Purchases and Sales Made in Q4 2023 in Spdr Dow Jones Reit ETF (RWR)
This table provides information about the institutional ownership of Spdr Dow Jones Reit ETF (RWR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
321K+ 96.05% |
$24.9M - $31.2M
|
655K
$65.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
234K+ 55.43% |
$18.1M - $22.7M
|
655K
$65.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
190K+ 7.57% |
$14.8M - $18.5M
|
2.71M
$269M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
98.5K+ 72.25% |
$7.63M - $9.59M
|
235K
$23.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
88KNew |
$6.82M - $8.57M
|
88K
$8.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
60K+ 219.08% |
$4.65M - $5.84M
|
87.4K
$8.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
59.5K+ 124.45% |
$4.61M - $5.79M
|
107K
$10.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
52K+ 1576.14% |
$4.03M - $5.06M
|
55.3K
$5.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
41.3K+ 236.37% |
$3.2M - $4.02M
|
58.8K
$5.84M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.9K+ 315.59% |
$3.16M - $3.98M
|
53.8K
$5.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
24.1KNew |
$1.86M - $2.34M
|
24.1K
$2.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
20.5KNew |
$1.58M - $1.99M
|
20.5K
$2.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
16.5K+ 63.83% |
$1.28M - $1.61M
|
42.4K
$4.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
13.6K+ 0.73% |
$1.05M - $1.32M
|
1.86M
$185M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.4K+ 160.51% |
$1.04M - $1.3M
|
21.7K
$2.16M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
11.7KNew |
$904K - $1.14M
|
11.7K
$1.16M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10.7K+ 127.54% |
$829K - $1.04M
|
19.1K
$1.9M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7.94KNew |
$615K - $773K
|
7.94K
$790K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.6K+ 7.87% |
$589K - $740K
|
104K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.89KNew |
$534K - $671K
|
6.89K
$685K
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
6.71KNew |
$520K - $653K
|
6.71K
$668K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.65K+ 31.96% |
$515K - $647K
|
27.4K
$2.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
BUY
|
- |
5.97KNew |
$462K - $581K
|
5.97K
$594K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.18KNew |
$401K - $504K
|
5.18K
$515K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
5.11KNew |
$396K - $497K
|
5.11K
$508K
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.08KNew |
$393K - $494K
|
5.08K
$505K
|
|
|
Feb 14, 2024
Q4 2023
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
4.98KNew |
$385K - $484K
|
4.98K
$495K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
4.46KNew |
$346K - $434K
|
4.46K
$444K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.38K+ 17.05% |
$339K - $426K
|
30.1K
$2.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Moller Financial Services
|
BUY
|
- |
3.96K+ 38.61% |
$307K - $386K
|
14.2K
$1.41M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
3.83K+ 44.11% |
$297K - $373K
|
12.5K
$1.24M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
3.53KNew |
$274K - $344K
|
3.53K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
3.21KNew |
$249K - $313K
|
3.21K
$319K
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.21K+ 9.79% |
$248K - $312K
|
35.9K
$3.57M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
3.11KNew |
$241K - $303K
|
3.11K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.92K+ 33.78% |
$226K - $284K
|
11.6K
$1.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.92KNew |
$226K - $284K
|
2.92K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.91K+ 5.91% |
$225K - $283K
|
52.1K
$5.18M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.86KNew |
$221K - $278K
|
2.86K
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.68K+ 42.96% |
$207K - $261K
|
8.91K
$886K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.64KNew |
$204K - $257K
|
2.64K
$262K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.62KNew |
$203K - $255K
|
2.62K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.53KNew |
$196K - $246K
|
2.53K
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.43K+ 625.19% |
$188K - $237K
|
2.82K
$280K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
2.41K+ 15.08% |
$187K - $235K
|
18.4K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.4KNew |
$186K - $234K
|
2.4K
$239K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
2.4KNew |
$186K - $234K
|
2.4K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.32K+ 7.06% |
$180K - $226K
|
35.2K
$3.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.28K+ 33.24% |
$177K - $222K
|
9.16K
$910K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.25KNew |
$174K - $218K
|
2.25K
$223K
|