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 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-985- 6.59% |
$96.4K - $107K
|
14K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 7.12% |
$100K - $111K
|
13.4K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.25K- 2.9% |
$122K - $136K
|
41.7K
$4.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.36K- 5.64% |
$133K - $147K
|
22.7K
$2.29M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.39K- 6.44% |
$136K - $151K
|
20.2K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.48K- 40.84% |
$145K - $161K
|
2.14K
$217K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.6K- 28.04% |
$156K - $174K
|
4.1K
$415K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.45K- 48.66% |
$240K - $266K
|
2.59K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-3.51K- 2.62% |
$343K - $381K
|
130K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.93K- 29.61% |
$385K - $427K
|
9.35K
$947K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.22K- 7.76% |
$608K - $675K
|
74K
$7.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.14K- 1.39% |
$699K - $776K
|
505K
$51.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-7.35K- 68.34% |
$719K - $798K
|
3.41K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7.52K- 51.79% |
$735K - $816K
|
7K
$708K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.58K- 1.15% |
$840K - $932K
|
739K
$74.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.8K- 68.22% |
$861K - $956K
|
4.1K
$415K
|
|
|
Feb 10, 2025
Q4 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-17K- 5.04% |
$1.66M - $1.85M
|
321K
$32.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-25.8K- 86.8% |
$2.53M - $2.81M
|
3.93K
$398K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-28K- 12.17% |
$2.73M - $3.04M
|
202K
$20.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-582K- 62.55% |
$57M - $63.2M
|
349K
$35.3M
|