Purchases and Sales Made in Q2 2024 in Spdr Dow Jones Reit ETF (RWR)
This table provides information about the institutional ownership of Spdr Dow Jones Reit ETF (RWR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
371KNew |
$32M - $34.9M
|
371K
$36.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
81.4K+ 4.31% |
$7.02M - $7.64M
|
1.97M
$196M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
64.5KNew |
$5.57M - $6.06M
|
64.5K
$6.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
42.8K+ 34.41% |
$3.69M - $4.02M
|
167K
$16.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
25.5K+ 723.88% |
$2.2M - $2.39M
|
29K
$2.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.7K+ 13.79% |
$1.79M - $1.95M
|
171K
$17M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
19.6K+ 6.74% |
$1.7M - $1.85M
|
311K
$30.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.8K+ 14.29% |
$846K - $921K
|
78.3K
$7.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.15K+ 379.98% |
$790K - $859K
|
11.6K
$1.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
7.43K+ 9.1% |
$642K - $698K
|
89.1K
$8.86M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.79K+ 1.54% |
$587K - $638K
|
449K
$44.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.62K+ 6.22% |
$571K - $622K
|
113K
$11.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
6.51K+ 3.51% |
$562K - $612K
|
192K
$19.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
6.28KNew |
$542K - $590K
|
6.28K
$624K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6KNew |
$518K - $564K
|
6K
$596K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
5.73KNew |
$494K - $538K
|
5.73K
$569K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.38K+ 102.16% |
$465K - $506K
|
10.6K
$1.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.9KNew |
$336K - $366K
|
3.9K
$387K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
3.51K+ 19.86% |
$303K - $330K
|
21.2K
$2.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.09KNew |
$267K - $290K
|
3.09K
$307K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.01K+ 62.75% |
$260K - $283K
|
7.81K
$777K
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
2.69KNew |
$232K - $253K
|
2.69K
$267K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.68K+ 16.23% |
$232K - $252K
|
19.2K
$1.91M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.47KNew |
$213K - $232K
|
2.47K
$245K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.31K+ 5.41% |
$200K - $217K
|
45.1K
$4.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.26K+ 5.95% |
$195K - $213K
|
40.3K
$4.01M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.24KNew |
$193K - $210K
|
2.24K
$222K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.79K+ 19.02% |
$154K - $168K
|
11.2K
$1.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.76KNew |
$152K - $166K
|
1.76K
$175K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.52K+ 4.22% |
$132K - $143K
|
37.6K
$3.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.24K+ 5.18% |
$107K - $117K
|
25.2K
$2.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.15KNew |
$98.9K - $108K
|
1.15K
$114K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.15K+ 5.57% |
$98.9K - $108K
|
21.7K
$2.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.14K+ 8.57% |
$98.5K - $107K
|
14.5K
$1.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.06K+ 20.32% |
$91.2K - $99.2K
|
6.25K
$622K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
954New |
$82.4K - $89.6K
|
954
$94.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
607+ 9.12% |
$52.4K - $57K
|
7.26K
$722K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
573New |
$49.5K - $53.8K
|
573
$57K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
528+ 20.35% |
$45.6K - $49.6K
|
3.12K
$310K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
511+ 798.44% |
$44.1K - $48K
|
575
$57.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
471+ 4.47% |
$40.7K - $44.3K
|
11K
$1.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
452+ 7.1% |
$39K - $42.5K
|
6.82K
$678K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
426+ 2.16% |
$36.8K - $40K
|
20.2K
$2.01M
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
416New |
$35.9K - $39.1K
|
416
$41.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
399+ 133.0% |
$34.4K - $37.5K
|
699
$69.5K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
392New |
$33.8K - $36.8K
|
392
$39K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
288+ 261.82% |
$24.9K - $27.1K
|
398
$39.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
285+ 10.8% |
$24.6K - $26.8K
|
2.93K
$291K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
273+ 0.48% |
$23.6K - $25.7K
|
57.3K
$5.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
266+ 7.2% |
$23K - $25K
|
3.96K
$394K
|