SS SPDR Dow Jones REIT ETFRWRETF
13F holders, Q2 2025 (June 30)254holders +4
15new positions
28sold out
3famous investors
$96.44avg. 13F price*
At the end of Q2 2025, 254 institutions reported holding SS SPDR Dow Jones REIT ETF (RWR) in their 13F filings, up 4 from Q1 2025. 15 opened new positions and 28 sold out. The largest holders were Northern Trust Corp. ($277.9M), Charles Schwab Investment Management Inc. ($191.7M) and JPMorgan Chase & Co. ($65.6M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR Dow Jones REIT ETF
- Filed as
- SPDR SERIES TRUST (Q2 2025)
- CUSIP
- 78464A607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $28.1M |
| Exits | 28 | $31.5M |
All 13F filers, Q1 2025 → Q2 2025: 1,671,819 shares bought and 1,252,409 shares sold, net +419,411 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 254 holders
| Northern Trust Corp. | 0.04% | Reduce -10.3% | 2,881,763 | $277.9M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +2.8% | 1,987,301 | $191.7M |
| JPMorgan Chase & Co. | 0.00% | Add +20.8% | 679,746 | $65.6M |
| LPL Financial LLC | 0.02% | Add +139.4% | 487,668 | $47.0M |
| Wells Fargo & Company | 0.01% | Reduce -8.1% | 467,361 | $45.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +52.9% | 423,587 | $40.9M |
| State Street Corp. | 0.00% | Add +189.7% | 412,142 | $39.7M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -1.4% | 386,108 | $37.2M |
| Morgan Stanley | 0.00% | Add +11.6% | 346,690 | $33.4M |
| Mason Street Advisors, LLC | 3.62% | No change | 320,500 | $30.9M |
| Bank of America Corp. | 0.00% | Reduce -2.4% | 279,142 | $26.9M |
| Millennium Management | 0.02% | New | 229,596 | $22.1M |
| UBS Group AG | 0.00% | Add +10.6% | 226,705 | $21.9M |
| Truist Financial Corp. | 0.03% | Reduce -4.3% | 225,363 | $21.7M |
| Assetmark, Inc. | 0.04% | Add +743.9% | 195,149 | $18.8M |
| BlackRock, Inc. | 0.00% | Reduce -58.5% | 158,201 | $15.3M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -46.6% | 149,528 | $14.4M |
| Private Advisor Group, LLC | 0.07% | Add +2.0% | 126,908 | $12.2M |
| Patton Fund Management, Inc. | 2.59% | Reduce -2.9% | 122,434 | $11.8M |
| Creative Planning | 0.01% | Reduce -5.0% | 102,979 | $9.9M |
| Frederick Financial Consultants, LLC | 5.85% | Add +9.1% | 97,616 | $9.4M |
| Clearstead Advisors, LLC | 0.11% | Add +82.0% | 83,619 | $8.1M |
| DT Investment Partners, LLC | 0.56% | Add +4.9% | 64,577 | $6.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -15.2% | 64,468 | $6.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.1% | 60,088 | $5.8M |
| Geneos Wealth Management Inc. | 0.13% | Add +99.8% | 54,568 | $5.3M |
| Royal Bank of Canada | 0.00% | Add +83.2% | 49,327 | $4.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.0% | 49,282 | $4.8M |
| Austin Private Wealth, LLC | 0.37% | Add +51.6% | 49,077 | $4.7M |
| Citizens Financial Group Inc. | 0.07% | Reduce -6.4% | 48,015 | $4.6M |
| Evergreen Capital Management LLC | 0.13% | Add +4.7% | 45,930 | $4.4M |
| MML Investors Services, LLC | 0.01% | Add +5.5% | 45,696 | $4.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -35.5% | 44,998 | $4.3M |
| Park Avenue Securities LLC | 0.04% | Reduce -38.7% | 43,370 | $4.2M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +145.1% | 42,086 | $4.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.1% | 37,812 | $3.6M |
| NewEdge Advisors, LLC | 0.02% | Add +401.0% | 36,962 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Add +5.6% | 34,215 | $3.3M |
| Aspire Private Capital, LLC | 0.73% | Reduce -11.5% | 32,467 | $3.1M |
| Falcon Wealth Planning | 0.31% | Reduce -10.7% | 32,117 | $3.1M |
| Landmark Wealth Management, Inc. | 1.21% | Add +1.7% | 29,170 | $2.8M |
| Smith, Moore & Co. | 0.23% | Add +0.1% | 28,529 | $2.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -28.7% | 27,872 | $2.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.1% | 25,362 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +163.4% | 25,354 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -10.9% | 24,848 | $2.4M |
| Wealthspire Retirement, LLC | 0.16% | Add +29.1% | 24,816 | $2.4M |
| Adams Wealth Management | 0.45% | Reduce -3.3% | 24,599 | $2.4M |
| CacheTech Inc. | 0.44% | Reduce -3.3% | 24,599 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -4.5% | 23,038 | $2.2M |
| Rebalance, LLC | 0.15% | Reduce -35.9% | 22,467 | $2.2M |
| Phillips Financial Management, LLC | 0.15% | Reduce -4.1% | 21,013 | $2.0M |
| Signal Advisors Wealth, LLC | 0.15% | New | 20,471 | $2.0M |
| American Financial Advisors, LLC | 0.26% | Reduce -1.4% | 19,389 | $1.9M |
| City Holding Co. | 0.24% | Reduce -0.2% | 18,630 | $1.8M |
| Bank of Montreal | 0.00% | Reduce -0.9% | 18,302 | $1.8M |
| Smallwood Wealth Investment Management, LLC | 1.00% | Add +1.8% | 18,219 | $1.8M |
| Cerity Partners LLC | 0.00% | Reduce -0.3% | 18,159 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.1% | 18,147 | $1.8M |
| Qube Research & Technologies Ltd | 0.00% | Add +81.7% | 17,713 | $1.7M |
| Raleigh Capital Management Inc. | 0.71% | Add +0.0% | 17,588 | $1.7M |
| SBI Securities Co., Ltd. | 0.05% | Add +3.3% | 17,323 | $1.7M |
| Omega Financial Group, LLC | 0.56% | Add +0.9% | 16,001 | $1.5M |
| Harbour Investments, Inc. | 0.04% | Add +11267.9% | 15,574 | $1.5M |
| M&T Bank Corp | 0.00% | No change | 14,750 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Add +8.4% | 14,511 | $1.4M |
| Moller Wealth Partners | 0.30% | Reduce -0.8% | 14,078 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -20.6% | 12,909 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +19.9% | 12,830 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -1.0% | 12,155 | $1.2M |
| Atlas Brown,Inc. | 0.38% | Reduce -0.2% | 12,145 | $1.2M |
| Davidson Trust Co. | 0.53% | No change | 11,999 | $1.2M |
| Mariner, LLC | 0.00% | Add +12.6% | 11,992 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | New | 11,408 | $1.1M |
| Destiny Capital Corp | 0.66% | Reduce -2.7% | 11,359 | $1.1M |
| Osborne Partners Capital Management, LLC | 0.06% | No change | 10,887 | $1.0M |
| Lido Advisors, LLC | 0.01% | Add +67.8% | 10,790 | $1.0M |
| Avion Wealth | 0.23% | Reduce -23.7% | 10,652 | $1.0M |
| Savant Capital, LLC | 0.01% | Add +3.3% | 10,567 | $1.0M |
| AE Wealth Management LLC | 0.01% | Add +4386.7% | 10,454 | $1.0M |
| Tower Research Capital LLC (TRC) | 0.03% | New | 10,163 | $980K |
| Valmark Advisers, Inc. | 0.01% | Reduce -6.8% | 9,480 | $914K |
| Flow Traders U.S. LLC | 0.03% | Add +357.4% | 9,455 | $912K |
| Brown Advisory Inc. | 0.00% | No change | 9,048 | $873K |
| Gibson Capital, LLC | 0.17% | No change | 8,995 | $867K |
| Sanctuary Advisors, LLC | 0.01% | New | 8,795 | $848K |
| US Bancorp \de | 0.00% | No change | 8,781 | $847K |
| Corient Private Wealth LP | 0.00% | Reduce -0.6% | 8,641 | $833K |
| Comerica Bank | 0.00% | Add +0.6% | 8,616 | $831K |
| Focus Partners Wealth | 0.00% | Add +0.7% | 8,575 | $827K |
| Richardson Financial Services Inc. | 0.53% | No change | 8,142 | $790K |
| Glenmede Investment Management, LP | 0.00% | — | 7,812 | $753K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -30.8% | 7,794 | $752K |
| Synovus Financial Corp. | 0.01% | Add +1.9% | 6,835 | $660K |
| Novus Advisors, LLC | 0.99% | Reduce -8.2% | 6,720 | $648K |
| Camelot Technology Advisors, Inc. | 0.55% | Reduce -3.3% | 6,639 | $640K |
| Balefire, LLC | 0.14% | New | 6,592 | $636K |
| GeoWealth Management, LLC | 0.02% | Add +8.3% | 6,332 | $611K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.8% | 6,239 | $609K |
| Clientfirst Wealth Management, LLC | 0.62% | No change | 6,252 | $603K |
"% 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.