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Disclosery

RWR SPDR SERIES TRUST

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ST STR DOW REIT (fund)

258 managers (261 13F filers) reported a position in RWR shares at 2024-12-31, 12,457,644 shares in all. 23 filers opened a position and 26 filers sold out during the quarter.

Managers
258
13F filers
261
New
23
Added
81
Reduced
63
Sold out
26
Shares held by filers
12,457,644

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Redwood Park Advisors LLC300$29.7K0.03%13F-HRTimeline
Synergy Investment Management, LLC291$28.7K0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…261$25.8K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC256$25.3K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management252$24.9K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC240$23.7K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC207$20.5K<0.01%013F-HRTimeline
Headlands Technologies LLC200$19.8K<0.01%new13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC200$19.8K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.172$17K0.09%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.165$16.5K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC155$15.3K<0.01%013F-HRTimeline
McIlrath & Eck, LLC150$14.8K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC150$14.8K<0.01%13F-HRTimeline
Caldwell Trust Co150$14.8K<0.01%013F-HRTimeline
MOTCO137$13.5K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.133$13.1K0.01%+1713F-HRTimeline
Grove Bank & Trust126$12.5K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB118$11.7K<0.01%013F-HRTimeline
Pflug Koory, LLC117$11.6K0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC115$11.4K<0.01%013F-HRTimeline
Larson Financial Group LLC114$11.3K<0.01%+113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…110$10.9K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC108$10.7K<0.01%+7413F-HRTimeline
Aberdeen Wealth Management LLC105$10.4K0.01%013F-HRTimeline
Kiely Wealth Advisory Group, Inc.100$10.1K0.01%013F-HRTimeline
LGT Financial Advisors LLC101$9.98K0.02%+213F-HRTimeline
Sandy Spring Bank99$9.79K<0.01%013F-HRTimeline
Financial Perspectives, Inc90$8.9K<0.01%013F-HRTimeline
Avior Wealth Management, LLC85$8.48K<0.01%+113F-HRTimeline
CWM, LLCin group CWM, LLC76$8K<0.01%+2913F-HRTimelineGroup
EPG Wealth Management LLC80$7.91K<0.01%013F-HRTimeline
Copia Wealth Management79$7.81K0.01%13F-HRTimeline
MATHER GROUP, LLC.78$7.71K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC77$7.6K<0.01%+7413F-HRTimeline
Crews Bank & Trust75$7.42K<0.01%13F-HRTimeline
Allworth Financial LP70$6.91K<0.01%+713F-HRTimeline
FSA Wealth Management LLC64$6.33K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust60$5.93K<0.01%013F-HRTimeline
Investors Research Corp44$4.35K<0.01%+313F-HRTimeline
WOLFF WIESE MAGANA LLC44$4.35K<0.01%013F-HRTimeline
REAP Financial Group, LLC40$3.93K<0.01%-1713F-HRTimeline
Glass Jacobson Investment Advisors llc32$3.16K<0.01%+213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
O'SHAUGHNESSY ASSET MANAGEMENT, LLC31$3.06K<0.01%013F-HRTimeline
Manchester Capital Management LLC30$2.97K<0.01%013F-HRTimeline
Mainstream Capital Management LLC26$2.57K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV16$1.58K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC14$1.38K<0.01%13F-HRTimeline
Quest 10 Wealth Builders, Inc.13$1.28K<0.01%13F-HRTimeline
High Note Wealth, LLC10$989<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC8$754<0.01%+213F-HRTimeline
Mascoma Wealth Management LLC5$494<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3$297<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.2$2110.02%-23613F-HRTimeline
DHJJ Financial Advisors, Ltd.2$198<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2$198<0.01%013F-HRTimeline
NATIXISin group Natixis Investment Managers1$99<0.01%013F-HRTimelineGroup
Global Financial Private Client, LLC1$99<0.01%013F-HRTimeline