Purchases and Sales Made in Q4 2021 in Spdr Dow Jones Reit ETF (RWR)
This table provides information about the institutional ownership of Spdr Dow Jones Reit ETF (RWR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
177K+ 13.32% |
$18.9M - $21.7M
|
1.51M
$150M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
163K+ 116.86% |
$17.4M - $20M
|
303K
$30.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
64.4K+ 27.34% |
$6.87M - $7.87M
|
300K
$29.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
55.9K+ 4.75% |
$5.96M - $6.83M
|
1.23M
$123M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
55.9K+ 2.44% |
$5.96M - $6.83M
|
2.34M
$233M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
30.1K+ 33.85% |
$3.21M - $3.68M
|
119K
$11.8M
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
29.8KNew |
$3.18M - $3.65M
|
29.8K
$2.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
26.8K+ 5.91% |
$2.85M - $3.27M
|
480K
$47.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.6K+ 8.69% |
$2.73M - $3.13M
|
320K
$31.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Gunma Bank,Ltd.
|
BUY
|
- |
18KNew |
$1.92M - $2.2M
|
18K
$1.79M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.4K+ 1.48% |
$1.86M - $2.13M
|
1.2M
$119M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
17.4K+ 29.65% |
$1.86M - $2.13M
|
76.2K
$7.58M
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
16.8KNew |
$1.79M - $2.05M
|
16.8K
$1.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
15.3K+ 263.15% |
$1.63M - $1.86M
|
21K
$2.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.1KNew |
$1.4M - $1.6M
|
13.1K
$1.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
13K+ 81.77% |
$1.38M - $1.58M
|
28.8K
$2.87M
|
|
|
Apr 05, 2022
Q4 2021
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
11.1KNew |
$1.18M - $1.35M
|
11.1K
$1.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.2K+ 14.6% |
$1.09M - $1.24M
|
80K
$7.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
9.04K+ 22.19% |
$963K - $1.1M
|
49.8K
$4.95M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
8.94KNew |
$953K - $1.09M
|
8.94K
$889K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.63KNew |
$919K - $1.05M
|
8.63K
$858K
|
|
|
Feb 02, 2022
Q4 2021
|
O Donnell Financial Services, LLC
|
BUY
|
- |
7.95K+ 10.26% |
$847K - $971K
|
85.4K
$8.49M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7.74KNew |
$826K - $946K
|
7.74K
$770K
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
7.58KNew |
$808K - $926K
|
7.58K
$754K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.67K+ 63.29% |
$710K - $814K
|
17.2K
$1.71M
|
|
|
Apr 01, 2022
Q4 2021
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
6.25KNew |
$666K - $764K
|
6.25K
$622K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
6.14K+ 12.29% |
$654K - $750K
|
56.1K
$5.58M
|
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5.12KNew |
$546K - $626K
|
5.12K
$509K
|
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
5.11KNew |
$545K - $624K
|
5.11K
$508K
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
4.6K+ 61.6% |
$490K - $562K
|
12.1K
$1.2M
|
|
|
Oct 23, 2024
Q4 2021
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
3.9KNew |
$416K - $477K
|
3.9K
$388K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.72KNew |
$397K - $455K
|
3.72K
$370K
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.42KNew |
$365K - $418K
|
3.42K
$340K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.25KNew |
$346K - $397K
|
3.25K
$323K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
2.98K+ 2.47% |
$317K - $364K
|
123K
$12.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.82KNew |
$300K - $344K
|
2.82K
$280K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.52KNew |
$269K - $308K
|
2.52K
$251K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.48K+ 21.54% |
$264K - $302K
|
14K
$1.39M
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
2.41K+ 37.8% |
$257K - $294K
|
8.79K
$873K
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
2.35KNew |
$251K - $287K
|
2.35K
$234K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.2K+ 66.2% |
$235K - $269K
|
5.53K
$549K
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.15KNew |
$229K - $262K
|
2.15K
$213K
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2.1K+ 9.6% |
$224K - $257K
|
24K
$2.39M
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.03K+ 3.58% |
$216K - $247K
|
58.6K
$5.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
2.01KNew |
$214K - $245K
|
2.01K
$199K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.97KNew |
$210K - $241K
|
1.97K
$196K
|
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.9KNew |
$203K - $232K
|
1.9K
$189K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.86K+ 3637.25% |
$198K - $227K
|
1.91K
$190K
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.85KNew |
$197K - $226K
|
1.85K
$184K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.8KNew |
$191K - $219K
|
1.8K
$178K
|