SS SPDR Dow Jones REIT ETFRWRETF
13F holders, Q3 2024 (September 30)256holders +5
25new positions
19sold out
3famous investors
$106.71avg. 13F price*
At the end of Q3 2024, 256 institutions reported holding SS SPDR Dow Jones REIT ETF (RWR) in their 13F filings, up 5 from Q2 2024. 25 opened new positions and 19 sold out. The largest holders were Northern Trust Corp. ($306.2M), Charles Schwab Investment Management Inc. ($209.3M) and Morgan Stanley ($99.4M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS SPDR Dow Jones REIT ETF
- Filed as
- SPDR SER TR (Q3 2024)
- CUSIP
- 78464A607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $31.2M |
| Exits | 19 | $3.2M |
All 13F filers, Q2 2024 → Q3 2024: 1,851,548 shares bought and 408,733 shares sold, net +1,442,815 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 256 holders
| Northern Trust Corp. | 0.05% | Add +5.2% | 2,868,752 | $306.2M |
| Charles Schwab Investment Management Inc. | 0.04% | Reduce -0.4% | 1,960,773 | $209.3M |
| Morgan Stanley | 0.01% | Add +178.5% | 930,859 | $99.4M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +66.4% | 747,323 | $79.8M |
| Wells Fargo & Company | 0.01% | Reduce -9.2% | 512,451 | $54.7M |
| Mason Street Advisors, LLC | 4.37% | Reduce -9.0% | 337,500 | $36.0M |
| Bank of America Corp. | 0.00% | Add +2.8% | 298,370 | $31.8M |
| BlackRock, Inc. | 0.00% | — | 297,902 | $31.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -15.0% | 272,041 | $29.0M |
| Millennium Management | 0.02% | Add +65.0% | 253,771 | $27.1M |
| Ameriprise Financial Inc. | 0.01% | Add +129.2% | 236,720 | $25.2M |
| LPL Financial LLC | 0.01% | Add +34.4% | 229,705 | $24.5M |
| Truist Financial Corp. | 0.04% | Reduce -5.1% | 226,502 | $24.2M |
| UBS Group AG | 0.01% | Add +1.8% | 195,732 | $20.9M |
| BNP Paribas Financial Markets | 0.02% | Add +239.9% | 170,993 | $18.3M |
| Patton Fund Management, Inc. | 2.95% | Reduce -5.7% | 133,767 | $14.3M |
| Private Advisor Group, LLC | 0.08% | Add +3.7% | 117,181 | $12.5M |
| Piedmont Capital Management, LLC | 7.09% | New | 110,617 | $11.8M |
| Creative Planning | 0.01% | Reduce -6.1% | 100,702 | $10.7M |
| Capital Advisors Inc. | 0.19% | Reduce -1.3% | 87,944 | $9.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -50.5% | 82,627 | $8.8M |
| Stratos Wealth Partners, LTD. | 0.13% | Add +2.4% | 80,173 | $8.6M |
| MML Investors Services, LLC | 0.03% | Add +2.4% | 70,000 | $7.5M |
| Redhawk Wealth Advisors, Inc. | 0.91% | New | 59,758 | $6.4M |
| DT Investment Partners, LLC | 0.50% | Reduce -10.1% | 57,973 | $6.2M |
| Citizens Financial Group Inc. | 0.12% | Reduce -4.8% | 54,574 | $5.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.5% | 48,869 | $5.2M |
| Clearstead Advisors, LLC | 0.08% | Add +5.4% | 45,409 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Add +14.2% | 42,963 | $4.6M |
| Evergreen Capital Management LLC | 0.15% | Add +3.2% | 41,644 | $4.4M |
| Falcon Wealth Planning | 0.51% | Reduce -1.1% | 40,750 | $4.3M |
| JPMorgan Chase & Co. | 0.00% | Add +1.4% | 37,378 | $4.0M |
| Adams Wealth Management | 0.81% | New | 35,400 | $3.8M |
| CacheTech Inc. | 0.81% | New | 35,400 | $3.8M |
| Rebalance, LLC | 0.27% | Reduce -1.2% | 34,586 | $3.7M |
| Equitable Holdings, Inc. | 0.03% | Reduce -34.0% | 29,765 | $3.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +1.1% | 29,295 | $3.1M |
| Smith, Moore & Co. | 0.29% | Add +0.1% | 28,346 | $3.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.3% | 27,447 | $2.9M |
| Assetmark, Inc. | 0.01% | Reduce -6.8% | 27,068 | $2.9M |
| Royal Bank of Canada | 0.00% | Reduce -26.1% | 26,744 | $2.9M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.0% | 24,976 | $2.7M |
| Citadel Advisors | 0.00% | Add +1323.4% | 24,326 | $2.6M |
| Geneos Wealth Management Inc. | 0.10% | Add +11.3% | 24,127 | $2.6M |
| Phillips Financial Management, LLC | 0.20% | Reduce -2.4% | 24,017 | $2.6M |
| Trilogy Capital Inc. | 0.12% | Add +5.4% | 22,360 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Add +105.1% | 21,840 | $2.3M |
| American Financial Advisors, LLC | 0.31% | Reduce -0.8% | 21,558 | $2.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -1.1% | 19,074 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -7.6% | 18,632 | $2.0M |
| City Holding Co. | 0.26% | No change | 17,875 | $1.9M |
| Omega Financial Group, LLC | 0.68% | Reduce -3.5% | 16,731 | $1.8M |
| Cerity Partners LLC | 0.00% | Add +44.4% | 16,686 | $1.8M |
| Bank of Montreal | 0.00% | Add +4.2% | 15,774 | $1.7M |
| Avion Wealth | 0.42% | Reduce -16.1% | 14,949 | $1.6M |
| M&T Bank Corp | 0.01% | Reduce -3.4% | 14,750 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -68.3% | 14,691 | $1.6M |
| Synovus Financial Corp. | 0.02% | Add +99.8% | 14,510 | $1.5M |
| Great Lakes Advisors, LLC | 0.01% | Add +2.4% | 14,388 | $1.5M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -0.6% | 14,366 | $1.5M |
| Moller Wealth Partners | 0.38% | Reduce -0.1% | 14,204 | $1.5M |
| Osborne Partners Capital Management, LLC | 0.08% | Reduce -0.4% | 13,333 | $1.4M |
| Qube Research & Technologies Ltd | 0.00% | Add +40.5% | 13,284 | $1.4M |
| Renaissance Technologies | 0.00% | New | 12,900 | $1.4M |
| Atlas Brown,Inc. | 0.46% | Add +0.0% | 12,454 | $1.3M |
| Davidson Trust Co. | 0.66% | No change | 11,999 | $1.3M |
| Destiny Capital Corp | 0.79% | Reduce -2.6% | 12,376 | $1.3M |
| Raymond James & Associates | 0.00% | Reduce -40.7% | 11,399 | $1.2M |
| Smallwood Wealth Investment Management, LLC | 0.85% | Add +1.4% | 11,165 | $1.2M |
| RTD Financial Advisors, Inc. | 0.15% | Reduce -56.4% | 10,757 | $1.1M |
| Savant Capital, LLC | 0.01% | Add +2.7% | 10,652 | $1.1M |
| Bray Capital Advisors | 0.28% | Reduce -5.4% | 10,576 | $1.1M |
| Bright Futures Wealth Management, LLC. | 0.51% | Add +60.9% | 10,104 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +2.1% | 9,961 | $1.1M |
| Valmark Advisers, Inc. | 0.02% | Reduce -5.5% | 9,950 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -4.2% | 9,833 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +50.3% | 9,345 | $997K |
| US Bancorp \de | 0.00% | No change | 9,181 | $980K |
| Brown Advisory Inc. | 0.00% | Reduce -1.1% | 9,076 | $969K |
| Cetera Investment Advisers | 0.00% | Reduce -4.8% | 9,056 | $966K |
| Gibson Capital, LLC | 0.20% | No change | 8,995 | $960K |
| Comerica Bank | 0.00% | Reduce -1.6% | 8,795 | $939K |
| NewEdge Advisors, LLC | 0.01% | Add +459.8% | 8,739 | $933K |
| Corient Private Wealth LP | 0.00% | Add +3.4% | 8,489 | $906K |
| Glenmede Trust Co. NA | 0.00% | No change | 7,812 | $834K |
| Raymond James Trust N.A. | 0.02% | Add +7.5% | 7,327 | $782K |
| Camelot Technology Advisors, Inc. | 0.64% | Add +0.6% | 6,760 | $722K |
| Lido Advisors, LLC | 0.01% | Add +0.0% | 6,428 | $686K |
| Key Financial Inc | 0.15% | No change | 6,230 | $665K |
| Kohmann Bosshard Financial Services, LLC | 0.08% | No change | 6,115 | $653K |
| Awm Capital, LLC | 0.08% | No change | 5,970 | $637K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.1% | 5,925 | $632K |
| Autumn Glory Partners, LLC | 0.24% | Add +100.0% | 5,850 | $624K |
| Lion Street Advisors, LLC | 0.21% | New | 5,700 | $608K |
| Burke & Herbert Bank & Trust Co. | 0.14% | Reduce -2.7% | 5,571 | $595K |
| Strategic Financial Partners, Ltd. | 0.30% | Add +1.6% | 5,515 | $589K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -12.1% | 5,493 | $586K |
| Franklin Resources Inc. | 0.00% | Add +10.5% | 5,267 | $550K |
| Focus Partners Wealth | 0.00% | New | 5,148 | $549K |
| Florida Trust Wealth Management Co | 0.02% | No change | 5,080 | $542K |
| Exencial Wealth Advisors, LLC | 0.02% | No change | 5,070 | $541K |
| NTV Asset Management LLC | 0.07% | No change | 5,035 | $537K |
| KMG Fiduciary Partners, LLC | 0.05% | Reduce -3.6% | 4,929 | $526K |
| HBK Sorce Advisory LLC | 0.02% | Add +0.1% | 4,888 | $522K |
| Stifel Financial Corp. | 0.00% | Reduce -25.9% | 4,888 | $522K |
| Greenleaf Trust | 0.00% | Add +7.4% | 4,827 | $515K |
| First American Trust, FSB | 0.05% | Add +10.4% | 4,775 | $510K |
| Urban Financial Advisory Corp | 0.28% | Add +0.8% | 4,745 | $506K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -14.4% | 4,723 | $504K |
| Etfidea, LLC | 0.15% | Reduce -2.4% | 4,527 | $483K |
| Transatlantique Private Wealth LLC | 0.18% | No change | 4,500 | $480K |
| ARK & TLK Investments, LLC | 0.17% | No change | 4,472 | $477K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 4,363 | $466K |
| Merit Financial Group, LLC | 0.01% | Add +0.4% | 4,227 | $451K |
| Ameritas Advisory Services, LLC | 0.02% | Add +6.3% | 4,211 | $449K |
| Forum Financial Management, LP | 0.01% | Reduce -1.8% | 4,032 | $430K |
| Baird Financial Group, Inc. | 0.00% | Reduce -7.4% | 3,956 | $422K |
| IFP Advisors, Inc | 0.01% | Add +1058.0% | 3,810 | $407K |
| Moisand Fitzgerald Tamayo, LLC | 0.06% | Reduce -2.7% | 3,810 | $407K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.4% | 3,624 | $387K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -68.1% | 3,562 | $380K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.8% | 3,392 | $360K |
| Navis Wealth Advisors, LLC | 0.39% | Add +0.8% | 3,365 | $359K |
| Tempus Wealth Planning, LLC | 0.13% | New | 3,341 | $357K |
| JFS Wealth Advisors, LLC | 0.02% | Add +18.8% | 3,337 | $356K |
| Deutsche Bank AG | 0.00% | No change | 3,200 | $342K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -35.7% | 3,159 | $337K |
| Beacon Financial Group | 0.04% | No change | 3,131 | $334K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +12.0% | 3,114 | $332K |
| BluePointe Capital Management, LLC | 0.22% | No change | 3,111 | $332K |
| Financial Counselors Inc. | 0.00% | No change | 3,088 | $330K |
| Integrated Advisors Network LLC | 0.02% | Reduce -6.1% | 3,046 | $325K |
| Aspiriant, LLC | 0.01% | No change | 3,035 | $324K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 3,013 | $322K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 2,994 | $320K |
| Lee Financial Co | 0.04% | Add +27.8% | 2,941 | $314K |
| Wealthspire Advisors, LLC | 0.00% | New | 2,937 | $313K |
| Front Row Advisors LLC | 0.11% | No change | 2,924 | $312K |
| Eagle Strategies LLC | 0.05% | Reduce -30.3% | 2,716 | $290K |
| Bensler, LLC | 0.04% | Reduce -42.0% | 2,705 | $289K |
| Newport Capital Group, LLC | 0.21% | No change | 2,689 | $287K |
| Heartwood Wealth Advisors LLC | 0.03% | Reduce -2.4% | 2,624 | $280K |
| SouthState Bank Corp | 0.02% | Reduce -12.7% | 2,598 | $277K |
| Compass Ion Advisors, LLC | 0.03% | Reduce -14.0% | 2,567 | $274K |
| Marshall Financial Group Inc. | 0.08% | Add +0.1% | 2,525 | $269K |
| Curran Financial Partners, LLC | 0.08% | Reduce -0.4% | 2,515 | $268K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 2,469 | $264K |
| Austin Private Wealth, LLC | 0.03% | Reduce -21.4% | 2,453 | $262K |
| Pictet Asset Management Holding SA | 0.00% | No change | 2,400 | $256K |
| Rossmore Private Capital | 0.03% | No change | 2,245 | $240K |
| Convergence Financial, LLC | 0.05% | Reduce -0.3% | 2,228 | $238K |
| Eastern Bank | 0.00% | New | 2,225 | $237K |
| Tiaa Trust, National Association | 0.00% | Reduce -2.3% | 2,214 | $236K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,207 | $236K |
| Collaborative Wealth Managment Inc. | 0.11% | Reduce -2.0% | 2,188 | $234K |
| Fsa Wealth Partners, Inc. | 0.06% | No change | 2,157 | $230K |
| Dynamic Technology Lab Private Ltd | 0.02% | New | 2,110 | $225K |
| GYL Financial Synergies, LLC | 0.02% | Reduce -5.0% | 2,085 | $223K |
| Clear Creek Financial Management, LLC | 0.03% | New | 2,075 | $221K |
| BLB&B Advisors, LLC | 0.01% | New | 2,072 | $221K |
| Bokf, NA | 0.00% | Reduce -4.5% | 2,099 | $219K |
| Philadelphia Trust Co. | 0.02% | New | 2,023 | $216K |
| Klingenstein Fields & Co. LP | 0.01% | New | 2,015 | $215K |
| Stablepoint Partners, LLC | 0.04% | New | 2,000 | $213K |
| Windward Private Wealth Management Inc. | 0.08% | Reduce -32.7% | 1,962 | $209K |
| Allen Capital Group, LLC | 0.03% | New | 1,935 | $207K |
| FMR LLC | 0.00% | Reduce -27.1% | 1,910 | $204K |
| Venturi Wealth Management, LLC | 0.01% | No change | 1,900 | $203K |
| Chesley Taft & Associates LLC | 0.01% | New | 1,900 | $203K |
| Sachetta, LLC | 0.08% | Reduce -1.5% | 1,887 | $201K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,789 | $191K |
| Bristlecone Advisors, LLC | 0.02% | No change | 1,762 | $188K |
| First PREMIER Bank | 0.04% | New | 1,666 | $178K |
| Strengthening Families & Communities, LLC | 0.04% | Add +0.8% | 1,620 | $173K |
| Aptus Capital Advisors, LLC | 0.00% | Add +7.2% | 1,540 | $164K |
| Private Trust Co. NA | 0.02% | No change | 1,441 | $154K |
| Citigroup Inc. | 0.00% | Add +75.5% | 1,278 | $136K |
| MTM Investment Management, LLC | 0.05% | No change | 1,292 | $135K |
| TD Private Client Wealth LLC | 0.00% | Reduce -13.4% | 991 | $106K |
| Global Retirement Partners, LLC | 0.00% | Add +4.4% | 957 | $102K |
| Richardson Financial Services Inc. | 0.06% | No change | 1,076 | $100K |
| Bessemer Group Inc. | 0.00% | Reduce -2.5% | 930 | $99K |
| Waldron Private Wealth LLC | 0.00% | New | 836 | $89K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 825 | $88K |
| Coston, McIsaac & Partners | 0.02% | No change | 813 | $86K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 800 | $85K |
| Principal Securities, Inc. | 0.00% | Add +21.4% | 744 | $79K |
| Harbour Investments, Inc. | 0.00% | Add +0.6% | 701 | $75K |
| Blair William & Co. | 0.00% | No change | 699 | $75K |
| Evermay Wealth Management LLC | 0.01% | No change | 601 | $64K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 567 | $61K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1830.4% | 444 | $47K |
| Gen-Wealth Partners Inc | 0.02% | Reduce -5.5% | 445 | $47K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 430 | $46K |
| Ancora Advisors LLC | 0.00% | No change | 358 | $38K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 345 | $37K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.6% | 342 | $36K |
| Clear Point Advisors Inc. | 0.03% | Add +1.0% | 307 | $33K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 261 | $28K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 256 | $27K |
| Spire Wealth Management | 0.00% | No change | 252 | $27K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.4% | 240 | $26K |
| Lanark Financial, Inc. | 0.00% | No change | 238 | $25K |
| IAG Wealth Partners, LLC | 0.00% | New | 207 | $22K |
| Matrix Private Capital Group LLC | 0.01% | No change | 200 | $21K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 200 | $21K |
| Tompkins Financial Corp. | 0.00% | No change | 200 | $21K |
| VitalStone Financial, LLC | 0.01% | Reduce -53.3% | 191 | $20K |
| Jones Financial Companies LLLP | 0.00% | Add +19.6% | 171 | $18K |
| Johnson Financial Group, Inc. | 0.00% | No change | 165 | $18K |
| Founders Financial Alliance, LLC | 0.00% | No change | 155 | $17K |
| McIlrath & Eck, LLC | 0.00% | New | 150 | $16K |
| Caldwell Trust Co | 0.00% | No change | 150 | $16K |
| Motco | 0.00% | No change | 137 | $15K |
| Grove Bank & Trust | 0.00% | No change | 126 | $13K |
| Alaska Wealth Advisors, LLC | 0.00% | No change | 122 | $13K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 118 | $13K |
| Pflug Koory, LLC | 0.00% | — | 117 | $12K |
| Raleigh Capital Management Inc. | 0.00% | Add +4.5% | 116 | $12K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 115 | $12K |
| Larson Financial Group LLC | 0.00% | Add +0.9% | 113 | $12K |
| Cohen & Steers, Inc. | 0.00% | Add +3.6% | 115 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -72.4% | 110 | $12K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 105 | $11K |
| LGT Financial Advisors LLC | 0.03% | No change | 99 | $11K |
| Sandy Spring Bank | 0.00% | No change | 99 | $11K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 100 | $10K |
| Financial Perspectives, Inc | 0.00% | No change | 90 | $10K |
| Avior Wealth Management, LLC | 0.00% | Add +1.2% | 84 | $9K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 80 | $9K |
| Mather Group, Llc. | 0.00% | Reduce -56.2% | 78 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 67 | $7K |
| FSA Wealth Management LLC | 0.00% | — | 64 | $7K |
| Allworth Financial LP | 0.00% | No change | 63 | $7K |
| Parkside Financial Bank & Trust | 0.00% | No change | 60 | $6K |
| REAP Financial Group, LLC | 0.00% | No change | 57 | $6K |
| Cwm, LLC | 0.00% | Reduce -9.6% | 47 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 44 | $5K |
| Investors Research Corp | 0.00% | Add +2.5% | 41 | $4K |
| Simplex Trading, LLC | 0.00% | Add +350.0% | 45 | $4K |
| Aspire Private Capital, LLC | 0.00% | Reduce -20.4% | 35 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -49.3% | 34 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 31 | $3K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 30 | $3K |
| Manchester Capital Management LLC | 0.00% | No change | 30 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 18 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 16 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 6 | $678 |
| Mascoma Wealth Management LLC | 0.00% | No change | 5 | $534 |
| Realta Investment Advisors | 0.00% | New | 5 | $522 |
| Provenance Wealth Advisors, LLC | 0.00% | New | 4 | $427 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -40.0% | 3 | $317 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $214 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 2 | $213 |
| Natixis | 0.00% | No change | 1 | $107 |
| Global Financial Private Client, LLC | 0.00% | No change | 1 | $107 |
"% 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.