Purchases and Sales Made in Q2 2024 in Spdr Dow Jones Reit ETF (RWR)
This table provides information about the institutional ownership of Spdr Dow Jones Reit ETF (RWR) during Q2 2024. 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 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
258+ 0.9% |
$22.3K - $24.2K
|
29.1K
$3.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
241New |
$20.8K - $22.6K
|
241
$26.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
218+ 114.14% |
$18.8K - $20.5K
|
409
$44.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
211+ 2.42% |
$18.2K - $19.8K
|
8.94K
$971K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
198+ 1.97% |
$17.1K - $18.6K
|
10.3K
$1.11M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
178New |
$15.4K - $16.7K
|
178
$19.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
171+ 7.64% |
$14.8K - $16.1K
|
2.41K
$262K
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
144+ 0.41% |
$12.4K - $13.5K
|
35K
$3.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
143+ 1.03% |
$12.3K - $13.4K
|
14.1K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
143New |
$12.3K - $13.4K
|
143
$15.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
132+ 27.44% |
$11.4K - $12.4K
|
613
$66.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
122+ 15.35% |
$10.5K - $11.5K
|
917
$99.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
111New |
$9.58K - $10.4K
|
111
$12.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
102New |
$8.81K - $9.58K
|
102
$11.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
100New |
$8.63K - $9.4K
|
100
$10.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
85+ 3.15% |
$7.34K - $7.99K
|
2.78K
$302K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
83New |
$7.17K - $7.8K
|
83
$9.01K
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
72+ 0.42% |
$6.22K - $6.77K
|
17.3K
$1.88M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
53+ 8.23% |
$4.58K - $4.98K
|
697
$75.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
49+ 0.11% |
$4.23K - $4.6K
|
43.1K
$4.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
44New |
$3.8K - $4.13K
|
44
$4.78K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
42+ 2.76% |
$3.63K - $3.95K
|
1.56K
$170K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
41+ 0.15% |
$3.54K - $3.85K
|
28.3K
$3.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
35+ 0.7% |
$3.02K - $3.29K
|
5.04K
$547K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
33+ 0.99% |
$2.85K - $3.1K
|
3.37K
$366K
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
33+ 1.0% |
$2.85K - $3.1K
|
3.34K
$363K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
24+ 2.28% |
$2.07K - $2.26K
|
1.08K
$117K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
16New |
$1.38K - $1.5K
|
16
$1.74K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
15+ 0.94% |
$1.3K - $1.41K
|
1.61K
$175K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.39% |
$950 - $1.03K
|
2.81K
$305K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
10New |
$863 - $940
|
10
$1.09K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8+ 0.16% |
$691 - $752
|
4.88K
$530K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8New |
$691 - $752
|
8
$869
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6+ 4.03% |
$518 - $564
|
155
$16.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
5New |
$432 - $470
|
5
$543
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5+ 0.1% |
$432 - $470
|
5.12K
$556K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
3+ 0.06% |
$259 - $282
|
4.64K
$504K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 1.0% |
$259 - $282
|
304
$33K
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3+ 0.12% |
$259 - $282
|
2.52K
$274K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3+ 7.32% |
$259 - $282
|
44
$4.78K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.89% |
$259 - $282
|
340
$36.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
2+ 0.09% |
$173 - $188
|
2.16K
$234K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2+ 66.67% |
$173 - $188
|
5
$543
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
1+ 2.56% |
$86.3 - $94
|
40
$4.34K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1+ 0.02% |
$86.3 - $94
|
5.17K
$561K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.56% |
$86.3 - $94
|
65
$7.06K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1New |
$86.3 - $94
|
1
$109
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1+ 0.0% |
$86.3 - $94
|
24.6K
$2.67M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 1.02% |
$86.3 - $94
|
99
$10.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$86.3 - $94
|
1
$109
|