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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.7KNew |
$181K - $208K
|
1.7K
$169K
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.62KNew |
$172K - $198K
|
1.62K
$161K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.47KNew |
$156K - $179K
|
1.47K
$146K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.33K+ 30.5% |
$141K - $162K
|
5.67K
$564K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.29K+ 3.44% |
$137K - $157K
|
38.7K
$3.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.24K+ 2.87% |
$132K - $151K
|
44.3K
$4.4M
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
1.16KNew |
$124K - $142K
|
1.16K
$115K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.08K+ 6.84% |
$115K - $132K
|
16.9K
$1.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
1.08K+ 54.85% |
$115K - $131K
|
3.04K
$302K
|
|
|
Feb 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
990New |
$106K - $121K
|
990
$98.4K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
976+ 26.53% |
$104K - $119K
|
4.66K
$463K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
890+ 5.54% |
$94.9K - $109K
|
17K
$1.69M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
850New |
$90.6K - $104K
|
850
$84.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
830+ 11.98% |
$88.5K - $101K
|
7.76K
$771K
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
822+ 9.63% |
$87.6K - $100K
|
9.36K
$930K
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
794New |
$84.6K - $97K
|
794
$78.9K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
793+ 9.1% |
$84.5K - $96.9K
|
9.51K
$945K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
710+ 3.83% |
$75.7K - $86.7K
|
19.3K
$1.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
610+ 2.05% |
$65K - $74.5K
|
30.3K
$3.01M
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
572+ 24.76% |
$61K - $69.9K
|
2.88K
$287K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
484+ 271.91% |
$51.6K - $59.1K
|
662
$65.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
476+ 22.74% |
$50.7K - $58.1K
|
2.57K
$255K
|
|
|
Jan 27, 2022
Q4 2021
|
Dorsey Wright & Associates
|
BUY
|
- |
449+ 1.72% |
$47.9K - $54.8K
|
26.6K
$2.64M
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
425+ 4.1% |
$45.3K - $51.9K
|
10.8K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
402+ 5.24% |
$42.9K - $49.1K
|
8.08K
$803K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
400New |
$42.6K - $48.9K
|
400
$39.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
294New |
$31.3K - $35.9K
|
294
$29.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
270+ 0.41% |
$28.8K - $33K
|
65.4K
$6.51M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
259New |
$27.6K - $31.6K
|
259
$25.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
256New |
$27.3K - $31.3K
|
256
$25.5K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
248New |
$26.4K - $30.3K
|
248
$24.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
241+ 10.1% |
$25.7K - $29.4K
|
2.63K
$261K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
226+ 0.84% |
$24.1K - $27.6K
|
27.2K
$2.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
218+ 8.1% |
$23.2K - $26.6K
|
2.91K
$289K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
211+ 3.93% |
$22.5K - $25.8K
|
5.58K
$555K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
210New |
$22.4K - $25.7K
|
210
$20.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
190+ 275.36% |
$20.3K - $23.2K
|
259
$25.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
175New |
$18.7K - $21.4K
|
175
$17.4K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
146+ 2.92% |
$15.6K - $17.8K
|
5.14K
$511K
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
117+ 45.53% |
$12.5K - $14.3K
|
374
$37.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
114New |
$12.2K - $13.9K
|
114
$11.3K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
108New |
$11.5K - $13.2K
|
108
$10.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
105New |
$11.2K - $12.8K
|
105
$10.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
105+ 2.41% |
$11.2K - $12.8K
|
4.46K
$443K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
61New |
$6.5K - $7.45K
|
61
$6.07K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
52+ 325.0% |
$5.54K - $6.35K
|
68
$6.76K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
43+ 0.62% |
$4.58K - $5.25K
|
6.96K
$692K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
39+ 0.43% |
$4.16K - $4.76K
|
9.07K
$902K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
35New |
$3.73K - $4.28K
|
35
$3.48K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
32+ 0.24% |
$3.41K - $3.91K
|
13.2K
$1.31M
|