SS SPDR Dow Jones REIT ETFRWRETF
13F holders, Q1 2026 (March 31)258holders +7
31new positions
22sold out
3famous investors
$100.32avg. 13F price*
At the end of Q1 2026, 258 institutions reported holding SS SPDR Dow Jones REIT ETF (RWR) in their 13F filings, up 7 from Q4 2025. 31 opened new positions and 22 sold out. The largest holders were Northern Trust Corp. ($235.4M), Charles Schwab Investment Management Inc. ($232.6M) and LPL Financial LLC ($44.8M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 (Q1 2026)
- CUSIP
- 78464A607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $62.6M |
| Exits | 22 | $14.7M |
All 13F filers, Q4 2025 → Q1 2026: 1,347,883 shares bought and 1,642,229 shares sold, net −294,346 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 258 holders
| Northern Trust Corp. | 0.03% | Reduce -7.5% | 2,331,397 | $235.4M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +4.6% | 2,303,755 | $232.6M |
| LPL Financial LLC | 0.01% | Add +1.0% | 444,186 | $44.8M |
| Wells Fargo & Company | 0.01% | Add +0.0% | 442,908 | $44.7M |
| Millennium Management | 0.03% | Reduce -12.1% | 380,738 | $38.4M |
| Morgan Stanley | 0.00% | Add +8.2% | 373,808 | $37.7M |
| Mason Street Advisors, LLC | 3.44% | Reduce -4.9% | 348,675 | $35.2M |
| Two Sigma Investments, LP | 0.03% | Add +32.5% | 335,900 | $33.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.3% | 328,608 | $33.2M |
| UBS Group AG | 0.01% | Add +43.2% | 310,624 | $31.4M |
| JPMorgan Chase & Co. | 0.00% | Add +608.7% | 297,832 | $29.7M |
| Bank of America Corp. | 0.00% | Reduce -6.1% | 279,686 | $28.2M |
| Ameriprise Financial Inc. | 0.01% | Add +7.7% | 237,069 | $23.8M |
| McMill Wealth Management | 6.24% | New | 306,668 | $23.5M |
| Truist Financial Corp. | 0.03% | Reduce -2.6% | 217,976 | $22.0M |
| BlackRock, Inc. | 0.00% | Reduce -18.3% | 178,635 | $18.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -0.9% | 144,561 | $14.6M |
| Private Advisor Group, LLC | 0.07% | Add +1.8% | 139,614 | $14.1M |
| Piedmont Capital Management, LLC | 6.90% | New | 132,183 | $13.6M |
| Patton Fund Management, Inc. | 1.96% | Reduce -3.3% | 114,475 | $11.6M |
| Evergreen Capital Management LLC | 0.24% | Add +7.3% | 107,389 | $10.8M |
| Frederick Financial Consultants, LLC | 5.39% | Add +1.6% | 107,295 | $10.8M |
| Creative Planning | 0.01% | Reduce -4.9% | 95,345 | $9.6M |
| Affinity Wealth LLC | 5.76% | New | 89,333 | $9.0M |
| St. Clair Advisors, LLC | 2.38% | Reduce -31.6% | 88,450 | $8.9M |
| Tower Research Capital LLC (TRC) | 0.19% | New | 73,045 | $7.4M |
| DT Investment Partners, LLC | 0.60% | Add +0.3% | 71,086 | $7.2M |
| Geneos Wealth Management Inc. | 0.15% | Add +3.8% | 62,311 | $6.3M |
| Royal Bank of Canada | 0.00% | Add +18.0% | 58,325 | $5.9M |
| Citigroup Inc. | 0.00% | Reduce -94.8% | 46,134 | $4.7M |
| MML Investors Services, LLC | 0.01% | Reduce -4.7% | 44,709 | $4.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -23.9% | 43,761 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +0.6% | 43,547 | $4.4M |
| Wealthspire Retirement, LLC | 0.25% | Add +9.8% | 41,762 | $4.2M |
| Citizens Financial Group Inc. | 0.06% | Add +0.4% | 41,737 | $4.2M |
| Clearstead Advisors, LLC | 0.03% | No change | 37,616 | $3.8M |
| Adams Wealth Management | 0.83% | Add +2.4% | 37,490 | $3.8M |
| CacheTech Inc. | 0.73% | Add +2.4% | 37,490 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -36.8% | 36,511 | $3.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.3% | 36,039 | $3.6M |
| Smith, Moore & Co. | 0.22% | Add +1.3% | 29,516 | $3.0M |
| Falcon Wealth Planning | 0.19% | Reduce -6.4% | 28,280 | $2.9M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.2% | 27,604 | $2.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -64.2% | 25,013 | $2.5M |
| Rebalance, LLC | 0.14% | Add +0.6% | 23,656 | $2.4M |
| Assetmark, Inc. | 0.00% | Reduce -21.9% | 23,498 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.5% | 23,177 | $2.3M |
| Cerity Partners LLC | 0.00% | Add +30.8% | 22,012 | $2.2M |
| Citadel Advisors | 0.00% | New | 21,856 | $2.2M |
| City Holding Co. | 0.27% | Add +16.8% | 21,755 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | New | 21,684 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.1% | 20,827 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.0% | 20,603 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -43.9% | 19,244 | $1.9M |
| Bank of Montreal | 0.00% | Reduce -3.1% | 17,824 | $1.8M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +1.5% | 17,820 | $1.8M |
| Cetera Investment Advisers | 0.00% | Reduce -8.3% | 17,487 | $1.8M |
| Smallwood Wealth Investment Management, LLC | 0.91% | Reduce -6.4% | 17,053 | $1.7M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -57.5% | 17,029 | $1.7M |
| SBI Securities Co., Ltd. | 0.04% | Reduce -4.0% | 15,967 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Add +0.7% | 15,423 | $1.6M |
| Snowden Capital Advisors LLC | 0.04% | Add +8.5% | 15,349 | $1.5M |
| Cambient Family Office, LLC | 0.22% | Add +198.9% | 15,314 | $1.5M |
| American Financial Advisors, LLC | 0.19% | Reduce -6.5% | 14,336 | $1.4M |
| M&T Bank Corp | 0.00% | Reduce -8.1% | 13,550 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +350.4% | 13,183 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +87.3% | 13,170 | $1.3M |
| Moller Wealth Partners | 0.26% | Add +0.3% | 13,105 | $1.3M |
| Omega Financial Group, LLC | 0.43% | Reduce -11.6% | 12,862 | $1.3M |
| HRT Financial LP | 0.00% | New | 12,740 | $1.3M |
| Phillips Financial Management, LLC | 0.09% | Reduce -41.0% | 12,249 | $1.2M |
| Atlas Brown,Inc. | 0.37% | Reduce -0.8% | 12,063 | $1.2M |
| Davidson Trust Co. | 0.52% | No change | 11,999 | $1.2M |
| Mariner, LLC | 0.00% | Add +2.8% | 11,633 | $1.2M |
| Osborne Partners Capital Management, LLC | 0.06% | Reduce -1.0% | 10,814 | $1.1M |
| Savant Capital, LLC | 0.01% | Add +3.6% | 10,427 | $1.1M |
| Lee Financial Co | 0.14% | Add +28.8% | 9,707 | $980K |
| US Bancorp \de | 0.00% | Add +4.2% | 9,145 | $923K |
| Gibson Capital, LLC | 0.17% | No change | 8,995 | $908K |
| Glenmede Trust Co. NA | 0.00% | No change | 8,757 | $884K |
| Summit Financial, LLC | 0.01% | New | 8,756 | $884K |
| Brown Advisory Inc. | 0.00% | No change | 8,724 | $881K |
| Destiny Capital Corp | 0.40% | Reduce -32.5% | 7,410 | $748K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +3.0% | 7,287 | $736K |
| Simon Quick Advisors, LLC | 0.03% | No change | 7,258 | $733K |
| NewEdge Advisors, LLC | 0.00% | Add +0.4% | 7,204 | $727K |
| Camelot Technology Advisors, Inc. | 0.50% | Add +0.4% | 6,776 | $684K |
| Park Avenue Securities LLC | 0.01% | Reduce -5.6% | 6,509 | $657K |
| Lido Advisors, LLC | 0.00% | Reduce -16.3% | 6,480 | $654K |
| Clientfirst Wealth Management, LLC | 0.53% | No change | 6,252 | $631K |
| Onyx Bridge Wealth Group LLC | 0.07% | Reduce -61.4% | 6,233 | $629K |
| D. E. Shaw & Co. | 0.00% | Add +25.5% | 6,195 | $626K |
| Key Financial Inc | 0.10% | No change | 5,730 | $579K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | Reduce -0.6% | 5,692 | $575K |
| Awm Capital, LLC | 0.05% | Add +0.2% | 5,386 | $544K |
| Strategic Financial Partners, Ltd. | 0.23% | Reduce -7.8% | 5,327 | $538K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -90.9% | 5,070 | $512K |
| Corient Private Wealth LP | 0.00% | Reduce -33.1% | 4,935 | $498K |
| Focus Partners Wealth | 0.00% | Add +4.7% | 4,890 | $494K |
| Farther Finance Advisors, LLC | 0.00% | No change | 4,764 | $484K |
"% 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.