Who owns SPDR DJ Wilshire REIT?

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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 2.6M $260M -10% Sep 2025
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Charles Schwab Investment Management 2.1M $210M 5% Sep 2025
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Jpmorgan Chase & Co 675k $68M 20% Sep 2025
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Wells Fargo & Company 447k $45M -4% Sep 2025
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Millennium Management 388k $39M 69% Sep 2025
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Mason Street Advisors 356k $36M 11% Sep 2025
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Morgan Stanley 347k $33M 100% Jun 2025
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LPL Financial 319k $32M -35% Sep 2025
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Northwestern Mutual Wealth Management Company 289k $29M -25% Sep 2025
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Envestnet Asset Management 283k $28M -33% Sep 2025
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Branch Banking & Trust Company 228k $23M 1% Sep 2025
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UBS Group 222k $22M -2% Sep 2025
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BlackRock 207k $21M 31% Sep 2025
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Private Advisor 131k $13M 3% Sep 2025
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Patton Fund Management 121k $12M -1% Sep 2025
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Capital Advisors 118k $12M 100% Sep 2025
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Frederick Financial Consultants 102k $10M 5% Sep 2025
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Creative Planning 101k $10M -2% Sep 2025
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Evergreen Capital Management 96k $9.6M 109% Sep 2025
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Hartland & Co 78k $7.9M -6% Sep 2025
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Bnp Paribas Arbitrage, Snc 70k $7.0M 56% Sep 2025
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DT Investment Partners 70k $7.0M 8% Sep 2025
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Goldman Sachs Group 61k $6.1M -20% Sep 2025
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Geneos Wealth Management 58k $5.9M 7% Sep 2025
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Wealthcare Advisory Partners 57k $5.7M 36% Sep 2025
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NFP Retirement 55k $5.4M 120% Sep 2025
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Ameriprise Financial 48k $4.8M -3% Sep 2025
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Citizens Financial Group 46k $4.6M -4% Sep 2025
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Mml Investors Services 45k $4.5M -3% Sep 2025
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Commonwealth Equity Services 39k $4.0M -34% Sep 2025
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Advisor Group Holdings 39k $3.9M 13% Sep 2025
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Raymond James Financial 37k $3.7M -2% Sep 2025
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Assetmark 37k $3.7M -81% Sep 2025
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State Street Corporation 37k $3.7M -91% Sep 2025
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Kestra Advisory Services 34k $3.4M 89% Sep 2025
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Aspire Private Capital 33k $3.1M 0% Sep 2025
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Falcon Wealth Planning 32k $3.2M -2% Sep 2025
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Vestmark Advisory Solutions 30k $3.0M 100% Sep 2025
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Smith, Moore & Co. 29k $2.9M 2% Sep 2025
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CacheTech 28k $2.8M 13% Sep 2025
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Adams Wealth Management 28k $2.8M 13% Sep 2025
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Mercer Global Advisors 27k $2.7M -2% Sep 2025
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Royal Bank of Canada 25k $2.5M -49% Sep 2025
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Pathstone Holdings 24k $2.4M 5% Sep 2025
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Onyx Bridge Wealth Group 23k $2.3M 100% Sep 2025
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Pnc Financial Services 23k $2.3M -9% Sep 2025
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Rebalance 23k $2.3M 2% Sep 2025
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Citadel Advisors 21k $2.1M 611% Sep 2025
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Phillips Financial Management 21k $2.1M 0% Sep 2025
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Susquehanna International 21k $2.1M -13% Sep 2025
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Smallwood Wealth Investment Management 19k $1.9M 4% Sep 2025
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City Holding 19k $1.9M 0% Sep 2025
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Bank Of Montreal 18k $1.8M 100% Jun 2025
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SBI Securities 18k $1.8M 4% Sep 2025
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HPM Partners 18k $1.8M -1% Sep 2025
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American Financial Advisors 18k $1.8M -9% Sep 2025
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Mount Yale Investment Advisors 15k $1.5M 100% Sep 2025
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Bank of New York Mellon 15k $1.5M 4% Sep 2025
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Omega Financial Group 15k $1.5M -7% Sep 2025
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Park Avenue Securities 15k $1.5M -66% Sep 2025
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M^T Bank Corporation 15k $1.5M 0% Sep 2025
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Envestnet Portfolio Solutions 15k $1.5M -90% Sep 2025
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Moller Financial Services 13k $1.3M -7% Sep 2025
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Snowden Capital Advisors 13k $1.2M 2% Sep 2025
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Atlas Brown 12k $1.2M 0% Sep 2025
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Davidson Trust 12k $1.2M 0% Sep 2025
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Mariner Wealth Advisors 12k $1.2M 0% Sep 2025
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HighTower Advisors 11k $1.1M -54% Sep 2025
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Destiny Capital Corp 11k $1.1M -1% Sep 2025
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Osborne Partners Capital Management 11k $1.1M 0% Sep 2025
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Savant Capital Management 11k $1.1M 0% Sep 2025
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Cetera Investment Advisers 11k $1.1M -58% Sep 2025
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Efficient Wealth Management 10k $1.0M -4% Sep 2025
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ValMark Advisers 9.7k $969k 2% Sep 2025
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Gibson Capital 9.0k $902k 0% Sep 2025
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Brown Advisory Holdings Incorporated 9.0k $899k -1% Sep 2025
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Us Bancorp 8.8k $881k 0% Sep 2025
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Synovus Financial Corp. 8.6k $862k 26% Sep 2025
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Lido Advisors 7.7k $773k -29% Sep 2025
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Goss Wealth Management 7.7k $771k -79% Sep 2025
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Cambridge Investment Research Advisors 7.0k $702k -46% Sep 2025
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Massey, Quick & Co 6.9k $696k 100% Sep 2025
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Colony 6.8k $686k -20% Sep 2025
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Camelot Technology Advisors 6.7k $671k 1% Sep 2025
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Lee Financial 6.6k $666k 105% Sep 2025
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Wealth Enhancement Advisory Services 6.6k $650k 5% Sep 2025
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CI Private Wealth 6.3k $633k -27% Sep 2025
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Qube Research & Technologies 6.3k $630k -65% Sep 2025
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Clientfirst Wealth Management 6.3k $627k 0% Sep 2025
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Lion Street Advisors 6.2k $705k 1% Sep 2025
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Strategic Financial Partners 5.9k $590k 6% Sep 2025
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Key FInancial 5.7k $576k -8% Sep 2025
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Kohmann Bosshard Financial Services 5.7k $574k 0% Sep 2025
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Burke & Herbert Bank & Trust 5.4k $546k 0% Sep 2025
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Awm Capital 5.3k $536k 0% Sep 2025
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Atlantic Trust 5.0k $498k 0% Sep 2025
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Urban Financial Advisory Corp 4.7k $469k 0% Sep 2025
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Sanibel Captiva Trust Company 4.6k $462k 0% Sep 2025
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Kmg Fiduciary Partners 4.6k $457k -6% Sep 2025
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 4.5k $453k -1% Sep 2025
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Transatlantique Private Wealth 4.5k $451k 0% Sep 2025
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Ark & Tlk Investments 4.5k $449k 0% Sep 2025
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Austin Private Wealth 4.4k $443k -91% Sep 2025
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Burns Wealth Management 4.4k $443k 0% Sep 2025
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Resources Investment Advisors 4.4k $438k 0% Sep 2025
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Franklin Resources 4.3k $436k 0% Sep 2025
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Stifel Financial 4.3k $435k -23% Sep 2025
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Autumn Glory Partners 4.2k $421k 100% Sep 2025
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Baird Financial 4.0k $405k 0% Sep 2025
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Forum Financial Management 4.0k $404k 0% Sep 2025
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Merit Financial Group 4.0k $403k 2% Sep 2025
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Midwest Trust 4.0k $401k 0% Sep 2025
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Moisand Fitzgerald Tamayo 3.8k $379k 0% Sep 2025
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Hrt Financial 3.7k $371k 100% Sep 2025
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Rockefeller Capital Management 3.5k $353k 100% Sep 2025
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Trilogy Capital 3.4k $341k -2% Sep 2025
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Chicago Partners Investment 3.3k $328k 1% Sep 2025
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JFS Wealth Advisors 3.3k $327k -3% Sep 2025
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Brian McDonald 3.1k $315k -64% Sep 2025
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Deutsche Bank Aktiengesellschaft 3.1k $308k 0% Sep 2025
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Aspiriant 3.0k $304k 0% Sep 2025
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Bank Of Oklahoma National Association / 3.0k $303k 100% Sep 2025
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Sontag Advisory 3.0k $299k 0% Sep 2025
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United Capital Financial Advisers 3.0k $298k -4% Sep 2025
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Janney Montgomery Scott 2.9k $290k -8% Sep 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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Y-Intercept 2.7k $273k 100% Sep 2025
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Front Row Advisors 2.6k $265k 0% Sep 2025
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Cullen Frost Bankers 2.6k $265k 0% Sep 2025
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Newport Capital Group 2.6k $262k -2% Sep 2025
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SCBT Financial Corporation 2.6k $261k 0% Sep 2025
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Tempus Wealth Planning 2.6k $258k -19% Sep 2025
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Heartwood Wealth Advisors 2.5k $255k 0% Sep 2025
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Redhawk Wealth Advisors 2.5k $249k -12% Sep 2025
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Whittier Trust Co. of Nevada 2.4k $242k -34% Sep 2025
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NTV Asset Management 2.3k $231k -11% Sep 2025
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Bessemer 2.3k $230k 36% Sep 2025
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Curran Financial Partners 2.3k $229k 0% Sep 2025
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Convergence Financial 2.3k $228k 100% Sep 2025
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Rossmore Private Capital 2.2k $225k 0% Sep 2025
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Ashton Thomas Private Wealth 2.2k $224k 0% Sep 2025
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Eastern Bank 2.2k $223k 0% Sep 2025
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Collaborative Wealth Managment 2.2k $219k 0% Sep 2025
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Equitable Holdings 2.1k $216k -14% Sep 2025
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Nbc Securities 2.1k $214k 0% Sep 2025
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Jones Financial Companies, L.L 2.1k $212k 93% Sep 2025
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Global Retirement Partners 2.1k $212k 2% Sep 2025
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HBK Sorce Advisory 2.1k $207k -45% Sep 2025
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BLB^B Advisors 2.1k $208k 100% Sep 2025
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Integrated Wealth Concepts 2.0k $205k -17% Sep 2025
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Ameritas Advisory Services 1.6k $156k -65% Sep 2025
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Principal Securities 1.5k $152k -49% Sep 2025
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Harbour Investments 1.4k $143k -91% Sep 2025
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Richardson Financial Services 1.2k $119k -85% Sep 2025
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AE Wealth Management 753.00 $76k -93% Sep 2025
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Tower Research Capital 328.00 $33k -97% Sep 2025
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Raleigh Capital Management 129.00 $13k -99% Sep 2025
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Who sold out of SPDR DJ Wilshire REIT?

Fund or Company Name Date Sold Shares Held Valued At
Landmark Wealth Management Jun 2025 29k $2.8M
Signal Advisors Wealth Jun 2025 21k $2.0M
Change Path Jun 2025 11k $1.1M
Flow Traders US Jun 2025 9.5k $912k
Axxcess Wealth Management Jun 2025 7.8k $752k
Novus Advisors Jun 2025 6.7k $648k
VisionPoint Advisory Group Jun 2025 6.6k $636k
GeoWealth Management Jun 2025 6.3k $611k
Ascent Group Jun 2025 5.6k $545k
International Private Wealth Advisors Jun 2025 4.9k $470k
Lockerman Financial Group Jun 2025 4.8k $459k
Greenleaf Trust Jun 2025 4.1k $394k
Outlook Wealth Advisors Jun 2025 4.0k $390k
SCS Capital Management Jun 2025 3.7k $356k
D. E. Shaw & Co Jun 2025 3.7k $355k
Balboa Wealth Partners Jun 2025 3.6k $348k
Iams Wealth Management Jun 2025 3.4k $330k
F/M Investments Jun 2025 2.6k $252k
Hilltop Holdings Jun 2025 2.4k $228k
Global Financial Private Client Jun 2025 2.3k $222k
IFG Advisory Jun 2025 2.2k $211k
Marshall Financial Group Jun 2025 2.1k $206k