RWR · State Street(R) SPDR(R) Dow Jones(R) REIT ETF ETF
$111.33
-0.72 (-0.64%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $16,717,751
Total Shares: 147,984
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 4 13F filers · Δ vs Mar 31, 2026Top Holder
62.2%
+42.6 pts
Top 5
100.0%
+50.5 pts
Top 10
100.0%
+36.2 pts
HHI
4,994
Highly concentrated+4,119
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
3
Decreased
0
Sold Out
257
Unchanged
1
Holder count:
-257
Institutional value:
-98.6%
Shares held:
-98.8%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | +10,844 | 49,300 | |
| Small AFFINITY WEALTH LLC | +2,653 | 91,986 | |
| Large Corient Private Wealth LLC | +1,703 | 6,638 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega NORTHERN TRUST CORP | 2,331,397 | $235,401,154 | |
| Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,303,755 | $232,610,142 | |
| Mega LPL Financial LLC | 444,186 | $44,849,460 | |
| Mega WELLS FARGO & COMPANY/MN | 442,908 | $44,720,419 | |
| Mega MILLENNIUM MANAGEMENT LLC | 380,738 | $38,443,115 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small AFFINITY WEALTH LLC RWR | $10,391,658 | 62.16% | 91,986 | Shares | 2026-08-26 | |
| Mega CITADEL ADVISORS LLC RWR | $5,569,421 | 33.31% | 49,300 | Call | 2026-09-02 | |
| Large Corient Private Wealth LLC RWR | $749,894 | 4.49% | 6,638 | Shares | 2026-08-27 | |
| Mid Parkside Financial Bank & Trust Bank RWR | $6,778 | 0.04% | 60 | Shares | 2026-09-04 |