Purchases and Sales Made in Q4 2024 in Spdr Dow Jones Reit ETF (RWR)
This table provides information about the institutional ownership of Spdr Dow Jones Reit ETF (RWR) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
107KNew |
$10.5M - $11.6M
|
107K
$10.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
107KNew |
$10.5M - $11.6M
|
107K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Strategic Investment Management, LLC
|
BUY
|
- |
30.4KNew |
$2.98M - $3.31M
|
30.4K
$3.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
11KNew |
$1.07M - $1.19M
|
11K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.94K+ 194.95% |
$679K - $754K
|
10.5K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6.33K+ 56.69% |
$619K - $687K
|
17.5K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
4.16KNew |
$407K - $451K
|
4.16K
$418K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.25KNew |
$220K - $245K
|
2.25K
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.16K+ 3.61% |
$211K - $234K
|
61.9K
$6.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
845+ 3.5% |
$82.7K - $91.8K
|
25K
$2.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
213+ 5.06% |
$20.8K - $23.1K
|
4.42K
$445K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
81+ 1.72% |
$7.93K - $8.8K
|
4.8K
$483K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
73+ 1.08% |
$7.14K - $7.93K
|
6.83K
$687K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
17+ 14.66% |
$1.66K - $1.85K
|
133
$13.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
16+ 0.64% |
$1.57K - $1.74K
|
2.53K
$254K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3+ 0.06% |
$294 - $326
|
4.93K
$496K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 1.19% |
$97.8 - $109
|
85
$8.54K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-20- 0.05% |
$1.96K - $2.17K
|
40.7K
$4.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-44- 1.04% |
$4.3K - $4.78K
|
4.18K
$420K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-71- 3.76% |
$6.95K - $7.71K
|
1.82K
$183K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-100- 17.64% |
$9.78K - $10.9K
|
467
$46.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-201- 7.43% |
$19.7K - $21.8K
|
2.5K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-236- 99.16% |
$23.1K - $25.6K
|
2
$201
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-290- 2.33% |
$28.4K - $31.5K
|
12.2K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-600- 11.81% |
$58.7K - $65.2K
|
4.48K
$450K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-966- 5.77% |
$94.5K - $105K
|
15.8K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-7.35K- 68.34% |
$719K - $798K
|
3.41K
$342K
|