Balboa Wealth Partners Makes New Investment in SPDR Dow Jones REIT ETF $RWR

Balboa Wealth Partners purchased a new position in SPDR Dow Jones REIT ETF (NYSEARCA:RWR) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 3,608 shares of the company’s stock, valued at approximately $348,000.

A number of other large investors have also bought and sold shares of the stock. Baird Financial Group Inc. grew its holdings in SPDR Dow Jones REIT ETF by 2.9% in the first quarter. Baird Financial Group Inc. now owns 4,112 shares of the company’s stock worth $408,000 after purchasing an additional 115 shares during the period. Sachetta LLC grew its holdings in SPDR Dow Jones REIT ETF by 7.6% in the second quarter. Sachetta LLC now owns 1,860 shares of the company’s stock worth $179,000 after purchasing an additional 131 shares during the period. Key Financial Inc grew its holdings in shares of SPDR Dow Jones REIT ETF by 2.5% during the first quarter. Key Financial Inc now owns 6,384 shares of the company’s stock valued at $633,000 after buying an additional 154 shares during the last quarter. Private Trust Co. NA grew its holdings in shares of SPDR Dow Jones REIT ETF by 9.7% during the second quarter. Private Trust Co. NA now owns 1,890 shares of the company’s stock valued at $182,000 after buying an additional 167 shares during the last quarter. Finally, MAI Capital Management increased its position in shares of SPDR Dow Jones REIT ETF by 15.2% during the first quarter. MAI Capital Management now owns 1,669 shares of the company’s stock worth $165,000 after acquiring an additional 220 shares in the last quarter.

SPDR Dow Jones REIT ETF Stock Performance

Shares of NYSEARCA RWR opened at $101.59 on Tuesday. The stock has a market cap of $1.75 billion, a price-to-earnings ratio of 36.49 and a beta of 0.95. SPDR Dow Jones REIT ETF has a fifty-two week low of $83.14 and a fifty-two week high of $109.48. The firm’s 50-day simple moving average is $99.21 and its 200 day simple moving average is $97.23.

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.