SS SPDR Dow Jones REIT ETFRWRETF
13F holders, Q3 2025 (September 30)245holders −9
24new positions
32sold out
1famous investor
$100.30avg. 13F price*
At the end of Q3 2025, 245 institutions reported holding SS SPDR Dow Jones REIT ETF (RWR) in their 13F filings, down 9 from Q2 2025. 24 opened new positions and 32 sold out. The largest holders were Northern Trust Corp. ($259.6M), Charles Schwab Investment Management Inc. ($209.9M) and JPMorgan Chase & Co. ($67.7M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SS SPDR Dow Jones REIT ETF
- Filed as
- SPDR SERIES TRUST (Q3 2025)
- CUSIP
- 78464A607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $23.4M |
| Exits | 32 | $18.7M |
All 13F filers, Q2 2025 → Q3 2025: 744,985 shares bought and 1,907,166 shares sold, net −1,162,181 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 245 holders
| Northern Trust Corp. | 0.03% | Reduce -10.2% | 2,588,736 | $259.6M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +5.3% | 2,092,967 | $209.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.8% | 674,674 | $67.7M |
| Wells Fargo & Company | 0.01% | Reduce -4.5% | 446,509 | $44.8M |
| Millennium Management | 0.03% | Add +68.9% | 387,748 | $38.9M |
| Mason Street Advisors, LLC | 3.70% | Add +11.0% | 355,805 | $35.7M |
| Morgan Stanley | 0.00% | Reduce -1.6% | 341,310 | $34.2M |
| LPL Financial LLC | 0.01% | Reduce -34.5% | 319,379 | $32.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -25.1% | 289,024 | $29.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -33.2% | 282,821 | $28.4M |
| Bank of America Corp. | 0.00% | Reduce -2.1% | 273,177 | $27.4M |
| Truist Financial Corp. | 0.03% | Add +1.1% | 227,728 | $22.8M |
| UBS Group AG | 0.00% | Reduce -2.0% | 222,271 | $22.3M |
| BlackRock, Inc. | 0.00% | Add +30.6% | 206,659 | $20.7M |
| Private Advisor Group, LLC | 0.06% | Add +3.5% | 131,298 | $13.2M |
| Patton Fund Management, Inc. | 2.18% | Reduce -1.2% | 120,965 | $12.1M |
| Capital Advisors Inc. | 0.20% | New | 118,311 | $11.9M |
| Frederick Financial Consultants, LLC | 5.76% | Add +4.9% | 102,426 | $10.3M |
| Creative Planning | 0.01% | Reduce -2.1% | 100,781 | $10.1M |
| Evergreen Capital Management LLC | 0.23% | Add +109.5% | 96,206 | $9.6M |
| Clearstead Advisors, LLC | 0.11% | Reduce -6.3% | 78,332 | $7.9M |
| BNP Paribas Financial Markets | 0.01% | Add +56.2% | 70,268 | $7.0M |
| DT Investment Partners, LLC | 0.59% | Add +8.5% | 70,042 | $7.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.4% | 60,979 | $6.1M |
| Geneos Wealth Management Inc. | 0.15% | Add +7.1% | 58,447 | $5.9M |
| Wealthcare Advisory Partners LLC | 0.12% | Add +36.1% | 57,268 | $5.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.2% | 47,704 | $4.8M |
| Citizens Financial Group Inc. | 0.06% | Reduce -3.8% | 46,207 | $4.6M |
| MML Investors Services, LLC | 0.01% | Reduce -2.7% | 44,457 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -34.4% | 39,438 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Add +12.6% | 38,527 | $3.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.9% | 37,089 | $3.7M |
| Assetmark, Inc. | 0.01% | Reduce -81.1% | 36,859 | $3.7M |
| State Street Corp. | 0.00% | Reduce -91.1% | 36,700 | $3.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +88.8% | 34,253 | $3.4M |
| Falcon Wealth Planning | 0.28% | Reduce -2.0% | 31,486 | $3.2M |
| Wealthspire Retirement, LLC | 0.19% | Add +20.8% | 29,976 | $3.0M |
| Vestmark Advisory Solutions, Inc. | 0.06% | New | 29,636 | $3.0M |
| Smith, Moore & Co. | 0.22% | Add +1.6% | 28,981 | $2.9M |
| Adams Wealth Management | 0.60% | Add +13.1% | 27,826 | $2.8M |
| CacheTech Inc. | 0.56% | Add +13.1% | 27,826 | $2.8M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.7% | 27,386 | $2.7M |
| Royal Bank of Canada | 0.00% | Reduce -49.2% | 25,071 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | Add +4.7% | 24,124 | $2.4M |
| Onyx Bridge Wealth Group LLC | 0.25% | New | 23,106 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.0% | 23,076 | $2.3M |
| Rebalance, LLC | 0.14% | Add +1.6% | 22,817 | $2.3M |
| Phillips Financial Management, LLC | 0.14% | Reduce -0.2% | 20,973 | $2.1M |
| Bank of Montreal | 0.00% | Add +5.1% | 19,240 | $1.9M |
| Smallwood Wealth Investment Management, LLC | 0.97% | Add +3.8% | 18,909 | $1.9M |
| City Holding Co. | 0.23% | No change | 18,630 | $1.9M |
| SBI Securities Co., Ltd. | 0.05% | Add +4.3% | 18,070 | $1.8M |
| Cerity Partners LLC | 0.00% | Reduce -0.5% | 18,062 | $1.8M |
| American Financial Advisors, LLC | 0.23% | Reduce -8.9% | 17,669 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +28.0% | 16,426 | $1.6M |
| Elevation Point Wealth Partners, LLC | 0.11% | New | 15,354 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Add +4.1% | 15,107 | $1.5M |
| Omega Financial Group, LLC | 0.50% | Reduce -6.7% | 14,934 | $1.5M |
| Park Avenue Securities LLC | 0.01% | Reduce -65.9% | 14,777 | $1.5M |
| M&T Bank Corp | 0.01% | No change | 14,750 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -90.2% | 14,723 | $1.5M |
| Moller Wealth Partners | 0.27% | Reduce -6.9% | 13,105 | $1.3M |
| Snowden Capital Advisors LLC | 0.03% | Add +2.5% | 12,454 | $1.2M |
| Atlas Brown,Inc. | 0.36% | Add +0.1% | 12,152 | $1.2M |
| Davidson Trust Co. | 0.50% | No change | 11,999 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -0.3% | 11,950 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -54.1% | 11,393 | $1.1M |
| Destiny Capital Corp | 0.61% | Reduce -1.5% | 11,190 | $1.1M |
| Osborne Partners Capital Management, LLC | 0.06% | No change | 10,887 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -58.2% | 10,606 | $1.1M |
| Savant Capital, LLC | 0.01% | Reduce -0.1% | 10,551 | $1.1M |
| Avion Wealth | 0.22% | Reduce -4.4% | 10,179 | $1.0M |
| Valmark Advisers, Inc. | 0.01% | Add +1.9% | 9,663 | $969K |
| Gibson Capital, LLC | 0.17% | No change | 8,995 | $902K |
| Brown Advisory Inc. | 0.00% | Reduce -0.9% | 8,966 | $899K |
| US Bancorp \de | 0.00% | No change | 8,781 | $881K |
| Glenmede Investment Management, LP | 0.00% | Add +12.1% | 8,757 | $878K |
| Synovus Financial Corp. | 0.01% | Add +25.7% | 8,590 | $862K |
| Virtue Capital Management, LLC | 0.13% | New | 8,102 | $837K |
| Lido Advisors, LLC | 0.00% | Reduce -28.6% | 7,705 | $773K |
| NewEdge Advisors, LLC | 0.00% | Reduce -79.2% | 7,682 | $770K |
| Lion Street Advisors, LLC | 0.24% | Add +1.3% | 6,180 | $705K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -45.7% | 7,004 | $702K |
| Simon Quick Advisors, LLC | 0.03% | New | 6,942 | $696K |
| Focus Partners Wealth | 0.00% | Reduce -20.2% | 6,840 | $686K |
| Camelot Technology Advisors, Inc. | 0.54% | Add +0.7% | 6,687 | $671K |
| Lee Financial Co | 0.08% | Add +105.3% | 6,640 | $666K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.1% | 6,557 | $650K |
| Corient Private Wealth LP | 0.00% | Reduce -27.0% | 6,309 | $633K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -64.5% | 6,282 | $630K |
| Clientfirst Wealth Management, LLC | 0.50% | No change | 6,252 | $627K |
| Strategic Financial Partners, Ltd. | 0.27% | Add +5.7% | 5,880 | $590K |
| Key Financial Inc | 0.11% | Reduce -8.0% | 5,730 | $576K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | No change | 5,727 | $574K |
| Burke & Herbert Bank & Trust Co. | 0.12% | No change | 5,446 | $546K |
| Awm Capital, LLC | 0.05% | No change | 5,348 | $536K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.4% | 4,961 | $498K |
| Urban Financial Advisory Corp | 0.22% | Reduce -0.3% | 4,677 | $469K |
| Florida Trust Wealth Management Co | 0.01% | No change | 4,605 | $462K |
| KMG Fiduciary Partners, LLC | 0.03% | Reduce -6.2% | 4,558 | $457K |
"% 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.