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 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-10- 5.71% |
$818 - $994
|
165
$16.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-20- 0.79% |
$1.64K - $1.99K
|
2.5K
$249K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-24- 1.35% |
$1.96K - $2.39K
|
1.75K
$174K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-28- 0.68% |
$2.29K - $2.78K
|
4.09K
$407K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-36- 87.8% |
$2.94K - $3.58K
|
5
$497
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-40- 0.68% |
$3.27K - $3.98K
|
5.87K
$583K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-43- 0.48% |
$3.52K - $4.28K
|
8.99K
$894K
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-45- 9.51% |
$3.68K - $4.47K
|
428
$42.6K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-45- 1.51% |
$3.68K - $4.47K
|
2.93K
$292K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-51- 0.71% |
$4.17K - $5.07K
|
7.15K
$711K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-61- 16.76% |
$4.99K - $6.07K
|
303
$30.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-75- 0.45% |
$6.13K - $7.46K
|
16.5K
$1.64M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-76- 1.14% |
$6.22K - $7.56K
|
6.58K
$654K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-87- 1.39% |
$7.12K - $8.65K
|
6.16K
$613K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-88- 0.59% |
$7.2K - $8.75K
|
14.8K
$1.47M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-96- 1.97% |
$7.85K - $9.55K
|
4.79K
$476K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-98- 5.59% |
$8.02K - $9.74K
|
1.65K
$164K
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-101- 3.87% |
$8.26K - $10K
|
2.51K
$249K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-124- 2.4% |
$10.1K - $12.3K
|
5.03K
$500K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-129- 19.0% |
$10.6K - $12.8K
|
550
$54.7K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-135- 1.26% |
$11K - $13.4K
|
10.6K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-140- 2.26% |
$11.5K - $13.9K
|
6.06K
$602K
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-140- 15.35% |
$11.5K - $13.9K
|
772
$76.8K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-148- 19.76% |
$12.1K - $14.7K
|
601
$59.8K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-151- 0.09% |
$12.4K - $15K
|
174K
$17.3M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-152- 3.17% |
$12.4K - $15.1K
|
4.64K
$461K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-176- 5.15% |
$14.4K - $17.5K
|
3.24K
$323K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-252- 1.32% |
$20.6K - $25.1K
|
18.8K
$1.87M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-259- 0.79% |
$21.2K - $25.8K
|
32.4K
$3.22M
|
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-281- 2.6% |
$23K - $27.9K
|
10.5K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-311- 1.02% |
$25.4K - $30.9K
|
30.3K
$3.01M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-311- 5.65% |
$25.4K - $30.9K
|
5.2K
$517K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-316- 5.32% |
$25.8K - $31.4K
|
5.62K
$559K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-328- 30.37% |
$26.8K - $32.6K
|
752
$74.8K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-350- 1.92% |
$28.6K - $34.8K
|
17.9K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-366- 3.42% |
$29.9K - $36.4K
|
10.3K
$1.03M
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-381- 10.9% |
$31.2K - $37.9K
|
3.12K
$310K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-382- 4.45% |
$31.2K - $38K
|
8.2K
$815K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-386- 1.16% |
$31.6K - $38.4K
|
32.9K
$3.27M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-400- 11.68% |
$32.7K - $39.8K
|
3.02K
$301K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-412- 4.67% |
$33.7K - $41K
|
8.41K
$836K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-417- 11.36% |
$34.1K - $41.5K
|
3.26K
$324K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-421- 5.18% |
$34.4K - $41.9K
|
7.71K
$766K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-519- 19.09% |
$42.4K - $51.6K
|
2.2K
$219K
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-666- 2.76% |
$54.5K - $66.2K
|
23.5K
$2.34M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-673- 37.31% |
$55K - $66.9K
|
1.13K
$112K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-880Closed |
$72K - $87.5K
|
0
$0
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-881- 5.15% |
$72.1K - $87.6K
|
16.2K
$1.61M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-891- 3.89% |
$72.9K - $88.6K
|
22K
$2.19M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-905- 4.37% |
$74K - $90K
|
19.8K
$1.97M
|