Purchases and Sales Made in Q4 2021 in Spdr Dow Jones Reit ETF (RWR)
This table provides information about the institutional ownership of Spdr Dow Jones Reit ETF (RWR) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
SELL
|
- |
-133- 1.64% |
$14.2K - $16.2K
|
7.98K
$866K
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-149- 3.0% |
$15.9K - $18.2K
|
4.82K
$523K
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-156Closed |
$16.6K - $19.1K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-156- 3.34% |
$16.6K - $19.1K
|
4.51K
$490K
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
SELL
|
- |
-158- 1.1% |
$16.8K - $19.3K
|
14.2K
$1.55M
|
|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-162- 2.24% |
$17.3K - $19.8K
|
7.08K
$769K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-202- 3.51% |
$21.5K - $24.7K
|
5.55K
$602K
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-209Closed |
$22.3K - $25.5K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-225- 0.51% |
$24K - $27.5K
|
43.7K
$4.74M
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-231- 8.54% |
$24.6K - $28.2K
|
2.47K
$269K
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-250- 26.32% |
$26.7K - $30.5K
|
700
$76K
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-269- 1.81% |
$28.7K - $32.9K
|
14.6K
$1.58M
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-275- 44.35% |
$29.3K - $33.6K
|
345
$37.5K
|
|
Feb 08, 2022
Q4 2021
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-277- 9.29% |
$29.5K - $33.8K
|
2.7K
$294K
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-287- 2.18% |
$30.6K - $35.1K
|
12.9K
$1.4M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-299- 26.39% |
$31.9K - $36.5K
|
834
$90.6K
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-300Closed |
$32K - $36.6K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-305- 1.9% |
$32.5K - $37.3K
|
15.7K
$1.71M
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-330- 27.48% |
$35.2K - $40.3K
|
871
$94.6K
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-364- 2.09% |
$38.8K - $44.5K
|
17.1K
$1.86M
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-375- 9.12% |
$40K - $45.8K
|
3.74K
$406K
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-391- 1.1% |
$41.7K - $47.8K
|
35.3K
$3.83M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-397- 2.04% |
$42.3K - $48.5K
|
19K
$2.07M
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-428- 17.82% |
$45.6K - $52.3K
|
1.97K
$214K
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-450- 22.67% |
$48K - $55K
|
1.54K
$167K
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-450- 22.67% |
$48K - $55K
|
1.54K
$167K
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-467- 1.57% |
$49.8K - $57K
|
29.4K
$3.19M
|
|
Jan 25, 2022
Q4 2021
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-487- 11.92% |
$51.9K - $59.5K
|
3.6K
$391K
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-492- 2.67% |
$52.4K - $60.1K
|
17.9K
$1.95M
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-508- 2.18% |
$54.2K - $62.1K
|
22.8K
$2.47M
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-603- 15.17% |
$64.3K - $73.7K
|
3.37K
$366K
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-625Closed |
$66.6K - $76.4K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
SELL
|
- |
-670- 5.52% |
$71.4K - $81.8K
|
11.5K
$1.25M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-695- 2.6% |
$74.1K - $84.9K
|
26.1K
$2.83M
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-701Closed |
$74.7K - $85.6K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-775- 34.58% |
$82.6K - $94.7K
|
1.47K
$159K
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-788- 0.6% |
$84K - $96.3K
|
132K
$14.3M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-895- 8.73% |
$95.4K - $109K
|
9.36K
$1.02M
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-980- 6.87% |
$104K - $120K
|
13.3K
$1.44M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1KClosed |
$107K - $122K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.39K- 5.23% |
$149K - $170K
|
25.3K
$2.74M
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 40.47% |
$154K - $176K
|
2.12K
$231K
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.82K- 1.24% |
$194K - $222K
|
145K
$15.7M
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.93KClosed |
$205K - $235K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.01K- 13.04% |
$214K - $246K
|
13.4K
$1.46M
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.37KClosed |
$253K - $290K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.43KClosed |
$259K - $297K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.57KClosed |
$274K - $314K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-2.84K- 5.49% |
$303K - $347K
|
48.9K
$5.31M
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.97KClosed |
$317K - $363K
|
0
$0
|