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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions24$23.4M
Exits32$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
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -1.3% 4,514 $453K
Transatlantique Private Wealth LLC 0.15% No change 4,500 $451K
ARK & TLK Investments, LLC 0.14% No change 4,472 $449K
Austin Private Wealth, LLC 0.03% Reduce -91.0% 4,417 $443K
Exencial Wealth Advisors, LLC 0.01% Reduce -0.3% 4,412 $442K
OneDigital Investment Advisors LLC 0.00% No change 4,363 $438K
Franklin Resources Inc. 0.00% No change 4,346 $436K
Stifel Financial Corp. 0.00% Reduce -23.3% 4,340 $435K
Autumn Glory Partners, LLC 0.17% New 4,200 $421K
Baird Financial Group, Inc. 0.00% No change 4,040 $405K
Forum Financial Management, LP 0.01% No change 4,032 $404K
Merit Financial Group, LLC 0.00% Add +1.6% 4,019 $403K
Midwest Trust Co 0.01% No change 3,999 $401K
Moisand Fitzgerald Tamayo, LLC 0.04% Add +0.0% 3,776 $379K
HRT Financial LP 0.00% New 3,707 $371K
Rockefeller Capital Management L.P. 0.00% New 3,517 $353K
Trilogy Capital Inc. 0.02% Reduce -1.9% 3,403 $341K
Chicago Partners Investment Group LLC 0.01% Add +1.0% 3,270 $328K
JFS Wealth Advisors, LLC 0.02% Reduce -3.1% 3,265 $327K
Comerica Bank 0.00% Reduce -63.5% 3,141 $315K
Deutsche Bank AG 0.00% No change 3,066 $307K
Aspiriant, LLC 0.01% No change 3,035 $304K
Bokf, NA 0.00% New 3,022 $303K
Wealthspire Advisors, LLC 0.00% Add +0.0% 2,984 $299K
United Capital Financial Advisors, LLC 0.00% Reduce -4.3% 2,974 $298K
Janney Montgomery Scott LLC 0.00% Reduce -8.1% 2,890 $290K
FMR LLC 0.00% Add +13.4% 2,840 $285K
Beacon Financial Group 0.03% Reduce -0.2% 2,821 $283K
Y-Intercept (Hong Kong) Ltd 0.01% New 2,722 $273K
Front Row Advisors LLC 0.09% No change 2,644 $265K
Cullen/Frost Bankers, Inc. 0.00% No change 2,643 $265K
Newport Capital Group, LLC 0.16% Reduce -1.6% 2,614 $262K
SouthState Bank Corp 0.01% No change 2,598 $261K
Tempus Wealth Planning, LLC 0.06% Reduce -19.4% 2,574 $258K
Heartwood Wealth Advisors LLC 0.02% Reduce -0.2% 2,542 $255K
Redhawk Wealth Advisors, Inc. 0.03% Reduce -11.8% 2,483 $249K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -33.7% 2,415 $242K
Bessemer Group Inc. 0.00% Add +36.5% 2,300 $231K
NTV Asset Management LLC 0.03% Reduce -11.0% 2,300 $231K
Curran Financial Partners, LLC 0.05% Reduce -0.4% 2,279 $229K
Convergence Financial, LLC 0.03% New 2,272 $228K
Rossmore Private Capital 0.02% No change 2,245 $225K
Ashton Thomas Private Wealth, LLC 0.01% No change 2,237 $224K
Eastern Bank 0.00% No change 2,225 $223K
Collaborative Wealth Managment Inc. 0.09% No change 2,188 $219K
Equitable Holdings, Inc. 0.00% Reduce -13.7% 2,149 $216K
Lanark Financial, Inc. 0.02% No change 2,138 $214K
Jones Financial Companies LLLP 0.00% Add +93.5% 2,128 $212K
Global Retirement Partners, LLC 0.00% Add +1.9% 2,111 $212K
BLB&B Advisors, LLC 0.01% New 2,072 $208K
HBK Sorce Advisory LLC 0.01% Reduce -45.0% 2,073 $207K
Integrated Wealth Concepts LLC 0.00% Reduce -17.1% 2,045 $205K
Philadelphia Trust Co. 0.01% New 2,023 $203K
Tiaa Trust, National Association 0.00% New 2,023 $203K
Klingenstein Fields & Co. LP 0.01% New 2,015 $202K
Private Trust Co. NA 0.02% Add +5.5% 1,994 $200K
Signaturefd, LLC 0.00% New 1,854 $186K
Sachetta, LLC 0.07% Reduce -0.5% 1,851 $186K
CX Institutional 0.01% Add +866.0% 1,787 $179K
Aptus Capital Advisors, LLC 0.00% No change 1,711 $172K
First PREMIER Bank 0.04% No change 1,666 $167K
Ameritas Advisory Services, LLC 0.01% Reduce -64.5% 1,556 $156K
Principal Securities, Inc. 0.00% Reduce -48.9% 1,519 $152K
MAI Capital Management 0.00% No change 1,494 $150K
Strengthening Families & Communities, LLC 0.03% Reduce -11.6% 1,476 $148K
Harbour Investments, Inc. 0.00% Reduce -90.8% 1,428 $143K
AlphaCore Capital LLC 0.00% No change 1,225 $123K
Richardson Financial Services Inc. 0.07% Reduce -85.4% 1,188 $119K
Citigroup Inc. 0.00% Reduce -0.1% 1,124 $113K
Steward Partners Investment Advisory, LLC 0.00% Add +2.4% 1,090 $109K
MTM Investment Management, LLC 0.03% Reduce -11.2% 970 $97K
IAG Wealth Partners, LLC 0.01% No change 875 $88K
Blair William & Co. 0.00% Add +147.0% 872 $87K
Steigerwald, Gordon & Koch Inc. 0.01% New 850 $85K
HHM Wealth Advisors, LLC 0.01% No change 825 $83K
Coston, McIsaac & Partners 0.02% No change 813 $81K
Medallion Wealth Advisors, LLC 0.03% Add +4.2% 762 $76K
AE Wealth Management LLC 0.00% Reduce -92.8% 753 $76K
TD Private Client Wealth LLC 0.00% Add +9.0% 677 $68K
Advisory Services Network, LLC 0.00% New 649 $65K
Vermillion Wealth Management, Inc. 0.02% Add +0.5% 626 $63K
Evermay Wealth Management LLC 0.01% No change 601 $60K
Caldwell Trust Co 0.00% No change 450 $45K
Gen-Wealth Partners Inc 0.02% No change 445 $45K
Parallel Advisors, LLC 0.00% Reduce -18.8% 379 $38K
Ancora Advisors LLC 0.00% No change 358 $36K
Farmers & Merchants Investments Inc. 0.00% No change 345 $35K
Tower Research Capital LLC (TRC) 0.00% Reduce -96.8% 328 $33K
Redwood Park Advisors LLC 0.02% Add +1.0% 306 $31K
Larson Financial Group LLC 0.00% Add +153.4% 294 $30K
Spire Wealth Management 0.00% No change 252 $25K
CoreCap Advisors, LLC 0.00% Add +2.9% 247 $25K
Palisade Asset Management, LLC 0.00% New 241 $24K
Capital Investment Advisory Services, LLC 0.00% Add +0.4% 232 $23K
Woodside Wealth Management LLC 0.02% No change 213 $21K
Costello Asset Management, INC 0.01% Add +1.0% 207 $21K
Matrix Private Capital Group LLC 0.01% No change 200 $20K
Cranbrook Wealth Management, LLC 0.00% No change 200 $20K
Smithfield Trust Co 0.00% New 200 $20K
Beacon Capital Management, Inc. 0.00% Reduce -40.7% 194 $19K
Hemington Wealth Management 0.00% No change 181 $18K
Consultiva Wealth Management, Corp. 0.05% No change 172 $17K
Kiker Wealth Management, LLC 0.01% Reduce -2.3% 168 $17K
Rialto Wealth Management, LLC 0.00% No change 167 $17K
Founders Financial Alliance, LLC 0.00% No change 155 $16K
McIlrath & Eck, LLC 0.00% No change 150 $15K
Cwm, LLC 0.00% Reduce -41.4% 147 $15K
Caitlin John, LLC 0.01% New 142 $14K
Motco 0.00% No change 137 $14K
Raleigh Capital Management Inc. 0.00% Reduce -99.3% 129 $13K
Grove Bank & Trust 0.00% No change 126 $13K
MassMutual Private Wealth & Trust, FSB 0.00% No change 118 $12K
Pflug Koory, LLC 0.01% No change 117 $12K
Jackson Hole Capital Partners, LLC 0.00% No change 115 $12K
EverSource Wealth Advisors, LLC 0.00% No change 110 $11K
Aberdeen Wealth Management LLC 0.01% No change 105 $11K
Ameriflex Group, Inc. 0.00% Add +100.0% 104 $10K
Fourth Dimension Wealth, LLC 0.00% Add +312.0% 103 $10K
Atlantic Union Bankshares Corp 0.00% No change 99 $10K
Strategic Advocates LLC 0.00% New 95 $10K
Financial Perspectives, Inc 0.00% No change 90 $9K
EPG Wealth Management LLC 0.00% Add +1.2% 82 $8K
Copia Wealth Management 0.01% No change 79 $8K
Mather Group, Llc. 0.00% New 78 $8K
Crews Bank & Trust 0.00% No change 75 $8K
IFP Advisors, Inc 0.00% Reduce -95.2% 65 $7K
FSA Wealth Management LLC 0.00% No change 64 $6K
Allworth Financial LP 0.00% Reduce -10.0% 63 $6K
Parkside Financial Bank & Trust 0.00% No change 60 $6K
O'shaughnessy Asset Management, LLC 0.00% Add +42.1% 54 $5K
Investors Research Corp 0.00% Add +2.3% 45 $5K
Smartleaf Asset Management LLC 0.00% Reduce -75.9% 45 $4K
Wolff Wiese Magana LLC 0.00% No change 44 $4K
Creative Financial Designs Inc. 0.00% Reduce -51.1% 44 $4K
Glass Jacobson Investment Advisors llc 0.00% No change 32 $3K
Manchester Capital Management LLC 0.00% No change 30 $3K
Farther Finance Advisors, LLC 0.00% Reduce -86.7% 26 $3K
Evolution Wealth Management Inc. 0.00% No change 23 $2K
Cohen & Steers, Inc. 0.00% Reduce -89.2% 23 $2K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -6.7% 14 $1K
Covestor Ltd 0.00% Reduce -87.3% 7 $1K
Frazier Financial Advisors, LLC 0.00% No change 7 $671
Strategic Wealth Partners, Ltd. 0.00% No change 6 $602
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $201
Natixis 0.00% No change 1 $100

"% 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.