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 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3K- 28.29% |
$286K - $312K
|
7.61K
$744K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-3.73K- 13.9% |
$355K - $389K
|
23.1K
$2.26M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.9K- 7.06% |
$371K - $406K
|
51.3K
$5.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-4.18K- 3.21% |
$397K - $434K
|
126K
$12.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-4.78K- 11.74% |
$455K - $498K
|
35.9K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-6.23K- 98.29% |
$592K - $648K
|
108
$10.6K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.3K- 8.76% |
$695K - $760K
|
76K
$7.43M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.31K- 22.33% |
$886K - $969K
|
32.4K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.7K- 3.93% |
$1.11M - $1.22M
|
286K
$28M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-12.3K- 24.37% |
$1.17M - $1.28M
|
38.3K
$3.74M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.6K- 40.52% |
$1.2M - $1.31M
|
18.5K
$1.81M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-17.9K- 80.02% |
$1.71M - $1.86M
|
4.47K
$437K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20.1K- 42.34% |
$1.91M - $2.09M
|
27.3K
$2.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.4K- 6.84% |
$1.94M - $2.12M
|
277K
$27.1M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-24K- 48.55% |
$2.28M - $2.5M
|
25.4K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-24K- 48.55% |
$2.28M - $2.5M
|
25.4K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-29.3K- 40.36% |
$2.79M - $3.05M
|
43.3K
$4.23M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-35.9K- 77.03% |
$3.42M - $3.73M
|
10.7K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-38K- 10.89% |
$3.61M - $3.95M
|
311K
$30.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-59K- 95.24% |
$5.61M - $6.14M
|
2.95K
$288K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-71K- 96.04% |
$6.76M - $7.39M
|
2.93K
$286K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-222K- 79.87% |
$21.1M - $23.1M
|
56K
$5.48M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-347K- 46.99% |
$33M - $36.1M
|
392K
$38.3M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-596K- 23.56% |
$56.7M - $62M
|
1.93M
$189M
|