RWX Institutional Ownership
State Street SPDR Dow Jones International Real Estate ETF
1W: -3.1%
1M: -8.3%
3M: -8.5%
YTD: -11.3%
1Y: -10.1%
3Y: +14.0%
5Y: -18.4%
$25.01
-0.14 (-0.56%)
Weekly Expected Move ±1.3%
$24
$25
$25
$25
$26
Overview
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Holdings
Changes
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Analysis
Peers
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Short Interest
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Institutional Ownership — RWX
130
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
164M
Total Invested
14
New Positions
25
Increased
44
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (138 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | OSBORNE PARTNERS CAPITAL MANAGEMENT, L | 1,176,078 | 29M | +22,261 | +1.9% | 16Q | SEC ↗ |
| 2 | STATE STREET CORP | 1,039,777 | 26M | +480,764 | +86.0% | 6Q | SEC ↗ |
| 3 | NORTHERN TRUST CORP | 721,445 | 18M | -19,520 | -2.6% | 76Q | SEC ↗ |
| 4 | MORGAN STANLEY | 644,208 | 16M | -42,923 | -6.2% | 60Q | SEC ↗ |
| 5 | Baker Avenue Asset Management, LP | 399,021 | 10M | +620 | +0.2% | 16Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 217,939 | 5M | -28,009 | -11.4% | 76Q | SEC ↗ |
| 7 | RPg Family Wealth Advisory, LLC | 215,288 | 5M | +116,956 | +118.9% | 21Q | SEC ↗ |
| 8 | Risk Paradigm Group, LLC | 211,331 | 5M | +113,018 | +115.0% | 3Q | SEC ↗ |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 107,565 | 3M | -205,866 | -65.7% | 4Q | SEC ↗ |
| 10 | UBS Group AG | 100,515 | 3M | +10,173 | +11.3% | 47Q | SEC ↗ |
| 11 | SACHEM HILL LLC | 99,197 | 2M | +1,245 | +1.3% | 30Q | SEC ↗ |
| 12 | Idaho Trust Co | 97,025 | 2M | -10,884 | -10.1% | 9Q | SEC ↗ |
| 13 | AWM CAPITAL, LLC | 94,552 | 2M | -32,837 | -25.8% | 18Q | SEC ↗ |
| 14 | ASSETMARK, INC | 89,506 | 2M | -3,428 | -3.7% | 52Q | SEC ↗ |
| 15 | M&T Bank Corp | 64,131 | 2M | -4,719 | -6.9% | 20Q | SEC ↗ |
| 16 | BANK OF AMERICA CORP /DE | 62,112 | 2M | -2,013 | -3.1% | 15Q | SEC ↗ |
| 17 | Kestra Advisory Services, LLC | 57,206 | 1M | +1,657 | +3.0% | 24Q | SEC ↗ |
| 18 | Ballentine Partners, LLC | 51,455 | 1M | -9,105 | -15.0% | 37Q | SEC ↗ |
| 19 | Upper Left Wealth Management, LLC | 45,514 | 1M | +7,309 | +19.1% | 19Q | SEC ↗ |
| 20 | BANK OF MONTREAL /CAN | 41,934 | 1M | +6,011 | +16.7% | 53Q | SEC ↗ |
| 21 | AlTi Global, Inc. NEW | 40,427 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 22 | Savant Capital, LLC | 39,009 | 976K | +18,591 | +91.1% | 29Q | SEC ↗ |
| 23 | ROYAL BANK OF CANADA | 29,396 | 735K | +9,794 | +50.0% | 67Q | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 28,232 | 706K | — | +0.0% | 23Q | SEC ↗ |
| 25 | Aletheian Wealth Advisors LLC | 25,546 | 639K | — | +0.0% | 2Q | SEC ↗ |
| 26 | New England Private Wealth Advisors LL | 24,692 | 618K | +303 | +1.2% | 26Q | SEC ↗ |
| 27 | Virtu Financial LLC | 21,673 | 542K | +6,084 | +39.0% | 3Q | SEC ↗ |
| 28 | LPL Financial LLC | 20,305 | 508K | -4 | -0.0% | 54Q | SEC ↗ |
| 29 | Cetera Investment Advisers | 15,168 | 379K | +661 | +4.6% | 2Q | SEC ↗ |
| 30 | FIFTH THIRD BANCORP | 14,724 | 368K | +784 | +5.6% | 26Q | SEC ↗ |
| 31 | Parallel Advisors, LLC | 14,115 | 353K | — | +0.0% | 3Q | SEC ↗ |
| 32 | MARYLAND CAPITAL ADVISORS INC. NEW | 13,428 | 336K | — | +0.0% | 1Q | SEC ↗ |
| 33 | MISSION WEALTH MANAGEMENT, LP | 12,598 | 315K | -1,272 | -9.2% | 40Q | SEC ↗ |
| 34 | Focus Partners Wealth | 12,394 | 310K | -2,215 | -15.2% | 8Q | SEC ↗ |
| 35 | AMERIPRISE FINANCIAL INC | 11,910 | 298K | -1,111 | -8.5% | 16Q | SEC ↗ |
| 36 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT | 11,660 | 292K | — | +0.0% | 55Q | SEC ↗ |
| 37 | ASPIRIANT, LLC | 11,657 | 292K | — | +0.0% | 6Q | SEC ↗ |
| 38 | Sanctuary Advisors, LLC | 11,325 | 283K | -263 | -2.3% | 9Q | SEC ↗ |
| 39 | Bank of New York Mellon Corp NEW | 11,252 | 281K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Mutual Advisors, LLC | 10,951 | 274K | -21,740 | -66.5% | 5Q | SEC ↗ |
| 41 | Valmark Advisers, Inc. | 10,678 | 267K | -953 | -8.2% | 35Q | SEC ↗ |
| 42 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 9,937 | 249K | +2,811 | +39.4% | 75Q | SEC ↗ |
| 43 | Empirical Financial Services, LLC d.b. | 9,532 | 238K | +1,012 | +11.9% | 6Q | SEC ↗ |
| 44 | CITADEL ADVISORS LLC | 9,395 | 235K | -2,317 | -19.8% | 2Q | SEC ↗ |
| 45 | BANK OF NOVA SCOTIA | 9,180 | 230K | +830 | +9.9% | 3Q | SEC ↗ |
| 46 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 9,142 | 229K | -1,784 | -16.3% | 12Q | SEC ↗ |
| 47 | Investment Advisory Group, LLC NEW | 9,054 | 226K | — | +0.0% | 1Q | SEC ↗ |
| 48 | MERCER GLOBAL ADVISORS INC /ADV | 8,959 | 224K | -1,279 | -12.5% | 14Q | SEC ↗ |
| 49 | JANE STREET GROUP, LLC | 8,850 | 221K | -34,348 | -79.5% | 8Q | SEC ↗ |
| 50 | Spire Wealth Management | 8,598 | 215K | -41 | -0.5% | 22Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| AlTi Global, Inc. | 40,427 | 1M |
| MARYLAND CAPITAL ADVISORS INC. | 13,428 | 336K |
| Bank of New York Mellon Corp | 11,252 | 281K |
| Investment Advisory Group, LLC | 9,054 | 226K |
| BARRETT & COMPANY, INC. | 886 | 22K |
| MCDONALD PARTNERS LLC | 754 | 19K |
| Integrated Wealth Concepts LLC | 408 | 10K |
| Buck Wealth Strategies, LLC | 255 | 6K |
| Cape Investment Advisory, Inc. | 203 | 5K |
| Ameritas Advisory Services, LLC | 118 | 3K |
| IFG Advisory, LLC | 65 | 2K |
| Global Retirement Partners, LLC | 27 | 1K |
| IFP Advisors, Inc | 25 | 1K |
| Meramec Financial Planners, LLC | 6 | 0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 114,806 | 3M |
| FLOW TRADERS U.S. LLC | 29,385 | 735K |
| Innova Wealth Partners | 20,654 | 517K |
| Lexington Hill Partners, LLC | 12,436 | 311K |
| GOLDMAN SACHS GROUP INC | 12,213 | 305K |
| Private Advisor Group, LLC | 9,749 | 244K |
| Pioneer Family Office, LLC | 2,575 | 64K |
| Kohmann Bosshard Financial Services | 1,009 | 25K |
| MBM WEALTH CONSULTANTS, LLC | 707 | 18K |
| Cullen/Frost Bankers, Inc. | 617 | 15K |
| BARCLAYS PLC | 600 | 15K |
| Camelot Portfolios, LLC | 546 | 14K |
| BRIDGE GENERATIONS WEALTH MANAGEMEN | 398 | 10K |
| MAI Capital Management | 109 | 3K |
| Qube Research & Technologies Ltd | 107 | 3K |
| Advisory Services Network, LLC | 50 | 1K |
| Hilton Head Capital Partners, LLC | 19 | 0K |
| Westside Investment Management, Inc | 12 | 0K |
| CoreCap Advisors, LLC | 7 | 0K |
| Merkkuri Wealth Advisors LLC | 0 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| STATE STREET CORP | +480,764 | +86.0% | 1,039,777 |
| RPg Family Wealth Advisory, LLC | +116,956 | +118.9% | 215,288 |
| Risk Paradigm Group, LLC | +113,018 | +115.0% | 211,331 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT | +22,261 | +1.9% | 1,176,078 |
| Savant Capital, LLC | +18,591 | +91.1% | 39,009 |
| UBS Group AG | +10,173 | +11.3% | 100,515 |
| ROYAL BANK OF CANADA | +9,794 | +50.0% | 29,396 |
| Upper Left Wealth Management, LLC | +7,309 | +19.1% | 45,514 |
| Virtu Financial LLC | +6,084 | +39.0% | 21,673 |
| BANK OF MONTREAL /CAN | +6,011 | +16.7% | 41,934 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +2,811 | +39.4% | 9,937 |
| Kestra Advisory Services, LLC | +1,657 | +3.0% | 57,206 |
| SACHEM HILL LLC | +1,245 | +1.3% | 99,197 |
| Empirical Financial Services, LLC d | +1,012 | +11.9% | 9,532 |
| BANK OF NOVA SCOTIA | +830 | +9.9% | 9,180 |
| FIFTH THIRD BANCORP | +784 | +5.6% | 14,724 |
| Cetera Investment Advisers | +661 | +4.6% | 15,168 |
| JONES FINANCIAL COMPANIES LLLP | +648 | +163.2% | 1,045 |
| Baker Avenue Asset Management, LP | +620 | +0.2% | 399,021 |
| New England Private Wealth Advisors | +303 | +1.2% | 24,692 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -205,866 | -65.7% | 107,565 |
| MORGAN STANLEY | -42,923 | -6.2% | 644,208 |
| JANE STREET GROUP, LLC | -34,348 | -79.5% | 8,850 |
| AWM CAPITAL, LLC | -32,837 | -25.8% | 94,552 |
| WELLS FARGO & COMPANY/MN | -28,009 | -11.4% | 217,939 |
| Mutual Advisors, LLC | -21,740 | -66.5% | 10,951 |
| NORTHERN TRUST CORP | -19,520 | -2.6% | 721,445 |
| Investors Research Corp | -14,163 | -79.1% | 3,740 |
| Idaho Trust Co | -10,884 | -10.1% | 97,025 |
| Ballentine Partners, LLC | -9,105 | -15.0% | 51,455 |
| M&T Bank Corp | -4,719 | -6.9% | 64,131 |
| ASSETMARK, INC | -3,428 | -3.7% | 89,506 |
| CITADEL ADVISORS LLC | -2,317 | -19.8% | 9,395 |
| Focus Partners Wealth | -2,215 | -15.2% | 12,394 |
| BANK OF AMERICA CORP /DE | -2,013 | -3.1% | 62,112 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -1,784 | -16.3% | 9,142 |
| JPMORGAN CHASE & CO | -1,343 | -43.5% | 1,743 |
| MERCER GLOBAL ADVISORS INC /ADV | -1,279 | -12.5% | 8,959 |
| MISSION WEALTH MANAGEMENT, LP | -1,272 | -9.2% | 12,598 |
| AMERIPRISE FINANCIAL INC | -1,111 | -8.5% | 11,910 |