SS SPDR Dow Jones REIT ETFRWRETF

13F holders, Q4 2025 (December 31)
251holders +6
22new positions
23sold out
2famous investors
$98.04avg. 13F price*

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

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions22$42.3M
Exits23$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.

Show all 251 holders