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Disclosery

RWR SPDR SERIES TRUST

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ST STR DOW REIT (fund)

285 managers (287 13F filers) reported a position in RWR shares at 2026-06-30, 11,677,949 shares in all. 47 filers opened a position and 17 filers sold out during the quarter.

Managers
285
13F filers
287
New
47
Added
80
Reduced
73
Sold out
17
Shares held by filers
11,677,949

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,364,264$267M0.03%+32,86713F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co2,352,000$266M0.04%+48,24513F-HRTimelineGroup
LPL Financial LLC485,751$54.9M0.01%+41,56513F-HRTimeline
MASON STREET ADVISORS, LLC453,255$51.2M4.61%+104,58013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN449,175$50.7M0.01%+6,26713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding359,297$40.6M+30,689Timeline
MORGAN STANLEYin group MORGAN STANLEY357,038$40.3M<0.01%-16,77013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO295,260$33.9M<0.01%-2,57213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/285,236$32.2M<0.01%+5,55013F-HRTimelineGroup
UBS Group AGin group UBS Group AG275,552$31.1M<0.01%-35,07213F-HRTimelineGroup
McMill Wealth Management307,264$27M6.56%+59613F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC220,354$26M0.01%-16,71513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.217,830$24.6M<0.01%+39,19513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP215,885$24.4M0.03%-2,09113F-HRTimelineGroup
Private Advisor Group, LLC141,935$16M0.07%+2,32113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…130,287$14.7M0.01%-14,27413F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC118,883$13.4M0.24%+11,49413F-HRTimeline
Frederick Financial Consultants, LLC110,070$12.4M5.27%+2,77513F-HRTimeline
PATTON FUND MANAGEMENT, INC.107,494$12.1M2.63%-6,98113F-HRTimeline
CAPITAL ADVISORS INC/OK93,985$10.6M0.16%new13F-HRTimeline
Piedmont Capital Management, LLC92,691$10.5M5.33%-39,49213F-HRTimeline
Creative Planningin group Creative Planning92,156$10.4M0.01%-3,18913F-HRTimelineGroup
AFFINITY WEALTH LLC91,986$10.4M5.58%+2,65313F-HRTimeline
St. Clair Advisors, LLC86,445$9.77M2.51%-2,00513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA84,493$9.54M<0.01%+26,16813F-HRTimelineGroup
DT Investment Partners, LLC71,695$8.1M0.6%+60913F-HRTimeline
Geneos Wealth Management Inc.64,335$7.27M0.15%+2,02413F-HRTimeline
Alexis Investment Partners, LLC63,340$7.27M4.25%new13F-HRTimeline
MML INVESTORS SERVICES, LLC48,089$5.43M0.01%+3,38013F-HRTimeline
Wealthspire Retirement, LLC42,286$4.83M0.27%+52413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC41,839$4.73M0.01%+18,34113F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…40,941$4.63M0.06%-79613F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.40,496$4.57M<0.01%+34,30113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,687$4.48M<0.01%+18,00313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…39,073$4.41M0.11%-33,97213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC38,342$4.33M<0.01%-5,41913F-HRTimelineGroup
Adams Wealth Management37,950$4.29M0.82%+46013F-HRTimeline
CacheTech Inc.37,950$4.29M0.69%+46013F-HRTimeline
Clearstead Advisors, LLC37,616$4.25M0.04%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC37,395$4.22M0.01%-6,15213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC37,025$4.18M<0.01%+51413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC34,580$3.91M<0.01%-1,45913F-HRTimeline
Proficio Capital Partners LLC33,275$3.76M0.14%new13F-HRTimeline
Falcon Wealth Planning29,804$3.37M0.21%+1,52413F-HRTimeline
SMITH, MOORE & CO.29,387$3.32M0.22%-12913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV27,621$3.12M<0.01%+1713F-HR/ATimeline
FLOW TRADERS U.S. LLC27,382$3.09M0.13%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC26,242$2.96M<0.01%+4,23013F-HRTimelineGroup
CITY HOLDING CO25,080$2.83M0.32%+3,32513F-HRTimeline
REBALANCE, LLC24,573$2.78M0.15%+91713F-HRTimeline
Savant Capital, LLC25,245$2.74M0.01%+14,81813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC23,177$2.62M0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,995$2.6M<0.01%+2,39213F-HRTimelineGroup
Cetera Investment Advisers19,475$2.2M<0.01%+1,98813F-HRTimeline
Beacon Pointe Advisors, LLC18,724$2.12M0.01%+90413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,642$2.11M<0.01%-2,18513F-HRTimelineGroup
Bleakley Financial Group, LLC17,714$2M0.03%new13F-HRTimeline
Smallwood Wealth Investment Management,…17,627$1.99M0.87%+57413F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC16,833$1.9M0.23%+1,51913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC16,602$1.88M<0.01%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.16,517$1.87M0.02%-51213F-HRTimeline
SBI Securities Co., Ltd.15,883$1.79M0.04%-8413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/15,550$1.76M<0.01%-2,27413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC14,345$1.62M0.01%+7,83613F-HRTimelineGroup
American Financial Advisors, LLC13,737$1.55M0.19%-59913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp13,550$1.53M<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…13,294$1.5M<0.01%+12413F-HR/ATimeline
HRT FINANCIAL LP13,256$1.5M<0.01%+51613F-HRTimeline
MOLLER WEALTH PARTNERS13,105$1.48M0.27%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP13,000$1.47M<0.01%-322,90013F-HRTimelineGroup
Omega Financial Group, LLC12,948$1.46M0.45%+8613F-HRTimeline
NewEdge Advisors, LLC12,213$1.38M<0.01%+5,00913F-HRTimeline
Atlas Brown,Inc.12,066$1.36M0.37%+313F-HRTimeline
DAVIDSON TRUST CO11,999$1.36M0.53%013F-HRTimeline
Mariner, LLCin group Mariner, LLC11,800$1.33M<0.01%+16713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp11,709$1.32M<0.01%-3,71413F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC11,656$1.32M0.1%-59313F-HRTimeline
HighTower Advisors, LLC11,332$1.28M<0.01%-7,91213F-HRTimeline
Snowden Capital Advisors LLC11,098$1.25M0.03%-4,25113F-HRTimeline
Lee Financial Co10,851$1.23M0.16%+1,14413F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC10,814$1.22M0.07%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,145$1.03M<0.01%013F-HRTimelineGroup
Gibson Capital, LLC8,995$1.02M0.17%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA8,757$989K<0.01%013F-HRTimelineGroup
Summit Financial, LLC8,305$938K0.01%-45113F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.8,275$935K0.64%+1,49913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC7,845$886K<0.01%+1,36513F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC7,749$875K<0.01%-97513F-HRTimelineGroup
Fund Evaluation Group, LLC7,570$855K0.02%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,500$847K<0.01%-5,68313F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC7,258$820K0.03%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …7,132$806K0.01%-15513F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth7,016$793K<0.01%+2,12613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP6,638$750K<0.01%+1,70313F-HR/ATimelineGroup
Clientfirst Wealth Management, LLC6,252$706K0.58%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,174$697K<0.01%+1,43713F-HRTimelineGroup
Onyx Bridge Wealth Group LLC6,021$680K0.06%-21213F-HRTimeline
Key Financial Inc5,730$647K0.11%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC5,665$640K0.05%-2713F-HRTimeline
Strategic Financial Partners, Ltd.5,517$623K0.24%+19013F-HRTimeline
AWM CAPITAL, LLC5,405$611K0.05%+1913F-HRTimeline
Sanctuary Advisors, LLC5,264$595K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,896$553K0.01%+3,82813F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.4,874$551K<0.01%new13F-HRTimelineGroup
Urban Financial Advisory Corp4,717$533K0.15%-813F-HRTimeline
Farther Finance Advisors, LLC4,713$533K<0.01%-5113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,430$512K0.01%013F-HRTimeline
Convergence Financial, LLC4,518$510K0.04%new13F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA4,500$508K0.01%013F-HRTimelineGroup
ARK & TLK INVESTMENTS, LLC4,472$505K0.12%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,403$497K0.01%+31313F-HRTimeline
OneDigital Investment Advisors LLC4,363$493K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,346$491K<0.01%013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,304$486K0.01%-76613F-HRTimelineGroup
Autumn Glory Partners, LLC4,255$481K0.14%new13F-HRTimeline
Florida Trust Wealth Management Co4,205$475K0.01%-20013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO4,081$461K0.11%+75013F-HRTimeline
Signal Advisors Wealth, LLC4,056$458K0.02%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP4,032$455K0.01%013F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.4,006$453K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC3,896$440K<0.01%-42,23813F-HRTimelineGroup
WealthPoint Financial, LLC3,884$439K0.32%+49913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,783$431K<0.01%-27613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC3,746$423K0.04%-613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,732$422K<0.01%-72913F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,723$421K0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC3,567$403K<0.01%+27313F-HRTimelineGroup
Arkadios Wealth Advisors3,475$393K0.01%new13F-HRTimeline
Atlas Legacy Advisors, LLC3,472$392K0.06%-4013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,313$374K<0.01%-20713F-HRTimelineGroup
Chicago Partners Investment Group LLC3,117$364K0.01%+2713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,217$363K<0.01%-3313F-HRTimelineGroup
Trilogy Capital Inc.3,199$361K0.01%-20413F-HRTimeline
Integrated Wealth Concepts LLC3,129$354K<0.01%new13F-HRTimeline
Torrey Growth & Income Advisors2,250$353K0.12%new13F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.3,086$349K0.12%new13F-HRTimeline
Avion Wealth3,066$346K0.06%-1,20813F-HRTimeline
ASPIRIANT, LLC3,035$343K0.01%013F-HRTimeline
Dorsey & Whitney Trust CO LLC3,000$339K0.02%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,980$337K<0.01%-10013F-HRTimelineGroup
Wealthspire Advisors, LLC2,960$334K<0.01%-2413F-HRTimeline
Merit Financial Group, LLC2,933$331K<0.01%-20913F-HR/ATimeline
Janney Montgomery Scott LLC2,890$326K<0.01%013F-HRTimeline
Lewis Asset Management, LLC2,879$325K0.11%+11413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,835$320K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,765$317K<0.01%+36613F-HRTimelineGroup
PRIVATE TRUST CO NA2,804$317K0.03%+81013F-HRTimeline
BEACON FINANCIAL GROUP2,795$316K0.03%013F-HRTimeline
JFS WEALTH ADVISORS, LLC2,776$314K0.02%+1013F-HRTimeline
SMART Wealth LLC2,746$310K0.07%new13F-HRTimeline
AE Wealth Management LLC2,721$307K<0.01%+2,63813F-HRTimeline
Plancorp, LLC2,646$303K0.01%new13F-HRTimeline
NIXON PEABODY TRUST CO2,653$300K0.02%new13F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC2,627$297K0.19%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,622$296K<0.01%+113F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp2,598$293K0.01%013F-HRTimelineGroup
NWAM LLC2,573$291K0.01%new13F-HRTimeline
Heartwood Wealth Advisors LLC2,533$286K0.02%-613F-HRTimeline
Redhawk Wealth Advisors, Inc.2,493$282K0.03%+1013F-HRTimeline
Newport Capital Group, LLC2,416$273K0.15%-3913F-HRTimeline
Destiny Capital Corp/CO2,411$272K0.13%-4,99913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,370$268K<0.01%-37313F-HRTimeline
Wedmont Private Capital2,315$264K0.01%new13F-HRTimeline
Curran Financial Partners, LLC2,311$261K0.04%-913F-HRTimeline
Y-Intercept (Hong Kong) Ltd2,289$259K0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA2,265$256K<0.01%-75513F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC2,245$254K0.02%-1,08613F-HRTimeline
Rossmore Private Capital2,245$254K0.02%013F-HRTimeline
IFG Advisory, LLC2,232$252K0.01%new13F-HRTimeline
Global Retirement Partners, LLC2,212$250K<0.01%13F-HRTimeline
Collaborative Wealth Managment Inc.2,178$246K0.1%013F-HRTimeline
Cornerstone Wealth, LLC/TN2,143$245K0.12%013F-HRTimeline
LANARK FINANCIAL, INC.2,108$238K0.02%013F-HRTimeline
Midwest Trust Co2,096$237K<0.01%-1,32213F-HRTimeline
KLINGENSTEIN FIELDS & CO LP2,015$228K0.01%013F-HRTimeline
Emerald Investment Advisers, LLCin group EMERALD ADVISERS, LLC1,973$223K0.01%new13F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC1,962$222K<0.01%013F-HRTimelineGroup
Keewaydin Investments LLC1,950$220K0.06%013F-HRTimeline
Front Row Advisors LLC1,963$220K0.06%-30013F-HRTimeline
EASTERN BANK1,938$219K<0.01%013F-HRTimeline
NTV Asset Management LLC1,932$218K0.02%new13F-HRTimeline
BLB&B Advisors, LLC1,920$217K0.01%new13F-HRTimeline
TIAAgroup of 2 filers holding1,918$217K-274Timeline
FSA WEALTH PARTNERS, INC.1,916$216K0.05%new13F-HRTimeline
Chesley Taft & Associates LLC1,900$215K0.01%new13F-HRTimeline
Venturi Wealth Management, LLC1,900$215K0.01%new13F-HRTimeline
HBK Sorce Advisory LLC1,852$214K<0.01%-213F-HRTimeline
Ashton Thomas Private Wealth, LLC1,873$212K<0.01%-23813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK1,870$211K<0.01%new13F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.1,853$209K0.12%+1,26313F-HRTimeline
CWA Asset Management Group, LLC1,799$203K0.01%new13F-HRTimeline
Qube Research & Technologies Ltd1,719$194K<0.01%+1,71813F-HRTimeline
Sachetta, LLC1,711$193K0.09%-7413F-HRTimeline
BARD ASSOCIATES INC1,550$175K0.04%new13F-HRTimeline
AlphaCore Capital LLC1,225$138K<0.01%013F-HRTimeline
Arax Advisory Partners1,175$133K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…1,174$133K0.03%-5713F-HRTimeline
GeoWealth Management, LLC1,134$128K<0.01%new13F-HRTimeline
Piscataqua Savings Bank1,009$114K0.08%-1,12013F-HRTimeline
Cassaday & Co Wealth Management LLC985$111K<0.01%013F-HRTimeline