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 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15- 0.41% |
$1.39K - $1.63K
|
3.62K
$394K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-20- 0.14% |
$1.85K - $2.17K
|
14.2K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-24- 2.52% |
$2.22K - $2.6K
|
930
$101K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-26- 5.52% |
$2.4K - $2.82K
|
445
$48.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-29- 1.51% |
$2.68K - $3.15K
|
1.89K
$205K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-33- 49.25% |
$3.05K - $3.58K
|
34
$3.69K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-45- 2.02% |
$4.16K - $4.88K
|
2.19K
$238K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-49- 0.37% |
$4.53K - $5.32K
|
13.3K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-51- 2.25% |
$4.71K - $5.53K
|
2.21K
$240K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-64- 2.38% |
$5.91K - $6.94K
|
2.62K
$285K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-72- 1.75% |
$6.65K - $7.81K
|
4.03K
$438K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-87- 0.6% |
$8.04K - $9.44K
|
14.4K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-100- 4.55% |
$9.24K - $10.8K
|
2.1K
$228K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-100- 56.18% |
$9.24K - $10.8K
|
78
$8.47K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-101- 1.1% |
$9.33K - $11K
|
9.08K
$986K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-107- 2.73% |
$9.88K - $11.6K
|
3.81K
$414K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-110- 5.01% |
$10.2K - $11.9K
|
2.09K
$226K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-113- 2.44% |
$10.4K - $12.3K
|
4.53K
$492K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-145- 1.62% |
$13.4K - $15.7K
|
8.8K
$955K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-154- 13.45% |
$14.2K - $16.7K
|
991
$108K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-156- 2.72% |
$14.4K - $16.9K
|
5.57K
$605K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-171- 0.79% |
$15.8K - $18.5K
|
21.6K
$2.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-186- 3.64% |
$17.2K - $20.2K
|
4.93K
$535K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-197- 6.07% |
$18.2K - $21.4K
|
3.05K
$331K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-212- 1.1% |
$19.6K - $23K
|
19.1K
$2.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-218- 53.3% |
$20.1K - $23.6K
|
191
$20.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-251- 0.99% |
$23.2K - $27.2K
|
25K
$2.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-267- 0.54% |
$24.7K - $29K
|
48.9K
$5.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-288- 72.36% |
$26.6K - $31.2K
|
110
$11.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-318- 7.44% |
$29.4K - $34.5K
|
3.96K
$430K
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-333- 2.62% |
$30.8K - $36.1K
|
12.4K
$1.34M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-377- 12.67% |
$34.8K - $40.9K
|
2.6K
$282K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-419- 14.03% |
$38.7K - $45.4K
|
2.57K
$279K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-426- 1.22% |
$39.3K - $46.2K
|
34.6K
$3.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-430- 4.19% |
$39.7K - $46.6K
|
9.83K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-452- 4.75% |
$41.7K - $49K
|
9.06K
$984K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-462- 1.12% |
$42.7K - $50.1K
|
40.8K
$4.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-499- 20.72% |
$46.1K - $54.1K
|
1.91K
$207K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-516- 3.38% |
$47.7K - $56K
|
14.8K
$1.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-574- 5.45% |
$53K - $62.3K
|
9.95K
$1.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-579- 2.35% |
$53.5K - $62.8K
|
24K
$2.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-600- 5.37% |
$55.4K - $65.1K
|
10.6K
$1.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-605- 3.49% |
$55.9K - $65.6K
|
16.7K
$1.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-669- 21.43% |
$61.8K - $72.6K
|
2.45K
$266K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-759- 12.14% |
$70.1K - $82.3K
|
5.49K
$597K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-797- 14.44% |
$73.6K - $86.5K
|
4.72K
$513K
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-954- 32.72% |
$88.1K - $103K
|
1.96K
$213K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.18K- 30.29% |
$109K - $128K
|
2.72K
$295K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-1.2K- 1.34% |
$110K - $130K
|
87.9K
$9.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.54K- 7.63% |
$142K - $167K
|
18.6K
$2.02M
|