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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
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,159,122$312M0.04%+290,37013F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co2,528,333$250M0.05%+567,56013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…738,742$73M0.06%-8,58113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN505,309$50M0.01%-7,14213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.353,079$34.9M<0.01%+55,17713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY348,635$34.5M<0.01%-582,22413F-HR/ATimelineGroup
MASON STREET ADVISORS, LLC320,500$31.7M4.1%-17,00013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding299,976$29.7M+24,821Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/297,815$29.4M<0.01%-55513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC278,217$26.6M0.01%+41,49713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP235,919$23.3M0.04%+9,41713F-HRTimelineGroup
LPL Financial LLC201,753$19.9M0.01%-27,95213F-HRTimeline
UBS Group AGin group UBS Group AG201,590$19.9M<0.01%+5,85813F-HRTimelineGroup
PATTON FUND MANAGEMENT, INC.130,261$12.9M2.52%-3,50613F-HRTimeline
Christian Investment Advisors, Inc.121,045$12M8.65%13F-HRTimeline
Private Advisor Group, LLC119,247$11.8M0.07%+2,06613F-HRTimeline
Piedmont Capital Management, LLC111,512$10.9M6.58%+89513F-HRTimeline
Creative Planningin group Creative Planning109,556$10.8M0.01%+8,85413F-HRTimelineGroup
New Harbor Financial Group, LLC106,832$10.6M3.15%new13F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC106,832$10.6M3.15%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC83,307$8.24M<0.01%+68013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.73,954$7.31M0.1%-6,21913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC72,615$7.18M0.02%+2,61513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS70,155$6.94M0.01%-100,83813F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd68,062$6.73M0.13%new13F-HRTimelineGroup
DT Investment Partners, LLC63,139$6.24M0.53%+5,16613F-HRTimeline
Redhawk Wealth Advisors, Inc.61,914$6.12M0.83%+2,15613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC58,811$5.81M0.01%+9,94213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…55,193$5.46M0.11%+61913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC50,576$5M<0.01%13F-HR/ATimelineGroup
Adams Wealth Management49,442$4.89M0.93%+14,04213F-HRTimeline
CacheTech Inc.49,442$4.89M0.92%+14,04213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…46,593$4.61M0.01%+24,75313F-HRTimelineGroup
Clearstead Advisors, LLC45,032$4.45M0.07%-37713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC43,835$4.33M0.14%+2,19113F-HRTimeline
Falcon Wealth Planning40,730$4.03M0.45%-2013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,102$3.67M0.01%-5,86113F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO36,515$3.61M<0.01%-86313F-HRTimelineGroup
REBALANCE, LLC34,915$3.45M0.26%+32913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,907$3.25M<0.01%+8,58113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/31,050$3.07M<0.01%+15,27613F-HRTimelineGroup
STRATEGIC INVESTMENT MANAGEMENT, LLC30,445$3.01M1.04%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV29,682$2.93M0.01%+38713F-HRTimeline
SMITH, MOORE & CO.28,374$2.81M0.26%+2813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC26,858$2.66M0.01%-21013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…26,824$2.65M<0.01%-62313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,687$2.64M<0.01%-5713F-HRTimelineGroup
Geneos Wealth Management Inc.24,972$2.47M0.09%+84513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC24,384$2.41M0.01%-59213F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC22,662$2.24M0.18%-1,35513F-HRTimeline
Trilogy Capital Inc.22,395$2.21M0.11%+3513F-HRTimeline
American Financial Advisors, LLC20,169$1.99M0.28%-1,38913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding19,055$1.88M+423Timeline
CITY HOLDING CO17,875$1.77M0.25%013F-HRTimeline
Smallwood Wealth Investment Management,…17,494$1.73M1.19%+6,32913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC17,372$1.72M<0.01%+68613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp16,868$1.67M<0.01%+2,17713F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.16,303$1.61M0.01%new13F-HRTimeline
Frederick Financial Consultants, LLC16,118$1.59M1.27%13F-HRTimeline
Omega Financial Group, LLC15,765$1.56M0.59%-96613F-HRTimeline
SBI Securities Co., Ltd.15,644$1.55M0.05%13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp14,750$1.46M<0.01%013F-HRTimelineGroup
Snowden Capital Advisors LLC14,560$1.44M0.04%+19413F-HRTimeline
MOLLER WEALTH PARTNERS14,204$1.4M0.37%013F-HRTimeline
Avion Wealth13,964$1.38M0.35%-98513F-HRTimeline
GREAT LAKES ADVISORS, LLC13,363$1.32M0.01%-1,02513F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC12,542$1.24M0.07%-79113F-HRTimeline
Destiny Capital Corp/CO12,197$1.21M0.73%-17913F-HRTimeline
Atlas Brown,Inc.12,164$1.2M0.41%-29013F-HRTimeline
DAVIDSON TRUST CO11,999$1.19M0.61%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,979$1.08M0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…10,610$1.05M<0.01%+1,26513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,506$1.04M0.03%+6,94413F-HRTimelineGroup
Valmark Advisers, Inc.10,498$1.04M0.02%+54813F-HRTimeline
Bray Capital Advisors10,466$1.03M0.28%-11013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC10,384$1.03M0.01%-26813F-HRTimelineGroup
HighTower Advisors, LLC10,368$1.03M<0.01%+40713F-HRTimeline
Mariner, LLCin group Mariner, LLC10,337$1.02M<0.01%+50413F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED9,781$957K0.09%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,466$936K<0.01%+28513F-HRTimelineGroup
Qube Research & Technologies Ltd9,350$924K<0.01%-3,93413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,348$924K<0.01%+27213F-HRTimelineGroup
Cetera Investment Advisers9,090$899K<0.01%+3413F-HRTimeline
Gibson Capital, LLC8,995$889K0.18%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth8,839$874K<0.01%+3,69113F-HR/ATimelineGroup
NewEdge Advisors, LLC8,776$868K0.01%+3713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,682$858K<0.01%+19313F-HRTimelineGroup
COMERICA BANK8,623$853K<0.01%-17213F-HR/ATimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA7,812$772K<0.01%013F-HRTimelineGroup
SYNOVUS FINANCIAL CORP6,995$692K0.01%-7,51513F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.6,833$675K0.61%+7313F-HRTimeline
Canal Capital Management, LLC6,605$653K0.11%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,429$636K<0.01%+113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,375$630K<0.01%+88213F-HR/ATimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.6,334$626K<0.01%+6,21913F-HRTimelineGroup
Clientfirst Wealth Management, LLC6,252$618K0.63%13F-HRTimeline
Key Financial Inc6,230$616K0.14%013F-HRTimeline
Financial Advocates Investment Manageme…6,011$594K0.03%new13F-HRTimeline
AWM CAPITAL, LLC5,970$590K0.07%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,915$576K<0.01%-1013F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC5,755$569K0.07%-36013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,571$551K0.13%013F-HRTimeline
FINANCIAL COUNSELORS INC5,562$550K0.01%+2,47413F-HRTimeline
Strategic Financial Partners, Ltd.5,513$545K0.28%-213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC5,070$501K0.02%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC4,932$488K0.04%+313F-HRTimeline
GREENLEAF TRUST4,827$477K<0.01%013F-HRTimeline
Urban Financial Advisory Corp4,814$476K0.26%+6913F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,804$475K0.01%+8113F-HRTimeline
FIRST AMERICAN TRUST, FSB4,775$472K0.05%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,681$463K<0.01%-20713F-HRTimelineGroup
TRANSATLANTIQUE PRIVATE WEALTH LLC4,500$445K0.17%013F-HR/ATimeline
Florida Trust Wealth Management Co4,480$443K0.01%-60013F-HRTimeline
ARK & TLK INVESTMENTS, LLC4,472$442K0.15%013F-HRTimeline
HBK Sorce Advisory LLC4,452$440K0.01%-43613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,448$440K<0.01%-81913F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,424$437K0.02%+21313F-HRTimelineGroup
OneDigital Investment Advisors LLC4,363$431K0.01%013F-HRTimeline
Merit Financial Group, LLC4,183$414K0.01%-4413F-HRTimeline
New Hampshire Trust4,157$411K0.09%new13F-HRTimeline
Lion Street Advisors, LLC4,102$406K0.13%-1,59813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC4,100$405K<0.01%-8,80013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP4,032$399K0.01%013F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,997$395K<0.01%+4113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,929$388K<0.01%-25,83613F-HRTimelineGroup
IFP Advisors, Inc3,925$388K0.01%+11513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC3,797$375K0.05%-1313F-HRTimeline
FMR LLCin group FMR LLC3,770$373K<0.01%+1,86013F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding3,504$346K+2,760Timeline
RTD Financial Advisors, Inc.3,406$337K0.04%-7,35113F-HRTimeline
Chicago Partners Investment Group LLC3,441$335K0.01%+4913F-HRTimeline
JFS WEALTH ADVISORS, LLC3,353$331K0.02%+1613F-HRTimeline
Tempus Wealth Planning, LLC3,317$328K0.1%-2413F-HRTimeline
Lee Financial Co3,280$324K0.05%+33913F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\3,200$316K<0.01%013F-HR/ATimelineGroup
Janney Montgomery Scott LLC3,159$312K<0.01%013F-HRTimeline
BEACON FINANCIAL GROUP3,131$310K0.03%013F-HRTimeline
BluePointe Capital Management, LLC3,111$308K0.18%013F-HRTimeline
Integrated Advisors Network LLC3,047$301K0.01%+113F-HRTimeline
ASPIRIANT, LLC3,035$300K0.01%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,994$296K<0.01%013F-HRTimelineGroup
Wealthspire Advisors, LLC2,983$295K<0.01%+4613F-HRTimeline
Front Row Advisors LLC2,744$271K0.09%-18013F-HRTimeline
Newport Capital Group, LLC2,695$267K0.2%+613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,667$264K<0.01%+46013F-HRTimelineGroup
Heartwood Wealth Advisors LLC2,624$259K0.03%013F-HRTimeline
F/m Investments LLC2,611$258K0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,598$257K0.02%013F-HRTimelineGroup
NTV Asset Management LLC2,585$256K0.03%-2,45013F-HRTimeline
Compass Ion Advisors, LLC2,570$254K0.03%+313F-HRTimeline
Curran Financial Partners, LLC2,531$250K0.07%+1613F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV2,529$250K0.08%+413F-HRTimeline
IFG Advisory, LLC2,527$250K0.01%new13F-HRTimeline
Bensler, LLC2,504$248K0.03%-20113F-HRTimeline
Austin Private Wealth, LLC2,482$245K0.02%+2913F-HRTimeline
Ashton Thomas Private Wealth, LLC2,469$244K0.01%013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…2,400$237K<0.01%013F-HRTimelineGroup
Eagle Strategies LLC2,328$230K0.04%-38813F-HRTimeline
Marcum Wealth, LLC2,252$223K0.02%new13F-HRTimeline
Rossmore Private Capital2,245$222K0.03%013F-HRTimeline
EASTERN BANK2,225$220K<0.01%013F-HRTimeline
Collaborative Wealth Managment Inc.2,188$216K0.1%013F-HRTimeline
Integrated Wealth Concepts LLC2,144$212K<0.01%-1,48013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,127$210K<0.01%-8713F-HRTimelineGroup
FSA WEALTH PARTNERS, INC.2,080$206K0.05%-7713F-HRTimeline
BLB&B Advisors, LLC2,072$205K0.01%013F-HRTimeline
Venturi Wealth Management, LLC1,900$188K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,959$186K<0.01%-14013F-HRTimelineGroup
Sachetta, LLC1,816$180K0.07%-7113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,789$177K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC1,762$174K0.01%013F-HRTimeline
First PREMIER Bank1,666$165K0.04%013F-HRTimeline
Strengthening Families & Communities, L…1,644$162K0.09%+2413F-HRTimeline
Aptus Capital Advisors, LLC1,540$152K<0.01%013F-HRTimeline
MAI Capital Management1,449$143K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,423$141K0.01%-1813F-HRTimeline
MTM Investment Management, LLC1,292$128K0.05%013F-HRTimeline
Global Retirement Partners, LLC1,134$112K<0.01%+17713F-HRTimeline
Bellwether Advisors, LLC1,109$110K0.02%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,020$99.8K0.07%-5613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC991$98K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC930$92K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC825$81.6K0.01%013F-HRTimeline
Coston, McIsaac & Partners813$80K0.02%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC800$79.1K0.02%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC725$71.7K<0.01%-55313F-HRTimelineGroup
Medallion Wealth Advisors, LLC723$71.6K0.04%13F-HRTimeline
Vermillion Wealth Management, Inc.617$61K0.03%13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC601$59.4K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.577$57.1K<0.01%-12413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP518$51.2K<0.01%+34713F-HRTimelineGroup
Laurel Wealth Advisors LLC467$46.2K0.01%-10013F-HRTimeline
Gen-Wealth Partners Inc445$44K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…444$43.9K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.430$42.5K0.01%013F-HRTimeline
AE Wealth Management LLC371$36.6K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC358$35.4K<0.01%013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…345$34.1K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…341$33.7K<0.01%-113F-HRTimeline
BLAIR WILLIAM & CO/IL325$32.1K<0.01%-37413F-HRTimeline