SS SPDR Dow Jones REIT ETFRWRETF
13F holders, Q1 2025 (March 31)250holders −11
20new positions
27sold out
4famous investors
$99.85avg. 13F price*
At the end of Q1 2025, 250 institutions reported holding SS SPDR Dow Jones REIT ETF (RWR) in their 13F filings, down 11 from Q4 2024. 20 opened new positions and 27 sold out. The largest holders were Northern Trust Corp. ($318.4M), Charles Schwab Investment Management Inc. ($191.6M) and JPMorgan Chase & Co. ($55.8M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- SS SPDR Dow Jones REIT ETF
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78464A607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $5.3M |
| Exits | 27 | $39.2M |
All 13F filers, Q4 2024 → Q1 2025: 834,922 shares bought and 1,987,804 shares sold, net −1,152,882 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 250 holders
| Northern Trust Corp. | 0.05% | Add +1.7% | 3,212,122 | $318.4M |
| Charles Schwab Investment Management Inc. | 0.04% | Reduce -23.6% | 1,932,655 | $191.6M |
| JPMorgan Chase & Co. | 0.00% | Add +1441.2% | 562,767 | $55.8M |
| Wells Fargo & Company | 0.01% | Add +0.7% | 508,612 | $50.4M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -47.0% | 391,618 | $38.8M |
| BlackRock, Inc. | 0.00% | Add +7.9% | 380,960 | $37.8M |
| Mason Street Advisors, LLC | 4.04% | No change | 320,500 | $31.8M |
| Morgan Stanley | 0.00% | Reduce -10.9% | 310,656 | $30.8M |
| Bank of America Corp. | 0.00% | Reduce -3.9% | 286,107 | $28.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -6.8% | 277,017 | $27.5M |
| Truist Financial Corp. | 0.04% | Reduce -0.2% | 235,525 | $23.3M |
| UBS Group AG | 0.00% | Add +1.7% | 204,961 | $20.3M |
| LPL Financial LLC | 0.01% | Add +1.0% | 203,715 | $20.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -79.9% | 56,009 | $13.3M |
| Christian Investment Advisors, Inc. | 8.87% | Add +1.9% | 123,353 | $12.8M |
| Patton Fund Management, Inc. | 3.03% | Reduce -3.2% | 126,086 | $12.5M |
| Private Advisor Group, LLC | 0.07% | Add +4.3% | 124,433 | $12.3M |
| Creative Planning | 0.01% | Reduce -1.1% | 108,399 | $10.7M |
| Quadrature Capital Ltd | 0.22% | Add +49.9% | 102,018 | $10.1M |
| Frederick Financial Consultants, LLC | 6.40% | Add +455.1% | 89,476 | $8.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -8.8% | 76,006 | $7.5M |
| BNP Paribas Financial Markets | 0.01% | Reduce -0.5% | 69,820 | $6.9M |
| DT Investment Partners, LLC | 0.59% | Reduce -2.5% | 61,579 | $6.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.0% | 59,403 | $5.9M |
| Citizens Financial Group Inc. | 0.10% | Reduce -7.1% | 51,296 | $5.1M |
| Clearstead Advisors, LLC | 0.07% | Add +2.0% | 45,955 | $4.6M |
| Evergreen Capital Management LLC | 0.15% | Add +0.1% | 43,891 | $4.4M |
| MML Investors Services, LLC | 0.01% | Reduce -40.4% | 43,306 | $4.3M |
| Citadel Advisors | 0.00% | Add +20.7% | 39,726 | $3.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +31.7% | 39,090 | $3.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -24.4% | 38,253 | $3.8M |
| Falcon Wealth Planning | 0.40% | Reduce -11.7% | 35,948 | $3.6M |
| Rebalance, LLC | 0.26% | Add +0.4% | 35,051 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -12.7% | 32,401 | $3.2M |
| Strategic Investment Management, LLC | 1.21% | No change | 30,445 | $3.0M |
| Smith, Moore & Co. | 0.26% | Add +0.5% | 28,502 | $2.8M |
| Geneos Wealth Management Inc. | 0.09% | Add +9.4% | 27,312 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +0.9% | 26,921 | $2.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.4% | 25,643 | $2.5M |
| Adams Wealth Management | 0.49% | Reduce -48.5% | 25,437 | $2.5M |
| CacheTech Inc. | 0.49% | Reduce -48.5% | 25,437 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.1% | 24,123 | $2.4M |
| Assetmark, Inc. | 0.01% | Reduce -13.9% | 23,124 | $2.3M |
| Phillips Financial Management, LLC | 0.17% | Reduce -3.3% | 21,915 | $2.2M |
| American Financial Advisors, LLC | 0.28% | Reduce -2.5% | 19,668 | $1.9M |
| Wealthspire Retirement, LLC | 0.15% | New | 19,227 | $1.9M |
| City Holding Co. | 0.26% | Add +4.5% | 18,670 | $1.9M |
| Bank of Montreal | 0.00% | Reduce -40.5% | 18,469 | $1.8M |
| Cerity Partners LLC | 0.00% | Add +4.8% | 18,211 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.8% | 18,134 | $1.8M |
| Smallwood Wealth Investment Management, LLC | 1.12% | Add +2.4% | 17,905 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +63.5% | 17,172 | $1.7M |
| SBI Securities Co., Ltd. | 0.06% | Add +7.2% | 16,766 | $1.7M |
| Omega Financial Group, LLC | 0.60% | Add +0.6% | 15,859 | $1.6M |
| M&T Bank Corp | 0.01% | No change | 14,750 | $1.5M |
| Moller Wealth Partners | 0.35% | Reduce -0.1% | 14,194 | $1.4M |
| Avion Wealth | 0.35% | No change | 13,964 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -20.6% | 13,384 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +22.4% | 12,695 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -15.7% | 12,273 | $1.2M |
| Atlas Brown,Inc. | 0.42% | Add +0.0% | 12,169 | $1.2M |
| Davidson Trust Co. | 0.57% | No change | 11,999 | $1.2M |
| Destiny Capital Corp | 0.79% | Reduce -4.3% | 11,678 | $1.2M |
| Osborne Partners Capital Management, LLC | 0.06% | Reduce -13.2% | 10,887 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -77.0% | 10,701 | $1.1M |
| Mariner, LLC | 0.00% | Add +3.1% | 10,655 | $1.1M |
| Savant Capital, LLC | 0.01% | Reduce -1.5% | 10,232 | $1.0M |
| Valmark Advisers, Inc. | 0.02% | Reduce -3.2% | 10,166 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Add +4.3% | 9,749 | $966K |
| Cetera Investment Advisers | 0.00% | Add +5.9% | 9,627 | $954K |
| Park Avenue Securities LLC | 0.01% | Reduce -13.6% | 9,491 | $941K |
| Brown Advisory Inc. | 0.00% | Reduce -3.2% | 9,048 | $897K |
| Gibson Capital, LLC | 0.19% | No change | 8,995 | $892K |
| US Bancorp \de | 0.00% | Reduce -7.2% | 8,781 | $870K |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 8,690 | $861K |
| Comerica Bank | 0.00% | Reduce -0.7% | 8,561 | $849K |
| Focus Partners Wealth | 0.00% | Reduce -3.7% | 8,515 | $844K |
| Glenmede Trust Co. NA | 0.00% | No change | 7,812 | $774K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -28.3% | 7,608 | $754K |
| NewEdge Advisors, LLC | 0.00% | Reduce -15.9% | 7,377 | $731K |
| Camelot Technology Advisors, Inc. | 0.63% | Add +0.5% | 6,864 | $680K |
| D. E. Shaw & Co. | 0.00% | New | 6,786 | $673K |
| Synovus Financial Corp. | 0.01% | Reduce -4.1% | 6,709 | $665K |
| Renaissance Technologies | 0.00% | Add +58.5% | 6,500 | $644K |
| Lido Advisors, LLC | 0.00% | No change | 6,429 | $637K |
| Key Financial Inc | 0.14% | Add +2.5% | 6,384 | $633K |
| Clientfirst Wealth Management, LLC | 0.70% | No change | 6,252 | $620K |
| Merit Financial Group, LLC | 0.01% | Add +47.2% | 6,159 | $611K |
| Lion Street Advisors, LLC | 0.19% | Add +48.8% | 6,103 | $605K |
| Financial Advocates Investment Management | 0.04% | Add +0.1% | 6,015 | $596K |
| Awm Capital, LLC | 0.07% | No change | 5,970 | $592K |
| HRT Financial LP | 0.00% | New | 5,835 | $578K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.2% | 5,788 | $574K |
| Kohmann Bosshard Financial Services, LLC | 0.07% | Reduce -0.5% | 5,727 | $568K |
| Strategic Financial Partners, Ltd. | 0.29% | Add +1.4% | 5,590 | $554K |
| Burke & Herbert Bank & Trust Co. | 0.13% | No change | 5,571 | $552K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.1% | 5,921 | $511K |
| Exencial Wealth Advisors, LLC | 0.02% | No change | 5,070 | $503K |
| StoneX Group Inc. | 0.03% | New | 4,873 | $483K |
| Urban Financial Advisory Corp | 0.27% | Add +0.6% | 4,844 | $480K |
"% 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.