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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 4.55% |
$86.3 - $94
|
21
$2.09K
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-1- 0.04% |
$86.3 - $94
|
2.53K
$251K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-2- 3.08% |
$173 - $188
|
63
$6.26K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2- 0.04% |
$173 - $188
|
4.49K
$447K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-3- 0.11% |
$259 - $282
|
2.69K
$267K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-7- 5.93% |
$604 - $658
|
111
$11K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13- 16.25% |
$1.12K - $1.22K
|
67
$6.66K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-14- 0.43% |
$1.21K - $1.32K
|
3.24K
$322K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-14- 0.36% |
$1.21K - $1.32K
|
3.92K
$389K
|
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-21- 0.31% |
$1.81K - $1.97K
|
6.72K
$668K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-21- 0.7% |
$1.81K - $1.97K
|
2.99K
$298K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-24- 31.58% |
$2.07K - $2.26K
|
52
$5.17K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-30- 0.49% |
$2.59K - $2.82K
|
6.12K
$608K
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-32- 0.08% |
$2.76K - $3.01K
|
41.2K
$4.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-33- 21.29% |
$2.85K - $3.1K
|
122
$12.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-45- 1.42% |
$3.89K - $4.23K
|
3.13K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-45- 0.7% |
$3.89K - $4.23K
|
6.43K
$639K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-50- 2.23% |
$4.32K - $4.7K
|
2.2K
$218K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-72- 2.33% |
$6.22K - $6.77K
|
3.01K
$300K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-78- 0.75% |
$6.73K - $7.33K
|
10.4K
$1.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-80- 0.41% |
$6.91K - $7.52K
|
19.3K
$1.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-80Closed |
$6.91K - $7.52K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-92- 1.53% |
$7.94K - $8.65K
|
5.92K
$588K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-96- 0.19% |
$8.29K - $9.02K
|
49.1K
$4.89M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-107- 29.08% |
$9.24K - $10.1K
|
261
$26K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-113- 5.57% |
$9.76K - $10.6K
|
1.92K
$191K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-129- 33.51% |
$11.1K - $12.1K
|
256
$25.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-135- 4.46% |
$11.7K - $12.7K
|
2.89K
$288K
|
|
|
Aug 12, 2024
Q2 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-140- 2.89% |
$12.1K - $13.2K
|
4.71K
$468K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-147- 1.58% |
$12.7K - $13.8K
|
9.18K
$913K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-170- 0.78% |
$14.7K - $16K
|
21.7K
$2.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-270- 5.06% |
$23.3K - $25.4K
|
5.07K
$504K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-280- 6.15% |
$24.2K - $26.3K
|
4.27K
$425K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-294- 2.72% |
$25.4K - $27.6K
|
10.5K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-321- 7.08% |
$27.7K - $30.2K
|
4.21K
$419K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-333- 2.15% |
$28.8K - $31.3K
|
15.1K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-365- 4.26% |
$31.5K - $34.3K
|
8.21K
$817K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-419- 4.22% |
$36.2K - $39.4K
|
9.51K
$945K
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-494- 1.96% |
$42.7K - $46.4K
|
24.6K
$2.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-604- 8.38% |
$52.1K - $56.8K
|
6.6K
$656K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-626- 11.3% |
$54K - $58.8K
|
4.92K
$489K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-630- 9.2% |
$54.4K - $59.2K
|
6.22K
$618K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-640- 3.46% |
$55.3K - $60.1K
|
17.9K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-714- 7.22% |
$61.6K - $67.1K
|
9.18K
$912K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-877- 87.44% |
$75.7K - $82.4K
|
126
$12.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-888- 6.22% |
$76.7K - $83.4K
|
13.4K
$1.33M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-945- 7.06% |
$81.6K - $88.8K
|
12.4K
$1.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-996- 31.1% |
$86K - $93.6K
|
2.21K
$219K
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-1.19K- 17.96% |
$103K - $112K
|
5.43K
$540K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.34K- 3.58% |
$116K - $126K
|
36.2K
$3.6M
|