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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions31$62.6M
Exits22$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
GTS Securities LLC 0.02% New 4,754 $480K
Baird Financial Group, Inc. 0.00% Add +5.6% 4,737 $478K
Urban Financial Advisory Corp 0.17% Reduce -0.2% 4,725 $477K
Banque Transatlantique SA 0.01% New 4,500 $454K
Whittier Trust Co. of Nevada Inc. 0.01% No change 4,430 $454K
ARK & TLK Investments, LLC 0.12% No change 4,472 $452K
Stifel Financial Corp. 0.00% Add +2.7% 4,461 $450K
Exencial Wealth Advisors, LLC 0.01% No change 4,412 $445K
Florida Trust Wealth Management Co 0.01% No change 4,405 $445K
OneDigital Investment Advisors LLC 0.00% No change 4,363 $441K
Franklin Resources Inc. 0.00% No change 4,346 $439K
Avion Wealth 0.09% Reduce -21.6% 4,274 $431K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -65.9% 4,059 $417K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -7.7% 4,090 $413K
Forum Financial Management, LP 0.01% No change 4,032 $407K
CIBC Bancorp USA Inc. 0.00% — 4,006 $404K
Moisand Fitzgerald Tamayo, LLC 0.04% Reduce -0.3% 3,752 $379K
Rockefeller Capital Management L.P. 0.00% Reduce -0.2% 3,520 $355K
Atlas Legacy Advisors, LLC 0.06% No change 3,512 $355K
Midwest Trust Co 0.00% Reduce -49.8% 3,418 $345K
Trilogy Capital Inc. 0.02% Reduce -0.9% 3,403 $344K
WealthPoint Financial, LLC 0.29% Add +21.2% 3,385 $342K
Burke & Herbert Bank & Trust Co. 0.09% No change 3,331 $336K
Two Sigma Securities, LLC 0.04% New 3,331 $336K
FMR LLC 0.00% Reduce -11.4% 3,294 $333K
Chicago Partners Investment Group LLC 0.01% Add +0.6% 3,090 $331K
Fifth Third Bancorp 0.00% New 3,250 $328K
Merit Financial Group, LLC 0.00% Reduce -7.7% 3,142 $317K
United Capital Financial Advisors, LLC 0.00% Add +9.0% 3,080 $311K
Aspiriant, LLC 0.01% No change 3,035 $306K
Bokf, NA 0.00% Reduce -3.8% 3,020 $305K
Dorsey & Whitney Trust CO LLC 0.02% No change 3,000 $303K
Wealthspire Advisors, LLC 0.00% No change 2,984 $301K
Janney Montgomery Scott LLC 0.00% No change 2,890 $292K
Beacon Financial Group 0.03% Reduce -0.9% 2,795 $282K
JFS Wealth Advisors, LLC 0.02% Reduce -15.7% 2,766 $279K
Lewis Asset Management, LLC 0.11% New 2,765 $279K
Elevation Point Wealth Partners, LLC 0.01% Reduce -89.4% 2,743 $277K
Allstreet Capital Advisors LLC 0.20% Reduce -1.1% 2,627 $265K
Cullen/Frost Bankers, Inc. 0.00% Reduce -0.8% 2,621 $265K
SouthState Bank Corp 0.01% Reduce -1.3% 2,598 $262K
Heartwood Wealth Advisors LLC 0.02% No change 2,539 $256K
Redhawk Wealth Advisors, Inc. 0.03% Add +0.3% 2,483 $251K
Newport Capital Group, LLC 0.15% Reduce -6.2% 2,455 $248K
Jones Financial Companies LLLP 0.00% Add +5.9% 2,399 $238K
Curran Financial Partners, LLC 0.04% Add +0.7% 2,320 $234K
Cornerstone Wealth, LLC 0.13% — 2,143 $234K
Front Row Advisors LLC 0.08% Reduce -6.5% 2,263 $228K
Rossmore Private Capital 0.02% No change 2,245 $227K
Collaborative Wealth Managment Inc. 0.10% Reduce -0.5% 2,178 $220K
Piscataqua Savings Bank 0.15% No change 2,129 $215K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -5.6% 2,111 $213K
Lanark Financial, Inc. 0.02% No change 2,108 $213K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 2,071 $209K
HBK Sorce Advisory LLC 0.00% New 1,854 $205K
Klingenstein Fields & Co. LP 0.01% New 2,015 $203K
Private Trust Co. NA 0.02% No change 1,994 $201K
Bessemer Group Inc. 0.00% Reduce -14.7% 1,962 $198K
Keewaydin Investments LLC 0.06% No change 1,950 $197K
Eastern Bank 0.00% Reduce -12.9% 1,938 $196K
Signaturefd, LLC 0.00% No change 1,854 $187K
Sachetta, LLC 0.10% Reduce -0.8% 1,785 $180K
First PREMIER Bank 0.04% No change 1,666 $168K
MAI Capital Management 0.00% No change 1,555 $157K
Vanguard National Trust Co 0.01% — 1,452 $147K
Strengthening Families & Communities, LLC 0.03% Reduce -17.6% 1,231 $124K
AlphaCore Capital LLC 0.00% No change 1,225 $124K
Cohen & Steers, Inc. 0.00% Reduce -42.2% 1,185 $120K
Arax Advisory Partners 0.00% Add +39066.7% 1,175 $119K
Harbour Investments, Inc. 0.00% Add +354.5% 1,068 $108K
Cassaday & Co Wealth Management LLC 0.00% New 985 $99K
MTM Investment Management, LLC 0.03% No change 970 $98K
Blair William & Co. 0.00% No change 873 $88K
Steigerwald, Gordon & Koch Inc. 0.01% No change 850 $86K
TD Private Client Wealth LLC 0.00% Add +22.4% 829 $84K
HHM Wealth Advisors, LLC 0.01% No change 825 $83K
Coston, McIsaac & Partners 0.02% No change 813 $82K
Smartleaf Asset Management LLC 0.00% Add +2.3% 786 $78K
Medallion Wealth Advisors, LLC 0.03% Reduce -1.4% 763 $77K
GW&K Investment Management, LLC 0.00% No change 750 $76K
Advisory Services Network, LLC 0.00% New 650 $66K
Allworth Financial LP 0.00% Add +29.5% 646 $65K
Steward Partners Investment Advisory, LLC 0.00% No change 644 $65K
Richardson Financial Services Inc. 0.04% Reduce -33.3% 590 $60K
Ares Financial Consulting, LLC 0.05% Add +0.5% 573 $58K
Aptus Capital Advisors, LLC 0.00% Reduce -67.6% 554 $56K
Vermillion Wealth Management, Inc. 0.02% Reduce -17.1% 522 $53K
Evermay Wealth Management LLC 0.01% No change 509 $51K
Caldwell Trust Co 0.00% No change 450 $45K
Simplex Trading, LLC 0.00% New 431 $44K
Atlas Capital Advisors Inc. 0.01% No change 430 $43K
Ancora Advisors LLC 0.00% No change 358 $36K
Farmers & Merchants Investments Inc. 0.00% No change 345 $35K
Redwood Park Advisors LLC 0.02% Add +0.3% 311 $31K
Cwm, LLC 0.00% Reduce -12.1% 284 $29K
Clayton Financial Group LLC 0.01% No change 270 $27K
Spire Wealth Management 0.00% No change 252 $25K
Synergy Investment Management, LLC 0.01% New 243 $25K
CoreCap Advisors, LLC 0.00% Reduce -0.8% 238 $24K
Capital Investment Advisory Services, LLC 0.00% Add +0.4% 236 $24K
Meramec Financial Planners, LLC 0.01% No change 200 $22K
Costello Asset Management, INC 0.01% Add +0.5% 211 $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% No change 200 $20K
Beacon Capital Management, Inc. 0.00% Reduce -0.5% 194 $20K
Bayban 0.02% No change 191 $19K
Consultiva Wealth Management, Corp. 0.05% No change 172 $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
Beacon Investment Advisory Services, Inc. 0.00% New 150 $15K
Motco 0.00% No change 137 $14K
Larson Financial Group LLC 0.00% Add +14.3% 136 $14K
Grove Bank & Trust 0.00% No change 126 $13K
Parallel Advisors, LLC 0.00% Reduce -72.8% 125 $13K
TIAA Wealth Investment Management LLC 0.00% — 121 $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 0.00% No change 105 $11K
Fourth Dimension Wealth, LLC 0.00% No change 103 $10K
Atlantic Union Bankshares Corp 0.00% No change 99 $10K
International Assets Investment Management, LLC 0.00% New 93 $9K
Financial Perspectives, Inc 0.00% No change 90 $9K
Evolution Wealth Management Inc. 0.01% Add +1.1% 88 $9K
EPG Wealth Management LLC 0.00% Add +1.2% 84 $8K
AE Wealth Management LLC 0.00% Reduce -66.3% 83 $8K
Mather Group, Llc. 0.00% New 78 $8K
Crews Bank & Trust 0.00% No change 75 $8K
O'shaughnessy Asset Management, LLC 0.00% No change 71 $7K
Miller Global Investments, LLC 0.01% New 65 $7K
IFP Advisors, Inc 0.00% No change 65 $7K
Parkside Financial Bank & Trust 0.00% No change 60 $6K
Ameriflex Group, Inc. 0.00% No change 52 $5K
EFG International AG 0.00% Reduce -40.5% 50 $5K
Investors Research Corp 0.00% No change 45 $5K
Wolff Wiese Magana LLC 0.00% No change 44 $4K
Rossby Financial, LCC 0.00% New 41 $4K
Copia Wealth Management 0.00% Reduce -58.2% 33 $3K
Glass Jacobson Investment Advisors llc 0.00% No change 32 $3K
Manchester Capital Management LLC 0.00% No change 30 $3K
CX Institutional 0.00% Reduce -53.4% 34 $3K
Root Financial Partners, LLC 0.00% New 23 $2K
Creative Financial Designs Inc. 0.00% No change 22 $2K
Quest 10 Wealth Builders, Inc. 0.00% No change 13 $1K
Biltmore Family Office, LLC 0.00% Reduce -86.2% 12 $1K
Strategic Wealth Partners, Ltd. 0.00% Reduce -40.0% 12 $1K
Elevated Capital Advisors, LLC 0.00% No change 11 $1K
TD Waterhouse Canada Inc. 0.00% New 10 $1K
Napier Financial, LLC 0.00% New 8 $808
Ascentis Independent Advisors 0.00% New 7 $706
Frazier Financial Advisors, LLC 0.00% No change 7 $688
SHP Wealth Management 0.00% New 6 $606
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $202
Guardian Wealth Advisors, LLC / NC 0.00% New 2 $202
Natixis 0.00% No change 1 $101
Qube Research & Technologies Ltd 0.00% No change 1 $101

"% 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.