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Security record

RWR

State Street SPDR Dow Jones REIT ETF · Financial Services · Asset Management

115.28 +0.1% mkt cap $1.84B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
55Tracked holders
-1Δ holders
8.75MShares held
$989.73MReported value
+2New positions
−3Exits
Falling Conviction score 35/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -1.8% · share flow -6.3% · net new positions -1.8%formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 55 -1 8.75M $989.73M +2 −3
Q1 2026 57 +4 9.34M $942.03M +6 −2
Q4 2025 53 +3 9.98M $978.71M +4 −1
Q3 2025 7 -2 2.39M $239.25M −2
Q2 2025 6 0 809.10K $78.03M +2 −2
Q1 2025 4 +2 55.66K $5.52M +2
Q4 2024 2 -1 37.01K $3.66M −1
Q3 2024 3 0 291.00K $31.06M +1 −1
Q2 2024 3 164.26K $15.29M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Northern Trust Corp 2.36M +1.4% $267.09M 0.0% ▲ Add 3 SEC ↗
2 Northern Trust Corp 2.36M +1.4% $267.09M 0.0% ▲ Add 3 SEC ↗
3 Charles Schwab Investment… 2.35M +2.1% $265.71M 0.0% ▲ Add 3 SEC ↗
4 LPL Financial LLC 485.75K +9.4% $54.88M 0.0% ▲ Add 3 SEC ↗
5 Wells Fargo & Company/Mn 449.18K +1.4% $50.74M 0.0% ▲ Add 3 SEC ↗
6 Wells Fargo & Company/Mn 449.18K +1.4% $50.74M 0.0% ▲ Add 3 SEC ↗
7 Wells Fargo & Company/Mn 449.18K +1.4% $50.74M 0.0% ▲ Add 3 SEC ↗
8 Wells Fargo & Company/Mn 449.18K +1.4% $50.74M 0.0% ▲ Add 3 SEC ↗
9 Wells Fargo & Company/Mn 449.18K +1.4% $50.74M 0.0% ▲ Add 3 SEC ↗
10 Morgan Stanley 357.04K -4.5% $40.33M 0.0% ▼ Trim 4 SEC ↗
11 Morgan Stanley 357.04K -4.5% $40.33M 0.0% ▼ Trim 4 SEC ↗
12 Morgan Stanley 357.04K -4.5% $40.33M 0.0% ▼ Trim 4 SEC ↗
13 Morgan Stanley 357.04K -4.5% $40.33M 0.0% ▼ Trim 4 SEC ↗
14 Envestnet Asset Management Inc 340.21K +3.5% $38.43M 0.0% ▲ Add 3 SEC ↗
15 JPMorgan Chase 295.26K -0.9% $33.87M 0.0% ▼ Trim 4 SEC ↗
16 JPMorgan Chase 295.26K -0.9% $33.87M 0.0% ▼ Trim 4 SEC ↗
17 JPMorgan Chase 295.26K -0.9% $33.87M 0.0% ▼ Trim 4 SEC ↗
18 JPMorgan Chase 295.26K -0.9% $33.87M 0.0% ▼ Trim 4 SEC ↗
19 JPMorgan Chase 295.26K -0.9% $33.87M 0.0% ▼ Trim 4 SEC ↗
20 JPMorgan Chase 295.26K -0.9% $33.87M 0.0% ▼ Trim 4 SEC ↗
21 Bank Of America Corp /De/ 285.24K +2.0% $32.22M 0.0% ▲ Add 3 SEC ↗
22 Bank Of America Corp /De/ 285.24K +2.0% $32.22M 0.0% ▲ Add 3 SEC ↗
23 Bank Of America Corp /De/ 285.24K +2.0% $32.22M 0.0% ▲ Add 3 SEC ↗
24 Bank Of America Corp /De/ 285.24K +2.0% $32.22M 0.0% ▲ Add 3 SEC ↗
25 UBS Group AG 275.55K -11.3% $31.13M 0.0% ▼ Trim 3 SEC ↗
26 UBS Group AG 275.55K -11.3% $31.13M 0.0% ▼ Trim 3 SEC ↗
27 Ameriprise Financial Inc 220.35K -7.0% $26.00M 0.0% ▼ Trim 3 SEC ↗
28 Ameriprise Financial Inc 220.35K -7.0% $26.00M 0.0% ▼ Trim 3 SEC ↗
29 Ameriprise Financial Inc 220.35K -7.0% $26.00M 0.0% ▼ Trim 3 SEC ↗
30 BlackRock (passive) 217.83K +21.9% $24.61M 0.0% ▲ Add 5 SEC ↗
31 BlackRock (passive) 217.83K +21.9% $24.61M 0.0% ▲ Add 5 SEC ↗
32 BlackRock (passive) 217.83K +21.9% $24.61M 0.0% ▲ Add 5 SEC ↗
33 Truist Financial Corp 215.88K -1.0% $24.39M 0.0% ▼ Trim 3 SEC ↗
34 Truist Financial Corp 215.88K -1.0% $24.39M 0.0% ▼ Trim 3 SEC ↗
35 Northwestern Mutual Wealth… 130.29K -9.9% $14.72M 0.0% ▼ Trim 3 SEC ↗
36 Creative Planning 92.16K -3.3% $10.41M 0.0% ▼ Trim 3 SEC ↗
37 Creative Planning 92.16K -3.3% $10.41M 0.0% ▼ Trim 3 SEC ↗
38 Royal Bank Of Canada 84.49K +44.9% $9.54M 0.0% ▲ Add 3 SEC ↗
39 Royal Bank Of Canada 84.49K +44.9% $9.54M 0.0% ▲ Add 3 SEC ↗
40 Royal Bank Of Canada 84.49K +44.9% $9.54M 0.0% ▲ Add 3 SEC ↗
41 Mml Investors Services, Llc 48.09K +7.6% $5.43M 0.0% ▲ Add 3 SEC ↗
42 Assetmark, Inc 41.84K +78.0% $4.73M 0.0% ▲ Add 3 SEC ↗
43 D. E. Shaw & Co. 40.50K +553.7% $4.57M 0.0% ▲ Add 3 SEC ↗
44 Susquehanna International Group, Llp 39.69K +83.0% $4.48M 0.0% ▲ Add 2 SEC ↗
45 Goldman Sachs Group 38.34K -12.4% $4.33M 0.0% ▼ Trim 4 SEC ↗
46 Goldman Sachs Group 38.34K -12.4% $4.33M 0.0% ▼ Trim 4 SEC ↗
47 Raymond James Financial Inc 37.02K +1.4% $4.18M 0.0% ▲ Add 3 SEC ↗
48 Raymond James Financial Inc 37.02K +1.4% $4.18M 0.0% ▲ Add 3 SEC ↗
49 Raymond James Financial Inc 37.02K +1.4% $4.18M 0.0% ▲ Add 3 SEC ↗
50 Commonwealth Equity Services, Llc 34.58K -4.0% $3.91M 0.0% ▼ Trim 3 SEC ↗
51 Mercer Global Advisors Inc /Adv 27.62K +0.1% $3.12M 0.0% ▲ Add 3 SEC ↗
52 Cerity Partners LLC 26.24K +19.2% $2.96M 0.0% ▲ Add 3 SEC ↗
53 Cerity Partners LLC 26.24K +19.2% $2.96M 0.0% ▲ Add 3 SEC ↗
54 Osaic Holdings, Inc. 23.00K +11.6% $2.60M 0.0% ▲ Add 3 SEC ↗
55 Osaic Holdings, Inc. 23.00K +11.6% $2.60M 0.0% ▲ Add 3 SEC ↗
56 Osaic Holdings, Inc. 23.00K +11.6% $2.60M 0.0% ▲ Add 3 SEC ↗
57 Osaic Holdings, Inc. 23.00K +11.6% $2.60M 0.0% ▲ Add 3 SEC ↗
58 Cetera Investment Advisers 19.48K +11.4% $2.20M 0.0% ▲ Add 3 SEC ↗
59 Pnc Financial Services Group, Inc. 18.64K -10.5% $2.11M 0.0% ▼ Trim 3 SEC ↗
60 Pnc Financial Services Group, Inc. 18.64K -10.5% $2.11M 0.0% ▼ Trim 3 SEC ↗
61 Pnc Financial Services Group, Inc. 18.64K -10.5% $2.11M 0.0% ▼ Trim 3 SEC ↗
62 Pnc Financial Services Group, Inc. 18.64K -10.5% $2.11M 0.0% ▼ Trim 3 SEC ↗
63 Pnc Financial Services Group, Inc. 18.64K -10.5% $2.11M 0.0% ▼ Trim 3 SEC ↗
64 Renaissance Technologies 16.60K New $1.88M 0.0% New 1 SEC ↗
65 Bank Of Montreal /Can/ 15.55K -12.8% $1.76M 0.0% ▼ Trim 3 SEC ↗
66 Bank Of Montreal /Can/ 15.55K -12.8% $1.76M 0.0% ▼ Trim 3 SEC ↗
67 Hrt Financial Lp 13.26K +4.0% $1.50M 0.0% ▲ Add 2 SEC ↗
68 Two Sigma Investments 13.00K -96.1% $1.47M 0.0% ▼ Trim 3 SEC ↗
69 Mariner, LLC 11.80K +1.4% $1.33M 0.0% ▲ Add 3 SEC ↗
70 Bank of New York Mellon Corp 11.71K -24.1% $1.32M 0.0% ▼ Trim 3 SEC ↗
71 Bank of New York Mellon Corp 11.71K -24.1% $1.32M 0.0% ▼ Trim 3 SEC ↗
72 Bank of New York Mellon Corp 11.71K -24.1% $1.32M 0.0% ▼ Trim 3 SEC ↗
73 Bank of New York Mellon Corp 11.71K -24.1% $1.32M 0.0% ▼ Trim 3 SEC ↗
74 HighTower Advisors, LLC 11.33K -41.1% $1.28M 0.0% ▼ Trim 3 SEC ↗
75 Us Bancorp \De\ 9.14K 0.0% $1.03M 0.0% Held 3 SEC ↗
76 Us Bancorp \De\ 9.14K 0.0% $1.03M 0.0% Held 3 SEC ↗
77 Lido Advisors, LLC 7.84K +21.1% $886,267 0.0% ▲ Add 3 SEC ↗
78 Brown Advisory Inc 7.75K -11.2% $875,352 0.0% ▼ Trim 3 SEC ↗
79 Brown Advisory Inc 7.75K -11.2% $875,352 0.0% ▼ Trim 3 SEC ↗
80 Jane Street Group, Llc 7.50K -43.1% $847,275 0.0% ▼ Trim 3 SEC ↗
81 Focus Partners Wealth 7.02K +43.5% $792,671 0.0% ▲ Add 3 SEC ↗
82 Corient Private Wealth LP 6.70K +35.7% $756,696 0.0% ▲ Add 3 SEC ↗
83 Baird Financial Group, Inc. 6.17K +30.3% $697,477 0.0% ▲ Add 3 SEC ↗
84 Baird Financial Group, Inc. 6.17K +30.3% $697,477 0.0% ▲ Add 3 SEC ↗
85 Point72 Asset Management 4.87K New $550,616 0.0% New 1 SEC ↗
86 Franklin Resources Inc 4.35K 0.0% $490,968 0.0% Held 3 SEC ↗
87 Franklin Resources Inc 4.35K 0.0% $490,968 0.0% Held 3 SEC ↗
88 Franklin Resources Inc 4.35K 0.0% $490,968 0.0% Held 3 SEC ↗
89 CIBC Bancorp USA Inc. 4.01K 0.0% $452,558 0.0% Held 2 SEC ↗
90 CIBC Bancorp USA Inc. 4.01K 0.0% $452,558 0.0% Held 2 SEC ↗
91 Citigroup Inc 3.90K -91.6% $440,131 0.0% ▼ Trim 3 SEC ↗
92 Wealth Enhancement Advisory… 3.78K -6.8% $430,765 0.0% ▼ Trim 3 SEC ↗
93 Stifel Financial Corp 3.73K -16.3% $421,550 0.0% ▼ Trim 3 SEC ↗
94 Stifel Financial Corp 3.73K -16.3% $421,550 0.0% ▼ Trim 3 SEC ↗
95 Fidelity (FMR) 3.57K +8.3% $403,028 0.0% ▲ Add 5 SEC ↗
96 Rockefeller Capital Management L.P. 3.31K -5.9% $374,269 0.0% ▼ Trim 3 SEC ↗
97 Rockefeller Capital Management L.P. 3.31K -5.9% $374,269 0.0% ▼ Trim 3 SEC ↗
98 Fifth Third Bancorp 3.22K -1.0% $363,430 0.0% ▼ Trim 2 SEC ↗
99 Jones Financial Companies Lllp 2.77K +15.3% $317,179 0.0% ▲ Add 3 SEC ↗
100 Qube Research & Technologies Ltd 1.72K +171800.0% $194,195 0.0% ▲ Add 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Renaissance Technologies $1.88M 0.0%
Point72 Asset Management $550,616 0.0%

Exited

Millennium Management $38.44M was 0.0%
Bnp Paribas Financial Markets $2.53M was 0.0%
Citadel Advisors $2.21M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 257 holders, 11.49M shares, $1.15B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API