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Disclosery

RWR SPDR SERIES TRUST

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ST STR DOW REIT (fund)

252 managers (252 13F filers) reported a position in RWR shares at 2025-12-31, 12,206,797 shares in all. 22 filers opened a position and 23 filers sold out during the quarter.

Managers
252
13F filers
252
New
22
Added
81
Reduced
67
Sold out
23
Shares held by filers
12,206,797

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Woodside Wealth Management LLC213$20.9K0.02%013F-HRTimeline
Meramec Financial Planners, LLC200$20.8K0.01%13F-HRTimeline
Costello Asset Management, INC210$20.6K0.01%+313F-HRTimeline
Strategic Advocates LLC205$20.3K0.01%+11013F-HRTimeline
Smithfield Trust Co200$20K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC202$19.9K<0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC200$19.6K<0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC200$19.6K0.01%013F-HRTimeline
Beacon Capital Management, Inc.195$19.2K<0.01%+113F-HRTimeline
BAYBAN191$18.8K0.02%13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.172$16.9K0.05%013F-HRTimeline
Rialto Wealth Management, LLC167$16.4K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC155$15.2K<0.01%013F-HRTimeline
McIlrath & Eck, LLC150$14.7K<0.01%013F-HRTimeline
MOTCO137$13.5K<0.01%013F-HRTimeline
Grove Bank & Trust126$12.4K<0.01%013F-HRTimeline
Larson Financial Group LLC119$11.7K<0.01%-17513F-HRTimeline
MassMutual Private Wealth & Trust, FSB118$11.6K<0.01%013F-HRTimeline
Pflug Koory, LLC117$11.5K0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC115$11.3K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…110$10.8K<0.01%013F-HRTimelineGroup
Aberdeen Wealth Management LLC105$10.3K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC103$10.1K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp99$9.72K<0.01%013F-HRTimelineGroup
Financial Perspectives, Inc90$8.84K<0.01%013F-HRTimeline
Biltmore Family Office, LLC87$8.55K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.87$8.55K0.01%+6413F-HRTimeline
EFG International AGin group EFG International AG84$8.25K<0.01%13F-HRTimelineGroup
EPG Wealth Management LLC83$8.16K<0.01%+113F-HRTimeline
Copia Wealth Management79$7.76K0.01%013F-HRTimeline
Crews Bank & Trust75$7.37K<0.01%013F-HRTimeline
CX Institutional73$7K<0.01%-1,71413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC71$6.97K<0.01%+1713F-HRTimeline
IFP Advisors, Inc65$6.38K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust60$5.89K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.52$5.11K<0.01%-5213F-HRTimeline
Investors Research Corp45$4.42K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC44$4.32K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc32$3.14K<0.01%013F-HRTimeline
Manchester Capital Management LLC30$2.95K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.28$2.75K<0.01%new13F-HRTimeline
RMG Wealth Management LLC25$2.56K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV22$2.16K<0.01%-2213F-HRTimeline
Strategic Wealth Partners, Ltd.20$1.97K<0.01%+1413F-HRTimeline
Quest 10 Wealth Builders, Inc.13$1.28K<0.01%-113F-HRTimeline
Elevated Capital Advisors, LLC11$1.08K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC7$665<0.01%013F-HRTimeline
Arax Advisory Partners3$295<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.2$197<0.01%013F-HRTimeline
NATIXISin group Natixis Investment Managers1$98<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd1$98<0.01%-6,28113F-HRTimeline
Raleigh Capital Management Inc.0$31<0.01%-12913F-HRTimelineAmount filed as zero, left out of ratios.