Purchases and Sales Made in Q1 2023 in Spdr Dow Jones Reit ETF (RWR)
This table provides information about the institutional ownership of Spdr Dow Jones Reit ETF (RWR) during Q1 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 |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
166K+ 158.66% |
$13.5M - $16.5M
|
270K
$27.6M
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
44KNew |
$3.6M - $4.37M
|
44K
$4.49M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.4KNew |
$3.31M - $4.02M
|
40.4K
$4.13M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
34K+ 1559.5% |
$2.78M - $3.38M
|
36.2K
$3.69M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
31.3K+ 3133.0% |
$2.56M - $3.12M
|
32.3K
$3.3M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.5KNew |
$1.35M - $1.64M
|
16.5K
$1.69M
|
|
Apr 06, 2023
Q1 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
16.2K+ 11.96% |
$1.33M - $1.61M
|
152K
$15.5M
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7.66K+ 559.72% |
$626K - $761K
|
9.03K
$922K
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
7.56K+ 279.79% |
$618K - $752K
|
10.3K
$1.05M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
7.39K+ 298.63% |
$605K - $735K
|
9.87K
$1.01M
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.3KNew |
$597K - $726K
|
7.3K
$745K
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.01K+ 118.42% |
$574K - $697K
|
12.9K
$1.32M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.81K+ 241.22% |
$475K - $578K
|
8.22K
$840K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.57K+ 1.32% |
$455K - $554K
|
426K
$43.5M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.49K+ 7.24% |
$449K - $546K
|
81.4K
$8.31M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.56K+ 9.86% |
$373K - $454K
|
50.8K
$5.19M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.88K+ 60.84% |
$318K - $386K
|
10.3K
$1.05M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.75KNew |
$306K - $372K
|
3.75K
$382K
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.57KNew |
$292K - $355K
|
3.57K
$365K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3.22K+ 1026.75% |
$264K - $321K
|
3.54K
$361K
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.16KNew |
$258K - $314K
|
3.16K
$323K
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.04KNew |
$248K - $302K
|
3.04K
$310K
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.59KNew |
$211K - $257K
|
2.59K
$264K
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.53KNew |
$207K - $251K
|
2.53K
$258K
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.44K+ 7.99% |
$200K - $243K
|
33K
$3.37M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.42K+ 25.12% |
$198K - $241K
|
12.1K
$1.23M
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
BUY
|
- |
2.39KNew |
$195K - $237K
|
2.39K
$244K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.03K+ 6.53% |
$166K - $201K
|
33K
$3.37M
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.9KNew |
$155K - $189K
|
1.9K
$194K
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.76KNew |
$144K - $175K
|
1.76K
$180K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.75K+ 10.85% |
$143K - $174K
|
17.9K
$1.82M
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.57KNew |
$128K - $156K
|
1.57K
$160K
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.51K+ 62.68% |
$124K - $150K
|
3.92K
$400K
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.34K+ 29.69% |
$109K - $133K
|
5.84K
$596K
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.29K+ 4.3% |
$105K - $128K
|
31.2K
$3.19M
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.05K+ 13.69% |
$86.1K - $105K
|
8.74K
$893K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1.01K+ 20220.0% |
$82.7K - $101K
|
1.02K
$104K
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
1K+ 11.27% |
$81.8K - $99.4K
|
9.87K
$1.01M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
993New |
$81.2K - $98.7K
|
993
$101K
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
986+ 4.42% |
$80.6K - $98K
|
23.3K
$2.38M
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
921+ 6.62% |
$75.3K - $91.6K
|
14.8K
$1.51M
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
709+ 72.57% |
$58K - $70.5K
|
1.69K
$172K
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
692+ 2.86% |
$56.6K - $68.8K
|
24.9K
$2.54M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
667+ 1258.49% |
$54.6K - $66.3K
|
720
$73.5K
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
651New |
$53.2K - $64.7K
|
651
$66.5K
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
583+ 4.72% |
$47.7K - $58K
|
12.9K
$1.32M
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
570+ 8.57% |
$46.6K - $56.7K
|
7.22K
$737K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
549+ 51.74% |
$44.9K - $54.6K
|
1.61K
$164K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
547+ 28.27% |
$44.7K - $54.4K
|
2.48K
$253K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
529+ 4.91% |
$43.3K - $52.6K
|
11.3K
$1.15M
|