Purchases and Sales Made in Q4 2025 in Spdr Dow Jones Reit ETF (RWR)
This table provides information about the institutional ownership of Spdr Dow Jones Reit ETF (RWR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
129KNew |
$12.5M - $13.2M
|
129K
$12.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.36K+ 81.7% |
$518K - $547K
|
11.9K
$1.18M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.74K+ 18223.08% |
$458K - $484K
|
4.76K
$473K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
2.13KNew |
$206K - $217K
|
2.13K
$212K
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
695+ 3.05% |
$67.2K - $71K
|
23.5K
$2.34M
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
270New |
$26.1K - $27.6K
|
270
$26.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
202New |
$19.5K - $20.6K
|
202
$20.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
150+ 0.52% |
$14.5K - $15.3K
|
29.1K
$2.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
61+ 0.91% |
$5.9K - $6.23K
|
6.75K
$671K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.43% |
$1.35K - $1.43K
|
3.28K
$326K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
9+ 0.07% |
$870 - $919
|
12.2K
$1.21M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 1.29% |
$290 - $306
|
235
$23.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-3- 0.12% |
$290 - $306
|
2.54K
$252K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-7- 2.83% |
$677 - $715
|
240
$23.9K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-7- 0.28% |
$677 - $715
|
2.48K
$246K
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-13- 0.34% |
$1.26K - $1.33K
|
3.76K
$374K
|
|
|
Jan 08, 2026
Q4 2025
|
Moller Financial Services
|
SELL
|
- |
-36- 0.27% |
$3.48K - $3.68K
|
13.1K
$1.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-78- 1.77% |
$7.54K - $7.97K
|
4.34K
$431K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-85- 1.88% |
$8.22K - $8.68K
|
4.43K
$440K
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-129Closed |
$12.5K - $13.2K
|
0
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-200- 4.34% |
$19.3K - $20.4K
|
4.41K
$438K
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-202- 8.78% |
$19.5K - $20.6K
|
2.1K
$208K
|
|
|
Jan 23, 2026
Q4 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-218- 1.95% |
$21.1K - $22.3K
|
11K
$1.09M
|
|
|
Jan 23, 2026
Q4 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-696- 3.68% |
$67.3K - $71.1K
|
18.2K
$1.81M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
SELL
|
- |
-1.22K- 1.03% |
$117K - $124K
|
117K
$11.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.38K- 2.41% |
$133K - $141K
|
55.9K
$5.55M
|
|
|
Jan 23, 2026
Q4 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-2.61K- 2.15% |
$252K - $266K
|
118K
$11.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-4.72K- 46.41% |
$457K - $483K
|
5.46K
$542K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-6.76K- 18.35% |
$654K - $691K
|
30.1K
$2.99M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.88K- 53.32% |
$762K - $805K
|
6.9K
$686K
|
|