Purchases and Sales Made in Q3 2024 in Spdr Dow Jones Reit ETF (RWR)
This table provides information about the institutional ownership of Spdr Dow Jones Reit ETF (RWR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
500+ 10.49% |
$46.2K - $54.2K
|
5.27K
$572K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
450+ 10.4% |
$41.6K - $48.8K
|
4.78K
$519K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
421+ 1830.43% |
$38.9K - $45.7K
|
444
$48.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
334+ 7.43% |
$30.8K - $36.2K
|
4.83K
$524K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
334+ 12.01% |
$30.8K - $36.2K
|
3.11K
$338K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
333+ 2.37% |
$30.8K - $36.1K
|
14.4K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
319+ 1.1% |
$29.5K - $34.6K
|
29.3K
$3.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
276+ 3.36% |
$25.5K - $29.9K
|
8.49K
$922K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
276+ 2.66% |
$25.5K - $29.9K
|
10.7K
$1.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
251+ 6.34% |
$23.2K - $27.2K
|
4.21K
$457K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
207New |
$19.1K - $22.5K
|
207
$22.5K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
201+ 2.06% |
$18.6K - $21.8K
|
9.96K
$1.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
156+ 1.42% |
$14.4K - $16.9K
|
11.2K
$1.21M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
150New |
$13.9K - $16.3K
|
150
$16.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
131+ 21.37% |
$12.1K - $14.2K
|
744
$80.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
104+ 7.24% |
$9.61K - $11.3K
|
1.54K
$167K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
85+ 1.57% |
$7.85K - $9.22K
|
5.52K
$599K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
80New |
$7.39K - $8.68K
|
80
$8.69K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
70+ 0.26% |
$6.47K - $7.59K
|
27.4K
$2.98M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
67New |
$6.19K - $7.27K
|
67
$7.28K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
40+ 0.14% |
$3.69K - $4.34K
|
28.3K
$3.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
40+ 4.36% |
$3.69K - $4.34K
|
957
$104K
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
38+ 0.57% |
$3.51K - $4.12K
|
6.76K
$734K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
37+ 0.79% |
$3.42K - $4.01K
|
4.75K
$515K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
35+ 350.0% |
$3.23K - $3.8K
|
45
$4.89K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
28+ 19.58% |
$2.59K - $3.04K
|
171
$18.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
26+ 0.77% |
$2.4K - $2.82K
|
3.39K
$368K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
26+ 0.78% |
$2.4K - $2.82K
|
3.37K
$365K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
17+ 0.4% |
$1.57K - $1.84K
|
4.23K
$459K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
13+ 0.81% |
$1.2K - $1.41K
|
1.62K
$176K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7+ 0.12% |
$647 - $759
|
5.93K
$644K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7+ 0.14% |
$647 - $759
|
4.89K
$531K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5New |
$462 - $542
|
5
$543
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5+ 4.5% |
$462 - $542
|
116
$12.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
5+ 0.04% |
$462 - $542
|
12.5K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
4+ 3.6% |
$369 - $434
|
115
$12.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.57% |
$369 - $434
|
701
$76.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.99% |
$277 - $325
|
307
$33.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3+ 0.12% |
$277 - $325
|
2.53K
$274K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.59% |
$185 - $217
|
342
$37.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 1.2% |
$92.4 - $108
|
84
$9.12K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.02% |
$92.4 - $108
|
6.43K
$698K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
1+ 2.5% |
$92.4 - $108
|
41
$4.45K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.89% |
$92.4 - $108
|
113
$12.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1- 0.41% |
$92.4 - $108
|
240
$26.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2- 40.0% |
$185 - $217
|
3
$326
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-5- 9.62% |
$462 - $542
|
47
$5.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-7- 0.31% |
$647 - $759
|
2.23K
$242K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-9- 20.45% |
$831 - $976
|
35
$3.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-10- 0.4% |
$924 - $1.08K
|
2.52K
$273K
|