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SPDR Dow Jones REIT ETF (RWR) Institutional Ownership

SPDR Dow Jones REIT ETF logo
$101.27 -0.89 (-0.87%)
As of 02/21/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
107
Total
Institutional Inflows
(last 12 months)
$194.12M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$54.88M
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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
2/21/2025Vermillion Wealth Management Inc.617$61K0.0%N/A0.004%
2/17/2025 Snowden Capital Advisors LLC14,560$1.44M0.0%+1.4%0.094%
2/17/2025 Focus Partners Wealth8,784$874K0.0%+70.6%0.057%
2/17/2025 BOKF NA1,959$186K0.0%-6.7%0.013%
2/17/2025 Bank of America Corp DE297,815$29.44M0.0%-0.2%1.924%
2/17/2025 BNP Paribas Financial Markets70,155$6.94M0.0%-59.0%0.453%
2/17/2025 Ameriprise Financial Inc.278,217$26.58M0.0%+17.5%1.797%
2/14/2025 Mercer Global Advisors Inc. ADV29,682$2.93M0.0%+1.3%0.192%
2/14/2025 Eagle Strategies LLC2,328$230K0.0%-14.3%0.015%
2/14/2025 Comerica Bank8,623$853K0.0%-2.0%0.056%
2/14/2025 Northern Trust Corp3,159,122$312.31M0.0%+10.1%20.408%
2/14/2025 Bellwether Advisors LLC1,109$110K0.0%N/A0.007%
2/14/2025 Piedmont Capital Management LLC111,512$10.91M6.6%+0.8%0.720%
2/14/2025 Integrated Wealth Concepts LLC2,144$212K0.0%-40.8%0.014%
2/14/2025 Canal Capital Management LLC6,605$653K0.1%N/A0.043%
2/14/2025 Stifel Financial Corp4,681$463K0.0%-4.2%0.030%
2/14/2025 MML Investors Services LLC72,615$7.18M0.0%+3.7%0.469%
2/14/2025 Frederick Financial Consultants LLC16,118$1.59M1.3%N/A0.104%
2/13/2025 Evergreen Capital Management LLC43,835$4.33M0.1%+5.3%0.283%
2/13/2025 Adams Wealth Management49,442$4.89M0.9%+39.7%0.319%
2/13/2025 Mariner LLC10,337$1.02M0.0%+5.1%0.067%
2/13/2025 Cohen & Steers Inc.6,334$626K0.0%+5,407.8%0.041%
2/13/2025 Synovus Financial Corp6,995$692K0.0%-51.8%0.045%
2/13/2025 Redwood Park Advisors LLC300$30K0.0%N/A0.002%
2/13/2025 F M Investments LLC2,611$258K0.0%N/A0.017%
2/13/2025 Raymond James Financial Inc.50,577$5M0.0%N/A0.327%
2/13/2025 Renaissance Technologies LLC4,100$405K0.0%-68.2%0.026%
2/13/2025 Bank of Montreal Can31,050$3.07M0.0%+96.8%0.201%
2/13/2025 Cerity Partners LLC17,372$1.72M0.0%+4.1%0.112%
2/13/2025 Envestnet Asset Management Inc.297,369$29.40M0.0%+9.3%1.921%
2/13/2025 Wells Fargo & Company MN505,309$49.96M0.0%-1.4%3.264%
2/12/2025 Front Row Advisors LLC2,744$271K0.1%-6.2%0.018%
2/12/2025 Franklin Resources Inc.4,448$440K0.0%-15.5%0.029%
2/12/2025 Blair William & Co. IL325$32K0.0%-53.5%0.002%
2/12/2025 JPMorgan Chase & Co.36,515$3.61M0.0%-2.3%0.236%
2/12/2025 Financial Counselors Inc.5,562$550K0.0%+80.1%0.036%
2/11/2025 LPL Financial LLC201,753$19.95M0.0%-12.2%1.303%
2/10/2025 Mason Street Advisors LLC320,500$31.69M4.1%-5.0%2.070%
2/10/2025 Harbour Investments Inc.577$57K0.0%-17.7%0.004%
2/10/2025 Corient Private Wealth LLC8,682$858K0.0%+2.3%0.056%
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2/10/2025 Envestnet Portfolio Solutions Inc.2,607$258K0.0%-16.3%0.017%
2/10/2025 Phillips Financial Management LLC22,662$2.24M0.2%-5.6%0.146%
2/10/2025 Commonwealth Equity Services LLC58,811$5.81M0.0%+20.3%0.380%
2/10/2025 HBK Sorce Advisory LLC4,452$440K0.0%-8.9%0.029%
2/10/2025 Avantax Advisory Services Inc.16,303$1.61M0.0%N/A0.105%
2/10/2025 Great Lakes Advisors LLC13,363$1.32M0.0%-7.1%0.086%
2/7/2025 HighTower Advisors LLC10,368$1.03M0.0%+4.1%0.067%
2/7/2025 Citizens Financial Group Inc. RI55,193$5.46M0.1%+1.1%0.357%
2/7/2025 Rebalance LLC34,915$3.45M0.3%+1.0%0.226%
2/7/2025 PNC Financial Services Group Inc.26,824$2.65M0.0%-2.3%0.173%
2/6/2025 Raymond James Financial Inc.50,577$5M0.0%N/A0.327%
2/6/2025 Cullen Frost Bankers Inc.2,667$264K0.0%+20.8%0.017%
2/6/2025 Assetmark Inc.26,858$2.66M0.0%-0.8%0.174%
2/6/2025 Synergy Investment Management LLC291$29K0.0%N/A0.002%
2/6/2025 Charles Schwab Investment Management Inc.2,528,333$249.95M0.0%+28.9%16.333%
2/6/2025 SBI Securities Co. Ltd.15,644$1.55M0.0%N/A0.101%
2/6/2025 Jones Financial Companies Lllp518$51K0.0%+202.9%0.003%
2/5/2025 Kohmann Bosshard Financial Services LLC5,755$569K0.1%-5.9%0.037%
2/5/2025 US Bancorp DE9,466$936K0.0%+3.1%0.061%
2/5/2025 Christian Investment Advisors Inc.121,045$11.97M8.7%N/A0.782%
2/4/2025 Bank of New York Mellon Corp16,868$1.67M0.0%+14.8%0.109%
2/4/2025 IFP Advisors Inc3,925$388K0.0%+3.0%0.025%
2/3/2025 Bray Capital Advisors10,466$1.04M0.3%-1.0%0.068%
2/3/2025 Private Advisor Group LLC119,247$11.79M0.1%+1.8%0.770%
1/31/2025 Global Retirement Partners LLC1,134$112K0.0%+18.5%0.007%
1/31/2025 Destiny Capital Corp CO12,197$1.21M0.7%-1.4%0.079%
1/31/2025 Truist Financial Corp235,919$23.32M0.0%+4.2%1.524%
1/31/2025 NTV Asset Management LLC2,585$256K0.0%-48.7%0.017%
1/31/2025 Principal Financial Group Inc.2,274$225K0.0%N/A0.015%
1/30/2025 Valmark Advisers Inc.10,498$1.04M0.0%+5.5%0.068%
1/30/2025 Lee Financial Co3,280$324K0.0%+11.5%0.021%
1/30/2025 Principal Securities Inc.1,230$122K0.0%+65.3%0.008%
1/30/2025 American Financial Advisors LLC20,169$1.99M0.3%-6.4%0.130%
1/30/2025 DT Investment Partners LLC63,139$6.24M0.5%+8.9%0.408%
1/29/2025 Avion Wealth13,964$1.38M0.4%-6.6%0.090%
1/29/2025 Savant Capital LLC10,384$1.03M0.0%-2.5%0.067%
1/28/2025 Clientfirst Wealth Management LLC6,252$618K0.6%N/A0.040%
1/27/2025 Silver Oak Securities Incorporated9,781$957K0.1%N/A0.063%
1/27/2025 Financial Advocates Investment Management6,011$594K0.0%N/A0.039%
1/27/2025 Lion Street Advisors LLC4,102$406K0.1%-28.0%0.026%
1/27/2025 Stratos Wealth Partners LTD.73,954$7.31M0.1%-7.8%0.478%
1/24/2025 Osborne Partners Capital Management LLC12,542$1.24M0.1%-5.9%0.081%
1/23/2025 Heck Capital Advisors LLC548$54K0.0%N/A0.004%
1/23/2025 Patton Fund Management Inc.130,261$12.88M2.5%-2.6%0.841%
1/22/2025 Bensler LLC2,504$248K0.0%-7.4%0.016%
1/21/2025 RTD Financial Advisors Inc.3,406$337K0.0%-68.3%0.022%
1/21/2025 Strategic Investment Management LLC30,445$3.01M1.0%N/A0.197%
1/21/2025 Geneos Wealth Management Inc.24,972$2.47M0.1%+3.5%0.161%
1/17/2025 Smallwood Wealth Investment Management LLC17,494$1.73M1.2%+56.7%0.113%
1/17/2025 Fiduciary Family Office LLC106,832$10.56M3.1%N/A0.690%
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1/16/2025 New Hampshire Trust4,157$411K0.1%N/A0.027%
1/15/2025 Ameritas Advisory Services LLC4,424$437K0.0%+5.1%0.029%
1/15/2025 Sanibel Captiva Trust Company Inc.4,480$443K0.0%-11.8%0.029%
1/15/2025 Wealthcare Advisory Partners LLC10,506$1.04M0.0%+194.9%0.068%
1/15/2025 Omega Financial Group LLC15,765$1.56M0.6%-5.8%0.102%
1/14/2025 Redhawk Wealth Advisors Inc.61,914$6.12M0.8%+3.6%0.400%
1/14/2025 Park Avenue Securities LLC10,979$1.09M0.0%N/A0.071%
1/13/2025 Marcum Wealth LLC2,252$223K0.0%N/A0.015%
1/10/2025 Atlas Brown Inc.12,164$1.20M0.4%-2.3%0.079%
12/26/2024 JPMorgan Chase & Co.37,378$3.99M0.0%+1.4%0.241%
(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, 223 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 ($312.31M), Charles Schwab Investment Management Inc. ($249.95M), Wells Fargo & Company MN ($49.96M), Northwestern Mutual Wealth Management Co. ($41.81M), Mason Street Advisors LLC ($31.69M), and Bank of America Corp DE ($29.44M).Learn more on RWR's institutional investors.

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

Of the 172 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. ($972.11K), Northern Trust Corp ($482.12K), LPL Financial LLC ($205.23K), Christian Investment Advisors Inc. ($121.05K), BNP Paribas Financial Markets ($120.69K), Private Advisor Group LLC ($117.94K), and Fiduciary Family Office LLC ($106.83K).

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

Institutional investors have bought a total of 3,802,002 shares in the last 24 months. This purchase volume represents approximately $361.38M in transactions.

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

Of the 125 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. ($682.29K), Northern Trust Corp ($242.10K), Millennium Management LLC ($201.51K), Truist Financial Corp ($174.60K), BNP Paribas Financial Markets ($100.84K), and LPL Financial LLC ($65.31K).

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

Institutional investors have sold a total of 2,751,126 shares in the last 24 months. This volume of shares sold represents approximately $252.15M in transactions.



This page (NYSEARCA:RWR) was last updated on 2/22/2025 by MarketBeat.com Staff
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