Purchases and Sales Made in Q3 2023 in Spdr Dow Jones Reit ETF (RWR)
This table provides information about the institutional ownership of Spdr Dow Jones Reit ETF (RWR) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
537New |
$44K - $50.9K
|
537
$53.4K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
342+ 6.63% |
$28K - $32.4K
|
5.5K
$547K
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
294+ 0.91% |
$24.1K - $27.9K
|
32.7K
$3.25M
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
261+ 5.4% |
$21.4K - $24.7K
|
5.1K
$507K
|
|
Oct 16, 2023
Q3 2023
|
Moller Financial Services
|
BUY
|
- |
250+ 2.5% |
$20.5K - $23.7K
|
10.3K
$1.02M
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
242+ 6.42% |
$19.8K - $22.9K
|
4.01K
$399K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
238New |
$19.5K - $22.6K
|
238
$23.7K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
222New |
$18.2K - $21K
|
222
$22.1K
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
200New |
$16.4K - $19K
|
200
$19.9K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
175New |
$14.3K - $16.6K
|
175
$17.4K
|
|
Oct 31, 2023
Q3 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
151+ 1.5% |
$12.4K - $14.3K
|
10.2K
$1.01M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
144+ 3.6% |
$11.8K - $13.6K
|
4.14K
$412K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
106+ 1.8% |
$8.69K - $10K
|
6.01K
$598K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
100+ 1.48% |
$8.2K - $9.48K
|
6.87K
$683K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
68+ 12.27% |
$5.57K - $6.44K
|
622
$61.8K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
66+ 45.83% |
$5.41K - $6.25K
|
210
$20.9K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
65New |
$5.33K - $6.16K
|
65
$6.46K
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
51+ 3.08% |
$4.18K - $4.83K
|
1.71K
$170K
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
46New |
$3.77K - $4.36K
|
46
$4.57K
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
45+ 0.68% |
$3.69K - $4.26K
|
6.68K
$664K
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
37+ 21.14% |
$3.03K - $3.51K
|
212
$21.1K
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
31+ 0.98% |
$2.54K - $2.94K
|
3.19K
$317K
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
27+ 0.83% |
$2.21K - $2.56K
|
3.28K
$326K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
26+ 216.67% |
$2.13K - $2.46K
|
38
$3.78K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
23New |
$1.88K - $2.18K
|
23
$2.29K
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
22+ 0.34% |
$1.8K - $2.08K
|
6.52K
$648K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
18+ 0.05% |
$1.48K - $1.71K
|
32.8K
$3.27M
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
17New |
$1.39K - $1.61K
|
17
$1.69K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
16New |
$1.31K - $1.52K
|
16
$1.59K
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
15+ 0.97% |
$1.23K - $1.42K
|
1.56K
$155K
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
14+ 0.37% |
$1.15K - $1.33K
|
3.83K
$381K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12+ 0.09% |
$983 - $1.14K
|
12.9K
$1.29M
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.34% |
$901 - $1.04K
|
3.25K
$323K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9+ 8.18% |
$738 - $853
|
119
$11.8K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
8+ 32.0% |
$656 - $758
|
33
$3.28K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8+ 2.1% |
$656 - $758
|
389
$38.7K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.91% |
$246 - $284
|
332
$33K
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3+ 0.12% |
$246 - $284
|
2.51K
$250K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 0.86% |
$164 - $190
|
235
$23.4K
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2+ 0.95% |
$164 - $190
|
212
$21.1K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$164 - $190
|
2
$199
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.57% |
$164 - $190
|
353
$35.1K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 2.78% |
$82 - $94.8
|
37
$3.68K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.83% |
$82 - $94.8
|
122
$12.1K
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2- 0.03% |
$164 - $190
|
7.52K
$748K
|
|
Oct 10, 2023
Q3 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-2- 0.6% |
$164 - $190
|
332
$33K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5- 0.13% |
$410 - $474
|
3.93K
$391K
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8- 0.16% |
$656 - $758
|
5.07K
$504K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-8- 4.42% |
$656 - $758
|
173
$17.2K
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-15- 6.36% |
$1.23K - $1.42K
|
221
$22K
|