SS SPDR Dow Jones REIT ETFRWRETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 251 institutions reported holding SS SPDR Dow Jones REIT ETF (RWR) in their 13F filings, up 6 from Q3 2025. 22 opened new positions and 23 sold out. The largest holders were Northern Trust Corp. ($247.7M), Charles Schwab Investment Management Inc. ($216.4M) and Citigroup Inc. ($88.0M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management'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 SERIES TRUST (Q4 2025)
- CUSIP
- 78464A607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $42.3M |
| Exits | 23 | $11.0M |
All 13F filers, Q3 2025 → Q4 2025: 2,076,213 shares bought and 1,095,719 shares sold, net +980,494 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 251 holders
| Northern Trust Corp. | 0.03% | Reduce -2.6% | 2,521,640 | $247.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +5.3% | 2,203,285 | $216.4M |
| Citigroup Inc. | 0.06% | Add +79568.1% | 895,469 | $88.0M |
| Wells Fargo & Company | 0.01% | Reduce -0.8% | 442,792 | $43.5M |
| LPL Financial LLC | 0.01% | Add +37.8% | 439,980 | $43.2M |
| Millennium Management | 0.03% | Add +11.7% | 433,079 | $42.5M |
| Mason Street Advisors, LLC | 3.54% | Add +3.0% | 366,555 | $36.0M |
| Morgan Stanley | 0.00% | Add +1.2% | 345,499 | $33.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +17.7% | 332,934 | $32.7M |
| Bank of America Corp. | 0.00% | Add +9.1% | 297,916 | $29.3M |
| Two Sigma Investments, LP | 0.04% | New | 253,500 | $24.9M |
| Truist Financial Corp. | 0.03% | Reduce -1.7% | 223,815 | $22.0M |
| BlackRock, Inc. | 0.00% | Add +5.8% | 218,674 | $21.5M |
| UBS Group AG | 0.00% | Reduce -2.4% | 216,863 | $21.3M |
| Ameriprise Financial Inc. | 0.00% | Add +361.5% | 220,161 | $21.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -49.5% | 145,854 | $14.3M |
| Private Advisor Group, LLC | 0.06% | Add +4.5% | 137,192 | $13.5M |
| St. Clair Advisors, LLC | 3.28% | New | 129,257 | $12.7M |
| Patton Fund Management, Inc. | 1.56% | Reduce -2.1% | 118,359 | $11.6M |
| Capital Advisors Inc. | 0.19% | Reduce -1.0% | 117,096 | $11.5M |
| Frederick Financial Consultants, LLC | 5.68% | Add +3.1% | 105,575 | $10.4M |
| Creative Planning | 0.01% | Reduce -0.5% | 100,245 | $9.8M |
| Evergreen Capital Management LLC | 0.22% | Add +4.1% | 100,114 | $9.8M |
| DT Investment Partners, LLC | 0.58% | Add +1.2% | 70,900 | $7.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -0.6% | 69,857 | $6.9M |
| Geneos Wealth Management Inc. | 0.14% | Add +2.8% | 60,055 | $5.9M |
| Raymond James Financial Inc. | 0.00% | Add +55.8% | 57,795 | $5.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.7% | 57,531 | $5.7M |
| Wealthcare Advisory Partners LLC | 0.11% | Reduce -2.4% | 55,888 | $5.5M |
| Royal Bank of Canada | 0.00% | Add +97.2% | 49,428 | $4.9M |
| MML Investors Services, LLC | 0.01% | Add +5.6% | 46,928 | $4.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +26.4% | 43,299 | $4.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -93.8% | 42,027 | $4.1M |
| Citizens Financial Group Inc. | 0.05% | Reduce -10.0% | 41,588 | $4.1M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Add +35.3% | 40,101 | $3.9M |
| Wealthspire Retirement, LLC | 0.23% | Add +26.9% | 38,026 | $3.7M |
| Clearstead Advisors, LLC | 0.05% | Reduce -52.0% | 37,616 | $3.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.5% | 37,276 | $3.7M |
| Adams Wealth Management | 0.77% | Add +31.6% | 36,626 | $3.6M |
| CacheTech Inc. | 0.67% | Add +31.6% | 36,626 | $3.6M |
| HighTower Advisors, LLC | 0.00% | Add +201.0% | 34,295 | $3.4M |
| Falcon Wealth Planning | 0.25% | Reduce -4.1% | 30,207 | $3.0M |
| Assetmark, Inc. | 0.01% | Reduce -18.4% | 30,095 | $3.0M |
| Smith, Moore & Co. | 0.22% | Add +0.5% | 29,131 | $2.9M |
| Mercer Global Advisors Inc. | 0.00% | Add +1.0% | 27,665 | $2.7M |
| Elevation Point Wealth Partners, LLC | 0.12% | Add +68.7% | 25,895 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.5% | 23,765 | $2.3M |
| Rebalance, LLC | 0.14% | Add +3.0% | 23,512 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -40.6% | 22,894 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.8% | 21,497 | $2.1M |
| Phillips Financial Management, LLC | 0.13% | Reduce -1.0% | 20,761 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +79.8% | 19,072 | $1.9M |
| City Holding Co. | 0.23% | No change | 18,630 | $1.8M |
| Bank of Montreal | 0.00% | Reduce -4.4% | 18,399 | $1.8M |
| Smallwood Wealth Investment Management, LLC | 0.94% | Reduce -3.7% | 18,213 | $1.8M |
| Beacon Pointe Advisors, LLC | 0.01% | New | 17,549 | $1.7M |
| Cerity Partners LLC | 0.00% | Reduce -6.8% | 16,828 | $1.7M |
| SBI Securities Co., Ltd. | 0.04% | Reduce -7.9% | 16,636 | $1.6M |
| Onyx Bridge Wealth Group LLC | 0.17% | Reduce -30.0% | 16,165 | $1.6M |
| American Financial Advisors, LLC | 0.19% | Reduce -13.3% | 15,325 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Add +1.3% | 15,310 | $1.5M |
| M&T Bank Corp | 0.00% | No change | 14,750 | $1.4M |
| Omega Financial Group, LLC | 0.48% | Reduce -2.6% | 14,542 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Add +13.6% | 14,150 | $1.4M |
| Moller Wealth Partners | 0.27% | Reduce -0.3% | 13,069 | $1.3M |
| Atlas Brown,Inc. | 0.36% | Add +0.1% | 12,161 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +81.7% | 11,914 | $1.2M |
| Davidson Trust Co. | 0.49% | No change | 11,999 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -5.3% | 11,313 | $1.1M |
| Transatlantique Private Wealth LLC | 0.35% | Add +529.1% | 28,309 | $1.1M |
| Destiny Capital Corp | 0.55% | Reduce -1.9% | 10,972 | $1.1M |
| Osborne Partners Capital Management, LLC | 0.06% | Add +0.3% | 10,924 | $1.1M |
| Savant Capital, LLC | 0.01% | Reduce -4.6% | 10,064 | $989K |
| Gibson Capital, LLC | 0.16% | No change | 8,995 | $884K |
| US Bancorp \de | 0.00% | No change | 8,781 | $863K |
| Glenmede Trust Co. NA | 0.00% | — | 8,757 | $860K |
| Brown Advisory Inc. | 0.00% | Reduce -2.7% | 8,724 | $857K |
| Lido Advisors, LLC | 0.00% | Add +0.4% | 7,739 | $776K |
| Lee Financial Co | 0.10% | Add +13.5% | 7,536 | $740K |
| Corient Private Wealth LP | 0.00% | Add +16.9% | 7,374 | $726K |
| Simon Quick Advisors, LLC | 0.03% | Add +4.5% | 7,258 | $713K |
| NewEdge Advisors, LLC | 0.00% | Reduce -6.6% | 7,173 | $705K |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 7,073 | $695K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.4% | 7,030 | $691K |
| Park Avenue Securities LLC | 0.01% | Reduce -53.3% | 6,898 | $678K |
| Midwest Trust Co | 0.01% | Add +70.2% | 6,805 | $668K |
| Camelot Technology Advisors, Inc. | 0.50% | Add +0.9% | 6,748 | $663K |
| Clientfirst Wealth Management, LLC | 0.49% | No change | 6,252 | $614K |
| Strategic Financial Partners, Ltd. | 0.25% | Reduce -1.8% | 5,776 | $567K |
| Key Financial Inc | 0.10% | No change | 5,730 | $563K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | No change | 5,727 | $563K |
| Avion Wealth | 0.11% | Reduce -46.4% | 5,455 | $535K |
| Awm Capital, LLC | 0.05% | Add +0.5% | 5,373 | $528K |
| Cambient Family Office, LLC | 0.07% | — | 5,124 | $503K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,961 | $487K |
| D. E. Shaw & Co. | 0.00% | New | 4,935 | $485K |
| Farther Finance Advisors, LLC | 0.01% | Add +18223.1% | 4,764 | $468K |
| Urban Financial Advisory Corp | 0.18% | Add +1.2% | 4,735 | $465K |
| Focus Partners Wealth | 0.00% | Reduce -31.7% | 4,669 | $459K |
| Baird Financial Group, Inc. | 0.00% | Add +11.1% | 4,487 | $441K |
"% 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.