Who Owns SPDR DJ Global Real Estate ETF (RWO)? -- Institutional Holders (2026-06-30)
111 institutions reported holding $139.4M of SPDR DJ Global Real Estate ETF (RWO) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($28.2M), Modera Wealth Management, LLC ($9.8M), Cambridge Investment Research Advisors, Inc. ($8.7M), Avidian Wealth Enterprises, LLC ($7.6M), Addis & Hill, Inc ($7.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $28.2M | 568,290 | Added |
| 2 | Modera Wealth Management, LLC | $9.8M | 197,929 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $8.7M | 174,328 | Added |
| 4 | Avidian Wealth Enterprises, LLC | $7.6M | 153,219 | Added |
| 5 | Addis & Hill, Inc | $7.2M | 145,643 | Trimmed |
| 6 | White & Co Financial Planning Inc | $6.5M | 131,163 | Added |
| 7 | Orin Green Financial, LLC | $5.8M | 116,451 | Trimmed |
| 8 | Waldron Private Wealth LLC | $5.1M | 103,511 | Trimmed |
| 9 | JFS WEALTH ADVISORS, LLC | $4.7M | 94,538 | Added |
| 10 | Brooklyn FI, LLC | $4.7M | 91,936 | Trimmed |
| 11 | Foster Victor Wealth Advisors, LLC | $4.2M | 83,132 | New |
| 12 | PARK AVENUE SECURITIES LLC | $4.0M | 80,259 | Added |
| 13 | M&T Bank Corp | $3.3M | 67,316 | Added |
| 14 | Moss Adams Wealth Advisors LLC | $2.8M | 55,783 | Trimmed |
| 15 | Capital Investment Management, Inc. | $2.3M | 47,107 | Added |
| 16 | FSM Wealth Advisors, LLC | $2.3M | 45,668 | Trimmed |
| 17 | ALTFEST L J & CO INC | $2.0M | 39,817 | Added |
| 18 | Boltwood Capital Management | $1.5M | 30,925 | Added |
| 19 | Abacus Planning Group, Inc. | $1.4M | 28,975 | Trimmed |
| 20 | New England Private Wealth Advisors LLC | $1.3M | 26,372 | Added |
| 21 | WLTH Capital Management, LLC | $1.2M | 24,417 | Trimmed |
| 22 | NBC SECURITIES, INC. | $1.2M | 23,449 | Added |
| 23 | Lester Murray Antman dba SimplyRich | $1.2M | 23,237 | Hold |
| 24 | HHM Wealth Advisors, LLC | $1.1M | 22,494 | Trimmed |
| 25 | BIP Wealth, LLC | $1.1M | 21,701 | Added |
Source: SEC Form 13F filings · as of 2026-06-30