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

0100200300 Q1 2024: 246Q1 2024Q2 2024: 251Q2 2024Q3 2024: 256Q3 2024Q4 2024: 261Q4 2024Q1 2025: 250Q1 2025Q2 2025: 254Q2 2025Q3 2025: 245Q3 2025Q4 2025: 251Q4 2025Q1 2026: 258Q1 2026Q2 2026: 287Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions15$28.1M
Exits28$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
Key Financial Inc 0.12% Reduce -7.5% 6,230 $601K
Lion Street Advisors, LLC 0.18% No change 6,103 $589K
Kohmann Bosshard Financial Services, LLC 0.06% No change 5,727 $552K
Stifel Financial Corp. 0.00% Add +28.1% 5,656 $545K
Ascent Group, LLC 0.02% Add +9.7% 5,648 $545K
Strategic Financial Partners, Ltd. 0.25% Reduce -0.5% 5,563 $537K
Burke & Herbert Bank & Trust Co. 0.12% Reduce -2.2% 5,446 $525K
Awm Capital, LLC 0.05% Reduce -10.4% 5,348 $516K
CIBC Private Wealth Group LLC 0.00% Reduce -15.9% 4,982 $480K
International Private Wealth Advisors LLC 0.40% Add +4.8% 4,872 $470K
KMG Fiduciary Partners, LLC 0.03% Add +1.1% 4,859 $469K
Lockerman Financial Group, Inc. 0.62% Add +2.1% 4,756 $459K
Urban Financial Advisory Corp 0.23% Reduce -3.1% 4,692 $452K
Florida Trust Wealth Management Co 0.01% No change 4,605 $444K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -3.1% 4,574 $441K
Transatlantique Private Wealth LLC 0.16% No change 4,500 $434K
ARK & TLK Investments, LLC 0.14% No change 4,472 $431K
Exencial Wealth Advisors, LLC 0.01% Reduce -12.7% 4,425 $427K
Ameritas Advisory Services, LLC 0.02% Reduce -7.0% 4,386 $423K
OneDigital Investment Advisors LLC 0.00% Reduce -0.3% 4,363 $421K
Franklin Resources Inc. 0.00% Reduce -2.3% 4,346 $419K
Greenleaf Trust 0.00% Reduce -15.3% 4,087 $394K
Outlook Wealth Advisors, LLC 0.10% Reduce -2.5% 4,044 $390K
Baird Financial Group, Inc. 0.00% Reduce -1.8% 4,040 $390K
Forum Financial Management, LP 0.01% No change 4,032 $389K
Midwest Trust Co 0.01% — 3,999 $386K
Merit Financial Group, LLC 0.00% Reduce -35.8% 3,956 $381K
Moisand Fitzgerald Tamayo, LLC 0.05% Add +0.1% 3,775 $364K
HBK Sorce Advisory LLC 0.01% Reduce -11.3% 3,766 $363K
SCS Capital Management LLC 0.00% No change 3,690 $356K
D. E. Shaw & Co. 0.00% Reduce -45.8% 3,679 $355K
Whittier Trust Co. of Nevada Inc. 0.01% Add +15.8% 3,645 $352K
Balboa Wealth Partners 0.07% Reduce -17.1% 3,608 $348K
Trilogy Capital Inc. 0.02% Reduce -22.4% 3,470 $335K
Iams Wealth Management, LLC 0.15% Add +0.9% 3,418 $330K
JFS Wealth Advisors, LLC 0.02% Add +0.3% 3,370 $325K
Chicago Partners Investment Group LLC 0.01% Reduce -6.4% 3,239 $321K
Lee Financial Co 0.04% Add +18.6% 3,235 $312K
Tempus Wealth Planning, LLC 0.08% Reduce -3.8% 3,194 $308K
Janney Montgomery Scott LLC 0.00% No change 3,143 $303K
United Capital Financial Advisors, LLC 0.00% Add +3.8% 3,108 $300K
Deutsche Bank AG 0.00% No change 3,066 $296K
Aspiriant, LLC 0.01% No change 3,035 $293K
Wealthspire Advisors, LLC 0.00% No change 2,983 $288K
Citadel Advisors 0.00% Reduce -92.5% 2,981 $287K
Principal Securities, Inc. 0.01% Add +141.6% 2,972 $287K
Beacon Financial Group 0.03% Reduce -2.6% 2,826 $273K
Redhawk Wealth Advisors, Inc. 0.03% Reduce -4.4% 2,816 $272K
Newport Capital Group, LLC 0.17% Reduce -1.2% 2,656 $256K
Front Row Advisors LLC 0.09% No change 2,644 $255K
Cullen/Frost Bankers, Inc. 0.00% No change 2,643 $255K
F/m Investments LLC 0.01% No change 2,611 $252K
SouthState Bank Corp 0.01% No change 2,598 $251K
NTV Asset Management LLC 0.03% No change 2,585 $249K
Heartwood Wealth Advisors LLC 0.03% Reduce -2.6% 2,546 $246K
FMR LLC 0.00% Reduce -26.3% 2,504 $241K
Equitable Holdings, Inc. 0.00% Add +4.2% 2,490 $240K
Integrated Wealth Concepts LLC 0.00% Add +19.6% 2,466 $238K
Hilltop Holdings Inc. 0.01% New 2,362 $228K
Global Financial Private Client, LLC 0.08% Reduce -44.8% 2,303 $222K
Curran Financial Partners, LLC 0.05% Reduce -2.6% 2,288 $221K
Rossmore Private Capital 0.03% No change 2,245 $217K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -6.6% 2,237 $216K
Eastern Bank 0.00% No change 2,225 $215K
Collaborative Wealth Managment Inc. 0.09% No change 2,188 $211K
IFG Advisory, LLC 0.01% Reduce -7.7% 2,183 $211K
Marshall Financial Group Inc. 0.06% No change 2,136 $206K
Lanark Financial, Inc. 0.02% No change 2,138 $206K
Global Retirement Partners, LLC 0.01% — 2,072 $200K
Private Trust Co. NA 0.02% Add +9.7% 1,890 $182K
Sachetta, LLC 0.07% Add +7.6% 1,860 $179K
Aptus Capital Advisors, LLC 0.00% Add +11.1% 1,711 $165K
Bessemer Group Inc. 0.00% No change 1,685 $162K
First PREMIER Bank 0.04% No change 1,666 $161K
Strengthening Families & Communities, LLC 0.09% Add +0.9% 1,669 $161K
MAI Capital Management 0.00% Reduce -10.5% 1,494 $144K
IFP Advisors, Inc 0.00% Reduce -70.8% 1,354 $130K
AlphaCore Capital LLC 0.00% No change 1,225 $118K
Citigroup Inc. 0.00% Add +55.2% 1,125 $108K
Richard W. Paul & Associates, LLC 0.04% New 1,116 $108K
Jones Financial Companies LLLP 0.00% Add +50.9% 1,100 $105K
MTM Investment Management, LLC 0.04% Reduce -8.4% 1,092 $105K
Steward Partners Investment Advisory, LLC 0.00% Reduce -6.6% 1,065 $103K
IAG Wealth Partners, LLC 0.01% No change 875 $84K
HHM Wealth Advisors, LLC 0.01% No change 825 $80K
Coston, McIsaac & Partners 0.02% No change 813 $78K
Medallion Wealth Advisors, LLC 0.03% Reduce -7.5% 731 $71K
Vermillion Wealth Management, Inc. 0.03% Add +0.7% 623 $60K
TD Private Client Wealth LLC 0.00% Reduce -39.8% 621 $60K
Evermay Wealth Management LLC 0.01% No change 601 $58K
Parallel Advisors, LLC 0.00% Reduce -21.1% 467 $45K
Caldwell Trust Co 0.00% No change 450 $43K
Gen-Wealth Partners Inc 0.02% No change 445 $43K
Atlas Capital Advisors Inc. 0.01% No change 430 $41K
LGT Financial Advisors LLC 0.10% No change 425 $41K
Ancora Advisors LLC 0.00% No change 358 $35K
Blair William & Co. 0.00% Add +7.0% 353 $34K
Farmers & Merchants Investments Inc. 0.00% No change 345 $33K
Beacon Capital Management, Inc. 0.00% New 327 $32K
Redwood Park Advisors LLC 0.02% Add +1.0% 303 $29K
Spire Wealth Management 0.00% No change 252 $24K
Cwm, LLC 0.00% Reduce -76.7% 251 $24K
CoreCap Advisors, LLC 0.00% No change 240 $23K
Capital Investment Advisory Services, LLC 0.00% Add +0.9% 231 $22K
Woodside Wealth Management LLC 0.02% No change 213 $20K
Cohen & Steers, Inc. 0.00% Add +96.3% 212 $20K
Costello Asset Management, INC 0.01% Add +1.0% 205 $20K
West Paces Advisors Inc. 0.00% New 203 $20K
Matrix Private Capital Group LLC 0.01% No change 200 $19K
Cranbrook Wealth Management, LLC 0.00% No change 200 $19K
Farther Finance Advisors, LLC 0.00% Add +596.4% 195 $19K
CX Institutional 0.00% Add +49.2% 185 $18K
Smartleaf Asset Management LLC 0.00% Add +790.5% 187 $18K
Hemington Wealth Management 0.00% New 181 $17K
Consultiva Wealth Management, Corp. 0.05% No change 172 $17K
Kiker Wealth Management, LLC 0.01% Reduce -26.8% 172 $17K
Rialto Wealth Management, LLC 0.00% No change 167 $16K
Founders Financial Alliance, LLC 0.00% No change 155 $15K
McIlrath & Eck, LLC 0.00% No change 150 $14K
Transce3nd, LLC 0.01% New 145 $14K
Motco 0.00% No change 137 $13K
Grove Bank & Trust 0.00% No change 126 $12K
MassMutual Private Wealth & Trust, FSB 0.00% No change 118 $11K
Pflug Koory, LLC 0.01% No change 117 $11K
Larson Financial Group LLC 0.00% Add +0.9% 116 $11K
Jackson Hole Capital Partners, LLC 0.00% No change 115 $11K
Howe & Rusling Inc. 0.00% Add +210.8% 115 $11K
EverSource Wealth Advisors, LLC 0.00% No change 110 $11K
Aberdeen Wealth Management LLC 0.01% No change 105 $10K
Atlantic Union Bankshares Corp 0.00% New 99 $10K
Financial Perspectives, Inc 0.00% No change 90 $9K
Creative Financial Designs Inc. 0.00% New 90 $9K
EPG Wealth Management LLC 0.00% Add +1.3% 81 $8K
Copia Wealth Management 0.01% No change 79 $8K
Crews Bank & Trust 0.00% No change 75 $7K
Allworth Financial LP 0.00% Reduce -41.2% 70 $7K
FSA Wealth Management LLC 0.00% No change 64 $6K
Parkside Financial Bank & Trust 0.00% No change 60 $6K
Covestor Ltd 0.00% Add +214.3% 55 $5K
Ameriflex Group, Inc. 0.00% No change 52 $5K
Wolff Wiese Magana LLC 0.00% No change 44 $4K
Investors Research Corp 0.00% No change 44 $4K
O'shaughnessy Asset Management, LLC 0.00% Reduce -36.7% 38 $4K
Glass Jacobson Investment Advisors llc 0.00% No change 32 $3K
Manchester Capital Management LLC 0.00% No change 30 $3K
Fourth Dimension Wealth, LLC 0.00% New 25 $2K
Evolution Wealth Management Inc. 0.00% — 23 $2K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -3.2% 15 $1K
Frazier Financial Advisors, LLC 0.00% No change 7 $639
Strategic Wealth Partners, Ltd. 0.00% — 6 $579
Arax Advisory Partners 0.00% No change 3 $290
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $193
Guardian Wealth Advisors, LLC / NC 0.00% No change 2 $193
Natixis 0.00% No change 1 $96

"% 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.