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 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
356K+ 13.97% |
$28.7M - $33.2M
|
2.91M
$289M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
150K+ 48.37% |
$12.1M - $13.9M
|
459K
$45.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
150K+ 48.37% |
$12.1M - $13.9M
|
459K
$45.6M
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
75.9KNew |
$6.12M - $7.06M
|
75.9K
$7.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
70.5K+ 5.02% |
$5.69M - $6.56M
|
1.48M
$147M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
41.8KNew |
$3.37M - $3.89M
|
41.8K
$4.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
30.6KNew |
$2.47M - $2.85M
|
30.6K
$3.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.2K+ 92.46% |
$1.96M - $2.26M
|
50.5K
$5.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
21.7K+ 316.77% |
$1.75M - $2.02M
|
28.6K
$2.84M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18.2KNew |
$1.47M - $1.7M
|
18.2K
$1.81M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.8K+ 13.87% |
$1.36M - $1.56M
|
138K
$13.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
15.4K+ 15.85% |
$1.24M - $1.43M
|
113K
$11.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.4K+ 298.31% |
$1.24M - $1.43M
|
20.5K
$2.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
12.3K+ 5.07% |
$989K - $1.14M
|
254K
$25.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
11.4K+ 198.69% |
$917K - $1.06M
|
17.1K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.3KNew |
$908K - $1.05M
|
11.3K
$1.12M
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
10K+ 207.26% |
$810K - $934K
|
14.9K
$1.48M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
9.98KNew |
$805K - $929K
|
9.98K
$992K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.8K+ 0.94% |
$791K - $912K
|
1.05M
$105M
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
9.76K+ 74.19% |
$787K - $908K
|
22.9K
$2.28M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
9.41K+ 27.35% |
$759K - $876K
|
43.8K
$4.36M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
8.23KNew |
$664K - $766K
|
8.23K
$818K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
8.23KNew |
$664K - $766K
|
8.23K
$818K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.16KNew |
$416K - $480K
|
5.16K
$513K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5.04KNew |
$406K - $468K
|
5.04K
$501K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.6K+ 40.71% |
$371K - $427K
|
15.9K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.27K+ 6.77% |
$345K - $398K
|
67.4K
$6.7M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
3.85KNew |
$310K - $358K
|
3.85K
$382K
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
3.85KNew |
$310K - $358K
|
3.85K
$382K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.65K+ 23.67% |
$294K - $340K
|
19.1K
$1.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.52K+ 16.15% |
$284K - $327K
|
25.3K
$2.51M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
3.49K+ 21.68% |
$282K - $325K
|
19.6K
$1.95M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.42KNew |
$276K - $318K
|
3.42K
$340K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.03KNew |
$244K - $282K
|
3.03K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.97KNew |
$240K - $277K
|
2.97K
$295K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.58KNew |
$208K - $240K
|
2.58K
$256K
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.53KNew |
$204K - $236K
|
2.53K
$252K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.5KNew |
$202K - $233K
|
2.5K
$248K
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.5K+ 74.94% |
$202K - $233K
|
5.84K
$580K
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
BUY
|
- |
2.44K+ 17.22% |
$196K - $227K
|
16.6K
$1.65M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.41KNew |
$194K - $224K
|
2.41K
$239K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.41KNew |
$194K - $224K
|
2.41K
$239K
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.32KNew |
$187K - $215K
|
2.32K
$230K
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.31KNew |
$186K - $215K
|
2.31K
$230K
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.31KNew |
$186K - $215K
|
2.31K
$229K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.05KNew |
$165K - $191K
|
2.05K
$204K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2K+ 14.2% |
$162K - $186K
|
16.1K
$1.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
1.78K+ 447.74% |
$144K - $166K
|
2.18K
$217K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.71K+ 52.5% |
$138K - $159K
|
4.97K
$494K
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.34K+ 29.69% |
$108K - $124K
|
5.84K
$580K
|