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 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-162- 5.48% |
$13.5K - $17.3K
|
2.79K
$285K
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-175- 0.83% |
$14.5K - $18.6K
|
20.8K
$2.13M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-175- 63.87% |
$14.5K - $18.6K
|
99
$10.1K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-201- 1.12% |
$16.7K - $21.4K
|
17.8K
$1.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-223- 1.94% |
$18.5K - $23.7K
|
11.3K
$1.15M
|
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-225- 3.39% |
$18.7K - $24K
|
6.41K
$655K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-227- 91.53% |
$18.9K - $24.2K
|
21
$2.14K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-227- 0.82% |
$18.9K - $24.2K
|
27.4K
$2.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-236- 7.62% |
$19.6K - $25.1K
|
2.86K
$292K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-240- 50.63% |
$20K - $25.6K
|
234
$23.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-246- 67.58% |
$20.5K - $26.2K
|
118
$12.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-250- 10.05% |
$20.8K - $26.6K
|
2.24K
$229K
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-317- 4.44% |
$26.4K - $33.8K
|
6.83K
$697K
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-318- 5.11% |
$26.4K - $33.9K
|
5.91K
$603K
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-332- 2.59% |
$27.6K - $35.4K
|
12.5K
$1.27M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-341- 0.98% |
$28.4K - $36.3K
|
34.4K
$3.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-368- 0.84% |
$30.6K - $39.2K
|
43.4K
$4.43M
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-370Closed |
$30.8K - $39.4K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-481- 2.89% |
$40K - $51.2K
|
16.1K
$1.65M
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-500- 2.43% |
$41.6K - $53.2K
|
20.1K
$2.05M
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-545- 7.36% |
$45.3K - $58K
|
6.86K
$700K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-620- 93.09% |
$51.5K - $66K
|
46
$4.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-833- 14.15% |
$69.3K - $88.7K
|
5.06K
$516K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-1K- 5.25% |
$83.1K - $106K
|
18K
$1.84M
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 4.17% |
$88.3K - $113K
|
24.4K
$2.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.09K- 9.87% |
$90.3K - $116K
|
9.91K
$1.01M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.16K- 93.18% |
$96.6K - $124K
|
85
$8.68K
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.18K- 4.8% |
$98.3K - $126K
|
23.4K
$2.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.32K- 5.21% |
$109K - $140K
|
24K
$2.45M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.32K- 0.9% |
$110K - $141K
|
145K
$14.8M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.37K- 11.18% |
$113K - $145K
|
10.8K
$1.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-1.54K- 99.48% |
$128K - $164K
|
8
$817
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.6K- 29.16% |
$133K - $170K
|
3.88K
$396K
|
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.95K- 5.21% |
$162K - $208K
|
35.5K
$3.63M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.08K- 96.88% |
$173K - $222K
|
67
$6.84K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.15K- 8.99% |
$179K - $229K
|
21.8K
$2.22M
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-2.41K- 25.51% |
$200K - $257K
|
7.04K
$719K
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.5KClosed |
$208K - $266K
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Patton Fund Management, Inc.
|
SELL
|
- |
-2.57K- 1.82% |
$213K - $273K
|
139K
$14.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.93K- 35.78% |
$243K - $312K
|
5.26K
$537K
|
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-3.32K- 44.35% |
$276K - $353K
|
4.16K
$425K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.52K- 19.54% |
$293K - $375K
|
14.5K
$1.48M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-3.56K- 89.93% |
$296K - $379K
|
398
$40.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.14K- 12.01% |
$344K - $441K
|
30.3K
$3.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-5.33K- 95.25% |
$443K - $568K
|
266
$27.2K
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-5.59K- 49.43% |
$465K - $596K
|
5.72K
$584K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.46K- 29.38% |
$537K - $687K
|
15.5K
$1.58M
|
|
|
Nov 18, 2022
Q3 2022
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-7.03K- 23.28% |
$584K - $748K
|
23.2K
$2.36M
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-7.3K- 18.23% |
$607K - $777K
|
32.7K
$3.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-7.34K- 60.23% |
$610K - $782K
|
4.85K
$495K
|