RWR · Insider trading · 13F holders · Congress trades
Spdr Series Trust (RWR)
Who is buying and selling RWR: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 25
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
RWR at a glance
- No open-market insider purchases or sales of RWR were filed in the last 90 days.
- 25 13F filers hold RWR among their 50 largest positions, worth $171.0M combined. The biggest bets by portfolio weight are McMill Wealth Management (6.5%), Affinity Wealth LLC (5.6%) and Piedmont Capital Management, LLC (5.3%). In their latest 13Fs, 2 managers opened a new position and 3 added to one.
- No member of Congress has disclosed a trade in RWR.
RWR insider trading
No open-market insider purchases or sales of RWR were filed in the last 90 days.
Who owns RWR? Hedge funds and superinvestors
25 13F filers hold RWR among their 50 largest positions, worth $171.0M combined. The biggest bets by portfolio weight are McMill Wealth Management (6.5%), Affinity Wealth LLC (5.6%) and Piedmont Capital Management, LLC (5.3%). In their latest 13Fs, 2 managers opened a new position and 3 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Mason Street Advisors, LLCMutual fund manager | 4.6% | $51.2M | 453,255 | +30.0% shares | Q2 2026 |
| McMill Wealth ManagementWealth manager | 6.5% | $27.0M | 307,264 | +0.2% shares | Q2 2026 |
| Frederick Financial Consultants, LLCWealth manager | 5.0% | $11.9M | 113,489 | +3.1% shares | Q3 2026 |
| Patton Fund Management, Inc.Hedge fund | 2.8% | $10.8M | 102,720 | -4.4% shares | Q3 2026 |
| Piedmont Capital Management, LLCWealth manager | 5.3% | $10.5M | 92,691 | -29.9% shares | Q2 2026 |
| Affinity Wealth LLCWealth manager | 5.6% | $10.4M | 91,986 | +3.0% shares | Q2 2026 |
| St. Clair Advisors, LLCWealth manager | 2.2% | $9.0M | 85,995 | -0.5% shares | Q3 2026 |
| DT Investment Partners, LLCWealth manager | 0.6% | $7.7M | 73,696 | +2.8% shares | Q3 2026 |
| Alexis Investment Partners, LLCMutual fund manager | 4.2% | $7.3M | 63,340 | New | Q2 2026 |
| Adams Wealth ManagementWealth manager | 0.8% | $4.3M | 37,950 | +1.2% shares | Q2 2026 |
| CacheTech Inc.Institutional asset manager | 0.7% | $4.3M | 37,950 | +1.2% shares | Q2 2026 |
| Falcon Wealth PlanningWealth manager | 0.2% | $3.4M | 29,804 | +5.4% shares | Q2 2026 |
| Rebalance, LLCWealth manager | 0.1% | $2.6M | 24,951 | +1.5% shares | Q3 2026 |
| Smallwood Wealth Investment Management, LLCWealth manager | 0.9% | $2.0M | 17,627 | +3.4% shares | Q2 2026 |
| Moller Wealth PartnersWealth manager | 0.3% | $1.4M | 13,072 | -0.3% shares | Q3 2026 |
| Omega Financial Group, LLCWealth manager | 0.4% | $1.4M | 12,906 | -0.3% shares | Q3 2026 |
| Davidson Trust CoBank & trust | 0.5% | $1.3M | 11,999 | +0.0% shares | Q3 2026 |
| Camelot Technology Advisors, Inc.Wealth manager | 0.6% | $948K | 9,032 | +9.1% shares | Q3 2026 |
| Gibson Capital, LLCWealth manager | 0.2% | $944K | 8,995 | +0.0% shares | Q3 2026 |
| Clientfirst Wealth Management, LLCWealth manager | 0.6% | $706K | 6,252 | +0.0% shares | Q2 2026 |
| Strategic Financial Partners, Ltd.Wealth manager | 0.2% | $623K | 5,517 | — | Q2 2026 |
| Urban Financial Advisory CorpWealth manager | 0.1% | $533K | 4,717 | -0.2% shares | Q2 2026 |
| Landmark Wealth Management, Inc.Wealth manager | 0.1% | $349K | 3,086 | New | Q2 2026 |
| Destiny Capital Corp/COWealth manager | 0.1% | $272K | 2,411 | -67.5% shares | Q2 2026 |
| Keewaydin Investments LLCAsset manager | 0.1% | $220K | 1,950 | +0.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 10, Q2 2026: 15). Screen RWR in the grand portfolio →
RWR stock trades by members of Congress
No member of Congress has disclosed a trade in RWR.
RWR questions and answers
Are insiders buying RWR stock?
No open-market insider purchases or sales of RWR were filed in the last 90 days.
Which hedge funds own RWR?
25 13F filers hold RWR among their 50 largest positions, worth $171.0M combined. The biggest bets by portfolio weight are McMill Wealth Management (6.5%), Affinity Wealth LLC (5.6%) and Piedmont Capital Management, LLC (5.3%). In their latest 13Fs, 2 managers opened a new position and 3 added to one.
Has Congress traded RWR?
No member of Congress has disclosed a trade in RWR.
Who is the largest holder of RWR?
Among 13F filers, Mason Street Advisors, LLC reports the largest RWR position, $51.2M (453,255 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is McMill Wealth Management's: 6.5% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.