SS SPDR Dow Jones REIT ETFRWRETF
13F holders, Q4 2024 (December 31)261holders +5
23new positions
26sold out
2famous investors
$98.77avg. 13F price*
At the end of Q4 2024, 261 institutions reported holding SS SPDR Dow Jones REIT ETF (RWR) in their 13F filings, up 5 from Q3 2024. 23 opened new positions and 26 sold out. The largest holders were Northern Trust Corp. ($312.3M), Charles Schwab Investment Management Inc. ($250.0M) and Northwestern Mutual Wealth Management Co. ($73.0M). 2 famous investors held it, including 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 (Q4 2024)
- CUSIP
- 78464A607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $37.5M |
| Exits | 26 | $41.0M |
All 13F filers, Q3 2024 → Q4 2024: 1,525,955 shares bought and 1,218,657 shares sold, net +307,298 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 261 holders
| Northern Trust Corp. | 0.04% | Add +10.1% | 3,159,122 | $312.3M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +28.9% | 2,528,333 | $250.0M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -1.1% | 738,742 | $73.0M |
| Wells Fargo & Company | 0.01% | Reduce -1.4% | 505,309 | $50.0M |
| BlackRock, Inc. | 0.00% | Add +18.5% | 353,079 | $34.9M |
| Morgan Stanley | 0.00% | Reduce -62.5% | 348,635 | $34.5M |
| Mason Street Advisors, LLC | 4.10% | Reduce -5.0% | 320,500 | $31.7M |
| Bank of America Corp. | 0.00% | Reduce -0.2% | 297,815 | $29.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.3% | 297,369 | $29.4M |
| Ameriprise Financial Inc. | 0.01% | Add +17.5% | 278,217 | $26.6M |
| Truist Financial Corp. | 0.04% | Add +4.2% | 235,919 | $23.3M |
| LPL Financial LLC | 0.01% | Reduce -12.2% | 201,753 | $19.9M |
| UBS Group AG | 0.00% | Add +3.0% | 201,590 | $19.9M |
| Patton Fund Management, Inc. | 2.52% | Reduce -2.6% | 130,261 | $12.9M |
| Christian Investment Advisors, Inc. | 8.65% | — | 121,045 | $12.0M |
| Private Advisor Group, LLC | 0.07% | Add +1.8% | 119,247 | $11.8M |
| Piedmont Capital Management, LLC | 6.58% | Add +0.8% | 111,512 | $10.9M |
| Creative Planning | 0.01% | Add +8.8% | 109,556 | $10.8M |
| New Harbor Financial Group, LLC | 3.15% | New | 106,832 | $10.6M |
| Fiduciary Family Office, LLC | 3.15% | New | 106,832 | $10.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.8% | 83,307 | $8.2M |
| Stratos Wealth Partners, LTD. | 0.10% | Reduce -7.8% | 73,954 | $7.3M |
| MML Investors Services, LLC | 0.02% | Add +3.7% | 72,615 | $7.2M |
| BNP Paribas Financial Markets | 0.01% | Reduce -59.0% | 70,155 | $6.9M |
| Quadrature Capital Ltd | 0.13% | New | 68,062 | $6.7M |
| DT Investment Partners, LLC | 0.53% | Add +8.9% | 63,139 | $6.2M |
| Redhawk Wealth Advisors, Inc. | 0.83% | Add +3.6% | 61,914 | $6.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +20.3% | 58,811 | $5.8M |
| Citizens Financial Group Inc. | 0.11% | Add +1.1% | 55,193 | $5.5M |
| Raymond James Financial Inc. | 0.00% | — | 50,576 | $5.0M |
| Adams Wealth Management | 0.93% | Add +39.7% | 49,442 | $4.9M |
| CacheTech Inc. | 0.92% | Add +39.7% | 49,442 | $4.9M |
| Susquehanna International Group, LLP | 0.01% | Add +113.3% | 46,593 | $4.6M |
| Clearstead Advisors, LLC | 0.07% | Reduce -0.8% | 45,032 | $4.5M |
| Evergreen Capital Management LLC | 0.14% | Add +5.3% | 43,835 | $4.3M |
| Falcon Wealth Planning | 0.45% | Reduce -0.1% | 40,730 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -13.6% | 37,102 | $3.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.3% | 36,515 | $3.6M |
| Rebalance, LLC | 0.26% | Add +0.9% | 34,915 | $3.5M |
| Citadel Advisors | 0.00% | Add +35.3% | 32,907 | $3.3M |
| Bank of Montreal | 0.00% | Add +96.8% | 31,050 | $3.1M |
| Strategic Investment Management, LLC | 1.04% | New | 30,445 | $3.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +1.3% | 29,682 | $2.9M |
| Smith, Moore & Co. | 0.26% | Add +0.1% | 28,374 | $2.8M |
| Assetmark, Inc. | 0.01% | Reduce -0.8% | 26,858 | $2.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.3% | 26,824 | $2.7M |
| Royal Bank of Canada | 0.00% | Reduce -0.2% | 26,687 | $2.6M |
| Geneos Wealth Management Inc. | 0.09% | Add +3.5% | 24,972 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.4% | 24,384 | $2.4M |
| Phillips Financial Management, LLC | 0.18% | Reduce -5.6% | 22,662 | $2.2M |
| Trilogy Capital Inc. | 0.11% | Add +0.2% | 22,395 | $2.2M |
| American Financial Advisors, LLC | 0.28% | Reduce -6.4% | 20,169 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.2% | 19,047 | $1.9M |
| City Holding Co. | 0.25% | No change | 17,875 | $1.8M |
| Smallwood Wealth Investment Management, LLC | 1.19% | Add +56.7% | 17,494 | $1.7M |
| Cerity Partners LLC | 0.00% | Add +4.1% | 17,372 | $1.7M |
| Bank of New York Mellon Corp | 0.00% | Add +14.8% | 16,868 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | New | 16,303 | $1.6M |
| Frederick Financial Consultants, LLC | 1.27% | — | 16,118 | $1.6M |
| Omega Financial Group, LLC | 0.59% | Reduce -5.8% | 15,765 | $1.6M |
| SBI Securities Co., Ltd. | 0.05% | — | 15,644 | $1.5M |
| M&T Bank Corp | 0.00% | No change | 14,750 | $1.5M |
| Snowden Capital Advisors LLC | 0.05% | Add +1.4% | 14,560 | $1.4M |
| Moller Wealth Partners | 0.37% | No change | 14,204 | $1.4M |
| Avion Wealth | 0.35% | Reduce -6.6% | 13,964 | $1.4M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -7.1% | 13,363 | $1.3M |
| Osborne Partners Capital Management, LLC | 0.07% | Reduce -5.9% | 12,542 | $1.2M |
| Destiny Capital Corp | 0.73% | Reduce -1.4% | 12,197 | $1.2M |
| Atlas Brown,Inc. | 0.41% | Reduce -2.3% | 12,164 | $1.2M |
| Davidson Trust Co. | 0.61% | No change | 11,999 | $1.2M |
| Park Avenue Securities LLC | 0.01% | New | 10,979 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +13.5% | 10,610 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +194.9% | 10,506 | $1.0M |
| Valmark Advisers, Inc. | 0.02% | Add +5.5% | 10,498 | $1.0M |
| Bray Capital Advisors | 0.28% | Reduce -1.0% | 10,466 | $1.0M |
| Savant Capital, LLC | 0.01% | Reduce -2.5% | 10,384 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Add +4.1% | 10,368 | $1.0M |
| Mariner, LLC | 0.00% | Add +5.1% | 10,337 | $1.0M |
| Silver Oak Securities, Incorporated | 0.09% | New | 9,781 | $957K |
| US Bancorp \de | 0.00% | Add +3.1% | 9,466 | $936K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -29.6% | 9,350 | $924K |
| Brown Advisory Inc. | 0.00% | Add +3.0% | 9,348 | $924K |
| Cetera Investment Advisers | 0.00% | Add +0.4% | 9,090 | $899K |
| Gibson Capital, LLC | 0.18% | No change | 8,995 | $889K |
| Focus Partners Wealth | 0.00% | Add +71.7% | 8,839 | $874K |
| NewEdge Advisors, LLC | 0.01% | Add +0.4% | 8,776 | $868K |
| Corient Private Wealth LP | 0.00% | Add +2.3% | 8,682 | $858K |
| Comerica Bank | 0.00% | Reduce -2.0% | 8,623 | $853K |
| Glenmede Trust Co. NA | 0.00% | No change | 7,812 | $772K |
| Synovus Financial Corp. | 0.01% | Reduce -51.8% | 6,995 | $692K |
| Camelot Technology Advisors, Inc. | 0.61% | Add +1.1% | 6,833 | $675K |
| Canal Capital Management, LLC | 0.11% | New | 6,605 | $653K |
| Lido Advisors, LLC | 0.00% | Add +0.0% | 6,429 | $636K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.1% | 6,375 | $630K |
| Cohen & Steers, Inc. | 0.00% | Add +5407.8% | 6,334 | $626K |
| Clientfirst Wealth Management, LLC | 0.63% | — | 6,252 | $618K |
| Key Financial Inc | 0.14% | No change | 6,230 | $616K |
| Financial Advocates Investment Management | 0.03% | New | 6,011 | $594K |
| Awm Capital, LLC | 0.07% | No change | 5,970 | $590K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.2% | 5,915 | $576K |
"% 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.