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SPDR Dow Jones REIT ETF (RWR) Institutional Ownership

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$90.89
-0.28 (-0.31%)
(As of 05/10/2024 ET)
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Institutional Ownership Changes (13F Filings) for SPDR Dow Jones REIT ETF (NYSEARCA:RWR)

Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$123.47M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$179.59M
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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
5/9/2024 HBK Sorce Advisory LLC4,873$459K0.0%-3.1%0.032%
5/9/2024 SageView Advisory Group LLC11,534$1.09M0.1%N/A0.075%
5/9/2024 Patton Fund Management Inc.146,549$13.81M2.5%-2.2%0.948%
5/7/2024 NTV Asset Management LLC5,000$471K0.1%-16.7%0.032%
5/6/2024 Envestnet Portfolio Solutions Inc.2,695$254K0.0%-14.4%0.017%
5/6/2024 Destiny Capital Corp CO14,591$1.38M1.0%-7.0%0.094%
5/4/2024 Geneos Wealth Management Inc.20,542$1.94M0.1%+19.2%0.133%
5/3/2024 Etfidea LLC4,637$437K0.1%-7.5%0.030%
5/3/2024 Whittier Trust Co. of Nevada Inc.1,789$169K0.0%-37.3%0.012%
5/2/2024 Curran Financial Partners LLC2,526$238K0.1%-6.2%0.016%
5/1/2024 Bray Capital Advisors11,176$1.05M0.3%+1.7%0.072%
4/30/2024 Private Advisor Group LLC106,338$10.02M0.1%+2.0%0.688%
4/29/2024Commonwealth Equity Services LLC49,232$4.64M0.0%-1.2%0.318%
4/29/2024 Greenleaf Trust4,495$424K0.0%-9.4%0.029%
4/25/2024 Osborne Partners Capital Management LLC14,270$1.35M0.1%-15.4%0.094%
4/25/2024 Smallwood Wealth Investment Management LLC10,538$993K0.8%+3.0%0.070%
4/23/2024 Rebalance LLC34,868$3.29M0.3%-2.9%0.231%
4/23/2024 Raymond James Financial Services Advisors Inc.19,366$1.83M0.0%-24.2%0.128%
4/22/2024 American Financial Advisors LLC21,899$2.06M0.3%-0.6%0.145%
4/19/2024 RTD Financial Advisors Inc.25,140$2.37M0.3%-0.6%0.166%
4/18/2024 Omega Financial Group LLC17,264$1.63M0.7%-6.3%0.114%
4/18/2024 Compass Ion Advisors LLC2,986$281K0.0%+5.7%0.020%
4/17/2024 Trilogy Capital Inc.17,693$1.67M0.1%+41.4%0.117%
4/17/2024 Private Ocean LLC3,027$285K0.0%-9.5%0.020%
4/15/2024 Wealthcare Advisory Partners LLC9,387$885K0.0%+2.5%0.062%
4/12/2024 Worth Asset Management LLC7,651$721K0.4%N/A0.051%
4/11/2024 City Holding Co.18,515$1.75M0.3%-1.3%0.119%
4/2/2024 Heartwood Wealth Advisors LLC2,691$254K0.0%+25.2%0.017%
3/22/2024PNC Financial Services Group Inc.35,445$3.38M0.0%-12.6%0.228%
3/14/2024 Yeomans Consulting Group Inc.11,677$1.11M0.6%N/A0.075%
3/8/2024ICA Group Wealth Management LLC5,145$490K0.1%+28.2%0.033%
3/4/2024 Richardson Financial Services Inc.1,046$100K0.1%N/A0.007%
3/1/2024ARK & TLK Investments LLC4,463$425K0.1%N/A0.029%
2/23/2024 Beacon Financial Group3,176$303K0.0%-58.8%0.020%
2/13/2024Northern Trust Corp2,705,926$257.93M0.0%+7.6%17.424%
2/13/2024Tower Research Capital LLC TRC 27,350$2.61M0.0%-19.2%0.176%
2/9/2024 Avantax Planning Partners Inc.2,150$205K0.0%-89.7%0.014%
2/9/2024 AWM Capital LLC5,970$569K0.1%N/A0.038%
2/9/2024 Assetmark Inc.36,632$3.49M0.0%-1.3%0.236%
2/9/2024 Corient Private Wealth LLC9,823$936K0.0%+20.6%0.063%
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2/9/2024 Sachetta LLC2,029$193K0.1%N/A0.013%
2/9/2024Wells Fargo & Company MN733,758$69.94M0.0%-6.9%4.725%
2/9/2024UBS Group AG87,403$8.33M0.0%+219.1%0.563%
2/9/2024PNC Financial Services Group Inc.35,445$3.38M0.0%-12.6%0.228%
2/8/2024 Brown Advisory Inc.10,001$953K0.0%-4.8%0.064%
2/8/2024 Great Lakes Advisors LLC13,711$1.31M0.0%-4.1%0.088%
2/8/2024 Janney Montgomery Scott LLC5,528$527K0.0%-10.3%0.036%
2/7/2024 Forum Financial Management LP5,979$570K0.0%-20.5%0.038%
2/7/2024 Envestnet Portfolio Solutions Inc.3,149$300K0.0%+26.7%0.020%
2/7/2024 One Capital Management LLC5,232$499K0.0%-26.1%0.034%
2/7/2024Collaborative Wealth Managment Inc.2,231$213K0.1%N/A0.014%
2/7/2024Rossmore Private Capital2,245$214K0.0%N/A0.014%
2/7/2024Principal Securities Inc.317$30K0.0%N/A0.002%
2/6/2024Cullen Frost Bankers Inc.55,296$5.27M0.1%+1,576.1%0.356%
2/6/2024 Charles Schwab Investment Management Inc.1,864,241$177.70M0.0%+0.7%12.004%
2/6/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,890$657K0.0%+7.4%0.044%
2/6/2024 Private Advisor Group LLC104,236$9.94M0.1%+12.5%0.671%
2/6/2024 Wealthcare Advisory Partners LLC9,155$873K0.0%+33.2%0.059%
2/6/2024 NTV Asset Management LLC6,000$572K0.1%-19.5%0.039%
2/6/2024 Aveo Capital Partners LLC20,464$1.95M0.2%N/A0.132%
2/2/2024 Valmark Advisers Inc.10,869$1.04M0.0%+3.4%0.070%
2/2/2024Citizens Financial Group Inc. RI59,859$5.71M0.2%-1.6%0.385%
2/2/2024Truist Financial Corp270,133$25.75M0.0%-3.2%1.739%
2/2/2024 Abbrea Capital LLC5,340$509K0.1%+2.8%0.034%
2/2/2024 Capital Advisors Ltd. LLC353$34K0.0%-58.1%0.002%
1/31/2024 Greenleaf Trust4,963$473K0.0%+73.8%0.032%
1/31/2024 American Financial Advisors LLC22,042$2.10M0.3%-3.1%0.142%
1/31/2024 Curran Financial Partners LLC2,693$247K0.1%-5.5%0.017%
1/30/2024 Windward Private Wealth Management Inc.2,994$285K0.1%+21.8%0.019%
1/29/2024 Capital Advisors Inc. OK88,042$8.39M0.2%N/A0.567%
1/26/2024Cerity Partners LLC14,941$1.42M0.0%+4.0%0.096%
1/26/2024 Financial Counselors Inc.4,338$413K0.0%+19.6%0.028%
1/26/2024 Avion Wealth19,088$1.82M0.5%+127.5%0.123%
1/26/2024 Geneos Wealth Management Inc.17,235$1.64M0.1%-4.2%0.111%
1/25/2024 HBK Sorce Advisory LLC5,029$479K0.0%-13.4%0.032%
1/25/2024 Phillips Financial Management LLC24,584$2.34M0.2%-7.3%0.158%
1/24/2024 Stratos Wealth Partners LTD.2,917$278K0.0%N/A0.019%
1/24/2024 International Assets Investment Management LLC1,049$100K0.0%+2,180.4%0.007%
1/24/2024 Private Trust Co. NA1,441$137K0.0%+25.2%0.009%
1/24/2024 Autumn Glory Partners LLC2,640$249K0.1%N/A0.017%
1/23/2024 Etfidea LLC5,013$478K0.2%-36.5%0.032%
1/23/2024TIAA Trust National Association2,194$209K0.0%N/A0.014%
1/22/2024 Osborne Partners Capital Management LLC16,868$1.61M0.1%-16.1%0.109%
1/22/2024 Bensler LLC9,946$948K0.2%-17.6%0.064%
1/18/2024 Global Retirement Partners LLC732$69K0.0%+17.7%0.005%
1/18/2024 Austin Private Wealth LLC2,624$250K0.0%N/A0.017%
1/18/2024 West Wealth Group LLC4,652$443K0.2%-16.2%0.030%
1/17/2024 Heartwood Wealth Advisors LLC2,150$205K0.0%N/A0.014%
1/17/2024 RTD Financial Advisors Inc.25,304$2.41M0.3%-23.3%0.163%
1/16/2024 Raymond James & Associates53,807$5.13M0.0%+315.6%0.346%
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1/12/2024 Patton Fund Management Inc.149,882$14.29M3.2%-4.2%0.965%
1/12/2024 Summit Financial Group Inc.5,877$560K0.2%-8.7%0.038%
1/12/2024 Trilogy Capital Inc.12,509$1.19M0.1%+44.1%0.081%
1/11/2024 Whittier Trust Co. of Nevada Inc.2,855$272K0.0%N/A0.018%
1/11/2024 City Holding Co.18,765$1.79M0.3%-3.0%0.121%
1/11/2024 Omega Financial Group LLC18,420$1.76M0.8%+15.1%0.119%
1/11/2024 Falcon Wealth Planning42,391$4.04M0.7%+63.8%0.273%
1/10/2024 Moller Financial Services14,224$1.36M0.4%+38.6%0.092%
1/10/2024 Marcum Wealth LLC3,532$337K0.0%N/A0.023%
1/3/2024 Massmutual Trust Co. FSB ADV2,267$216K0.0%+17.9%0.015%
(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, 215 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. ($177.70M), Wells Fargo & Company MN ($69.94M), Northwestern Mutual Wealth Management Co. ($49.90M), Bank of America Corp DE ($42.07M), and Millennium Management LLC ($31.97M).Learn more on RWR's institutional investors.

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

Of the 170 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), Northern Trust Corp ($425.71K), Nisa Investment Advisors LLC ($254.20K), LPL Financial LLC ($243.36K), Bank of Montreal Can ($140.21K), CX Institutional ($112.66K), and Private Advisor Group LLC ($108.31K).

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

Institutional investors have bought a total of 3,457,249 shares in the last 24 months. This purchase volume represents approximately $314.38M in transactions.

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

Of the 130 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. ($853.10K), PNC Financial Services Group Inc. ($701.96K), Northern Trust Corp ($242.10K), Wells Fargo & Company MN ($242.04K), Bank of America Corp DE ($235.39K), Truist Financial Corp ($199.30K), and UBS Group AG ($76.44K).

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

Institutional investors have sold a total of 3,370,725 shares in the last 24 months. This volume of shares sold represents approximately $306.61M in transactions.


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This page (NYSEARCA:RWR) was last updated on 5/12/2024 by MarketBeat.com Staff

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