Who owns SPDR DJ Wilshire REIT?
- Ticker: RWR
- CUSIP Number: 78464A607
Tip: Access positions for across all investors
Analyze quarterly positions in SPDR DJ Wilshire REIT with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of SPDR DJ Wilshire REIT stock
Who bought or sold SPDR DJ Wilshire REIT this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Northern Trust | 2.5M | $248M | -3% | Dec 2025 |
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| Charles Schwab Investment Management | 2.2M | $216M | 5% | Dec 2025 |
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| Jpmorgan Chase & Co | 675k | $68M | 100% | Sep 2025 |
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| Wells Fargo & Company | 443k | $44M | -1% | Dec 2025 |
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| LPL Financial | 440k | $43M | 38% | Dec 2025 |
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| Millennium Management | 388k | $39M | 69% | Sep 2025 |
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| Mason Street Advisors | 367k | $36M | 3% | Dec 2025 |
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| Envestnet Asset Management | 333k | $33M | 18% | Dec 2025 |
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| Branch Banking & Trust Company | 224k | $22M | -2% | Dec 2025 |
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| Ameriprise Financial | 220k | $22M | 362% | Dec 2025 |
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| BlackRock | 219k | $22M | 6% | Dec 2025 |
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| UBS Group | 217k | $21M | -2% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 146k | $14M | -50% | Dec 2025 |
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| Private Advisor | 137k | $14M | 4% | Dec 2025 |
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| St. Clair Advisors | 129k | $13M | 100% | Dec 2025 |
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| Patton Fund Management | 118k | $12M | -2% | Dec 2025 |
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| Capital Advisors | 117k | $12M | -1% | Dec 2025 |
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| Frederick Financial Consultants | 106k | $10M | 3% | Dec 2025 |
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| Creative Planning | 100k | $9.8M | -1% | Dec 2025 |
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| Evergreen Capital Management | 100k | $9.8M | 4% | Dec 2025 |
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| DT Investment Partners | 71k | $7.0M | 1% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 70k | $6.9M | -1% | Dec 2025 |
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| Geneos Wealth Management | 60k | $5.9M | 3% | Dec 2025 |
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| Raymond James Financial | 58k | $5.7M | 56% | Dec 2025 |
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| Goldman Sachs Group | 58k | $5.7M | -6% | Dec 2025 |
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| Wealthcare Advisory Partners | 56k | $5.5M | -2% | Dec 2025 |
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| Mml Investors Services | 47k | $4.6M | 6% | Dec 2025 |
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| Kestra Advisory Services | 43k | $4.3M | 26% | Dec 2025 |
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| Citizens Financial Group | 42k | $4.1M | -10% | Dec 2025 |
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| Vestmark Advisory Solutions | 40k | $3.9M | 35% | Dec 2025 |
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| NFP Retirement | 38k | $3.7M | 27% | Dec 2025 |
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| Hartland & Co | 38k | $3.7M | -52% | Dec 2025 |
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| Commonwealth Equity Services | 37k | $3.7M | -5% | Dec 2025 |
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| Adams Wealth Management | 37k | $3.6M | 32% | Dec 2025 |
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| CacheTech | 37k | $3.6M | 32% | Dec 2025 |
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| HighTower Advisors | 34k | $3.4M | 201% | Dec 2025 |
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| Falcon Wealth Planning | 30k | $3.0M | -4% | Dec 2025 |
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| Assetmark | 30k | $3.0M | -18% | Dec 2025 |
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| Smith, Moore & Co. | 29k | $2.9M | 1% | Dec 2025 |
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| Transatlantique Private Wealth | 28k | $1.1M | 529% | Dec 2025 |
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| Mercer Global Advisors | 28k | $2.7M | 1% | Dec 2025 |
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| Mount Yale Investment Advisors | 26k | $2.5M | 69% | Dec 2025 |
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| Royal Bank of Canada | 25k | $2.5M | -49% | Sep 2025 |
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| Pathstone Holdings | 24k | $2.3M | -1% | Dec 2025 |
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| Rebalance | 24k | $2.3M | 3% | Dec 2025 |
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| Advisor Group Holdings | 23k | $2.2M | -41% | Dec 2025 |
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| Pnc Financial Services | 22k | $2.1M | -7% | Dec 2025 |
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| CI Private Wealth | 21k | $726k | 237% | Dec 2025 |
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| Citadel Advisors | 21k | $2.1M | 611% | Sep 2025 |
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| Phillips Financial Management | 21k | $2.0M | -1% | Dec 2025 |
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| Cetera Investment Advisers | 19k | $1.9M | 80% | Dec 2025 |
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| City Holding | 19k | $1.8M | 0% | Dec 2025 |
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| Smallwood Wealth Investment Management | 18k | $1.8M | -4% | Dec 2025 |
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| Beacon Pointe Advisors | 18k | $1.7M | 100% | Dec 2025 |
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| HPM Partners | 17k | $1.7M | -7% | Dec 2025 |
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| SBI Securities | 17k | $1.6M | -8% | Dec 2025 |
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| Onyx Bridge Wealth Group | 16k | $1.6M | -30% | Dec 2025 |
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| American Financial Advisors | 15k | $1.5M | -13% | Dec 2025 |
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| Bank of New York Mellon | 15k | $1.5M | 1% | Dec 2025 |
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| M^T Bank Corporation | 15k | $1.4M | 0% | Dec 2025 |
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| Omega Financial Group | 15k | $1.4M | -3% | Dec 2025 |
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| Snowden Capital Advisors | 14k | $1.4M | 14% | Dec 2025 |
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| Moller Financial Services | 13k | $1.3M | 0% | Dec 2025 |
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| Atlas Brown | 12k | $1.2M | 0% | Dec 2025 |
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| Davidson Trust | 12k | $1.2M | 0% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 12k | $1.2M | 82% | Dec 2025 |
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| Mariner Wealth Advisors | 11k | $1.1M | -5% | Dec 2025 |
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| Destiny Capital Corp | 11k | $1.1M | -2% | Dec 2025 |
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| Osborne Partners Capital Management | 11k | $1.1M | 0% | Dec 2025 |
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| Savant Capital Management | 10k | $989k | -6% | Dec 2025 |
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| Gibson Capital | 9.0k | $884k | 0% | Dec 2025 |
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| Us Bancorp | 8.8k | $863k | 0% | Dec 2025 |
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| Brown Advisory Holdings Incorporated | 8.7k | $857k | -3% | Dec 2025 |
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| Synovus Financial Corp. | 8.6k | $862k | 26% | Sep 2025 |
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| Lido Advisors | 7.7k | $776k | 0% | Dec 2025 |
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| Lee Financial | 7.5k | $740k | 13% | Dec 2025 |
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| Massey, Quick & Co | 7.3k | $713k | 5% | Dec 2025 |
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| Goss Wealth Management | 7.2k | $705k | -7% | Dec 2025 |
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| Pinnacle Financial Partners | 7.1k | $696k | 100% | Dec 2025 |
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| Cambridge Investment Research Advisors | 7.0k | $691k | 0% | Dec 2025 |
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| Park Avenue Securities | 6.9k | $678k | -53% | Dec 2025 |
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| Midwest Trust | 6.8k | $669k | 70% | Dec 2025 |
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| Camelot Technology Advisors | 6.7k | $663k | 1% | Dec 2025 |
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| Virtue Capital Management | 6.7k | $383k | -17% | Dec 2025 |
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| Clientfirst Wealth Management | 6.3k | $614k | 0% | Dec 2025 |
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| Lion Street Advisors | 6.2k | $705k | 1% | Sep 2025 |
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| Strategic Financial Partners | 5.8k | $567k | -2% | Dec 2025 |
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| Key FInancial | 5.7k | $563k | 0% | Dec 2025 |
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| Kohmann Bosshard Financial Services | 5.7k | $563k | 0% | Dec 2025 |
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| Efficient Wealth Management | 5.5k | $535k | -46% | Dec 2025 |
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| Awm Capital | 5.4k | $528k | 0% | Dec 2025 |
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| Cambient Family Office | 5.1k | $503k | 100% | Dec 2025 |
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| Atlantic Trust | 5.0k | $487k | 0% | Dec 2025 |
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| Farther Finance Advisors | 4.8k | $468k | 18223% | Dec 2025 |
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| Urban Financial Advisory Corp | 4.7k | $465k | 1% | Dec 2025 |
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| Colony | 4.7k | $459k | -32% | Dec 2025 |
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| Baird Financial | 4.5k | $441k | 11% | Dec 2025 |
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| Ark & Tlk Investments | 4.5k | $439k | 0% | Dec 2025 |
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| Whittier Trust Co. of Nevada | 4.4k | $440k | 83% | Dec 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 4.4k | $435k | -2% | Dec 2025 |
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| Burns Wealth Management | 4.4k | $433k | 0% | Dec 2025 |
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| Sanibel Captiva Trust Company | 4.4k | $433k | -4% | Dec 2025 |
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| Principal Financial Group | 4.4k | $429k | 100% | Dec 2025 |
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| Resources Investment Advisors | 4.4k | $429k | 0% | Dec 2025 |
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| Franklin Resources | 4.3k | $427k | 0% | Dec 2025 |
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| Stifel Financial | 4.3k | $427k | 0% | Dec 2025 |
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| Austin Private Wealth | 4.3k | $426k | -2% | Dec 2025 |
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| Rockefeller Capital Management | 4.3k | $421k | 22% | Dec 2025 |
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| Autumn Glory Partners | 4.2k | $413k | 0% | Dec 2025 |
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| Forum Financial Management | 4.0k | $396k | 0% | Dec 2025 |
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| Susquehanna International | 4.0k | $393k | -81% | Dec 2025 |
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| Moisand Fitzgerald Tamayo | 3.8k | $370k | 0% | Dec 2025 |
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| Atlas Legacy Advisors | 3.5k | $345k | 100% | Dec 2025 |
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| Trilogy Capital | 3.4k | $337k | 1% | Dec 2025 |
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| Merit Financial Group | 3.4k | $335k | -15% | Dec 2025 |
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| Burke & Herbert Bank & Trust | 3.3k | $327k | -39% | Dec 2025 |
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| Brian McDonald | 3.3k | $326k | 6% | Dec 2025 |
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| JFS Wealth Advisors | 3.3k | $322k | 0% | Dec 2025 |
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| Bank Of Oklahoma National Association / | 3.1k | $308k | 4% | Dec 2025 |
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| Chicago Partners Investment | 3.1k | $308k | -6% | Dec 2025 |
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| Aspiriant | 3.0k | $298k | 0% | Dec 2025 |
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| Dorsey & Whitney Trust Company | 3.0k | $295k | 100% | Dec 2025 |
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| Sontag Advisory | 3.0k | $293k | 0% | Dec 2025 |
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| United Capital Financial Advisers | 3.0k | $298k | -4% | Sep 2025 |
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| Marshall Wace | 2.9k | $289k | 100% | Dec 2025 |
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| Jane Street | 2.9k | $288k | 100% | Dec 2025 |
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| Janney Montgomery Scott | 2.9k | $284k | 0% | Dec 2025 |
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| FMR | 2.8k | $285k | 13% | Sep 2025 |
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| Beacon Financial | 2.8k | $283k | 0% | Sep 2025 |
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| WealthPoint Financial | 2.8k | $274k | 100% | Dec 2025 |
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| Cullen Frost Bankers | 2.6k | $260k | 0% | Dec 2025 |
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| SCBT Financial Corporation | 2.6k | $258k | 1% | Dec 2025 |
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| Newport Capital Group | 2.6k | $257k | 0% | Dec 2025 |
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| Heartwood Wealth Advisors | 2.5k | $249k | 0% | Dec 2025 |
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| Redhawk Wealth Advisors | 2.5k | $243k | 0% | Dec 2025 |
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| Front Row Advisors | 2.4k | $238k | -9% | Dec 2025 |
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| Curran Financial Partners | 2.3k | $226k | 1% | Dec 2025 |
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| Bessemer | 2.3k | $225k | 0% | Dec 2025 |
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| Convergence Financial | 2.3k | $225k | 1% | Dec 2025 |
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| Jones Financial Companies, L.L | 2.3k | $223k | 6% | Dec 2025 |
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| Rossmore Private Capital | 2.2k | $221k | 0% | Dec 2025 |
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| Ashton Thomas Private Wealth | 2.2k | $220k | 0% | Dec 2025 |
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| Vanguard Group | 2.2k | $219k | 100% | Dec 2025 |
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| Eastern Bank | 2.2k | $219k | 0% | Dec 2025 |
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| Global Retirement Partners | 2.2k | $219k | 5% | Dec 2025 |
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| Collaborative Wealth Managment | 2.2k | $215k | 0% | Dec 2025 |
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| Piscataqua Savings Bank | 2.1k | $209k | 100% | Dec 2025 |
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| Nbc Securities | 2.1k | $207k | -1% | Dec 2025 |
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| NTV Asset Management | 2.1k | $206k | -9% | Dec 2025 |
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| Ameritas Advisory Services | 2.1k | $205k | 34% | Dec 2025 |
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| Qube Research & Technologies | 1.00 | $98.000000 | -100% | Dec 2025 |
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Who sold out of SPDR DJ Wilshire REIT?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| State Street Corporation | Sep 2025 | 37k | $3.7M |
| Aspire Private Capital | Sep 2025 | 33k | $3.1M |
| Envestnet Portfolio Solutions | Sep 2025 | 15k | $1.5M |
| ValMark Advisers | Sep 2025 | 9.7k | $969k |
| Kmg Fiduciary Partners | Sep 2025 | 4.6k | $457k |
| Hrt Financial | Sep 2025 | 3.7k | $371k |
| D. E. Shaw & Co | Jun 2025 | 3.7k | $355k |
| Deutsche Bank Aktiengesellschaft | Sep 2025 | 3.1k | $308k |
| Y-Intercept | Sep 2025 | 2.7k | $273k |
| Tempus Wealth Planning | Sep 2025 | 2.6k | $258k |
| Equitable Holdings | Sep 2025 | 2.1k | $216k |
| Marshall Financial Group | Jun 2025 | 2.1k | $206k |