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
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 |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +83.4% | 4,430 | $440K |
| ARK & TLK Investments, LLC | 0.12% | No change | 4,472 | $439K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -1.9% | 4,429 | $435K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 4,412 | $433K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -4.3% | 4,405 | $433K |
| Principal Financial Group Inc. | 0.00% | New | 4,366 | $429K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 4,363 | $429K |
| Franklin Resources Inc. | 0.00% | No change | 4,346 | $427K |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 4,343 | $427K |
| Austin Private Wealth, LLC | 0.03% | Reduce -1.8% | 4,339 | $426K |
| Autumn Glory Partners, LLC | 0.14% | No change | 4,200 | $413K |
| Forum Financial Management, LP | 0.01% | No change | 4,032 | $396K |
| Virtue Capital Management, LLC | 0.06% | Reduce -17.0% | 6,725 | $383K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | Reduce -0.3% | 3,763 | $370K |
| FMR LLC | 0.00% | Add +31.0% | 3,720 | $365K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 3,527 | $347K |
| Atlas Legacy Advisors, LLC | 0.06% | New | 3,512 | $345K |
| Trilogy Capital Inc. | 0.02% | Add +0.9% | 3,433 | $337K |
| Merit Financial Group, LLC | 0.00% | Reduce -15.3% | 3,405 | $335K |
| Burke & Herbert Bank & Trust Co. | 0.09% | Reduce -38.8% | 3,331 | $327K |
| Comerica Bank | 0.00% | Add +5.5% | 3,315 | $326K |
| JFS Wealth Advisors, LLC | 0.02% | Add +0.4% | 3,279 | $322K |
| Bokf, NA | 0.00% | Add +3.8% | 3,138 | $308K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -6.1% | 3,072 | $308K |
| Aspiriant, LLC | 0.01% | No change | 3,035 | $298K |
| Dorsey & Whitney Trust CO LLC | 0.02% | New | 3,000 | $295K |
| Wealthspire Advisors, LLC | 0.00% | No change | 2,984 | $293K |
| Marshall Wace, LLP | 0.00% | New | 2,941 | $289K |
| Jane Street Group, LLC | 0.00% | New | 2,927 | $288K |
| Janney Montgomery Scott LLC | 0.00% | No change | 2,890 | $284K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -5.0% | 2,825 | $278K |
| Beacon Financial Group | 0.03% | No change | 2,821 | $277K |
| WealthPoint Financial, LLC | 0.24% | — | 2,793 | $274K |
| Allstreet Capital Advisors LLC | 0.19% | — | 2,657 | $261K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,643 | $260K |
| SouthState Bank Corp | 0.01% | Add +1.3% | 2,631 | $258K |
| Newport Capital Group, LLC | 0.16% | Add +0.1% | 2,617 | $257K |
| Heartwood Wealth Advisors LLC | 0.02% | Reduce -0.1% | 2,539 | $249K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Reduce -0.3% | 2,476 | $243K |
| Front Row Advisors LLC | 0.08% | Reduce -8.5% | 2,419 | $238K |
| Curran Financial Partners, LLC | 0.04% | Add +1.1% | 2,304 | $226K |
| Bessemer Group Inc. | 0.00% | No change | 2,300 | $226K |
| Convergence Financial, LLC | 0.03% | Add +0.8% | 2,290 | $225K |
| Jones Financial Companies LLLP | 0.00% | Add +6.4% | 2,265 | $222K |
| Rossmore Private Capital | 0.02% | No change | 2,245 | $221K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 2,237 | $220K |
| Vanguard Group Inc. | 0.00% | New | 2,233 | $219K |
| Global Retirement Partners, LLC | 0.00% | Add +5.4% | 2,225 | $219K |
| Eastern Bank | 0.00% | No change | 2,225 | $219K |
| Collaborative Wealth Managment Inc. | 0.08% | Add +0.1% | 2,189 | $215K |
| Piscataqua Savings Bank | 0.15% | New | 2,129 | $209K |
| Lanark Financial, Inc. | 0.02% | Reduce -1.4% | 2,108 | $207K |
| NTV Asset Management LLC | 0.02% | Reduce -8.8% | 2,098 | $206K |
| Ameritas Advisory Services, LLC | 0.01% | Add +34.1% | 2,087 | $205K |
| Fsa Wealth Partners, Inc. | 0.07% | New | 2,078 | $204K |
| BLB&B Advisors, LLC | 0.01% | No change | 2,072 | $204K |
| Contango Wealth Management LLC | 0.23% | — | 2,068 | $203K |
| Cohen & Steers, Inc. | 0.00% | Add +8808.7% | 2,049 | $201K |
| Private Trust Co. NA | 0.02% | No change | 1,994 | $196K |
| Keewaydin Investments LLC | 0.05% | — | 1,950 | $192K |
| Signaturefd, LLC | 0.00% | No change | 1,854 | $182K |
| Sachetta, LLC | 0.10% | Reduce -2.8% | 1,800 | $177K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,711 | $168K |
| First PREMIER Bank | 0.04% | No change | 1,666 | $164K |
| MAI Capital Management | 0.00% | Add +4.1% | 1,555 | $153K |
| Strengthening Families & Communities, LLC | 0.05% | Add +1.1% | 1,493 | $147K |
| AlphaCore Capital LLC | 0.00% | No change | 1,225 | $120K |
| IFC & Insurance Marketing, Inc. | 0.11% | — | 1,097 | $108K |
| MTM Investment Management, LLC | 0.03% | No change | 970 | $95K |
| Richardson Financial Services Inc. | 0.03% | Reduce -25.6% | 884 | $87K |
| IAG Wealth Partners, LLC | 0.01% | No change | 875 | $86K |
| Blair William & Co. | 0.00% | Add +0.1% | 873 | $86K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 850 | $83K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 825 | $81K |
| Coston, McIsaac & Partners | 0.02% | No change | 813 | $79K |
| Smartleaf Asset Management LLC | 0.00% | Add +1606.7% | 768 | $76K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +1.6% | 774 | $76K |
| GW&K Investment Management, LLC | 0.00% | New | 750 | $74K |
| TD Private Client Wealth LLC | 0.00% | No change | 677 | $67K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -40.9% | 644 | $63K |
| Vermillion Wealth Management, Inc. | 0.03% | Add +0.6% | 630 | $62K |
| Ares Financial Consulting, LLC | 0.05% | — | 570 | $56K |
| Grand Wealth Management, LLC | 0.02% | New | 520 | $51K |
| Evermay Wealth Management LLC | 0.01% | Reduce -15.3% | 509 | $50K |
| Allworth Financial LP | 0.00% | Add +692.1% | 499 | $49K |
| Parallel Advisors, LLC | 0.00% | Add +21.1% | 459 | $45K |
| Caldwell Trust Co | 0.00% | No change | 450 | $44K |
| Laurel Wealth Advisors LLC | 0.01% | New | 447 | $44K |
| Atlas Capital Advisors Inc. | 0.00% | — | 430 | $42K |
| Ancora Advisors LLC | 0.00% | No change | 358 | $35K |
| Gen-Wealth Partners Inc | 0.01% | Reduce -20.4% | 354 | $35K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 345 | $34K |
| Cwm, LLC | 0.00% | Add +119.7% | 323 | $32K |
| Redwood Park Advisors LLC | 0.02% | Add +1.3% | 310 | $30K |
| Clayton Financial Group LLC | 0.01% | New | 270 | $27K |
| Spire Wealth Management | 0.00% | No change | 252 | $25K |
| AE Wealth Management LLC | 0.00% | Reduce -67.3% | 246 | $24K |
| CoreCap Advisors, LLC | 0.00% | Reduce -2.8% | 240 | $24K |
| Harbour Investments, Inc. | 0.00% | Reduce -83.5% | 235 | $23K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +1.3% | 235 | $23K |
| Woodside Wealth Management LLC | 0.02% | No change | 213 | $21K |
| Meramec Financial Planners, LLC | 0.01% | — | 200 | $21K |
| Costello Asset Management, INC | 0.01% | Add +1.4% | 210 | $21K |
| Strategic Advocates LLC | 0.01% | Add +115.8% | 205 | $20K |
| Smithfield Trust Co | 0.00% | No change | 200 | $20K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 202 | $20K |
| Matrix Private Capital Group LLC | 0.01% | No change | 200 | $20K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 200 | $20K |
| Beacon Capital Management, Inc. | 0.00% | Add +0.5% | 195 | $19K |
| Bayban | 0.02% | — | 191 | $19K |
| Consultiva Wealth Management, Corp. | 0.05% | No change | 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 | $15K |
| Motco | 0.00% | No change | 137 | $13K |
| Grove Bank & Trust | 0.00% | No change | 126 | $12K |
| Larson Financial Group LLC | 0.00% | Reduce -59.5% | 119 | $12K |
| 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 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 110 | $11K |
| Aberdeen Wealth Management LLC | 0.00% | No change | 105 | $10K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 103 | $10K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 99 | $10K |
| Financial Perspectives, Inc | 0.00% | No change | 90 | $9K |
| Evolution Wealth Management Inc. | 0.01% | Add +278.3% | 87 | $9K |
| Biltmore Family Office, LLC | 0.00% | New | 87 | $9K |
| EFG International AG | 0.00% | — | 84 | $8K |
| EPG Wealth Management LLC | 0.00% | Add +1.2% | 83 | $8K |
| Copia Wealth Management | 0.01% | No change | 79 | $8K |
| Crews Bank & Trust | 0.00% | No change | 75 | $7K |
| CX Institutional | 0.00% | Reduce -95.9% | 73 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +31.5% | 71 | $7K |
| IFP Advisors, Inc | 0.00% | No change | 65 | $6K |
| Parkside Financial Bank & Trust | 0.00% | No change | 60 | $6K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 52 | $5K |
| Investors Research Corp | 0.00% | No change | 45 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 44 | $4K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 32 | $3K |
| Manchester Capital Management LLC | 0.00% | No change | 30 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | New | 28 | $3K |
| RMG Wealth Management LLC | 0.00% | New | 25 | $3K |
| Creative Financial Designs Inc. | 0.00% | Reduce -50.0% | 22 | $2K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +233.3% | 20 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -7.1% | 13 | $1K |
| Elevated Capital Advisors, LLC | 0.00% | New | 11 | $1K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 7 | $665 |
| Arax Advisory Partners | 0.00% | New | 3 | $295 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $197 |
| Natixis | 0.00% | No change | 1 | $98 |
| Qube Research & Technologies Ltd | 0.00% | Reduce -100.0% | 1 | $98 |
"% 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.