RWO Institutional Ownership & Shareholders
SPDR DJ GLOBAL REAL ESTATE E (RWO) is currently held by 201 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $949.99M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
State Street Corp is currently the largest disclosed institutional shareholder of RWO tracked by InsiderSet, reporting ownership valued at approximately $299.73M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $287.73M, representing an estimated loss of -4.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed RWO value among the investors covered in this analysis. Major shareholders include State Street Corp, Huntington National Bank, Bank Of New York Mellon Corp, and several other long-term asset managers with concentrated positions in SPDR DJ GLOBAL REAL ESTATE E (RWO).
This page ranks the largest institutional RWO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
201
Total Reported Value
$949.99M
Largest Holder
State Street Corp
Largest Position
$299.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| State Street Corp | 0.01% | 6,029,648 | $299,733,802 | $287,734,803 | -$11,998,999 | -4.00% | |
| Huntington National Bank | 0.39% | 1,603,812 | $79,725,578 | $76,533,909 | -$3,191,669 | -4.00% | |
| Bank Of New York Mellon Corp | 0.01% | 1,593,539 | $79,214,831 | $76,043,681 | -$3,171,150 | -4.00% | |
| Bank Of America Corp | 0.01% | 1,569,638 | $78,026,697 | $74,903,125 | -$3,123,572 | -4.00% | |
| Glenmede Trust Co Na | 0.16% | 739,570 | $36,764,023 | $35,292,280 | -$1,471,743 | -4.00% | |
| Quent Capital, Llc | 1.89% | 618,775 | $30,759,293 | $29,527,943 | -$1,231,350 | -4.00% | |
| Envestnet Asset Management Inc | 0.01% | 568,290 | $28,249,697 | $27,118,799 | -$1,130,898 | -4.00% | |
| Morgan Stanley | 0.00% | 507,082 | $25,207,080 | $24,197,953 | -$1,009,127 | -4.00% | |
| Raymond James Financial Inc | 0.01% | 471,704 | $23,448,371 | $22,509,715 | -$938,656 | -4.00% | |
| Goldman Sachs Group Inc | 0.00% | 396,342 | $19,702,162 | $18,913,440 | -$788,722 | -4.00% | |
| Mariner, Llc | 0.02% | 305,084 | $15,165,748 | $14,558,608 | -$607,140 | -4.00% | |
| Brighton Jones Llc | 0.26% | 282,843 | $14,060,125 | $13,497,268 | -$562,857 | -4.00% | |
| Lpl Financial Llc | 0.00% | 268,246 | $13,334,512 | $12,800,699 | -$533,813 | -4.00% | |
| Cerity Partners Llc | 0.01% | 237,463 | $11,804,476 | $11,331,734 | -$472,742 | -4.00% | |
| Jones Financial Companies Lllp | 0.00% | 218,126 | $11,000,079 | $10,408,973 | -$591,106 | -5.37% | |
| Hsbc Holdings Plc | 0.01% | 212,429 | $10,559,831 | $10,137,112 | -$422,719 | -4.00% | |
| Modera Wealth Management, Llc | 0.10% | 196,330 | $9,109,711 | $9,368,868 | +$259,157 | +2.84% | |
| Addis & Hill, Inc | 3.99% | 145,643 | $7,239,906 | $6,950,084 | -$289,822 | -4.00% | |
| Avidian Wealth Enterprises, Llc | 0.18% | 141,835 | $6,581,155 | $6,768,366 | +$187,211 | +2.84% | |
| White & Co Financial Planning Inc | 3.97% | 131,399 | $6,014,138 | $6,270,360 | +$256,222 | +4.26% | |
| Orin Green Financial, Llc | 2.02% | 116,260 | $5,394,433 | $5,547,927 | +$153,494 | +2.85% | |
| Valmark Advisers, Inc. | 0.06% | 105,432 | $5,241,007 | $5,031,215 | -$209,792 | -4.00% | |
| Waldron Private Wealth Llc | 0.18% | 103,511 | $5,145,536 | $4,939,545 | -$205,991 | -4.00% | |
| Mml Investors Services, Llc | 0.01% | 102,355 | $5,088,087 | $4,884,381 | -$203,706 | -4.00% | |
| Oneascent Financial Services Llc | 0.23% | 96,038 | $4,774,049 | $4,582,933 | -$191,116 | -4.00% | |
| Jfs Wealth Advisors, Llc | 0.23% | 94,538 | $4,699,484 | $4,511,353 | -$188,131 | -4.00% | |
| Brooklyn Fi, Llc | 0.86% | 91,936 | $4,687,835 | $4,387,186 | -$300,649 | -6.41% | |
| Hills Bank & Trust Co | 0.20% | 88,661 | $4,058,014 | $4,230,903 | +$172,889 | +4.26% | |
| Beacon Pointe Advisors, Llc | 0.02% | 72,840 | $3,620,857 | $3,475,925 | -$144,932 | -4.00% | |
| Natixis Advisors, Llc | 0.00% | 70,138 | $3,486,000 | $3,346,985 | -$139,015 | -3.99% | |
| Cetera Investment Advisers | 0.00% | 69,784 | $3,468,971 | $3,330,092 | -$138,879 | -4.00% | |
| Sanctuary Advisors, Llc | 0.02% | 65,997 | $3,280,698 | $3,149,377 | -$131,321 | -4.00% | |
| Capstone Financial Advisors, Inc. | 0.15% | 63,134 | $3,138,396 | $3,012,754 | -$125,642 | -4.00% | |
| M&T Bank Corp | 0.01% | 67,486 | $3,088,774 | $3,220,432 | +$131,658 | +4.26% | |
| Focus Partners Wealth | 0.00% | 59,277 | $2,946,676 | $2,828,698 | -$117,978 | -4.00% | |
| Ep Wealth Advisors, Llc | 0.01% | 55,826 | $2,775,120 | $2,664,017 | -$111,103 | -4.00% | |
| Mercer Global Advisors Inc | 0.00% | 54,995 | $2,733,782 | $2,624,361 | -$109,421 | -4.00% | |
| Royal Bank Of Canada | 0.00% | 54,249 | $2,697,000 | $2,588,762 | -$108,238 | -4.01% | |
| Banque Cantonale Vaudoise | 0.00% | 53,317 | $2,650,000 | $2,544,287 | -$105,713 | -3.99% | |
| Moss Adams Wealth Advisors Llc | 0.16% | 53,105 | $2,464,093 | $2,534,171 | +$70,078 | +2.84% | |
| Capital Investment Management, Inc. | 0.72% | 47,107 | $2,341,682 | $2,247,946 | -$93,736 | -4.00% | |
| Simplicity Wealth,Llc | 0.06% | 44,923 | $2,084,410 | $2,143,726 | +$59,316 | +2.85% | |
| Fsm Wealth Advisors, Llc | 0.21% | 43,988 | $2,025,207 | $2,099,107 | +$73,900 | +3.65% | |
| Great Valley Advisor Group, Inc. | 0.03% | 39,652 | $1,971,112 | $1,892,193 | -$78,919 | -4.00% | |
| Columbia River Financial Group, Llc | 1.03% | 38,733 | $1,925,000 | $1,848,339 | -$76,661 | -3.98% | |
| Boltwood Capital Management | 0.42% | 39,785 | $1,846,024 | $1,898,540 | +$52,516 | +2.84% | |
| Blair William & Co/Il | 0.00% | 36,881 | $1,833,342 | $1,759,961 | -$73,381 | -4.00% | |
| Savant Capital, Llc | 0.01% | 38,044 | $1,815,524 | $1,815,460 | -$64 | -0.00% | |
| Osaic Holdings, Inc. | 0.00% | 35,871 | $1,783,715 | $1,711,764 | -$71,951 | -4.03% | |
| Altfest L J & Co Inc | 0.16% | 35,021 | $1,624,977 | $1,671,202 | +$46,225 | +2.84% |
Frequently asked questions about RWO
Who are the largest institutional holders of RWO?
The largest institutional holders of RWO reported in the latest SEC Form 13F filings include State Street Corp, Huntington National Bank, Bank Of New York Mellon Corp, Bank Of America Corp, and Glenmede Trust Co Na. InsiderSet ranks institutional holders by their latest reported RWO position.
What is RWO institutional ownership?
This page tracks RWO positions reported by institutional investment managers through SEC Form 13F. SPDR DJ GLOBAL REAL ESTATE E (RWO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RWO?
InsiderSet currently tracks 201 institutional managers reporting RWO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RWO shareholders.
How much RWO stock do institutions own?
Institutional investment managers disclosed approximately $949.99M in RWO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RWO institutional ownership last updated?
The latest RWO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional RWO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RWO position after the reporting date.
Are institutions buying or selling RWO?
Institutional buying and selling can be analyzed by comparing RWO positions across consecutive 13F reporting periods. InsiderSet's RWO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RWO ownership changes.
How has RWO institutional ownership changed over time?
InsiderSet tracks RWO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.