Purchases and Sales Made in Q1 2025 in Spdr Dow Jones Reit ETF (RWR)
This table provides information about the institutional ownership of Spdr Dow Jones Reit ETF (RWR) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR DOW JONES REIT ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
300+ 21.08% |
$28.5K - $31.2K
|
1.72K
$168K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
290+ 6.56% |
$27.6K - $30.2K
|
4.71K
$461K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
234+ 0.88% |
$22.3K - $24.4K
|
26.9K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
221+ 1578.57% |
$21K - $23K
|
235
$23K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
220+ 15.18% |
$20.9K - $22.9K
|
1.67K
$163K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
213New |
$20.3K - $22.2K
|
213
$20.8K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
203New |
$19.3K - $21.1K
|
203
$19.8K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
154+ 2.47% |
$14.7K - $16K
|
6.38K
$624K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
136+ 0.39% |
$12.9K - $14.2K
|
35.1K
$3.43M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
128+ 0.45% |
$12.2K - $13.3K
|
28.5K
$2.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
125+ 2.79% |
$11.9K - $13K
|
4.61K
$450K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
124New |
$11.8K - $12.9K
|
124
$12.1K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
115+ 2.88% |
$10.9K - $12K
|
4.11K
$402K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
94+ 0.6% |
$8.94K - $9.78K
|
15.9K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
77+ 1.4% |
$7.33K - $8.01K
|
5.59K
$547K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
56+ 0.13% |
$5.33K - $5.83K
|
43.9K
$4.29M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
52New |
$4.95K - $5.41K
|
52
$5.08K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
49+ 70.0% |
$4.66K - $5.1K
|
119
$11.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
41+ 4.14% |
$3.9K - $4.27K
|
1.03K
$101K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
41New |
$3.9K - $4.27K
|
41
$4.01K
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
31+ 0.45% |
$2.95K - $3.23K
|
6.86K
$671K
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
30+ 0.62% |
$2.85K - $3.12K
|
4.84K
$474K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
29+ 93.55% |
$2.76K - $3.02K
|
60
$5.87K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
21+ 0.61% |
$2K - $2.19K
|
3.46K
$339K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
17+ 11.33% |
$1.62K - $1.77K
|
167
$16.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15+ 0.34% |
$1.43K - $1.56K
|
4.38K
$428K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
10New |
$952 - $1.04K
|
10
$978
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
10+ 0.61% |
$952 - $1.04K
|
1.65K
$162K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8+ 0.09% |
$761 - $832
|
8.69K
$850K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.21% |
$666 - $728
|
3.36K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6+ 0.1% |
$571 - $624
|
5.92K
$579K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5+ 1.54% |
$476 - $520
|
330
$32.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
5+ 0.04% |
$476 - $520
|
12.2K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4+ 0.07% |
$381 - $416
|
6.02K
$588K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3New |
$285 - $312
|
3
$293
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2+ 0.06% |
$190 - $208
|
3.32K
$325K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 0.32% |
$190 - $208
|
619
$60.5K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.88% |
$95.2 - $104
|
115
$11.2K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1- 12.5% |
$95.2 - $104
|
7
$684
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-6- 0.22% |
$571 - $624
|
2.69K
$263K
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
SELL
|
- |
-10- 0.07% |
$952 - $1.04K
|
14.2K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-11- 0.42% |
$1.05K - $1.14K
|
2.61K
$255K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16- 0.51% |
$1.52K - $1.66K
|
3.14K
$307K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-24- 0.63% |
$2.28K - $2.5K
|
3.77K
$369K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-24- 0.9% |
$2.28K - $2.5K
|
2.64K
$258K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-28- 0.49% |
$2.66K - $2.91K
|
5.73K
$560K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-45- 0.43% |
$4.28K - $4.68K
|
10.3K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-48- 16.49% |
$4.57K - $4.99K
|
243
$23.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-56- 21.88% |
$5.33K - $5.83K
|
200
$19.6K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-56- 72.73% |
$5.33K - $5.83K
|
21
$2.05K
|