Purchases and Sales Made in Q3 2023 in Spdr Dow Jones Reit ETF (RWR)
This table provides information about the institutional ownership of Spdr Dow Jones Reit ETF (RWR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.15K- 8.72% |
$94.6K - $109K
|
12.1K
$1.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.29K- 6.04% |
$106K - $123K
|
20.1K
$2.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.3K- 4.86% |
$107K - $123K
|
25.5K
$2.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.79K- 9.04% |
$147K - $169K
|
18K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.85K- 28.07% |
$151K - $175K
|
4.74K
$484K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.27K- 7.89% |
$186K - $215K
|
26.5K
$2.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-2.45K- 4.12% |
$201K - $232K
|
57K
$5.82M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-2.57K- 28.55% |
$211K - $244K
|
6.44K
$658K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.77K- 13.69% |
$227K - $263K
|
17.5K
$1.78M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.8K- 47.64% |
$230K - $266K
|
3.08K
$315K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.34K- 54.08% |
$274K - $317K
|
2.84K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.79K- 20.87% |
$311K - $359K
|
14.4K
$1.47M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.62K- 3.88% |
$378K - $437K
|
114K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.62K- 43.8% |
$378K - $438K
|
5.92K
$605K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.98K- 10.94% |
$408K - $472K
|
40.6K
$4.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.16K- 15.84% |
$423K - $489K
|
27.4K
$2.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.28K- 1.75% |
$515K - $595K
|
353K
$36.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-6.64K- 2.32% |
$544K - $629K
|
279K
$28.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.17K- 14.6% |
$669K - $774K
|
47.8K
$4.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-8.72K- 75.32% |
$714K - $826K
|
2.86K
$292K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.8K- 19.39% |
$970K - $1.12M
|
49.2K
$5.03M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12K- 2.77% |
$983K - $1.14M
|
422K
$43.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-17.4K- 3.63% |
$1.43M - $1.65M
|
463K
$47.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-92.7K- 10.52% |
$7.6M - $8.79M
|
788K
$80.5M
|