Purchases and Sales Made in Q3 2022 in Spdr Dow Jones Reit ETF (RWR)
This table provides information about the institutional ownership of Spdr Dow Jones Reit ETF (RWR) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
134New |
$11.1K - $14.3K
|
134
$14.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
100+ 1.14% |
$8.31K - $10.6K
|
8.87K
$963K
|
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
96+ 1.09% |
$7.98K - $10.2K
|
8.91K
$968K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
80New |
$6.65K - $8.52K
|
80
$8.69K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
56+ 6.03% |
$4.66K - $5.96K
|
985
$107K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
56+ 1.08% |
$4.66K - $5.96K
|
5.26K
$571K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
52+ 3.67% |
$4.32K - $5.54K
|
1.47K
$160K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
50+ 0.12% |
$4.16K - $5.32K
|
42.7K
$4.64M
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
48+ 0.34% |
$3.99K - $5.11K
|
14.2K
$1.54M
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
43+ 0.53% |
$3.58K - $4.58K
|
8.13K
$883K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
40+ 4.44% |
$3.33K - $4.26K
|
941
$102K
|
|
|
Oct 26, 2022
Q3 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
34+ 1.12% |
$2.83K - $3.62K
|
3.07K
$333K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
30New |
$2.49K - $3.19K
|
30
$3.26K
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
29+ 1.97% |
$2.41K - $3.09K
|
1.5K
$163K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
16+ 0.37% |
$1.33K - $1.7K
|
4.38K
$476K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
16+ 17.58% |
$1.33K - $1.7K
|
107
$11.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.34% |
$998 - $1.28K
|
3.55K
$386K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
10+ 0.31% |
$831 - $1.06K
|
3.2K
$347K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
2+ 8.7% |
$166 - $213
|
25
$2.72K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2New |
$166 - $213
|
2
$217
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$166 - $213
|
8.76K
$951K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.85% |
$83.1 - $106
|
118
$12.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.03% |
$83.1 - $106
|
3.87K
$420K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 0.01% |
$83.1 - $106
|
13.4K
$1.46M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4- 0.06% |
$333 - $426
|
6.84K
$743K
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-9- 0.26% |
$748 - $958
|
3.44K
$374K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-13- 0.27% |
$1.08K - $1.38K
|
4.79K
$520K
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-18- 0.59% |
$1.5K - $1.92K
|
3.04K
$330K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-19- 1.37% |
$1.58K - $2.02K
|
1.37K
$149K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
SELL
|
- |
-20- 0.31% |
$1.66K - $2.13K
|
6.5K
$706K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-24Closed |
$2K - $2.56K
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-28- 7.47% |
$2.33K - $2.98K
|
347
$37.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-30Closed |
$2.49K - $3.19K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-38- 1.31% |
$3.16K - $4.05K
|
2.86K
$310K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-52Closed |
$4.32K - $5.54K
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-60- 0.45% |
$4.99K - $6.39K
|
13.2K
$1.43M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-64- 54.7% |
$5.32K - $6.82K
|
53
$5.76K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-64- 35.56% |
$5.32K - $6.82K
|
116
$12.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-68- 0.44% |
$5.65K - $7.24K
|
15.4K
$1.68M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-70- 9.94% |
$5.82K - $7.45K
|
634
$68.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-70- 41.92% |
$5.82K - $7.45K
|
97
$10.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-75- 64.1% |
$6.24K - $7.99K
|
42
$4.56K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-96- 2.94% |
$7.98K - $10.2K
|
3.17K
$344K
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-104- 2.95% |
$8.65K - $11.1K
|
3.42K
$372K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-110- 36.67% |
$9.15K - $11.7K
|
190
$20.6K
|
|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-114- 0.7% |
$9.48K - $12.1K
|
16.2K
$1.76M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-134- 1.75% |
$11.1K - $14.3K
|
7.53K
$817K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-139- 89.68% |
$11.6K - $14.8K
|
16
$1.74K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-141- 3.93% |
$11.7K - $15K
|
3.45K
$374K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-148- 5.55% |
$12.3K - $15.8K
|
2.52K
$274K
|