Capital Advisors Inc. OK Invests $11.87 Million in SPDR Dow Jones REIT ETF $RWR

Capital Advisors Inc. OK purchased a new stake in SPDR Dow Jones REIT ETF (NYSEARCA:RWR) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 118,311 shares of the company’s stock, valued at approximately $11,865,000. Capital Advisors Inc. OK owned approximately 0.69% of SPDR Dow Jones REIT ETF at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Charles Schwab Investment Management Inc. lifted its holdings in shares of SPDR Dow Jones REIT ETF by 2.8% during the second quarter. Charles Schwab Investment Management Inc. now owns 1,987,301 shares of the company’s stock valued at $191,655,000 after acquiring an additional 54,646 shares during the period. JPMorgan Chase & Co. increased its position in shares of SPDR Dow Jones REIT ETF by 20.8% during the 2nd quarter. JPMorgan Chase & Co. now owns 679,746 shares of the company’s stock worth $65,555,000 after purchasing an additional 116,979 shares in the last quarter. Envestnet Asset Management Inc. lifted its holdings in SPDR Dow Jones REIT ETF by 52.9% during the 2nd quarter. Envestnet Asset Management Inc. now owns 423,587 shares of the company’s stock valued at $40,851,000 after purchasing an additional 146,570 shares during the last quarter. Assetmark Inc. boosted its position in SPDR Dow Jones REIT ETF by 743.9% in the second quarter. Assetmark Inc. now owns 195,149 shares of the company’s stock valued at $18,820,000 after buying an additional 172,025 shares in the last quarter. Finally, Envestnet Portfolio Solutions Inc. bought a new stake in SPDR Dow Jones REIT ETF during the second quarter worth about $14,420,000.

SPDR Dow Jones REIT ETF Trading Up 0.2%

NYSEARCA:RWR opened at $98.42 on Friday. The stock has a market capitalization of $1.64 billion, a P/E ratio of 36.49 and a beta of 1.05. SPDR Dow Jones REIT ETF has a 1 year low of $83.14 and a 1 year high of $104.61. The firm has a 50 day moving average of $99.52 and a 200-day moving average of $98.79.

SPDR Dow Jones REIT ETF Profile

SPDR Dj Wilshire Reit ETF (the Fund), formerly SPDR Dow Jones REIT ETF, seeks to match the returns and characteristics of the Dow Jones U.S. Select REIT Index. The Dow Jones U.S. Select REIT Index consists of companies whose charters are the equity ownership and operation of commercial real estate and which operate under the REIT Act of 1960. Each REIT in the REIT Index is weighted by its float-adjusted market capitalization. That is, each security is weighted to reflect the attainable market performance of the security, which reflects that portion of securities shares that are accessible to investors.