Purchases and Sales Made in Q4 2022 in Spdr Dow Jones Reit ETF (RWR)
This table provides information about the institutional ownership of Spdr Dow Jones Reit ETF (RWR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.33K+ 26.25% |
$107K - $123K
|
6.38K
$689K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
1.24K+ 6.17% |
$100K - $115K
|
21.3K
$2.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.19K+ 48.06% |
$96.1K - $111K
|
3.67K
$397K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.18K+ 2.62% |
$95.1K - $110K
|
46.2K
$5M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.14K+ 85.67% |
$92.1K - $106K
|
2.48K
$267K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.13K+ 3.92% |
$91.1K - $105K
|
29.9K
$3.23M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.13K+ 17.49% |
$90.9K - $105K
|
7.57K
$818K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.12K+ 3.49% |
$90.6K - $104K
|
33.3K
$3.6M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.08KNew |
$87.1K - $100K
|
1.08K
$117K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.07K+ 3.9% |
$86.3K - $99.5K
|
28.5K
$3.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
1.03K+ 4.44% |
$82.8K - $95.5K
|
24.2K
$2.61M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
977New |
$78.8K - $90.9K
|
977
$106K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
974New |
$78.6K - $90.6K
|
974
$105K
|
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
906+ 9.14% |
$73.1K - $84.3K
|
10.8K
$1.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
880New |
$71K - $81.9K
|
880
$95.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
819+ 83.15% |
$66.1K - $76.2K
|
1.8K
$195K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
815New |
$65.7K - $75.8K
|
815
$88K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
806New |
$65K - $75K
|
806
$87.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
779+ 1.19% |
$62.8K - $72.5K
|
66.2K
$7.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
659+ 2.17% |
$53.1K - $61.3K
|
31K
$3.35M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
527+ 0.7% |
$42.5K - $49K
|
75.9K
$8.2M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
493+ 0.09% |
$39.8K - $45.9K
|
573K
$61.9M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
416+ 2.34% |
$33.6K - $38.7K
|
18.2K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
364New |
$29.4K - $33.9K
|
364
$39.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
343+ 5.03% |
$27.7K - $31.9K
|
7.17K
$774K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
311+ 2.99% |
$25.1K - $28.9K
|
10.7K
$1.16M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
302+ 20.54% |
$24.4K - $28.1K
|
1.77K
$191K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
300New |
$24.2K - $27.9K
|
300
$32.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
298+ 4.32% |
$24K - $27.7K
|
7.2K
$778K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
266+ 5.76% |
$21.5K - $24.7K
|
4.89K
$528K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
264+ 440.0% |
$21.3K - $24.6K
|
324
$35K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
245New |
$19.8K - $22.8K
|
245
$26.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
238New |
$19.2K - $22.1K
|
238
$25.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
230New |
$18.5K - $21.4K
|
230
$24.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
229New |
$18.5K - $21.3K
|
229
$24.7K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
210New |
$16.9K - $19.5K
|
210
$22.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
208New |
$16.8K - $19.3K
|
208
$22.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
207+ 77.82% |
$16.7K - $19.3K
|
473
$51.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
196New |
$15.8K - $18.2K
|
196
$21.2K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
120+ 12.75% |
$9.68K - $11.2K
|
1.06K
$115K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
114+ 3.98% |
$9.19K - $10.6K
|
2.98K
$322K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
90New |
$7.26K - $8.37K
|
90
$9.72K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
85New |
$6.86K - $7.91K
|
85
$9.18K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
57+ 0.13% |
$4.6K - $5.3K
|
42.8K
$4.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
45+ 7.1% |
$3.63K - $4.19K
|
679
$73.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
41New |
$3.31K - $3.81K
|
41
$4.43K
|
|
|
Jan 25, 2023
Q4 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
38+ 1.24% |
$3.06K - $3.53K
|
3.11K
$336K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
18+ 0.41% |
$1.45K - $1.67K
|
4.4K
$476K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
18+ 1.2% |
$1.45K - $1.67K
|
1.52K
$164K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
14New |
$1.13K - $1.3K
|
14
$1.51K
|