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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3New |
$294 - $326
|
3
$304
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
3+ 7.32% |
$294 - $326
|
44
$4.46K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2+ 33.33% |
$196 - $217
|
8
$810
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 2.02% |
$196 - $217
|
101
$10.2K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 6.67% |
$196 - $217
|
32
$3.24K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.88% |
$97.8 - $109
|
114
$11.5K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 1.19% |
$97.8 - $109
|
85
$8.61K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.02% |
$97.8 - $109
|
6.43K
$651K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1- 0.29% |
$97.8 - $109
|
341
$34.5K
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-2- 0.04% |
$196 - $217
|
5.51K
$558K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-10- 0.17% |
$978 - $1.09K
|
5.92K
$599K
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-13- 0.34% |
$1.27K - $1.41K
|
3.8K
$385K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-18- 1.25% |
$1.76K - $1.95K
|
1.42K
$144K
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-20- 0.05% |
$1.96K - $2.17K
|
40.7K
$4.12M
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-24- 0.72% |
$2.35K - $2.61K
|
3.32K
$336K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-44- 1.04% |
$4.3K - $4.78K
|
4.18K
$424K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-56- 5.2% |
$5.48K - $6.08K
|
1.02K
$103K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-57- 0.21% |
$5.58K - $6.19K
|
26.7K
$2.7M
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-66Closed |
$6.46K - $7.17K
|
0
$0
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-71- 3.76% |
$6.95K - $7.71K
|
1.82K
$184K
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-77- 3.57% |
$7.53K - $8.36K
|
2.08K
$211K
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-87- 3.93% |
$8.51K - $9.45K
|
2.13K
$215K
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-100- 17.64% |
$9.78K - $10.9K
|
467
$47.3K
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-110- 1.04% |
$10.8K - $11.9K
|
10.5K
$1.06M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-124- 17.69% |
$12.1K - $13.5K
|
577
$58.4K
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-140- 6.67% |
$13.7K - $15.2K
|
1.96K
$198K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-172- 1.96% |
$16.8K - $18.7K
|
8.62K
$873K
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-179- 1.45% |
$17.5K - $19.4K
|
12.2K
$1.24M
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-180- 6.16% |
$17.6K - $19.5K
|
2.74K
$278K
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-201- 7.43% |
$19.7K - $21.8K
|
2.5K
$254K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-207- 4.23% |
$20.3K - $22.5K
|
4.68K
$474K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-210- 0.78% |
$20.5K - $22.8K
|
26.9K
$2.72M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-236- 99.16% |
$23.1K - $25.6K
|
2
$203
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-268- 2.52% |
$26.2K - $29.1K
|
10.4K
$1.05M
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-290- 2.33% |
$28.4K - $31.5K
|
12.2K
$1.23M
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-360- 5.89% |
$35.2K - $39.1K
|
5.76K
$583K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-374- 53.51% |
$36.6K - $40.6K
|
325
$32.9K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-377- 0.83% |
$36.9K - $40.9K
|
45K
$4.56M
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-388- 14.29% |
$38K - $42.1K
|
2.33K
$236K
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-436- 8.92% |
$42.7K - $47.4K
|
4.45K
$451K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-507- 16.28% |
$49.6K - $55.1K
|
2.61K
$264K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-553- 43.27% |
$54.1K - $60.1K
|
725
$73.4K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-555- 0.19% |
$54.3K - $60.3K
|
298K
$30.2M
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-592- 2.37% |
$57.9K - $64.3K
|
24.4K
$2.47M
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-600- 11.81% |
$58.7K - $65.2K
|
4.48K
$454K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-623- 2.27% |
$61K - $67.7K
|
26.8K
$2.72M
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-791- 5.93% |
$77.4K - $85.9K
|
12.5K
$1.27M
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-819- 15.55% |
$80.1K - $89K
|
4.45K
$450K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-863- 2.31% |
$84.4K - $93.7K
|
36.5K
$3.7M
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-966- 5.77% |
$94.5K - $105K
|
15.8K
$1.6M
|