Purchases and Sales Made in Q1 2023 in Spdr Dow Jones Reit ETF (RWR)
This table provides information about the institutional ownership of Spdr Dow Jones Reit ETF (RWR) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
447+ 5.2% |
$36.6K - $44.4K
|
9.04K
$899K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
417+ 0.63% |
$34.1K - $41.5K
|
66.6K
$6.62M
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
BUY
|
- |
372+ 2.5% |
$30.4K - $37K
|
15.3K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
360+ 11.89% |
$29.4K - $35.8K
|
3.39K
$337K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
343+ 571.67% |
$28.1K - $34.1K
|
403
$40.1K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
244+ 0.57% |
$20K - $24.3K
|
43K
$4.27M
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
228+ 0.55% |
$18.6K - $22.7K
|
42K
$4.18M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
218+ 8.83% |
$17.8K - $21.7K
|
2.69K
$267K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
193+ 87.33% |
$15.8K - $19.2K
|
414
$41.2K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
174New |
$14.2K - $17.3K
|
174
$17.3K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
173+ 0.72% |
$14.1K - $17.2K
|
24.1K
$2.4M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
172+ 1433.33% |
$14.1K - $17.1K
|
184
$18.3K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
172+ 1433.33% |
$14.1K - $17.1K
|
184
$18.3K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
155New |
$12.7K - $15.4K
|
155
$15.4K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
142+ 6.13% |
$11.6K - $14.1K
|
2.46K
$244K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
137+ 59.57% |
$11.2K - $13.6K
|
367
$36.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
123New |
$10.1K - $12.2K
|
123
$12.2K
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
118+ 1.84% |
$9.65K - $11.7K
|
6.53K
$649K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
111New |
$9.08K - $11K
|
111
$11K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
100New |
$8.18K - $9.94K
|
100
$9.94K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
84+ 125.37% |
$6.87K - $8.35K
|
151
$15K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
61+ 0.85% |
$4.99K - $6.07K
|
7.23K
$719K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
60+ 20.0% |
$4.91K - $5.97K
|
360
$35.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
48New |
$3.93K - $4.77K
|
48
$4.77K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
33+ 3.39% |
$2.7K - $3.28K
|
1.01K
$100K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
29New |
$2.37K - $2.88K
|
29
$2.88K
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
24+ 0.77% |
$1.96K - $2.39K
|
3.13K
$311K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
23New |
$1.88K - $2.29K
|
23
$2.29K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
21+ 17.8% |
$1.72K - $2.09K
|
139
$13.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
21+ 0.7% |
$1.72K - $2.09K
|
3.01K
$299K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
11+ 0.25% |
$900 - $1.09K
|
4.41K
$439K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
11+ 0.72% |
$900 - $1.09K
|
1.53K
$152K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10+ 0.23% |
$818 - $994
|
4.41K
$438K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
10New |
$818 - $994
|
10
$994
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.28% |
$736 - $895
|
3.23K
$321K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6+ 0.24% |
$491 - $597
|
2.52K
$250K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5New |
$409 - $497
|
5
$497
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 0.64% |
$409 - $497
|
791
$78.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
4+ 133.33% |
$327 - $398
|
7
$696
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3+ 0.7% |
$245 - $298
|
433
$43.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.62% |
$164 - $199
|
326
$32.4K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.29% |
$81.8 - $99.4
|
350
$34.8K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.29% |
$81.8 - $99.4
|
345
$34.3K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1New |
$81.8 - $99.4
|
1
$99.4
|
|
|
Apr 04, 2023
Q1 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1New |
$81.8 - $99.4
|
1
$99.4
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.84% |
$81.8 - $99.4
|
120
$11.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1- 0.3% |
$81.8 - $99.4
|
334
$33.2K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1- 0.85% |
$81.8 - $99.4
|
116
$11.5K
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-5- 0.22% |
$409 - $497
|
2.3K
$229K
|
|
|
Apr 17, 2023
Q1 2023
|
Moller Financial Services
|
SELL
|
- |
-9- 0.09% |
$736 - $895
|
10K
$995K
|