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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15- 26.79% |
$1.23K - $1.42K
|
41
$4.08K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15- 0.24% |
$1.23K - $1.42K
|
6.16K
$612K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-17- 0.53% |
$1.39K - $1.61K
|
3.21K
$319K
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-25- 0.32% |
$2.05K - $2.37K
|
7.71K
$766K
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-28- 0.27% |
$2.29K - $2.65K
|
10.3K
$1.03M
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-44- 0.13% |
$3.61K - $4.17K
|
33K
$3.28M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-47- 1.07% |
$3.85K - $4.45K
|
4.36K
$434K
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-49- 1.62% |
$4.02K - $4.64K
|
2.98K
$296K
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-76- 2.6% |
$6.23K - $7.2K
|
2.85K
$283K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-79- 5.49% |
$6.47K - $7.49K
|
1.36K
$135K
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-82- 11.53% |
$6.72K - $7.77K
|
629
$62.5K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-95- 2.48% |
$7.79K - $9K
|
3.74K
$372K
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-100- 12.95% |
$8.2K - $9.48K
|
672
$66.8K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-125- 3.14% |
$10.2K - $11.8K
|
3.86K
$383K
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-170- 2.97% |
$13.9K - $16.1K
|
5.55K
$552K
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-180- 2.73% |
$14.8K - $17.1K
|
6.42K
$638K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-200- 2.1% |
$16.4K - $19K
|
9.33K
$928K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-202- 1.2% |
$16.6K - $19.1K
|
16.7K
$1.66M
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-204- 5.52% |
$16.7K - $19.3K
|
3.49K
$347K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-207- 0.44% |
$17K - $19.6K
|
46.4K
$4.62M
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-215- 2.8% |
$17.6K - $20.4K
|
7.45K
$741K
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-255- 1.3% |
$20.9K - $24.2K
|
19.4K
$1.92M
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-261- 23.64% |
$21.4K - $24.7K
|
843
$83.8K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-267- 18.83% |
$21.9K - $25.3K
|
1.15K
$114K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-296- 4.53% |
$24.3K - $28.1K
|
6.23K
$620K
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-300- 5.46% |
$24.6K - $28.4K
|
5.2K
$517K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-307- 3.43% |
$25.2K - $29.1K
|
8.65K
$860K
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-312- 8.54% |
$25.6K - $29.6K
|
3.34K
$332K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-333- 60.88% |
$27.3K - $31.6K
|
214
$21.3K
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-352- 12.48% |
$28.8K - $33.4K
|
2.47K
$245K
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-372- 2.27% |
$30.5K - $35.3K
|
16K
$1.59M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-389- 10.75% |
$31.9K - $36.9K
|
3.23K
$321K
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-390- 11.47% |
$32K - $37K
|
3.01K
$299K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-397- 11.19% |
$32.5K - $37.6K
|
3.15K
$313K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-438- 5.1% |
$35.9K - $41.5K
|
8.14K
$810K
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-462- 47.29% |
$37.9K - $43.8K
|
515
$51.2K
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-565- 12.73% |
$46.3K - $53.5K
|
3.88K
$385K
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-570- 3.83% |
$46.7K - $54K
|
14.3K
$1.42M
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-659- 4.67% |
$54K - $62.5K
|
13.4K
$1.34M
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-675- 8.71% |
$55.3K - $64K
|
7.08K
$704K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-724- 3.53% |
$59.3K - $68.6K
|
19.8K
$1.96M
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-785- 3.34% |
$64.3K - $74.4K
|
22.7K
$2.26M
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-838- 6.13% |
$68.7K - $79.4K
|
12.8K
$1.28M
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-844- 12.7% |
$69.2K - $80K
|
5.8K
$577K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-885- 9.54% |
$72.5K - $83.9K
|
8.39K
$834K
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-930- 8.13% |
$76.2K - $88.1K
|
10.5K
$1.04M
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.03K- 12.14% |
$84.4K - $97.6K
|
7.45K
$741K
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-1.04K- 11.62% |
$85K - $98.3K
|
7.89K
$785K
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.07K- 3.58% |
$87.3K - $101K
|
28.7K
$2.85M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.12K- 7.21% |
$91.5K - $106K
|
14.4K
$1.43M
|