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Disclosery

RWR SPDR SERIES TRUST

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ST STR DOW REIT (fund)

254 managers (255 13F filers) reported a position in RWR shares at 2025-06-30, 12,379,692 shares in all. 30 filers opened a position and 29 filers sold out during the quarter.

Managers
254
13F filers
255
New
30
Added
73
Reduced
72
Sold out
29
Shares held by filers
12,379,692

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 CORP2,881,763$278M0.04%-330,35913F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,987,301$192M0.03%+54,64613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO679,746$65.6M<0.01%+116,97913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding573,115$55.3M+296,098Timeline
LPL Financial LLC487,668$47M0.02%+283,95313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN467,361$45.1M0.01%-41,25113F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP412,142$39.7M<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…386,108$37.2M0.03%-5,51013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY346,690$33.4M<0.01%+36,03413F-HRTimelineGroup
MASON STREET ADVISORS, LLC320,500$30.9M3.62%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/279,142$26.9M<0.01%-6,96513F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC229,596$22.1M0.02%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG226,705$21.9M<0.01%+21,74413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP225,363$21.7M0.03%-10,16213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC195,149$18.8M0.04%+172,02513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.158,201$15.3M<0.01%-222,75913F-HRTimelineGroup
Private Advisor Group, LLC126,908$12.2M0.07%+2,47513F-HRTimeline
PATTON FUND MANAGEMENT, INC.122,434$11.8M2.59%-3,65213F-HRTimeline
Creative Planningin group Creative Planning102,979$9.93M0.01%-5,42013F-HRTimelineGroup
Frederick Financial Consultants, LLC97,616$9.41M5.85%+8,14013F-HRTimeline
Clearstead Advisors, LLC83,619$8.06M0.11%+37,66413F-HRTimeline
DT Investment Partners, LLC64,577$6.23M0.56%+2,99813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC64,468$6.22M<0.01%-11,53813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC60,088$5.79M0.01%+68513F-HRTimeline
Geneos Wealth Management Inc.54,568$5.26M0.13%-20,10813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA49,327$4.76M<0.01%+22,40613F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC49,282$4.75M<0.01%-6,72713F-HRTimelineGroup
Austin Private Wealth, LLC49,077$4.73M0.37%+45,37813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…48,015$4.63M0.07%-3,28113F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC45,930$4.43M0.13%+2,03913F-HRTimeline
MML INVESTORS SERVICES, LLC45,696$4.41M0.01%+2,39013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS44,998$4.34M<0.01%-24,82213F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC43,370$4.18M0.04%+33,87913F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …42,086$4.06M0.09%+24,91413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC37,812$3.65M<0.01%-44113F-HRTimelineGroup
NewEdge Advisors, LLC36,962$3.56M0.02%+29,58513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,215$3.31M0.01%+1,81413F-HR/ATimelineGroup
Aspire Private Capital, LLC32,467$3.13M0.73%new13F-HRTimeline
Falcon Wealth Planning32,117$3.1M0.31%-3,83113F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.29,170$2.81M1.21%new13F-HRTimeline
SMITH, MOORE & CO.28,529$2.75M0.23%+2713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV27,872$2.69M0.01%-11,21813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…25,362$2.45M<0.01%-28113F-HRTimelineGroup
Cetera Investment Advisers25,354$2.45M<0.01%+15,72713F-HRTimeline
HighTower Advisors, LLC24,848$2.4M<0.01%+12,15313F-HRTimeline
Wealthspire Retirement, LLC24,816$2.39M0.16%+5,58913F-HRTimeline
Adams Wealth Management24,599$2.37M0.45%-83813F-HRTimeline
CacheTech Inc.24,599$2.37M0.44%-83813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC23,038$2.22M0.01%-1,08513F-HRTimelineGroup
REBALANCE, LLC22,467$2.17M0.15%-12,58413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC21,013$2.03M0.15%-90213F-HRTimeline
Signal Advisors Wealth, LLC20,471$1.97M0.15%new13F-HRTimeline
American Financial Advisors, LLC19,389$1.87M0.26%-27913F-HRTimeline
CITY HOLDING CO18,630$1.8M0.24%-4013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/18,302$1.77M<0.01%-16713F-HRTimelineGroup
Smallwood Wealth Investment Management,…18,219$1.76M1%+31413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC18,159$1.75M<0.01%-5213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,147$1.75M0.01%+1313F-HRTimelineGroup
Qube Research & Technologies Ltd17,713$1.71M<0.01%+7,96413F-HRTimeline
Raleigh Capital Management Inc.17,588$1.7M0.71%+17,58813F-HRTimeline
SBI Securities Co., Ltd.17,323$1.67M0.05%+55713F-HRTimeline
Omega Financial Group, LLC16,001$1.54M0.56%+14213F-HRTimeline
HARBOUR INVESTMENTS, INC.15,574$1.5M0.04%+15,43713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp14,750$1.42M<0.01%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp14,511$1.4M<0.01%+1,12713F-HRTimelineGroup
MOLLER WEALTH PARTNERS14,078$1.36M0.3%-11613F-HRTimeline
Cambridge Investment Research Advisors,…12,909$1.25M<0.01%+5,30113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,830$1.24M<0.01%+2,12913F-HRTimelineGroup
Snowden Capital Advisors LLC12,155$1.17M0.03%-11813F-HRTimeline
Atlas Brown,Inc.12,145$1.17M0.38%-2413F-HRTimeline
DAVIDSON TRUST CO11,999$1.16M0.53%013F-HRTimeline
Mariner, LLCin group Mariner, LLC11,992$1.16M<0.01%+1,33713F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,408$1.1M0.03%new13F-HRTimelineGroup
Destiny Capital Corp/CO11,359$1.1M0.66%-31913F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC10,887$1.05M0.06%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,790$1.04M0.01%+4,36113F-HRTimelineGroup
Avion Wealth10,652$1.03M0.23%-3,31213F-HR/ATimeline
Savant Capital, LLCin group Savant Capital, LLC10,567$1.02M0.01%+33513F-HR/ATimelineGroup
AE Wealth Management LLC10,454$1.01M0.01%+10,22113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,163$980K0.03%new13F-HRTimelineGroup
Valmark Advisers, Inc.9,480$914K0.01%-68613F-HRTimeline
FLOW TRADERS U.S. LLC9,455$912K0.03%+7,38813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,048$873K<0.01%013F-HRTimelineGroup
Gibson Capital, LLC8,995$867K0.17%013F-HRTimeline
Sanctuary Advisors, LLC8,795$848K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,781$847K<0.01%013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP8,641$833K<0.01%-4913F-HR/ATimelineGroup
COMERICA BANK8,616$831K<0.01%+5513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth8,575$827K<0.01%+6013F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.8,142$790K0.53%+7,41813F-HRTimeline
Glenmede Investment Management, LP7,812$753K<0.01%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,794$752K0.02%new13F-HRTimeline
SYNOVUS FINANCIAL CORP6,835$660K0.01%+12613F-HRTimeline
NOVUS ADVISORS, LLC6,720$648K0.99%new13F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.6,639$640K0.55%-22513F-HRTimeline
Balefire, LLC6,592$636K0.14%new13F-HRTimeline
GeoWealth Management, LLC6,332$611K0.02%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,239$609K<0.01%+45113F-HRTimeline
Clientfirst Wealth Management, LLC6,252$603K0.62%013F-HRTimeline
Key Financial Inc6,230$601K0.12%-15413F-HRTimeline
Lion Street Advisors, LLC6,103$589K0.18%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC5,727$552K0.06%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,656$545K<0.01%+1,24213F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC5,648$545K0.02%new13F-HRTimelineGroup
Strategic Financial Partners, Ltd.5,563$537K0.25%-2713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,446$525K0.12%-12513F-HRTimeline
AWM CAPITAL, LLC5,348$516K0.05%-62213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,982$480K<0.01%-93913F-HRTimelineGroup
International Private Wealth Advisors L…4,872$470K0.4%new13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC4,859$469K0.03%+5313F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.4,756$459K0.62%new13F-HRTimeline
Urban Financial Advisory Corp4,692$452K0.23%-15213F-HRTimeline
Florida Trust Wealth Management Co4,605$444K0.01%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,574$441K0.01%-14613F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC4,500$434K0.16%013F-HRTimeline
ARK & TLK INVESTMENTS, LLC4,472$431K0.14%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,425$427K0.02%-64513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,386$423K0.02%-32813F-HRTimelineGroup
OneDigital Investment Advisors LLC4,363$421K<0.01%-1513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,346$419K<0.01%-10213F-HRTimelineGroup
GREENLEAF TRUST4,087$394K<0.01%-74013F-HRTimeline
Outlook Wealth Advisors, LLC4,044$390K0.1%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,040$390K<0.01%-7213F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP4,032$389K0.01%013F-HRTimelineGroup
Midwest Trust Co3,999$386K0.01%13F-HRTimeline
Merit Financial Group, LLC3,956$381K<0.01%-2,20313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC3,775$364K0.05%+213F-HRTimeline
HBK Sorce Advisory LLC3,766$363K0.01%-48113F-HRTimeline
SCS Capital Management LLC3,690$356K<0.01%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,679$355K<0.01%-3,10713F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC3,645$352K0.01%+49613F-HRTimeline
Balboa Wealth Partners3,608$348K0.07%new13F-HRTimeline
Trilogy Capital Inc.3,470$335K0.02%-1,00413F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC3,418$330K0.15%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC3,370$325K0.02%+1013F-HRTimeline
Chicago Partners Investment Group LLC3,239$321K0.01%-22313F-HRTimeline
Lee Financial Co3,235$312K0.04%+50813F-HRTimeline
Tempus Wealth Planning, LLC3,194$308K0.08%-12513F-HRTimeline
Janney Montgomery Scott LLC3,143$303K<0.01%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,108$300K<0.01%+11413F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\3,066$296K<0.01%013F-HRTimelineGroup
ASPIRIANT, LLC3,035$293K0.01%013F-HRTimeline
Wealthspire Advisors, LLC2,983$288K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,981$287K<0.01%-36,74513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,972$287K0.01%+1,74213F-HRTimelineGroup
BEACON FINANCIAL GROUP2,826$273K0.03%-7613F-HRTimeline
Redhawk Wealth Advisors, Inc.2,816$272K0.03%-13013F-HRTimeline
Newport Capital Group, LLC2,656$256K0.17%-3313F-HRTimeline
Front Row Advisors LLC2,644$255K0.09%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,643$255K<0.01%013F-HRTimelineGroup
F/m Investments LLC2,611$252K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,598$251K0.01%013F-HRTimelineGroup
NTV Asset Management LLC2,585$249K0.03%013F-HRTimeline
Heartwood Wealth Advisors LLC2,546$246K0.03%-6713F-HRTimeline
FMR LLCin group FMR LLC2,504$241K<0.01%-89413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,490$240K<0.01%+10113F-HRTimelineGroup
Integrated Wealth Concepts LLC2,466$238K<0.01%+40413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,362$228K0.01%new13F-HRTimelineGroup
Global Financial Private Client, LLC2,303$222K0.08%new13F-HRTimeline
Curran Financial Partners, LLC2,288$221K0.05%-6013F-HRTimeline
Rossmore Private Capital2,245$217K0.03%013F-HRTimeline
Ashton Thomas Private Wealth, LLC2,237$216K0.01%-15813F-HRTimeline
EASTERN BANK2,225$215K<0.01%013F-HRTimeline
Collaborative Wealth Managment Inc.2,188$211K0.09%013F-HRTimeline
IFG Advisory, LLC2,183$211K0.01%-18213F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV2,136$206K0.06%013F-HRTimeline
LANARK FINANCIAL, INC.2,138$206K0.02%013F-HRTimeline
Global Retirement Partners, LLC2,072$200K<0.01%13F-HRTimeline
PRIVATE TRUST CO NA1,890$182K0.02%+16713F-HRTimeline
Sachetta, LLC1,860$179K0.07%+13113F-HRTimeline
Aptus Capital Advisors, LLC1,711$165K<0.01%+17113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,685$162K<0.01%013F-HRTimelineGroup
First PREMIER Bank1,666$161K0.04%013F-HRTimeline
Strengthening Families & Communities, L…1,669$161K0.09%+1513F-HRTimeline
MAI Capital Management1,494$144K<0.01%-17513F-HRTimeline
IFP Advisors, Inc1,354$130K<0.01%-3,28113F-HRTimeline
AlphaCore Capital LLC1,225$118K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,125$108K<0.01%+40013F-HRTimelineGroup
Richard W. Paul & Associates, LLC1,116$108K0.04%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,100$105K<0.01%+37113F-HRTimelineGroup
MTM Investment Management, LLC1,092$105K0.04%-10013F-HRTimeline
Steward Partners Investment Advisory, L…1,065$103K<0.01%-7513F-HRTimeline
IAG Wealth Partners, LLC875$84.4K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC825$79.6K0.01%013F-HRTimeline
Coston, McIsaac & Partners813$78K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC731$70.6K0.03%-5913F-HRTimeline
Vermillion Wealth Management, Inc.623$60K0.03%+413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC621$59.9K<0.01%-41113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC601$58K0.01%013F-HRTimeline
Parallel Advisors, LLC467$45K<0.01%013F-HRTimeline
Caldwell Trust Co450$43.4K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc445$42.9K0.02%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.430$41.5K0.01%013F-HRTimeline
LGT Financial Advisors LLC425$41K0.1%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC358$34.5K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL353$34K<0.01%+2313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…345$33.3K<0.01%013F-HRTimelineGroup
Beacon Capital Management, Inc.327$31.5K<0.01%new13F-HRTimeline
Redwood Park Advisors LLC303$29.2K0.02%+313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management252$24.3K<0.01%013F-HRTimelineGroup