Purchases and Sales Made in Q3 2021 in Spdr Dow Jones Reit ETF (RWR)
This table provides information about the institutional ownership of Spdr Dow Jones Reit ETF (RWR) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.4KNew |
$253K - $275K
|
2.4K
$239K
|
|
Oct 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
2.28KNew |
$240K - $261K
|
2.28K
$227K
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2.18K+ 11.06% |
$230K - $250K
|
21.9K
$2.18M
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.01KNew |
$212K - $230K
|
2.01K
$200K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.9K+ 51.67% |
$200K - $217K
|
5.58K
$555K
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
1.23K+ 13.39% |
$129K - $140K
|
10.4K
$1.03M
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
827+ 10.48% |
$87.2K - $94.6K
|
8.72K
$867K
|
|
Jul 09, 2024
Q3 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
720+ 11.04% |
$75.9K - $82.4K
|
7.24K
$720K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
701New |
$73.9K - $80.2K
|
701
$69.7K
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
625+ 14.29% |
$65.9K - $71.5K
|
5K
$497K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
558+ 86.78% |
$58.8K - $63.8K
|
1.2K
$119K
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
530+ 7.64% |
$55.9K - $60.6K
|
7.47K
$742K
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
529New |
$55.8K - $60.5K
|
529
$52.6K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
405New |
$42.7K - $46.3K
|
405
$40.3K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
370+ 21.01% |
$39K - $42.3K
|
2.13K
$212K
|
|
Oct 13, 2021
Q3 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
362New |
$38.2K - $41.4K
|
362
$36K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
329+ 70.0% |
$34.7K - $37.6K
|
799
$79.4K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
312+ 0.63% |
$32.9K - $35.7K
|
49.9K
$4.97M
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
208New |
$21.9K - $23.8K
|
208
$20.7K
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
200+ 200.0% |
$21.1K - $22.9K
|
300
$29.8K
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
179+ 8.4% |
$18.9K - $20.5K
|
2.31K
$230K
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
179New |
$18.9K - $20.5K
|
179
$17.8K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
166+ 3.58% |
$17.5K - $19K
|
4.8K
$477K
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
161+ 4.0% |
$17K - $18.4K
|
4.19K
$416K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
144+ 0.78% |
$15.2K - $16.5K
|
18.6K
$1.85M
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
140New |
$14.8K - $16K
|
140
$13.9K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
100+ 0.93% |
$10.5K - $11.4K
|
10.9K
$1.08M
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
96+ 4.81% |
$10.1K - $11K
|
2.09K
$208K
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
90+ 1.43% |
$9.49K - $10.3K
|
6.38K
$634K
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
80New |
$8.43K - $9.15K
|
80
$7.95K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
76+ 0.28% |
$8.01K - $8.69K
|
27K
$2.68M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
63+ 1.19% |
$6.64K - $7.21K
|
5.37K
$534K
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
61+ 2.35% |
$6.43K - $6.98K
|
2.66K
$264K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
53New |
$5.59K - $6.06K
|
53
$5.27K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
50+ 2.85% |
$5.27K - $5.72K
|
1.8K
$179K
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
BUY
|
- |
50New |
$5.27K - $5.72K
|
50
$4.97K
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
40+ 1.58% |
$4.22K - $4.58K
|
2.57K
$255K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35+ 3.19% |
$3.69K - $4K
|
1.13K
$113K
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
34+ 0.42% |
$3.58K - $3.89K
|
8.11K
$806K
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
33+ 0.71% |
$3.48K - $3.77K
|
4.67K
$464K
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
33New |
$3.48K - $3.77K
|
33
$3.28K
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
24+ 0.68% |
$2.53K - $2.75K
|
3.54K
$351K
|
|
Nov 16, 2021
Q3 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
21+ 0.71% |
$2.21K - $2.4K
|
2.97K
$295K
|
|
Oct 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.71% |
$1.79K - $1.94K
|
2.4K
$239K
|
|
Nov 15, 2021
Q3 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
15+ 0.56% |
$1.58K - $1.72K
|
2.69K
$268K
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.27% |
$1.16K - $1.26K
|
4.11K
$409K
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
11New |
$1.16K - $1.26K
|
11
$1.09K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9+ 0.2% |
$949 - $1.03K
|
4.43K
$441K
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
9+ 0.15% |
$949 - $1.03K
|
5.83K
$579K
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5+ 0.07% |
$527 - $572
|
6.93K
$689K
|