SS SPDR DOW JONES REIT ETF RWR
$115.18
+1.5% 52w: $91.69 – $115.18
Latest 13F among current holders filed 9 days ago (Jun 26, 2026)
Price — last 12 months
research preview data91.69103.44115.18
Jun 20, 2025 Jul 2, 2026
Institutional holders
258
+7 QoQ
13F value
$1.18B
-1.3% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
0.7×
$2.0M calls / $2.9M puts
Institutional value by quarter
Number of holders
Who owns RWR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| NORTHERN TRUST CORP | Index provider | 2.3M | $235.4M | 0.0% | -7.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 2.3M | $232.6M | 0.0% | +4.6% |
| LPL Financial LLC | Bank broker | 444.2K | $44.8M | 0.0% | +1.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 442.9K | $44.7M | 0.0% | 0.0% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 380.7K | $38.4M | 0.0% | -12.1% |
| MORGAN STANLEY | Bank broker | 373.8K | $37.7M | 0.0% | +8.2% |
| MASON STREET ADVISORS, LLC | Wealth advisor | 348.7K | $35.2M | 3.4% | -4.9% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 335.9K | $33.9M | 0.0% | +32.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 328.6K | $33.2M | 0.0% | -1.3% |
| UBS Group AG | Bank broker | 310.6K | $31.4M | 0.0% | +43.2% |
| JPMORGAN CHASE & CO | Bank broker | 297.8K | $29.7M | 0.0% | +608.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 279.7K | $28.2M | 0.0% | -6.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 237.1K | $23.8M | 0.0% | +7.7% |
| McMill Wealth Management | Other | 306.7K | $23.5M | 6.2% | New |
| TRUIST FINANCIAL CORP | Diversified mechanical | 218.0K | $22.0M | 0.0% | -2.6% |
| BlackRock, Inc. | Index provider | 178.6K | $18.0M | 0.0% | -18.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 144.6K | $14.6M | 0.0% | -0.9% |
| Private Advisor Group, LLC | Wealth advisor | 139.6K | $14.1M | 0.1% | +1.8% |
| Piedmont Capital Management, LLC | Wealth advisor | 132.2K | $13.6M | 6.9% | New |
| PATTON FUND MANAGEMENT, INC. | Other | 114.5K | $11.6M | 2.0% | -3.3% |
| EVERGREEN CAPITAL MANAGEMENT LLC | Diversified mechanical | 107.4K | $10.8M | 0.2% | +7.3% |
| Frederick Financial Consultants, LLC | Wealth advisor | 107.3K | $10.8M | 5.4% | +1.6% |
| Creative Planning | Wealth advisor | 95.3K | $9.6M | 0.0% | -4.9% |
| St. Clair Advisors, LLC | Wealth advisor | 88.5K | $8.9M | 2.4% | -31.6% |
| Tower Research Capital LLC (TRC) | Market maker | 73.0K | $7.4M | 0.2% | New |
| DT Investment Partners, LLC | Wealth advisor | 71.1K | $7.2M | 0.6% | +0.3% |
| Geneos Wealth Management Inc. | Wealth advisor | 62.3K | $6.3M | 0.1% | +3.8% |
| ROYAL BANK OF CANADA | Bank broker | 58.3K | $5.9M | 0.0% | +18.0% |
| CITIGROUP INC | Bank broker | 46.1K | $4.7M | 0.0% | -94.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 44.7K | $4.5M | 0.0% | -4.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 43.8K | $4.4M | 0.0% | -23.9% |
| Kestra Advisory Services, LLC | Wealth advisor | 43.5K | $4.4M | 0.0% | +0.6% |
| Wealthspire Retirement, LLC | Wealth advisor | 41.8K | $4.2M | 0.3% | +9.8% |
| CITIZENS FINANCIAL GROUP INC/RI | Other | 41.7K | $4.2M | 0.1% | +0.4% |
| Clearstead Advisors, LLC | Wealth advisor | 37.6K | $3.8M | 0.0% | Held |
| CacheTech Inc. | Wealth advisor | 37.5K | $3.8M | 0.7% | +2.4% |
| Adams Wealth Management | Wealth advisor | 37.5K | $3.8M | 0.8% | +2.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 36.5K | $3.7M | 0.0% | -36.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 36.0K | $3.6M | 0.0% | -3.3% |
| SMITH, MOORE & CO. | Wealth advisor | 29.5K | $3.0M | 0.2% | +1.3% |
| Falcon Wealth Planning | Wealth advisor | 28.3K | $2.9M | 0.2% | -6.4% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 27.6K | $2.8M | 0.0% | -0.2% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 25.0K | $2.5M | 0.0% | -64.2% |
| REBALANCE, LLC | Wealth advisor | 23.7K | $2.4M | 0.1% | +0.6% |
| ASSETMARK, INC | Wealth advisor | 23.5K | $2.4M | 0.0% | -21.9% |
| Pathstone Holdings, LLC | Diversified mechanical | 23.2K | $2.3M | 0.0% | -2.5% |
| Cerity Partners LLC | Diversified mechanical | 22.0K | $2.2M | 0.0% | +30.8% |
| CITADEL ADVISORS LLC | Multistrat pod | 21.9K | $2.2M | 0.0% | New |
| CITY HOLDING CO | Other | 21.8K | $2.2M | 0.3% | +16.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 21.7K | $2.2M | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.