Falcon Wealth Planning Has $4.35 Million Position in SPDR Dow Jones REIT ETF (NYSEARCA:RWR)

Falcon Wealth Planning lessened its holdings in SPDR Dow Jones REIT ETF (NYSEARCA:RWR) by 1.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 40,750 shares of the company’s stock after selling 462 shares during the period. SPDR Dow Jones REIT ETF comprises approximately 0.5% of Falcon Wealth Planning’s portfolio, making the stock its 26th biggest position. Falcon Wealth Planning owned about 0.26% of SPDR Dow Jones REIT ETF worth $4,349,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. First Horizon Advisors Inc. acquired a new stake in SPDR Dow Jones REIT ETF during the second quarter valued at $36,000. VitalStone Financial LLC increased its holdings in SPDR Dow Jones REIT ETF by 114.1% in the second quarter. VitalStone Financial LLC now owns 409 shares of the company’s stock worth $38,000 after buying an additional 218 shares during the last quarter. EverSource Wealth Advisors LLC raised its position in SPDR Dow Jones REIT ETF by 261.8% during the second quarter. EverSource Wealth Advisors LLC now owns 398 shares of the company’s stock valued at $39,000 after acquiring an additional 288 shares in the last quarter. Lynx Investment Advisory acquired a new stake in SPDR Dow Jones REIT ETF in the second quarter valued at approximately $53,000. Finally, Waldron Private Wealth LLC bought a new stake in SPDR Dow Jones REIT ETF in the third quarter worth approximately $89,000.

SPDR Dow Jones REIT ETF Stock Performance

Shares of SPDR Dow Jones REIT ETF stock traded up $0.05 during midday trading on Tuesday, reaching $103.31. 26,185 shares of the company’s stock traded hands, compared to its average volume of 293,394. The company has a market cap of $1.60 billion, a price-to-earnings ratio of 27.69 and a beta of 1.00. SPDR Dow Jones REIT ETF has a 52 week low of $80.76 and a 52 week high of $109.04. The company’s 50 day simple moving average is $105.39 and its 200 day simple moving average is $98.08.

About SPDR Dow Jones REIT ETF

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.