SS SPDR Dow Jones REIT ETFRWRETF
13F holders, Q2 2026 (June 30)287holders +29
46new positions
17sold out
3famous investors
$112.47avg. 13F price*
At the end of Q2 2026, 287 institutions reported holding SS SPDR Dow Jones REIT ETF (RWR) in their 13F filings, up 29 from Q1 2026. 46 opened new positions and 17 sold out. The largest holders were Northern Trust Corp. ($267.1M), Charles Schwab Investment Management Inc. ($265.7M) and LPL Financial LLC ($54.9M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- SS SPDR Dow Jones REIT ETF
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78464A607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $40.3M |
| Exits | 17 | $44.3M |
All 13F filers, Q1 2026 → Q2 2026: 838,493 shares bought and 1,037,779 shares sold, net −199,286 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 287 holders
| Northern Trust Corp. | 0.03% | Add +1.4% | 2,364,264 | $267.1M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +2.1% | 2,352,000 | $265.7M |
| LPL Financial LLC | 0.01% | Add +9.4% | 485,751 | $54.9M |
| Mason Street Advisors, LLC | 4.61% | Add +30.0% | 453,255 | $51.2M |
| Wells Fargo & Company | 0.01% | Add +1.4% | 449,175 | $50.7M |
| Morgan Stanley | 0.00% | Reduce -4.5% | 357,038 | $40.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.5% | 340,210 | $38.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.9% | 295,260 | $33.9M |
| Bank of America Corp. | 0.00% | Add +2.0% | 285,236 | $32.2M |
| UBS Group AG | 0.01% | Reduce -11.3% | 275,552 | $31.1M |
| McMill Wealth Management | 6.48% | Add +0.2% | 307,264 | $27.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.0% | 220,354 | $26.0M |
| BlackRock, Inc. | 0.00% | Add +21.9% | 217,830 | $24.6M |
| Truist Financial Corp. | 0.03% | Reduce -1.0% | 215,885 | $24.4M |
| Private Advisor Group, LLC | 0.07% | Add +1.7% | 141,935 | $16.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -9.9% | 130,287 | $14.7M |
| Evergreen Capital Management LLC | 0.24% | Add +10.7% | 118,883 | $13.4M |
| Frederick Financial Consultants, LLC | 5.28% | Add +2.6% | 110,070 | $12.4M |
| Patton Fund Management, Inc. | 2.63% | Reduce -6.1% | 107,494 | $12.1M |
| Capital Advisors Inc. | 0.16% | New | 93,985 | $10.6M |
| Piedmont Capital Management, LLC | 5.33% | Reduce -29.9% | 92,691 | $10.5M |
| Creative Planning | 0.01% | Reduce -3.3% | 92,156 | $10.4M |
| Affinity Wealth LLC | 5.58% | Add +3.0% | 91,986 | $10.4M |
| St. Clair Advisors, LLC | 2.51% | Reduce -2.3% | 86,445 | $9.8M |
| Royal Bank of Canada | 0.00% | Add +44.9% | 84,493 | $9.5M |
| DT Investment Partners, LLC | 0.60% | Add +0.9% | 71,695 | $8.1M |
| Geneos Wealth Management Inc. | 0.15% | Add +3.3% | 64,335 | $7.3M |
| Alexis Investment Partners, LLC | 4.25% | New | 63,340 | $7.3M |
| MML Investors Services, LLC | 0.01% | Add +7.6% | 48,089 | $5.4M |
| Wealthspire Retirement, LLC | 0.27% | Add +1.3% | 42,286 | $4.8M |
| Assetmark, Inc. | 0.01% | Add +78.0% | 41,839 | $4.7M |
| Citizens Financial Group Inc. | 0.06% | Reduce -1.9% | 40,941 | $4.6M |
| D. E. Shaw & Co. | 0.00% | Add +553.7% | 40,496 | $4.6M |
| Susquehanna International Group, LLP | 0.00% | Add +83.0% | 39,687 | $4.5M |
| Tower Research Capital LLC (TRC) | 0.11% | Reduce -46.5% | 39,073 | $4.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -12.4% | 38,342 | $4.3M |
| Adams Wealth Management | 0.82% | Add +1.2% | 37,950 | $4.3M |
| CacheTech Inc. | 0.69% | Add +1.2% | 37,950 | $4.3M |
| Clearstead Advisors, LLC | 0.04% | No change | 37,616 | $4.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -14.1% | 37,395 | $4.2M |
| Raymond James Financial Inc. | 0.00% | Add +1.4% | 37,025 | $4.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.0% | 34,580 | $3.9M |
| Proficio Capital Partners LLC | 0.14% | New | 33,275 | $3.8M |
| Falcon Wealth Planning | 0.21% | Add +5.4% | 29,804 | $3.4M |
| Smith, Moore & Co. | 0.22% | Reduce -0.4% | 29,387 | $3.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.1% | 27,621 | $3.1M |
| Flow Traders U.S. LLC | 0.13% | New | 27,382 | $3.1M |
| Cerity Partners LLC | 0.00% | Add +19.2% | 26,242 | $3.0M |
| City Holding Co. | 0.32% | Add +15.3% | 25,080 | $2.8M |
| Rebalance, LLC | 0.15% | Add +3.9% | 24,573 | $2.8M |
| Savant Capital, LLC | 0.01% | Add +142.1% | 25,245 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | No change | 23,177 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +11.6% | 22,995 | $2.6M |
| Cetera Investment Advisers | 0.00% | Add +11.4% | 19,475 | $2.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | New | 19,087 | $2.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +5.1% | 18,724 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.5% | 18,642 | $2.1M |
| Bleakley Financial Group, LLC | 0.03% | New | 17,714 | $2.0M |
| Smallwood Wealth Investment Management, LLC | 0.87% | Add +3.4% | 17,627 | $2.0M |
| Cambient Family Office, LLC | 0.23% | Add +9.9% | 16,833 | $1.9M |
| Renaissance Technologies | 0.00% | New | 16,602 | $1.9M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -3.0% | 16,517 | $1.9M |
| SBI Securities Co., Ltd. | 0.04% | Reduce -0.5% | 15,883 | $1.8M |
| Bank of Montreal | 0.00% | Reduce -12.8% | 15,550 | $1.8M |
| Park Avenue Securities LLC | 0.01% | Add +120.4% | 14,345 | $1.6M |
| American Financial Advisors, LLC | 0.19% | Reduce -4.2% | 13,737 | $1.6M |
| M&T Bank Corp | 0.00% | No change | 13,550 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.9% | 13,294 | $1.5M |
| HRT Financial LP | 0.00% | Add +4.0% | 13,256 | $1.5M |
| Moller Wealth Partners | 0.27% | No change | 13,105 | $1.5M |
| Two Sigma Investments, LP | 0.00% | Reduce -96.1% | 13,000 | $1.5M |
| Omega Financial Group, LLC | 0.45% | Add +0.7% | 12,948 | $1.5M |
| NewEdge Advisors, LLC | 0.00% | Add +69.5% | 12,213 | $1.4M |
| Atlas Brown,Inc. | 0.37% | Add +0.0% | 12,066 | $1.4M |
| Davidson Trust Co. | 0.53% | No change | 11,999 | $1.4M |
| Mariner, LLC | 0.00% | Add +1.4% | 11,800 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -24.1% | 11,709 | $1.3M |
| Phillips Financial Management, LLC | 0.10% | Reduce -4.8% | 11,656 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -41.1% | 11,332 | $1.3M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -27.7% | 11,098 | $1.3M |
| Lee Financial Co | 0.16% | Add +11.8% | 10,851 | $1.2M |
| Osborne Partners Capital Management, LLC | 0.07% | No change | 10,814 | $1.2M |
| US Bancorp \de | 0.00% | No change | 9,145 | $1.0M |
| Gibson Capital, LLC | 0.17% | No change | 8,995 | $1.0M |
| Glenmede Trust Co. NA | 0.00% | No change | 8,757 | $989K |
| Summit Financial, LLC | 0.01% | Reduce -5.2% | 8,305 | $938K |
| Camelot Technology Advisors, Inc. | 0.64% | Add +22.1% | 8,275 | $935K |
| Lido Advisors, LLC | 0.00% | Add +21.1% | 7,845 | $886K |
| Brown Advisory Inc. | 0.00% | Reduce -11.2% | 7,749 | $875K |
| Fund Evaluation Group, LLC | 0.02% | New | 7,570 | $855K |
| Jane Street Group, LLC | 0.00% | Reduce -43.1% | 7,500 | $847K |
| Simon Quick Advisors, LLC | 0.03% | No change | 7,258 | $820K |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -2.1% | 7,132 | $806K |
| Focus Partners Wealth | 0.00% | Add +43.5% | 7,016 | $793K |
| Corient Private Wealth LP | 0.00% | Add +34.5% | 6,638 | $750K |
| Clientfirst Wealth Management, LLC | 0.58% | No change | 6,252 | $706K |
| Baird Financial Group, Inc. | 0.00% | Add +30.3% | 6,174 | $697K |
| Onyx Bridge Wealth Group LLC | 0.06% | Reduce -3.4% | 6,021 | $680K |
| Key Financial Inc | 0.11% | No change | 5,730 | $647K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | Reduce -0.5% | 5,665 | $640K |
"% of holder's portfolio" is RWR's weight in each manager's 13F, not the share of SS SPDR Dow Jones REIT ETF the manager owns.