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 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-70- 10.42% |
$6.31K - $6.74K
|
602
$59.9K
|
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-78- 2.61% |
$7.03K - $7.51K
|
2.92K
$290K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-81- 0.34% |
$7.3K - $7.8K
|
24K
$2.38M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-100- 45.87% |
$9.02K - $9.63K
|
118
$11.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-110- 1.1% |
$9.92K - $10.6K
|
9.89K
$983K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-119- 2.55% |
$10.7K - $11.5K
|
4.55K
$453K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-126- 75.45% |
$11.4K - $12.1K
|
41
$4.08K
|
|
|
May 09, 2024
Q1 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-127- 2.55% |
$11.5K - $12.2K
|
4.85K
$482K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-140- 58.82% |
$12.6K - $13.5K
|
98
$9.74K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-143- 0.65% |
$12.9K - $13.8K
|
21.9K
$2.18M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-156- 3.1% |
$14.1K - $15K
|
4.87K
$485K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-163- 3.12% |
$14.7K - $15.7K
|
5.07K
$504K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-164- 0.65% |
$14.8K - $15.8K
|
25.1K
$2.5M
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-167- 6.2% |
$15.1K - $16.1K
|
2.53K
$251K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-200Closed |
$18K - $19.3K
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-202- 34.41% |
$18.2K - $19.5K
|
385
$38.3K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-221- 90.57% |
$19.9K - $21.3K
|
23
$2.29K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-224- 0.2% |
$20.2K - $21.6K
|
111K
$11.1M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-233- 1.14% |
$21K - $22.4K
|
20.2K
$2.01M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-250- 1.33% |
$22.5K - $24.1K
|
18.5K
$1.84M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-260- 0.91% |
$23.4K - $25K
|
28.3K
$2.81M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-270- 4.15% |
$24.3K - $26K
|
6.23K
$619K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-292Closed |
$26.3K - $28.1K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-298- 7.46% |
$26.9K - $28.7K
|
3.69K
$367K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-316- 9.45% |
$28.5K - $30.4K
|
3.03K
$301K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-335- 94.9% |
$30.2K - $32.3K
|
18
$1.79K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-376- 7.5% |
$33.9K - $36.2K
|
4.64K
$461K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-396- 7.7% |
$35.7K - $38.1K
|
4.75K
$472K
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-402- 7.41% |
$36.2K - $38.7K
|
5.02K
$500K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-421- 6.11% |
$38K - $40.6K
|
6.47K
$644K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-454- 14.42% |
$40.9K - $43.7K
|
2.7K
$268K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-468- 14.33% |
$42.2K - $45.1K
|
2.8K
$278K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-468- 9.43% |
$42.2K - $45.1K
|
4.5K
$447K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-589- 1.18% |
$53.1K - $56.7K
|
49.2K
$4.9M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-671- 4.16% |
$60.5K - $64.6K
|
15.5K
$1.54M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-719- 52.75% |
$64.8K - $69.3K
|
644
$64K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1K- 16.67% |
$90.2K - $96.3K
|
5K
$497K
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-1.06K- 2.94% |
$95.4K - $102K
|
34.9K
$3.47M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.07K- 37.34% |
$96.1K - $103K
|
1.79K
$178K
|
|
|
May 06, 2024
Q1 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-1.11K- 7.04% |
$99.6K - $106K
|
14.6K
$1.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1.15K- 2.71% |
$103K - $110K
|
41.2K
$4.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.16K- 6.28% |
$104K - $111K
|
17.3K
$1.72M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.25K- 12.67% |
$112K - $120K
|
8.58K
$853K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.28K- 2.96% |
$116K - $123K
|
42K
$4.17M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.35K- 6.4% |
$122K - $130K
|
19.7K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.51K- 13.05% |
$136K - $145K
|
10.1K
$1M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.84K- 13.77% |
$166K - $177K
|
11.5K
$1.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.06K- 23.15% |
$186K - $199K
|
6.85K
$681K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.15K- 94.79% |
$194K - $207K
|
118
$11.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.37K- 31.32% |
$214K - $228K
|
5.2K
$517K
|