Purchases and Sales Made in Q2 2025 in Spdr Dow Jones Reit ETF (RWR)
This table provides information about the institutional ownership of Spdr Dow Jones Reit ETF (RWR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
150KNew |
$12.9M - $14.9M
|
150K
$14.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
33.9K+ 356.96% |
$2.92M - $3.38M
|
43.4K
$4.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
32.5KNew |
$2.8M - $3.24M
|
32.5K
$3.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24.9K+ 145.09% |
$2.15M - $2.48M
|
42.1K
$4.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
20.5KNew |
$1.77M - $2.04M
|
20.5K
$2.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
17.6KNew |
$1.52M - $1.75M
|
17.6K
$1.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
7.42K+ 1024.59% |
$640K - $740K
|
8.14K
$801K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6.59KNew |
$569K - $657K
|
6.59K
$649K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.65KNew |
$488K - $563K
|
5.65K
$556K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
4.87KNew |
$421K - $486K
|
4.87K
$480K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
4.76KNew |
$411K - $474K
|
4.76K
$468K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.42KNew |
$295K - $341K
|
3.42K
$336K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
3K+ 4.87% |
$259K - $299K
|
64.6K
$6.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.3KNew |
$199K - $230K
|
2.3K
$227K
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
508+ 18.63% |
$43.9K - $50.7K
|
3.24K
$318K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
451+ 7.79% |
$38.9K - $45K
|
6.24K
$614K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
203New |
$17.5K - $20.2K
|
203
$20K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
181New |
$15.6K - $18K
|
181
$17.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
167+ 596.43% |
$14.4K - $16.7K
|
195
$19.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
131+ 7.58% |
$11.3K - $13.1K
|
1.86K
$183K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
61+ 49.19% |
$5.27K - $6.08K
|
185
$18.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
53+ 1.1% |
$4.58K - $5.28K
|
4.86K
$478K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
23+ 6.97% |
$1.99K - $2.29K
|
353
$34.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
15+ 0.91% |
$1.29K - $1.5K
|
1.67K
$164K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.3% |
$863 - $997
|
3.37K
$332K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
4+ 0.65% |
$345 - $399
|
623
$61.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 0.05% |
$173 - $199
|
3.78K
$372K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
2+ 0.99% |
$173 - $199
|
205
$20.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-24- 0.2% |
$2.07K - $2.39K
|
12.1K
$1.2M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-40- 0.21% |
$3.45K - $3.99K
|
18.6K
$1.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-60- 2.56% |
$5.18K - $5.98K
|
2.29K
$225K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-67- 2.56% |
$5.78K - $6.68K
|
2.55K
$251K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-76- 2.62% |
$6.56K - $7.58K
|
2.83K
$278K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-116- 0.82% |
$10K - $11.6K
|
14.1K
$1.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-125- 3.77% |
$10.8K - $12.5K
|
3.19K
$314K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-130- 4.41% |
$11.2K - $13K
|
2.82K
$277K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-146- 3.09% |
$12.6K - $14.6K
|
4.57K
$450K
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-225- 3.28% |
$19.4K - $22.4K
|
6.64K
$653K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-279- 1.42% |
$24.1K - $27.8K
|
19.4K
$1.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-328- 6.96% |
$28.3K - $32.7K
|
4.39K
$432K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-411- 39.83% |
$35.5K - $41K
|
621
$61.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
SELL
|
- |
-622- 10.42% |
$53.7K - $62K
|
5.35K
$526K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-686- 6.75% |
$59.2K - $68.4K
|
9.48K
$933K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-740- 15.33% |
$63.9K - $73.8K
|
4.09K
$402K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-825- 76.67% |
$71.2K - $82.3K
|
251
$24.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1K- 22.44% |
$86.7K - $100K
|
3.47K
$342K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.2K- 35.77% |
$190K - $220K
|
3.96K
$389K
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.85K- 20.41% |
$246K - $284K
|
11.1K
$1.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.28K- 70.79% |
$283K - $327K
|
1.35K
$133K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-3.65K- 2.9% |
$315K - $364K
|
122K
$12.1M
|