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 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 1.55% |
$968 - $1.12K
|
786
$85.4K
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.58% |
$161 - $186
|
349
$37.9K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.85% |
$80.7 - $93
|
119
$12.9K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1+ 0.02% |
$80.7 - $93
|
4.79K
$520K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 2.86% |
$80.7 - $93
|
36
$3.91K
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.86% |
$80.7 - $93
|
117
$12.7K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-3- 37.5% |
$242 - $279
|
5
$543
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-4- 0.05% |
$323 - $372
|
8.13K
$883K
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4- 25.0% |
$323 - $372
|
12
$1.3K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6- 0.08% |
$484 - $558
|
7.79K
$846K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-13- 61.9% |
$1.05K - $1.21K
|
8
$869
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13- 5.56% |
$1.05K - $1.21K
|
221
$24K
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-24- 6.69% |
$1.94K - $2.23K
|
335
$36.4K
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-50- 6.26% |
$4.03K - $4.65K
|
749
$81.3K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-56- 41.79% |
$4.52K - $5.21K
|
78
$8.47K
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-69- 1.33% |
$5.56K - $6.42K
|
5.13K
$557K
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-90- 3.22% |
$7.26K - $8.37K
|
2.7K
$293K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-94- 96.91% |
$7.58K - $8.74K
|
3
$326
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-120- 3.28% |
$9.68K - $11.2K
|
3.54K
$384K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-131- 3.38% |
$10.6K - $12.2K
|
3.74K
$406K
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-172- 93.48% |
$13.9K - $16K
|
12
$1.3K
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-174- 84.47% |
$14K - $16.2K
|
32
$3.48K
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-175- 3.08% |
$14.1K - $16.3K
|
5.51K
$598K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-189- 2.76% |
$15.2K - $17.6K
|
6.65K
$723K
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-231- 0.95% |
$18.6K - $21.5K
|
24.2K
$2.62M
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-248- 8.68% |
$20K - $23.1K
|
2.61K
$283K
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-281- 2.83% |
$22.7K - $26.1K
|
9.64K
$1.05M
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-300- 13.4% |
$24.2K - $27.9K
|
1.94K
$210K
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-319- 3.58% |
$25.7K - $29.7K
|
8.59K
$933K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-334- 9.4% |
$26.9K - $31.1K
|
3.22K
$350K
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-400- 80.0% |
$32.3K - $37.2K
|
100
$10.9K
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-416- 20.45% |
$33.6K - $38.7K
|
1.62K
$176K
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-460- 13.34% |
$37.1K - $42.8K
|
2.99K
$325K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-470- 58.82% |
$37.9K - $43.7K
|
329
$35.7K
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-489- 9.3% |
$39.4K - $45.5K
|
4.77K
$518K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-513- 7.95% |
$41.4K - $47.7K
|
5.94K
$645K
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-583- 4.51% |
$47K - $54.2K
|
12.4K
$1.34M
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-659- 13.79% |
$53.1K - $61.3K
|
4.12K
$447K
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-667- 16.02% |
$53.8K - $62K
|
3.5K
$380K
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-689- 21.54% |
$55.6K - $64.1K
|
2.51K
$273K
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-844- 11.99% |
$68.1K - $78.5K
|
6.2K
$673K
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-872- 3.83% |
$70.3K - $81.1K
|
21.9K
$2.38M
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-931- 19.54% |
$75.1K - $86.6K
|
3.83K
$416K
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-950- 25.7% |
$76.6K - $88.4K
|
2.75K
$298K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1K- 24.92% |
$80.7K - $93K
|
3.01K
$327K
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.05K- 8.88% |
$84.5K - $97.5K
|
10.8K
$1.17M
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.28K- 7.93% |
$103K - $119K
|
14.9K
$1.61M
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.32K- 13.01% |
$106K - $123K
|
8.82K
$958K
|