Purchases and Sales Made in Q2 2023 in Spdr Dow Jones Reit ETF (RWR)
This table provides information about the institutional ownership of Spdr Dow Jones Reit ETF (RWR) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
165+ 1.02% |
$14K - $15K
|
16.4K
$1.63M
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
105New |
$8.91K - $9.57K
|
105
$10.4K
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
105+ 1.02% |
$8.91K - $9.57K
|
10.4K
$1.03M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
97+ 69.78% |
$8.23K - $8.84K
|
236
$23.5K
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
95+ 0.64% |
$8.06K - $8.66K
|
14.9K
$1.48M
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
78New |
$6.62K - $7.11K
|
78
$7.76K
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
70New |
$5.94K - $6.38K
|
70
$6.96K
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
56+ 2.28% |
$4.75K - $5.1K
|
2.51K
$250K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
51+ 1020.0% |
$4.33K - $4.65K
|
56
$5.57K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
51+ 1020.0% |
$4.33K - $4.65K
|
56
$5.57K
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
44+ 2.73% |
$3.73K - $4.01K
|
1.65K
$164K
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
42+ 9.81% |
$3.56K - $3.83K
|
470
$46.7K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
41New |
$3.48K - $3.74K
|
41
$4.08K
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
31+ 0.99% |
$2.63K - $2.82K
|
3.16K
$314K
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
31+ 0.13% |
$2.63K - $2.82K
|
23.5K
$2.34M
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
28+ 24.14% |
$2.38K - $2.55K
|
144
$14.3K
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
25+ 0.32% |
$2.12K - $2.28K
|
7.73K
$769K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
21New |
$1.78K - $1.91K
|
21
$2.09K
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
16+ 1.05% |
$1.36K - $1.46K
|
1.55K
$154K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.37% |
$1.02K - $1.09K
|
3.24K
$322K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12+ 0.19% |
$1.02K - $1.09K
|
6.18K
$614K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
5+ 71.43% |
$424 - $456
|
12
$1.19K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.73% |
$339 - $364
|
554
$55.1K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.92% |
$255 - $273
|
329
$32.7K
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3+ 0.12% |
$255 - $273
|
2.51K
$250K
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2+ 0.96% |
$170 - $182
|
210
$20.9K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.83% |
$84.9 - $91.1
|
121
$12K
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.29% |
$84.9 - $91.1
|
351
$34.9K
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1+ 0.57% |
$84.9 - $91.1
|
175
$17.4K
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 10.0% |
$84.9 - $91.1
|
9
$895
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1- 0.9% |
$84.9 - $91.1
|
110
$10.9K
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3- 1.63% |
$255 - $273
|
181
$18K
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-4- 0.01% |
$339 - $364
|
33K
$3.28M
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-4- 0.17% |
$339 - $364
|
2.3K
$229K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-5- 0.08% |
$424 - $456
|
6.58K
$655K
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-6- 13.04% |
$509 - $547
|
40
$3.98K
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-10- 0.06% |
$849 - $911
|
17.7K
$1.76M
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-14- 0.43% |
$1.19K - $1.28K
|
3.23K
$321K
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-16- 0.42% |
$1.36K - $1.46K
|
3.82K
$380K
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-35- 0.67% |
$2.97K - $3.19K
|
5.16K
$513K
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-35- 0.54% |
$2.97K - $3.19K
|
6.5K
$646K
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-44- 0.68% |
$3.73K - $4.01K
|
6.38K
$635K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-47- 15.51% |
$3.99K - $4.28K
|
256
$25.5K
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-50- 0.98% |
$4.24K - $4.56K
|
5.08K
$505K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-84- 55.63% |
$7.13K - $7.65K
|
67
$6.66K
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-85- 2.27% |
$7.21K - $7.74K
|
3.66K
$363K
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-112- 1.24% |
$9.5K - $10.2K
|
8.93K
$888K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-131- 1.83% |
$11.1K - $11.9K
|
7.02K
$698K
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-137- 3.87% |
$11.6K - $12.5K
|
3.4K
$338K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-146- 3.52% |
$12.4K - $13.3K
|
4K
$398K
|