Security record · archived quarter
RWR
State Street SPDR Dow Jones REIT ETF · Financial Services · Asset Management
53Tracked holders
+3Δ holders
9.98MShares held
$978.71MReported value
+4New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +6.0% ·
share flow -9.3% ·
net new positions +5.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northern Trust Corp | 2.52M | — | $247.70M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Northern Trust Corp | 2.52M | — | $247.70M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Charles Schwab Investment… | 2.20M | — | $216.43M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Citigroup Inc | 895.47K | — | $87.96M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 442.79K | — | $43.50M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 442.79K | — | $43.50M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 442.79K | — | $43.50M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 442.79K | — | $43.50M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 442.79K | — | $43.50M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 439.98K | — | $43.22M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Millennium Management ✦ | 433.08K | +11.7% | $42.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 345.50K | +1.2% | $33.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 345.50K | +1.2% | $33.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 345.50K | +1.2% | $33.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 345.50K | +1.2% | $33.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 332.93K | — | $32.70M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 297.92K | — | $29.26M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 297.92K | — | $29.26M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 297.92K | — | $29.26M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 253.50K | New | $24.90M | 0.0% | New | 1 | SEC ↗ |
| 21 | Truist Financial Corp | 223.81K | — | $21.99M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 223.81K | — | $21.99M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 218.67K | +5.8% | $21.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 218.67K | +5.8% | $21.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 218.67K | +5.8% | $21.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | UBS Group AG | 216.86K | — | $21.30M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | UBS Group AG | 216.86K | — | $21.30M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 220.16K | — | $21.16M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 220.16K | — | $21.16M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 220.16K | — | $21.16M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 145.85K | — | $14.33M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Creative Planning | 100.25K | — | $9.85M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Creative Planning | 100.25K | — | $9.85M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bnp Paribas Financial Markets | 69.86K | — | $6.86M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Raymond James Financial Inc | 57.80K | — | $5.68M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Raymond James Financial Inc | 57.80K | — | $5.68M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Raymond James Financial Inc | 57.80K | — | $5.68M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Goldman Sachs Group ✦ | 57.53K | -5.7% | $5.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Goldman Sachs Group ✦ | 57.53K | -5.7% | $5.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Royal Bank Of Canada | 49.43K | — | $4.86M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Royal Bank Of Canada | 49.43K | — | $4.86M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Royal Bank Of Canada | 49.43K | — | $4.86M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Royal Bank Of Canada | 49.43K | — | $4.86M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Royal Bank Of Canada | 49.43K | — | $4.86M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Mml Investors Services, Llc | 46.93K | — | $4.61M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 42.03K | -96.9% | $4.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 42.03K | -96.9% | $4.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 42.03K | -96.9% | $4.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 42.03K | -96.9% | $4.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 42.03K | -96.9% | $4.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 42.03K | -96.9% | $4.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Commonwealth Equity Services, Llc | 37.28K | — | $3.66M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | HighTower Advisors, LLC | 34.30K | — | $3.37M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Assetmark, Inc | 30.09K | — | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Mercer Global Advisors Inc /Adv | 27.66K | — | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Osaic Holdings, Inc. | 22.89K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Osaic Holdings, Inc. | 22.89K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Osaic Holdings, Inc. | 22.89K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Pnc Financial Services Group, Inc. | 21.50K | — | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Pnc Financial Services Group, Inc. | 21.50K | — | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Pnc Financial Services Group, Inc. | 21.50K | — | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Pnc Financial Services Group, Inc. | 21.50K | — | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Pnc Financial Services Group, Inc. | 21.50K | — | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Cetera Investment Advisers | 19.07K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Bank Of Montreal /Can/ | 18.40K | — | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Bank Of Montreal /Can/ | 18.40K | — | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Cerity Partners LLC | 16.83K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Cerity Partners LLC | 16.83K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 15.31K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Bank of New York Mellon Corp | 15.31K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Bank of New York Mellon Corp | 15.31K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Bank of New York Mellon Corp | 15.31K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Bank of New York Mellon Corp | 15.31K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Corient Private Wealth LP | 28.65K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Corient Private Wealth LP | 28.65K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Wealth Enhancement Advisory… | 11.91K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Mariner, LLC | 11.31K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Us Bancorp \De\ | 8.78K | — | $862,557 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Us Bancorp \De\ | 8.78K | — | $862,557 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Brown Advisory Inc | 8.72K | — | $856,913 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Brown Advisory Inc | 8.72K | — | $856,913 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Lido Advisors, LLC | 7.74K | — | $776,088 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | D. E. Shaw & Co. ✦ | 4.93K | New | $484,765 | 0.0% | New | 1 | SEC ↗ |
| 84 | Focus Partners Wealth | 4.67K | — | $458,617 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Baird Financial Group, Inc. | 4.49K | — | $440,758 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Baird Financial Group, Inc. | 4.49K | — | $440,758 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Principal Financial Group Inc | 4.37K | — | $428,900 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Franklin Resources Inc | 4.35K | — | $426,908 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Franklin Resources Inc | 4.35K | — | $426,908 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Franklin Resources Inc | 4.35K | — | $426,908 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Stifel Financial Corp | 4.34K | — | $426,563 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Stifel Financial Corp | 4.34K | — | $426,563 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Fidelity (FMR) ✦ | 3.72K | +31.0% | $365,384 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Rockefeller Capital Management L.P. | 3.53K | — | $346,543 | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Rockefeller Capital Management L.P. | 3.53K | — | $346,543 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Marshall Wace ✦ | 2.94K | New | $288,894 | 0.0% | New | 1 | SEC ↗ |
| 97 | Marshall Wace ✦ | 2.94K | New | $288,894 | 0.0% | New | 1 | SEC ↗ |
| 98 | Jane Street Group, Llc | 2.93K | — | $287,519 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Jones Financial Companies Lllp | 2.27K | — | $222,462 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | The Vanguard Group ✦ (passive) | 2.23K | New | $219,348 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $24.90M | 0.0% |
| D. E. Shaw & Co. | $484,765 | 0.0% |
| Marshall Wace | $288,894 | 0.0% |
| Marshall Wace | $288,894 | 0.0% |
| The Vanguard Group | $219,348 | 0.0% |
Exited
| State Street Global Advisors | $3.68M | 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: Q4 2025 ·
Methodology ·
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