Purchases and Sales Made in Q1 2024 in Spdr Dow Jones Reit ETF (RWR)
This table provides information about the institutional ownership of Spdr Dow Jones Reit ETF (RWR) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
161+ 5.7% |
$14.5K - $15.5K
|
2.99K
$297K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
152+ 4.9% |
$13.7K - $14.6K
|
3.26K
$324K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
145New |
$13.1K - $14K
|
145
$14.4K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
137+ 685.0% |
$12.4K - $13.2K
|
157
$15.6K
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
127+ 1.96% |
$11.5K - $12.2K
|
6.62K
$658K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
111+ 1.61% |
$10K - $10.7K
|
7K
$696K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
83+ 2.42% |
$7.48K - $8K
|
3.52K
$350K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
72+ 2.39% |
$6.49K - $6.94K
|
3.09K
$307K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
71+ 3.24% |
$6.4K - $6.84K
|
2.27K
$225K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
63+ 8.61% |
$5.68K - $6.07K
|
795
$79K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
55+ 3.76% |
$4.96K - $5.3K
|
1.52K
$151K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
53+ 230.43% |
$4.78K - $5.11K
|
76
$7.56K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
30New |
$2.7K - $2.89K
|
30
$2.98K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
29+ 0.43% |
$2.61K - $2.79K
|
6.74K
$670K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
29+ 0.07% |
$2.61K - $2.79K
|
43K
$4.28M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24+ 42.86% |
$2.16K - $2.31K
|
80
$7.95K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
23+ 6.67% |
$2.07K - $2.22K
|
368
$36.6K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
20+ 1.86% |
$1.8K - $1.93K
|
1.09K
$109K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20+ 0.6% |
$1.8K - $1.93K
|
3.33K
$331K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
19+ 0.58% |
$1.71K - $1.83K
|
3.31K
$329K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
17+ 0.57% |
$1.53K - $1.64K
|
3.02K
$300K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
14+ 175.0% |
$1.26K - $1.35K
|
22
$2.19K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14+ 0.25% |
$1.26K - $1.35K
|
5.54K
$551K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
11+ 0.04% |
$992 - $1.06K
|
24.6K
$2.45M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10+ 7.19% |
$902 - $963
|
149
$14.8K
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
9+ 0.57% |
$811 - $867
|
1.59K
$158K
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
9+ 0.2% |
$811 - $867
|
4.47K
$445K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
6+ 0.57% |
$541 - $578
|
1.05K
$105K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6+ 0.1% |
$541 - $578
|
6.01K
$598K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4+ 0.08% |
$361 - $385
|
5.11K
$508K
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
2+ 0.08% |
$180 - $193
|
2.52K
$250K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.6% |
$180 - $193
|
337
$33.5K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2+ 0.09% |
$180 - $193
|
2.23K
$222K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.33% |
$90.2 - $96.3
|
301
$29.9K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.31% |
$90.2 - $96.3
|
324
$32.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 5.56% |
$90.2 - $96.3
|
19
$1.89K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1- 0.41% |
$90.2 - $96.3
|
240
$23.9K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2- 40.0% |
$180 - $193
|
3
$298
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3- 0.08% |
$270 - $289
|
3.93K
$391K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-5- 14.29% |
$451 - $482
|
30
$2.98K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-11- 64.71% |
$992 - $1.06K
|
6
$597
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-12- 9.68% |
$1.08K - $1.16K
|
112
$11.1K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-15- 0.67% |
$1.35K - $1.44K
|
2.24K
$222K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-17- 5.36% |
$1.53K - $1.64K
|
300
$29.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-25- 27.78% |
$2.25K - $2.41K
|
65
$6.46K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-30- 1.14% |
$2.7K - $2.89K
|
2.59K
$258K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-48- 0.67% |
$4.33K - $4.62K
|
7.1K
$706K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-51- 0.47% |
$4.6K - $4.91K
|
10.8K
$1.08M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-54- 0.4% |
$4.87K - $5.2K
|
13.4K
$1.33M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-57- 47.11% |
$5.14K - $5.49K
|
64
$6.36K
|