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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 2025-03-31, 11,342,514 shares in all. 20 filers opened a position and 27 filers sold out during the quarter.

Managers
252
13F filers
252
New
20
Added
71
Reduced
88
Sold out
27
Shares held by filers
11,342,514

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 CORP3,212,122$318M0.05%+53,00013F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,932,655$192M0.04%-595,67813F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO562,767$55.8M<0.01%+526,25213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN508,612$50.4M0.01%+3,30313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…391,618$38.8M0.03%-347,12413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.380,960$37.8M<0.01%+27,88113F-HRTimelineGroup
MASON STREET ADVISORS, LLC320,500$31.8M4.04%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY310,656$30.8M<0.01%-37,97913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/286,107$28.4M<0.01%-11,70813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding277,017$27.5M-22,959Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP235,525$23.3M0.04%-39413F-HRTimelineGroup
UBS Group AGin group UBS Group AG204,961$20.3M<0.01%+3,37113F-HRTimelineGroup
LPL Financial LLC203,715$20.2M0.01%+1,96213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC56,009$13.3M<0.01%-222,20813F-HRTimelineGroup
Christian Investment Advisors, Inc.123,353$12.8M8.87%+2,30813F-HRTimeline
PATTON FUND MANAGEMENT, INC.126,086$12.5M3.03%-4,17513F-HRTimeline
Private Advisor Group, LLC124,433$12.3M0.07%+5,18613F-HRTimeline
Creative Planningin group Creative Planning108,399$10.7M0.01%-1,15713F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd102,018$10.1M0.22%+33,95613F-HRTimelineGroup
Frederick Financial Consultants, LLC89,476$8.87M6.4%+73,35813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC76,006$7.53M<0.01%-7,30113F-HR/ATimelineGroup
Geneos Wealth Management Inc.74,676$7.4M0.11%+49,70413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS69,820$6.92M0.01%-33513F-HRTimelineGroup
DT Investment Partners, LLC61,579$6.1M0.59%-1,56013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC59,403$5.89M0.01%+59213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…51,296$5.08M0.1%-3,89713F-HRTimelineGroup
Clearstead Advisors, LLC45,955$4.56M0.07%+92313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC43,891$4.35M0.15%+5613F-HRTimeline
MML INVESTORS SERVICES, LLC43,306$4.29M0.01%-29,30913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,726$3.94M<0.01%+6,81913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV39,090$3.87M0.01%+9,40813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC38,253$3.79M<0.01%-12,32313F-HRTimelineGroup
Falcon Wealth Planning35,948$3.56M0.4%-4,78213F-HRTimeline
REBALANCE, LLC35,051$3.47M0.26%+13613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,401$3.21M0.01%-4,70113F-HRTimelineGroup
STRATEGIC INVESTMENT MANAGEMENT, LLC30,445$3.02M1.21%013F-HRTimeline
SMITH, MOORE & CO.28,502$2.83M0.26%+12813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,921$2.67M<0.01%+23413F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…25,643$2.54M<0.01%-1,18113F-HRTimelineGroup
Adams Wealth Management25,437$2.52M0.49%-24,00513F-HRTimeline
CacheTech Inc.25,437$2.52M0.49%-24,00513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC24,123$2.39M0.01%-26113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC23,124$2.29M0.01%-3,73413F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC21,915$2.17M0.17%-74713F-HRTimeline
American Financial Advisors, LLC19,668$1.95M0.28%-50113F-HRTimeline
Wealthspire Retirement, LLC19,227$1.91M0.15%new13F-HRTimeline
CITY HOLDING CO18,670$1.85M0.26%+79513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/18,469$1.83M<0.01%-12,58113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC18,211$1.81M<0.01%+83913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding18,134$1.8M-921Timeline
Smallwood Wealth Investment Management,…17,905$1.77M1.12%+41113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …17,172$1.7M0.05%+6,66613F-HRTimelineGroup
SBI Securities Co., Ltd.16,766$1.66M0.06%+1,12213F-HRTimeline
Omega Financial Group, LLC15,859$1.57M0.6%+9413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp14,750$1.46M0.01%013F-HRTimelineGroup
MOLLER WEALTH PARTNERS14,194$1.41M0.35%-1013F-HRTimeline
Avion Wealth13,964$1.38M0.35%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,384$1.33M<0.01%-3,48413F-HRTimelineGroup
HighTower Advisors, LLC12,695$1.26M<0.01%+2,32713F-HRTimeline
Snowden Capital Advisors LLC12,273$1.22M0.04%-2,28713F-HRTimeline
Atlas Brown,Inc.12,169$1.21M0.42%+513F-HRTimeline
DAVIDSON TRUST CO11,999$1.19M0.57%013F-HRTimeline
Destiny Capital Corp/CO11,678$1.16M0.79%-51913F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC10,887$1.08M0.06%-1,65513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,701$1.06M<0.01%-35,89213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC10,655$1.06M<0.01%+31813F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC10,232$1.01M0.01%-15213F-HR/ATimelineGroup
Valmark Advisers, Inc.10,166$1.01M0.02%-33213F-HRTimeline
Qube Research & Technologies Ltd9,749$966K<0.01%+39913F-HRTimeline
Cetera Investment Advisers9,627$954K<0.01%+53713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,491$941K0.01%-1,48813F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC9,048$897K<0.01%-30013F-HRTimelineGroup
Gibson Capital, LLC8,995$892K0.19%013F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\8,781$870K<0.01%-68513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP8,690$861K<0.01%+813F-HRTimelineGroup
COMERICA BANK8,561$849K<0.01%-6213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth8,515$844K<0.01%-32413F-HR/ATimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA7,812$774K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…7,608$754K<0.01%-3,00213F-HRTimeline
NewEdge Advisors, LLC7,377$731K<0.01%-1,39913F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.6,864$680K0.63%+3113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.6,786$673K<0.01%new13F-HRTimelineGroup
SYNOVUS FINANCIAL CORP6,709$665K0.01%-28613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC6,500$644K<0.01%+2,40013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,429$637K<0.01%013F-HRTimelineGroup
Key Financial Inc6,384$633K0.14%+15413F-HRTimeline
Clientfirst Wealth Management, LLC6,252$620K0.7%013F-HRTimeline
Merit Financial Group, LLC6,159$611K0.01%+1,97613F-HRTimeline
Lion Street Advisors, LLC6,103$605K0.19%+2,00113F-HRTimeline
Financial Advocates Investment Manageme…6,015$596K0.04%+413F-HRTimeline
AWM CAPITAL, LLC5,970$592K0.07%013F-HRTimeline
HRT FINANCIAL LP5,835$578K<0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,788$574K<0.01%-58713F-HRTimeline
Kohmann Bosshard Financial Services, LLC5,727$568K0.07%-2813F-HRTimeline
Strategic Financial Partners, Ltd.5,590$554K0.29%+7713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,571$552K0.13%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,921$511K<0.01%+613F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC5,070$503K0.02%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,873$483K0.03%new13F-HR/ATimelineGroup
Urban Financial Advisory Corp4,844$480K0.27%+3013F-HRTimeline
GREENLEAF TRUST4,827$478K<0.01%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC4,806$476K0.04%-12613F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,720$468K0.01%-8413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,714$467K0.02%+29013F-HRTimelineGroup
IFP Advisors, Inc4,635$459K0.01%+71013F-HRTimeline
Florida Trust Wealth Management Co4,605$456K0.01%+12513F-HRTimeline
FINANCIAL COUNSELORS INC4,552$451K0.01%-1,01013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC4,500$446K0.18%013F-HRTimeline
Trilogy Capital Inc.4,474$443K0.02%-17,92113F-HRTimeline
ARK & TLK INVESTMENTS, LLC4,472$443K0.16%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,448$441K<0.01%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,414$438K<0.01%-26713F-HRTimelineGroup
OneDigital Investment Advisors LLC4,378$434K0.01%+1513F-HRTimeline
BluePointe Capital Management, LLC4,360$432K0.16%+1,24913F-HRTimeline
HBK Sorce Advisory LLC4,247$421K0.01%-20513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,112$408K<0.01%+11513F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP4,032$400K0.01%013F-HRTimelineGroup
New Hampshire Trust3,864$383K0.09%-29313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC3,773$374K0.05%-2413F-HRTimeline
Austin Private Wealth, LLC3,699$367K0.03%+1,21713F-HRTimeline
SCS Capital Management LLC3,690$366K<0.01%new13F-HR/ATimeline
FIRST AMERICAN TRUST, FSB3,577$355K0.03%-1,19813F-HRTimeline
FMR LLCin group FMR LLC3,398$337K<0.01%-37213F-HRTimelineGroup
Chicago Partners Investment Group LLC3,462$335K0.01%+2113F-HRTimeline
JFS WEALTH ADVISORS, LLC3,360$333K0.02%+713F-HRTimeline
Tempus Wealth Planning, LLC3,319$329K0.1%+213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,149$312K0.01%+1,36013F-HRTimeline
Janney Montgomery Scott LLC3,143$312K<0.01%-1613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\3,066$304K<0.01%-13413F-HRTimelineGroup
ASPIRIANT, LLC3,035$301K0.01%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,994$297K<0.01%013F-HRTimelineGroup
Wealthspire Advisors, LLC2,983$296K<0.01%013F-HRTimeline
Redhawk Wealth Advisors, Inc.2,946$292K0.04%-58,96813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,927$290K<0.01%-71,02713F-HRTimelineGroup
BEACON FINANCIAL GROUP2,902$288K0.03%-22913F-HRTimeline
Lee Financial Co2,727$270K0.04%-55313F-HRTimeline
Newport Capital Group, LLC2,689$267K0.19%-613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,648$262K<0.01%new13F-HRTimelineGroup
Front Row Advisors LLC2,644$262K0.1%-10013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,643$262K<0.01%-2413F-HRTimelineGroup
Heartwood Wealth Advisors LLC2,613$259K0.03%-1113F-HRTimeline
F/m Investments LLC2,611$259K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,598$258K0.01%013F-HRTimelineGroup
NTV Asset Management LLC2,585$256K0.03%013F-HRTimeline
Ashton Thomas Private Wealth, LLC2,395$237K0.01%-7413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,389$237K<0.01%-1,54013F-HRTimelineGroup
IFG Advisory, LLC2,365$234K0.01%-16213F-HRTimeline
Curran Financial Partners, LLC2,348$233K0.06%-18313F-HRTimeline
Rossmore Private Capital2,245$223K0.03%013F-HRTimeline
EASTERN BANK2,225$221K<0.01%013F-HRTimeline
Collaborative Wealth Managment Inc.2,188$217K0.1%013F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV2,136$212K0.07%-39313F-HRTimeline
LANARK FINANCIAL, INC.2,138$211K0.02%+2,13613F-HRTimeline
Eagle Strategies LLC2,119$210K0.04%-20913F-HRTimeline
BLB&B Advisors, LLC2,072$205K0.01%013F-HRTimeline
FLOW TRADERS U.S. LLC2,067$205K0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC2,062$204K<0.01%-8213F-HRTimeline
TWO SIGMA SECURITIES, LLC2,052$203K0.03%new13F-HRTimeline
CWA Asset Management Group, LLC2,051$203K0.01%new13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,043$202K<0.01%-8413F-HRTimelineGroup
Bristlecone Advisors, LLC1,762$175K0.01%013F-HRTimeline
Sachetta, LLC1,729$171K0.07%-8713F-HRTimeline
PRIVATE TRUST CO NA1,723$171K0.02%+30013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,685$167K<0.01%+75513F-HRTimelineGroup
MAI Capital Management1,669$165K<0.01%+22013F-HRTimeline
First PREMIER Bank1,666$165K0.04%013F-HRTimeline
Strengthening Families & Communities, L…1,654$164K0.1%+1013F-HRTimeline
Aptus Capital Advisors, LLC1,540$153K<0.01%013F-HRTimeline
SVB WEALTH LLC1,293$128K0.01%new13F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,230$122K-2,274Timeline
AlphaCore Capital LLC1,225$121K0.01%new13F-HRTimeline
MTM Investment Management, LLC1,192$118K0.05%-10013F-HRTimeline
Steward Partners Investment Advisory, L…1,140$113K<0.01%+69613F-HRTimeline
CWM, LLCin group CWM, LLC1,076$107K<0.01%+1,00013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC1,032$102K<0.01%+4113F-HRTimeline
IAG Wealth Partners, LLC875$86.7K0.01%+66813F-HRTimeline
HHM Wealth Advisors, LLC825$81.8K0.01%013F-HRTimeline
Coston, McIsaac & Partners813$80K0.02%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC800$79.3K0.02%013F-HRTimeline
Wayfinding Financial, LLC798$79K0.03%new13F-HRTimeline
Medallion Wealth Advisors, LLC790$78.3K0.04%+6713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC725$71.9K<0.01%013F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.724$71.8K0.05%-29613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP729$71.7K<0.01%+21113F-HR/ATimelineGroup
Vermillion Wealth Management, Inc.619$61.4K0.02%+213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC601$59.6K0.01%013F-HRTimeline
Laurel Wealth Advisors LLC467$46.3K0.01%013F-HRTimeline
Parallel Advisors, LLC467$46.3K<0.01%new13F-HRTimeline
Caldwell Trust Co450$44.6K<0.01%+30013F-HRTimeline
Gen-Wealth Partners Inc445$44.1K0.02%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.430$42.6K0.01%013F-HRTimeline
LGT Financial Advisors LLC425$42.1K0.13%+32413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC358$35.5K<0.01%013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…345$34.2K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL330$32.7K<0.01%+513F-HRTimeline
Redwood Park Advisors LLC300$29.7K0.02%013F-HRTimeline
BOKF, NAin group BOKF, NA260$25.8K<0.01%-1,69913F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management252$25K<0.01%013F-HRTimelineGroup
Synergy Investment Management, LLC243$24.1K0.01%-4813F-HRTimeline
CoreCap Advisors, LLC240$23.8K<0.01%013F-HRTimeline