Who owns State Street(R) SPDR(R) Dow Jones(R) REIT ETF (RWR)
Which tracked institutional funds hold RWR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RWR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-26). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on RWR is one-sided between 2026-Q1 and 2026-Q2: 63 added or opened and 14 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
RWR’s largest tracked holder by dollar value, NORTHERN TRUST CORP, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in RWR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 272 tracked filers holding RWR, 123 increased or opened the position and 106 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in RWR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 10
- CAPITAL ADVISORS INC/OK$11M
- Alexis Investment Partners, LLC$7M
- Proficio Capital Partners LLC$4M
- Envestnet Portfolio Solutions, Inc.$2M
- Bleakley Financial Group, LLC$2M
- RENAISSANCE TECHNOLOGIES LLC$2M
Full exits 7
- MILLENNIUM MANAGEMENT LLC$38M
- BNP PARIBAS FINANCIAL MARKETS$3M
- CITADEL ADVISORS LLC$2M
- HighTower Advisors, LLC$2M
- Cambridge Investment Research Advisors, Inc.$1M
- HRT FINANCIAL LP$1M
Largest adds
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$33M
- NORTHERN TRUST CORP$32M
- MASON STREET ADVISORS, LLC$16M
- LPL Financial LLC$10M
- BlackRock, Inc.$7M
- WELLS FARGO & COMPANY/MN$6M
Largest trims
- TWO SIGMA INVESTMENTS, LP$32M
- CITIGROUP INC$4M
- Piedmont Capital Management, LLC$3M
- Tower Research Capital LLC (TRC)$3M
- JANE STREET GROUP, LLC$484K
- Destiny Capital Corp/CO$476K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| NORTHERN TRUST CORP added | 2,364,264 | $267M | 21.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,352,000 | $266M | 20.9% | 2026-Q2 |
| LPL Financial LLC added | 485,751 | $55M | 4.3% | 2026-Q2 |
| MASON STREET ADVISORS, LLC added | 453,255 | $51M | 4.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 449,175 | $51M | 4.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 357,038 | $40M | 3.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 340,210 | $38M | 3.0% | 2026-Q2 |
| McMill Wealth Management added | 307,264 | $27M | 2.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 295,260 | $34M | 2.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 285,236 | $32M | 2.5% | 2026-Q2 |
| UBS Group AG trimmed | 275,552 | $31M | 2.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 220,354 | $26M | 2.0% | 2026-Q2 |
| BlackRock, Inc. added | 217,830 | $25M | 1.9% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 215,885 | $24M | 1.9% | 2026-Q2 |
| Private Advisor Group, LLC added | 141,935 | $16M | 1.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 130,287 | $15M | 1.2% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 118,883 | $13M | 1.1% | 2026-Q2 |
| Frederick Financial Consultants, LLC added | 110,070 | $12M | 1.0% | 2026-Q2 |
| PATTON FUND MANAGEMENT, INC. trimmed | 107,494 | $12M | 1.0% | 2026-Q2 |
| CAPITAL ADVISORS INC/OK trimmed | 93,985 | $11M | 0.8% | 2026-Q2 |
| Piedmont Capital Management, LLC trimmed | 92,691 | $11M | 0.8% | 2026-Q2 |
| Creative Planning trimmed | 92,156 | $10M | 0.8% | 2026-Q2 |
| AFFINITY WEALTH LLC added | 91,986 | $10M | 0.8% | 2026-Q2 |
| St. Clair Advisors, LLC trimmed | 86,445 | $10M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 84,493 | $10M | 0.8% | 2026-Q2 |
| DT Investment Partners, LLC added | 71,695 | $8M | 0.6% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 64,335 | $7M | 0.6% | 2026-Q2 |
| Alexis Investment Partners, LLC new | 63,340 | $7M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 48,089 | $5M | 0.4% | 2026-Q2 |
| Wealthspire Retirement, LLC added | 42,286 | $5M | 0.4% | 2026-Q2 |
| ASSETMARK, INC added | 41,839 | $5M | 0.4% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI trimmed | 40,941 | $5M | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 40,496 | $5M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 39,687 | $4M | 0.4% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 39,073 | $4M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 38,342 | $4M | 0.3% | 2026-Q2 |
| Adams Wealth Management added | 37,950 | $4M | 0.3% | 2026-Q2 |
| CacheTech Inc. added | 37,950 | $4M | 0.3% | 2026-Q2 |
| Clearstead Advisors, LLC | 37,616 | $4M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 37,395 | $4M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 37,025 | $4M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 34,580 | $4M | 0.3% | 2026-Q2 |
| Proficio Capital Partners LLC new | 33,275 | $4M | 0.3% | 2026-Q2 |
| Falcon Wealth Planning added | 29,804 | $3M | 0.3% | 2026-Q2 |
| SMITH, MOORE & CO. trimmed | 29,387 | $3M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 27,621 | $3M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 26,242 | $3M | 0.2% | 2026-Q2 |
| Savant Capital, LLC added | 25,245 | $3M | 0.2% | 2026-Q2 |
| CITY HOLDING CO added | 25,080 | $3M | 0.2% | 2026-Q2 |
| REBALANCE, LLC added | 24,573 | $3M | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC | 23,177 | $3M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 22,995 | $3M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 19,475 | $2M | 0.2% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 19,087 | $2M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 18,724 | $2M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 18,642 | $2M | 0.2% | 2026-Q2 |
| Bleakley Financial Group, LLC new | 17,714 | $2M | 0.2% | 2026-Q2 |
| Smallwood Wealth Investment Management, LLC added | 17,627 | $2M | 0.2% | 2026-Q2 |
| CAMBIENT FAMILY OFFICE, LLC added | 16,833 | $2M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 16,602 | $2M | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 16,517 | $2M | 0.1% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 15,883 | $2M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 15,550 | $2M | 0.1% | 2026-Q2 |
| American Financial Advisors, LLC trimmed | 13,737 | $2M | 0.1% | 2026-Q2 |
| M&T Bank Corp | 13,550 | $2M | 0.1% | 2026-Q2 |
| MOLLER WEALTH PARTNERS | 13,105 | $1M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 13,000 | $1M | 0.1% | 2026-Q2 |
| Omega Financial Group, LLC added | 12,948 | $1M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 12,213 | $1M | 0.1% | 2026-Q2 |
| Atlas Brown,Inc. added | 12,066 | $1M | 0.1% | 2026-Q2 |
| DAVIDSON TRUST CO | 11,999 | $1M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 11,800 | $1M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 11,709 | $1M | 0.1% | 2026-Q2 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 11,656 | $1M | 0.1% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 11,098 | $1M | 0.1% | 2026-Q2 |
| Lee Financial Co added | 10,851 | $1M | 0.1% | 2026-Q2 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 10,814 | $1M | 0.1% | 2026-Q2 |
| US BANCORP \DE\ | 9,145 | $1M | 0.1% | 2026-Q2 |
| Gibson Capital, LLC | 8,995 | $1M | 0.1% | 2026-Q2 |
| GLENMEDE TRUST CO NA | 8,757 | $989K | 0.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 8,305 | $938K | 0.1% | 2026-Q2 |
| CAMELOT TECHNOLOGY ADVISORS, INC. added | 8,275 | $935K | 0.1% | 2026-Q2 |
| Lido Advisors, LLC added | 7,845 | $886K | 0.1% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 7,749 | $875K | 0.1% | 2026-Q2 |
| Fund Evaluation Group, LLC new | 7,570 | $855K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 7,500 | $847K | 0.1% | 2026-Q2 |
| SIMON QUICK ADVISORS, LLC | 7,258 | $820K | 0.1% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. trimmed | 7,132 | $806K | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 7,016 | $793K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 6,696 | $757K | 0.1% | 2026-Q2 |
| Clientfirst Wealth Management, LLC | 6,252 | $706K | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 6,174 | $697K | 0.1% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC trimmed | 6,021 | $680K | 0.1% | 2026-Q2 |
| Key Financial Inc | 5,730 | $647K | 0.1% | 2026-Q2 |
| Kohmann Bosshard Financial Services, LLC trimmed | 5,665 | $640K | 0.1% | 2026-Q2 |
| Strategic Financial Partners, Ltd. added | 5,517 | $623K | 0.0% | 2026-Q2 |
| AWM CAPITAL, LLC added | 5,405 | $611K | 0.0% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 5,264 | $595K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 4,896 | $553K | 0.0% | 2026-Q2 |
| Point72 Asset Management, L.P. new | 4,874 | $551K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.