Skip to main content
Institutional Ownership · SEC Form 13F

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.

272
Institutional holders
12M
Shares held (tracked funds)

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.

FundSharesReported value% of valueQuarter
NORTHERN TRUST CORP added2,364,264$267M21.0%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added2,352,000$266M20.9%2026-Q2
LPL Financial LLC added485,751$55M4.3%2026-Q2
MASON STREET ADVISORS, LLC added453,255$51M4.0%2026-Q2
WELLS FARGO & COMPANY/MN added449,175$51M4.0%2026-Q2
MORGAN STANLEY trimmed357,038$40M3.2%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added340,210$38M3.0%2026-Q2
McMill Wealth Management added307,264$27M2.1%2026-Q2
JPMORGAN CHASE & CO trimmed295,260$34M2.7%2026-Q2
BANK OF AMERICA CORP /DE/ added285,236$32M2.5%2026-Q2
UBS Group AG trimmed275,552$31M2.4%2026-Q2
AMERIPRISE FINANCIAL INC trimmed220,354$26M2.0%2026-Q2
BlackRock, Inc. added217,830$25M1.9%2026-Q2
TRUIST FINANCIAL CORP trimmed215,885$24M1.9%2026-Q2
Private Advisor Group, LLC added141,935$16M1.3%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed130,287$15M1.2%2026-Q2
EVERGREEN CAPITAL MANAGEMENT LLC added118,883$13M1.1%2026-Q2
Frederick Financial Consultants, LLC added110,070$12M1.0%2026-Q2
PATTON FUND MANAGEMENT, INC. trimmed107,494$12M1.0%2026-Q2
CAPITAL ADVISORS INC/OK trimmed93,985$11M0.8%2026-Q2
Piedmont Capital Management, LLC trimmed92,691$11M0.8%2026-Q2
Creative Planning trimmed92,156$10M0.8%2026-Q2
AFFINITY WEALTH LLC added91,986$10M0.8%2026-Q2
St. Clair Advisors, LLC trimmed86,445$10M0.8%2026-Q2
ROYAL BANK OF CANADA added84,493$10M0.8%2026-Q2
DT Investment Partners, LLC added71,695$8M0.6%2026-Q2
Geneos Wealth Management Inc. added64,335$7M0.6%2026-Q2
Alexis Investment Partners, LLC new63,340$7M0.6%2026-Q2
MML INVESTORS SERVICES, LLC added48,089$5M0.4%2026-Q2
Wealthspire Retirement, LLC added42,286$5M0.4%2026-Q2
ASSETMARK, INC added41,839$5M0.4%2026-Q2
CITIZENS FINANCIAL GROUP INC/RI trimmed40,941$5M0.4%2026-Q2
D. E. Shaw & Co., Inc. added40,496$5M0.4%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added39,687$4M0.4%2026-Q2
Tower Research Capital LLC (TRC) trimmed39,073$4M0.3%2026-Q2
GOLDMAN SACHS GROUP INC trimmed38,342$4M0.3%2026-Q2
Adams Wealth Management added37,950$4M0.3%2026-Q2
CacheTech Inc. added37,950$4M0.3%2026-Q2
Clearstead Advisors, LLC37,616$4M0.3%2026-Q2
Kestra Advisory Services, LLC trimmed37,395$4M0.3%2026-Q2
RAYMOND JAMES FINANCIAL INC added37,025$4M0.3%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed34,580$4M0.3%2026-Q2
Proficio Capital Partners LLC new33,275$4M0.3%2026-Q2
Falcon Wealth Planning added29,804$3M0.3%2026-Q2
SMITH, MOORE & CO. trimmed29,387$3M0.3%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added27,621$3M0.2%2026-Q2
Cerity Partners LLC added26,242$3M0.2%2026-Q2
Savant Capital, LLC added25,245$3M0.2%2026-Q2
CITY HOLDING CO added25,080$3M0.2%2026-Q2
REBALANCE, LLC added24,573$3M0.2%2026-Q2
Pathstone Holdings, LLC23,177$3M0.2%2026-Q2
OSAIC HOLDINGS, INC. added22,995$3M0.2%2026-Q2
Cetera Investment Advisers added19,475$2M0.2%2026-Q2
Envestnet Portfolio Solutions, Inc. added19,087$2M0.2%2026-Q2
Beacon Pointe Advisors, LLC added18,724$2M0.2%2026-Q2
PNC Financial Services Group, Inc. trimmed18,642$2M0.2%2026-Q2
Bleakley Financial Group, LLC new17,714$2M0.2%2026-Q2
Smallwood Wealth Investment Management, LLC added17,627$2M0.2%2026-Q2
CAMBIENT FAMILY OFFICE, LLC added16,833$2M0.1%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added16,602$2M0.1%2026-Q2
Vestmark Advisory Solutions, Inc. trimmed16,517$2M0.1%2026-Q2
SBI Securities Co., Ltd. trimmed15,883$2M0.1%2026-Q2
BANK OF MONTREAL /CAN/ trimmed15,550$2M0.1%2026-Q2
American Financial Advisors, LLC trimmed13,737$2M0.1%2026-Q2
M&T Bank Corp13,550$2M0.1%2026-Q2
MOLLER WEALTH PARTNERS13,105$1M0.1%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed13,000$1M0.1%2026-Q2
Omega Financial Group, LLC added12,948$1M0.1%2026-Q2
NewEdge Advisors, LLC added12,213$1M0.1%2026-Q2
Atlas Brown,Inc. added12,066$1M0.1%2026-Q2
DAVIDSON TRUST CO11,999$1M0.1%2026-Q2
Mariner, LLC added11,800$1M0.1%2026-Q2
Bank of New York Mellon Corp trimmed11,709$1M0.1%2026-Q2
PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed11,656$1M0.1%2026-Q2
Snowden Capital Advisors LLC trimmed11,098$1M0.1%2026-Q2
Lee Financial Co added10,851$1M0.1%2026-Q2
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC10,814$1M0.1%2026-Q2
US BANCORP \DE\9,145$1M0.1%2026-Q2
Gibson Capital, LLC8,995$1M0.1%2026-Q2
GLENMEDE TRUST CO NA8,757$989K0.1%2026-Q2
Summit Financial, LLC trimmed8,305$938K0.1%2026-Q2
CAMELOT TECHNOLOGY ADVISORS, INC. added8,275$935K0.1%2026-Q2
Lido Advisors, LLC added7,845$886K0.1%2026-Q2
BROWN ADVISORY INC trimmed7,749$875K0.1%2026-Q2
Fund Evaluation Group, LLC new7,570$855K0.1%2026-Q2
JANE STREET GROUP, LLC trimmed7,500$847K0.1%2026-Q2
SIMON QUICK ADVISORS, LLC7,258$820K0.1%2026-Q2
Pinnacle Financial Partners, Inc. trimmed7,132$806K0.1%2026-Q2
Focus Partners Wealth added7,016$793K0.1%2026-Q2
Corient Private Wealth LP added6,696$757K0.1%2026-Q2
Clientfirst Wealth Management, LLC6,252$706K0.1%2026-Q2
Baird Financial Group, Inc. added6,174$697K0.1%2026-Q2
Onyx Bridge Wealth Group LLC trimmed6,021$680K0.1%2026-Q2
Key Financial Inc5,730$647K0.1%2026-Q2
Kohmann Bosshard Financial Services, LLC trimmed5,665$640K0.1%2026-Q2
Strategic Financial Partners, Ltd. added5,517$623K0.0%2026-Q2
AWM CAPITAL, LLC added5,405$611K0.0%2026-Q2
Sanctuary Advisors, LLC trimmed5,264$595K0.0%2026-Q2
HARBOUR INVESTMENTS, INC. added4,896$553K0.0%2026-Q2
Point72 Asset Management, L.P. new4,874$551K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership