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SPDR Dow Jones REIT ETF (RWR) Institutional Ownership

SPDR Dow Jones REIT ETF logo
$98.44 -0.32 (-0.32%)
As of 01/17/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR Dow Jones REIT ETF (NYSEARCA:RWR)

Number of
Institutional Buyers
(last 12 months)
90
Total
Institutional Inflows
(last 12 months)
$107.01M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$45.76M
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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
1/17/2025Smallwood Wealth Investment Management LLC17,494$1.73M1.2%+56.7%0.113%
1/17/2025Fiduciary Family Office LLC106,832$10.56M3.1%N/A0.690%
1/16/2025New 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%
12/26/2024JPMorgan Chase & Co.37,378$3.99M0.0%+1.4%0.241%
11/27/2024Franklin Resources Inc.5,267$550K0.0%+10.5%0.034%
11/25/2024Synovus Financial Corp14,510$1.55M0.0%+99.8%0.094%
11/18/2024TD Private Client Wealth LLC991$106K0.0%-13.4%0.006%
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%
11/15/2024Stifel Financial Corp4,888$522K0.0%-26.0%0.032%
11/15/2024HighTower Advisors LLC9,961$1.06M0.0%+2.1%0.064%
11/13/2024BNP Paribas Financial Markets170,993$18.25M0.0%+239.9%1.105%
11/13/2024FMR LLC1,910$204K0.0%-27.2%0.012%
11/13/2024Dynamic Technology Lab Private Ltd2,110$225K0.0%N/A0.014%
11/12/2024Cerity Partners LLC16,686$1.78M0.0%+44.4%0.108%
11/12/2024Allen Capital Group LLC1,935$207K0.0%N/A0.013%
11/12/2024Charles Schwab Investment Management Inc.1,960,773$209.27M0.0%-0.4%12.666%
11/8/2024Citizens Financial Group Inc. RI54,574$5.83M0.1%-4.8%0.353%
11/8/2024Etfidea LLC4,527$483K0.2%-2.4%0.029%
11/8/2024SouthState Corp2,598$277K0.0%-12.7%0.017%
11/7/2024Pathstone Holdings LLC24,976$2.67M0.0%-1.0%0.161%
11/7/2024Phillips Financial Management LLC24,017$2.56M0.2%-2.4%0.155%
11/6/2024Destiny Capital Corp CO12,376$1.28M0.8%-2.6%0.080%
11/5/2024Aptus Capital Advisors LLC1,540$164K0.0%+7.2%0.010%
11/1/2024Assetmark Inc.27,068$2.89M0.0%-6.8%0.175%
11/1/2024Bray Capital Advisors10,576$1.13M0.3%-5.4%0.068%
11/1/2024Bensler LLC2,705$289K0.0%-42.1%0.017%
10/30/2024RTD Financial Advisors Inc.10,757$1.15M0.1%-56.4%0.069%
10/30/2024Austin Private Wealth LLC2,453$262K0.0%-21.4%0.016%
10/30/2024Falcon Wealth Planning40,750$4.35M0.5%-1.1%0.263%
10/30/2024Klingenstein Fields & Co. LP2,015$215K0.0%N/A0.013%
10/29/2024Clear Creek Financial Management LLC2,075$221K0.0%N/A0.013%
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10/29/2024Capital Advisors Inc. OK87,944$9.39M0.2%-1.3%0.568%
10/28/2024CacheTech Inc.35,400$3.78M0.8%N/A0.229%
10/25/2024JFS Wealth Advisors LLC3,337$356K0.0%+18.8%0.022%
10/25/2024Eagle Strategies LLC2,716$290K0.1%-30.3%0.018%
10/25/2024Valmark Advisers Inc.9,950$1.06M0.0%-5.5%0.064%
10/25/2024American Financial Advisors LLC21,558$2.30M0.3%-0.8%0.139%
10/25/2024Integrated Advisors Network LLC3,046$325K0.0%-6.1%0.020%
10/24/2024Autumn 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%
10/23/2024Burke & Herbert Bank & Trust Co.5,571$595K0.1%-2.7%0.036%
10/23/2024DT Investment Partners LLC57,973$6.19M0.5%-10.1%0.375%
10/22/2024Rebalance LLC34,586$3.69M0.3%-1.2%0.223%
10/22/2024Greenleaf Trust4,827$515K0.0%+7.4%0.031%
10/22/2024Private Advisor Group LLC117,181$12.51M0.1%+3.7%0.757%
10/22/2024BLB&B Advisors LLC2,072$221K0.0%N/A0.013%
10/22/2024Tempus Wealth Planning LLC3,341$357K0.1%N/A0.022%
10/22/2024Waldron Private Wealth LLC836$89K0.0%N/A0.005%
10/22/2024 Eastern Bank2,225$237K0.0%N/A0.014%
10/21/2024Trilogy Capital Inc.22,360$2.39M0.1%+5.4%0.144%
10/19/2024Compass Ion Advisors LLC2,567$274K0.0%-14.0%0.017%
10/18/2024 KMG 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%
10/16/2024Smallwood Wealth Investment Management LLC11,165$1.19M0.9%+1.4%0.072%
10/16/2024Patton Fund Management Inc.133,767$14.28M2.9%-5.6%0.864%
10/11/2024Creative Planning100,702$10.75M0.0%-6.1%0.651%
10/11/2024Stablepoint Partners LLC2,000$213K0.0%N/A0.013%
10/11/2024 Redhawk Wealth Advisors Inc.59,758$6.38M0.9%N/A0.386%
10/10/2024Lion Street Advisors LLC5,700$608K0.2%N/A0.037%
10/9/2024Moisand Fitzgerald Tamayo LLC3,810$407K0.1%-2.7%0.025%
10/8/2024First PREMIER Bank1,666$178K0.0%N/A0.011%
10/8/2024Chesley Taft & Associates LLC1,900$203K0.0%N/A0.012%
10/8/2024 Omega Financial Group LLC16,731$1.79M0.7%-3.5%0.108%
8/21/2024Truist Financial Corp238,724$22.23M0.0%-8.5%1.542%
8/16/2024Newport Capital Group LLC2,689$250K0.2%N/A0.017%
8/16/2024Northwestern Mutual Wealth Management Co.449,098$41.81M0.0%+1.5%2.901%
8/16/2024Creative Planning107,213$9.98M0.0%-3.8%0.693%
8/15/2024Millennium Management LLC153,849$14.32M0.0%-56.7%0.994%
8/14/2024Bank of Montreal Can15,132$1.41M0.0%-2.2%0.098%
8/14/2024Evergreen Capital Management LLC40,344$3.76M0.1%+5.9%0.261%
8/14/2024EverSource Wealth Advisors LLC398$39K0.0%+261.8%0.003%
8/14/2024Destiny Capital Corp CO12,709$1.18M0.8%-12.9%0.082%
8/12/2024Mercer Global Advisors Inc. ADV28,976$2.70M0.0%+723.9%0.187%
8/9/2024Citizens Financial Group Inc. RI57,328$5.34M0.1%+0.5%0.370%
8/8/2024Envestnet Asset Management Inc.319,995$29.79M0.0%-3.9%2.067%
8/8/2024Abbrea Capital LLC5,070$472K0.1%-5.1%0.033%
8/8/2024Eagle Strategies LLC3,896$363K0.1%N/A0.025%
8/8/2024VitalStone Financial LLC409$38K0.0%+114.1%0.003%
8/7/2024Sachetta LLC1,916$190K0.1%-5.6%0.012%
8/7/2024Bright Futures Wealth Management LLC.6,278$624K0.3%N/A0.041%
8/6/2024Cullen Frost Bankers Inc.2,207$205K0.0%-31.1%0.014%
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8/5/2024Private Advisor Group LLC112,954$10.52M0.1%+6.2%0.730%
8/2/2024Autumn Glory Partners LLC2,925$272K0.1%+10.8%0.019%
8/1/2024Financial Counselors Inc.3,088$287K0.0%N/A0.020%
8/1/2024Valmark Advisers Inc.10,524$980K0.0%-2.7%0.068%
7/31/2024Aptus Capital Advisors LLC1,436$134K0.0%-49.1%0.009%
7/31/2024IFG Advisory LLC2,468$230K0.0%N/A0.016%
7/31/2024Private Ocean LLC2,892$269K0.0%-4.5%0.019%
7/30/2024Forum Financial Management LP4,104$382K0.0%-31.4%0.027%
7/29/2024 Ameritas Advisory Services LLC3,960$369K0.0%+7.2%0.026%
7/29/2024Financial Advocates Investment Management5,997$558K0.0%N/A0.039%
(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, 213 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 167 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), Fiduciary Family Office LLC ($106.83K), and Luken Investment Analytics LLC ($95.40K).

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

Institutional investors have bought a total of 2,755,568 shares in the last 24 months. This purchase volume represents approximately $254.43M in transactions.

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

Of the 123 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 2,965,797 shares in the last 24 months. This volume of shares sold represents approximately $268.47M in transactions.


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This page (NYSEARCA:RWR) was last updated on 1/18/2025 by MarketBeat.com Staff
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