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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-62- 0.72% |
$5.9K - $6.45K
|
8.56K
$837K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-63- 31.5% |
$5.99K - $6.56K
|
137
$13.4K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-74- 3.0% |
$7.04K - $7.7K
|
2.4K
$234K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-80- 74.07% |
$7.61K - $8.32K
|
28
$2.74K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-82- 3.82% |
$7.8K - $8.53K
|
2.06K
$202K
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-84- 3.95% |
$7.99K - $8.74K
|
2.04K
$200K
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-84- 1.75% |
$7.99K - $8.74K
|
4.72K
$462K
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-87- 4.79% |
$8.28K - $9.05K
|
1.73K
$169K
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-100- 3.64% |
$9.52K - $10.4K
|
2.64K
$259K
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-100- 7.74% |
$9.52K - $10.4K
|
1.19K
$117K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-112- 32.84% |
$10.7K - $11.7K
|
229
$22.4K
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-126- 2.55% |
$12K - $13.1K
|
4.81K
$470K
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-133Closed |
$12.7K - $13.8K
|
0
$0
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-134- 4.19% |
$12.8K - $13.9K
|
3.07K
$300K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-138- 37.2% |
$13.1K - $14.4K
|
233
$22.8K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-162- 6.41% |
$15.4K - $16.9K
|
2.37K
$231K
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-183- 7.23% |
$17.4K - $19K
|
2.35K
$230K
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-205- 4.6% |
$19.5K - $21.3K
|
4.25K
$415K
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-209- 8.98% |
$19.9K - $21.7K
|
2.12K
$207K
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-229- 7.31% |
$21.8K - $23.8K
|
2.9K
$284K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-261Closed |
$24.8K - $27.2K
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-261- 1.07% |
$24.8K - $27.2K
|
24.1K
$2.36M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-267- 5.7% |
$25.4K - $27.8K
|
4.41K
$432K
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-286- 4.09% |
$27.2K - $29.8K
|
6.71K
$656K
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-293- 7.05% |
$27.9K - $30.5K
|
3.86K
$378K
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-296- 29.02% |
$28.2K - $30.8K
|
724
$70.8K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-300- 3.21% |
$28.5K - $31.2K
|
9.05K
$885K
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-332- 3.16% |
$31.6K - $34.5K
|
10.2K
$994K
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-393- 15.54% |
$37.4K - $40.9K
|
2.14K
$209K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-394- 0.17% |
$37.5K - $41K
|
236K
$23M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-440- 76.26% |
$41.9K - $45.8K
|
137
$13.4K
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-501- 2.48% |
$47.7K - $52.1K
|
19.7K
$1.92M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-512- 41.26% |
$48.7K - $53.3K
|
729
$71.3K
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-519- 4.26% |
$49.4K - $54K
|
11.7K
$1.14M
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-553- 16.86% |
$52.6K - $57.5K
|
2.73K
$267K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-587- 9.21% |
$55.9K - $61.1K
|
5.79K
$566K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-685- 7.24% |
$65.2K - $71.3K
|
8.78K
$859K
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-747- 3.3% |
$71.1K - $77.7K
|
21.9K
$2.14M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-913- 4.79% |
$86.9K - $95K
|
18.1K
$1.77M
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.01K- 18.16% |
$96.1K - $105K
|
4.55K
$445K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.16K- 1.06% |
$110K - $120K
|
108K
$10.6M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.18K- 4.4% |
$112K - $123K
|
25.6K
$2.51M
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-1.2K- 25.09% |
$114K - $125K
|
3.58K
$350K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.4K- 15.94% |
$133K - $146K
|
7.38K
$721K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.49K- 13.55% |
$142K - $155K
|
9.49K
$928K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.54K- 39.2% |
$147K - $160K
|
2.39K
$234K
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.56K- 2.47% |
$148K - $162K
|
61.6K
$6.02M
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.66K- 13.2% |
$157K - $172K
|
10.9K
$1.06M
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.7K- 86.73% |
$162K - $177K
|
260
$25.4K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.29K- 15.71% |
$218K - $238K
|
12.3K
$1.2M
|