Purchases and Sales Made in Q4 2023 in Spdr Dow Jones Reit ETF (RWR)
This table provides information about the institutional ownership of Spdr Dow Jones Reit ETF (RWR) during Q4 2023. 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 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-194- 91.51% |
$15K - $18.9K
|
18
$1.95K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-254- 6.13% |
$19.7K - $24.7K
|
3.89K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-307- 8.21% |
$23.8K - $29.9K
|
3.43K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-324- 62.91% |
$25.1K - $31.5K
|
191
$20.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-350- 73.68% |
$27.1K - $34.1K
|
125
$13.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-490- 58.13% |
$38K - $47.7K
|
353
$38.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-494- 1.33% |
$38.3K - $48.1K
|
36.6K
$3.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-505- 4.81% |
$39.1K - $49.1K
|
10K
$1.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-542- 3.25% |
$42K - $52.7K
|
16.1K
$1.75M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-562- 8.73% |
$43.5K - $54.7K
|
5.88K
$638K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-576- 7.46% |
$44.6K - $56.1K
|
7.15K
$777K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-585- 3.02% |
$45.3K - $56.9K
|
18.8K
$2.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-591- 4.13% |
$45.8K - $57.5K
|
13.7K
$1.49M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-631- 37.01% |
$48.9K - $61.4K
|
1.07K
$117K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-632- 10.26% |
$48.9K - $61.5K
|
5.53K
$600K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-677- 12.44% |
$52.4K - $65.9K
|
4.77K
$518K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-707- 3.11% |
$54.8K - $68.8K
|
22K
$2.39M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-763- 4.24% |
$59.1K - $74.2K
|
17.2K
$1.87M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-775- 13.35% |
$60K - $75.4K
|
5.03K
$546K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-899- 16.2% |
$69.6K - $87.5K
|
4.65K
$505K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-959- 1.58% |
$74.3K - $93.3K
|
59.9K
$6.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-979- 30.3% |
$75.8K - $95.3K
|
2.25K
$245K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.01K- 7.03% |
$78.2K - $98.3K
|
13.4K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-1.09K- 77.48% |
$84.2K - $106K
|
316
$34.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.34K- 22.89% |
$103K - $130K
|
4.5K
$489K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.45K- 19.46% |
$112K - $141K
|
6K
$652K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.54K- 20.52% |
$120K - $150K
|
5.98K
$649K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.6K- 17.48% |
$124K - $156K
|
7.57K
$822K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.85K- 26.07% |
$143K - $180K
|
5.23K
$568K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.92K- 7.26% |
$149K - $187K
|
24.6K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2K- 30.0% |
$155K - $195K
|
4.67K
$508K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.13K- 17.65% |
$165K - $207K
|
9.95K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.74K- 2.4% |
$213K - $267K
|
112K
$12.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-2.88K- 36.46% |
$223K - $280K
|
5.01K
$544K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-3.24K- 16.1% |
$251K - $315K
|
16.9K
$1.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.35K- 7.18% |
$259K - $326K
|
43.2K
$4.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.45K- 7.42% |
$267K - $335K
|
43K
$4.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.82K- 58.0% |
$296K - $371K
|
2.76K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.46K- 59.77% |
$345K - $434K
|
3K
$326K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-4.53K- 58.78% |
$351K - $441K
|
3.18K
$345K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.62K- 8.48% |
$358K - $449K
|
49.8K
$5.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.11K- 12.61% |
$396K - $498K
|
35.4K
$3.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.5K- 19.21% |
$504K - $633K
|
27.4K
$2.97M
|
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-6.61K- 4.23% |
$512K - $644K
|
150K
$16.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-7.68K- 23.29% |
$595K - $748K
|
25.3K
$2.75M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-9.06K- 3.25% |
$702K - $882K
|
270K
$29.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.8K- 2.12% |
$759K - $953K
|
453K
$49.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-12K- 43.31% |
$929K - $1.17M
|
15.7K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.1K- 3.41% |
$933K - $1.17M
|
341K
$37.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15.1K- 8.76% |
$1.17M - $1.47M
|
157K
$17.1M
|