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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.25KNew |
$174K - $218K
|
2.25K
$233K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.23KNew |
$173K - $217K
|
2.23K
$232K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.19KNew |
$170K - $213K
|
2.19K
$228K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.15KNew |
$167K - $209K
|
2.15K
$223K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.11K+ 73.77% |
$163K - $205K
|
4.96K
$516K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.03KNew |
$157K - $197K
|
2.03K
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.7K+ 8.93% |
$132K - $166K
|
20.8K
$2.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.68K+ 20.63% |
$130K - $163K
|
9.82K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.47K+ 4.73% |
$114K - $143K
|
32.4K
$3.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.34K+ 6.76% |
$103K - $130K
|
21.1K
$2.19M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.13K+ 28.24% |
$87.8K - $110K
|
5.15K
$535K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.05KNew |
$81.2K - $102K
|
1.05K
$109K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.05KNew |
$81K - $102K
|
1.05K
$109K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
999+ 21.1% |
$77.4K - $97.2K
|
5.73K
$596K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
937New |
$72.6K - $91.2K
|
937
$97.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
725New |
$56.2K - $70.5K
|
725
$75.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
710+ 19.57% |
$55K - $69.1K
|
4.34K
$451K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
663+ 26.67% |
$51.3K - $64.5K
|
3.15K
$327K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
576+ 4.01% |
$44.6K - $56.1K
|
14.9K
$1.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
535+ 21.76% |
$41.4K - $52.1K
|
2.99K
$311K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
532+ 1.24% |
$41.2K - $51.8K
|
43.3K
$4.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
472+ 7.35% |
$36.6K - $45.9K
|
6.89K
$716K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
362+ 3.45% |
$28K - $35.2K
|
10.9K
$1.13M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
344+ 17.89% |
$26.6K - $33.5K
|
2.27K
$236K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
317New |
$24.6K - $30.8K
|
317
$33K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
300New |
$23.2K - $29.2K
|
300
$31.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
290+ 25.2% |
$22.5K - $28.2K
|
1.44K
$150K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
282New |
$21.8K - $27.4K
|
282
$29.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
250+ 373.13% |
$19.4K - $24.3K
|
317
$33K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
227+ 18.35% |
$17.6K - $22.1K
|
1.46K
$152K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
200New |
$15.5K - $19.5K
|
200
$20.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
200New |
$15.5K - $19.5K
|
200
$20.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
195+ 6.59% |
$15.1K - $19K
|
3.16K
$328K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
156New |
$12.1K - $15.2K
|
156
$16.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
152+ 3.96% |
$11.8K - $14.8K
|
3.99K
$415K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
145+ 2.79% |
$11.2K - $14.1K
|
5.34K
$555K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
110+ 17.68% |
$8.52K - $10.7K
|
732
$76.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
106+ 3.37% |
$8.21K - $10.3K
|
3.26K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
105New |
$8.13K - $10.2K
|
105
$10.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
105+ 0.96% |
$8.13K - $10.2K
|
11K
$1.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
95+ 2.98% |
$7.36K - $9.24K
|
3.29K
$342K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
81+ 1.37% |
$6.27K - $7.88K
|
6K
$624K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
80+ 0.31% |
$6.2K - $7.78K
|
25.6K
$2.66M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
80+ 37.74% |
$6.2K - $7.78K
|
292
$30.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
64New |
$4.96K - $6.23K
|
64
$6.65K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
55New |
$4.26K - $5.35K
|
55
$5.72K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
42New |
$3.25K - $4.09K
|
42
$4.37K
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
41+ 0.4% |
$3.18K - $3.99K
|
10.2K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
40New |
$3.1K - $3.89K
|
40
$4.16K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
37+ 1.13% |
$2.87K - $3.6K
|
3.31K
$344K
|