 Mercer Global Advisors Inc. ADV28,976$2.70M0.0%+723.9%0.187%
8/9/2024 Citizens Financial Group Inc. RI57,328$5.34M0.1%+0.5%0.370%
8/8/2024 Envestnet Asset Management Inc.319,995$29.79M0.0%-3.9%2.067%
8/8/2024Abbrea Capital LLC5,070$472K0.1%-5.1%0.033%
8/8/2024 Eagle Strategies LLC3,896$363K0.1%N/A0.025%
8/8/2024 VitalStone Financial LLC409$38K0.0%+114.1%0.003%
8/7/2024 Sachetta LLC1,916$190K0.1%-5.6%0.012%
8/7/2024 Bright Futures Wealth Management LLC.6,278$624K0.3%N/A0.041%
8/6/2024 Cullen Frost Bankers Inc.2,207$205K0.0%-31.1%0.014%
8/5/2024 Private Advisor Group LLC112,954$10.52M0.1%+6.2%0.730%
8/2/2024 Autumn Glory Partners LLC2,925$272K0.1%+10.8%0.019%
8/1/2024 Financial Counselors Inc.3,088$287K0.0%N/A0.020%
8/1/2024 Valmark Advisers Inc.10,524$980K0.0%-2.7%0.068%
7/31/2024 Aptus Capital Advisors LLC1,436$134K0.0%-49.1%0.009%
7/31/2024 IFG Advisory LLC2,468$230K0.0%N/A0.016%
7/31/2024Private Ocean LLC2,892$269K0.0%-4.5%0.019%
7/30/2024 Forum Financial Management LP4,104$382K0.0%-31.4%0.027%
7/29/2024 Ameritas Advisory Services LLC3,960$369K0.0%+7.2%0.026%
7/29/2024 Financial Advocates Investment Management5,997$558K0.0%N/A0.039%
7/26/2024Avion Wealth17,813$1.66M0.5%-8.8%0.115%
7/26/2024 Bensler LLC4,668$435K0.1%-31.3%0.030%
7/26/2024 Smallwood Wealth Investment Management LLC11,009$1.03M0.8%+4.5%0.071%
7/26/2024 Bank of New York Mellon Corp46,330$4.31M0.0%-13.1%0.299%
7/26/2024 Bristlecone Advisors LLC1,762$164K0.0%N/A0.011%
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7/24/2024 Strategic Financial Partners Ltd.5,430$506K0.3%-18.0%0.035%
7/24/2024 American Financial Advisors LLC21,729$2.02M0.3%-0.8%0.140%
7/24/2024 DT Investment Partners LLC64,474$6.00M0.5%N/A0.416%
7/23/2024Atlas Brown Inc.12,449$1.16M0.4%-7.1%0.080%
7/22/2024 RTD Financial Advisors Inc.24,646$2.30M0.3%-2.0%0.159%
7/20/2024 First Horizon Advisors Inc.392$36K0.0%N/A0.003%
7/19/2024Raymond James & Associates19,209$1.79M0.0%+16.2%0.124%
7/16/2024 Patton Fund Management Inc.141,776$13.20M2.8%-3.3%0.916%
7/16/2024 Wealth Enhancement Advisory Services LLC6,252$582K0.0%+20.3%0.040%
7/16/2024 Burke & Herbert Bank & Trust Co.5,727$533K0.1%N/A0.037%
(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, 211 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. ($209.27M), Wells Fargo & Company MN ($69.94M), Bank of America Corp DE ($42.07M), Northwestern Mutual Wealth Management Co. ($41.81M), and Envestnet Asset Management Inc. ($29.79M).Learn more on RWR's institutional investors.

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

Of the 163 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: Charles Schwab Investment Management Inc. ($475.05K), LPL Financial LLC ($205.23K), Northern Trust Corp ($191.75K), BNP Paribas Financial Markets ($120.69K), Private Advisor Group LLC ($116.40K), Luken Investment Analytics LLC ($95.40K), and Capital Advisors Inc. OK ($88.04K).

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

Institutional investors have bought a total of 2,623,825 shares in the last 24 months. This purchase volume represents approximately $241.14M in transactions.

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

Of the 124 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. ($713.74K), PNC Financial Services Group Inc. ($696.41K), Northern Trust Corp ($242.10K), Bank of America Corp DE ($231.91K), Millennium Management LLC ($201.51K), Truist Financial Corp ($174.60K), and Wells Fargo & Company MN ($94.79K).

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

Institutional investors have sold a total of 2,975,310 shares in the last 24 months. This volume of shares sold represents approximately $269.25M in transactions.



This page (NYSEARCA:RWR) was last updated on 11/17/2024 by MarketBeat.com Staff
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