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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
33New |
$2.56K - $3.21K
|
33
$3.27K
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
21+ 1.34% |
$1.63K - $2.04K
|
1.58K
$157K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
20New |
$1.55K - $1.95K
|
20
$1.98K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
17New |
$1.32K - $1.65K
|
17
$1.69K
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
16+ 24.62% |
$1.24K - $1.56K
|
81
$8.03K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.49% |
$1.24K - $1.56K
|
3.27K
$324K
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
13+ 0.5% |
$1.01K - $1.27K
|
2.62K
$259K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
10+ 0.12% |
$775 - $973
|
8.07K
$800K
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
9+ 0.07% |
$697 - $876
|
13.4K
$1.33M
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
8+ 0.87% |
$620 - $778
|
928
$92K
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8+ 0.16% |
$620 - $778
|
5.11K
$506K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8+ 3.81% |
$620 - $778
|
218
$21.6K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7+ 0.18% |
$542 - $681
|
3.84K
$381K
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
6+ 18.18% |
$465 - $584
|
39
$3.87K
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
4+ 0.16% |
$310 - $389
|
2.52K
$250K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3New |
$232 - $292
|
3
$298
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.22% |
$232 - $292
|
1.36K
$135K
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$232 - $292
|
2.83K
$280K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.9% |
$232 - $292
|
335
$33.2K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3+ 1.28% |
$232 - $292
|
238
$23.6K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 1.64% |
$155 - $195
|
124
$12.3K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2New |
$155 - $195
|
2
$198
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 0.05% |
$155 - $195
|
3.93K
$390K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 1.68% |
$155 - $195
|
121
$12K
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1New |
$77.5 - $97.3
|
1
$99.2
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 11.11% |
$77.5 - $97.3
|
8
$793
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3- 0.03% |
$232 - $292
|
9.33K
$925K
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3- 0.69% |
$232 - $292
|
430
$42.6K
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-5- 12.5% |
$387 - $487
|
35
$3.47K
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-6- 16.22% |
$465 - $584
|
31
$3.07K
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-6- 3.47% |
$465 - $584
|
167
$16.6K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-15- 39.47% |
$1.16K - $1.46K
|
23
$2.28K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-16- 23.53% |
$1.24K - $1.56K
|
52
$5.16K
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-26- 0.4% |
$2.01K - $2.53K
|
6.49K
$644K
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-30- 8.5% |
$2.32K - $2.92K
|
323
$32K
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-35- 0.57% |
$2.71K - $3.41K
|
6.15K
$609K
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-42- 6.68% |
$3.25K - $4.09K
|
587
$58.2K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-50- 31.25% |
$3.87K - $4.87K
|
110
$10.9K
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-78- 1.42% |
$6.04K - $7.59K
|
5.43K
$538K
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-81- 0.78% |
$6.27K - $7.88K
|
10.3K
$1.02M
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-82- 37.1% |
$6.35K - $7.98K
|
139
$13.8K
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-87- 2.89% |
$6.74K - $8.47K
|
2.92K
$290K
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-99- 2.55% |
$7.67K - $9.63K
|
3.78K
$374K
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-100- 0.56% |
$7.75K - $9.73K
|
17.6K
$1.75M
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-108- 3.36% |
$8.36K - $10.5K
|
3.11K
$308K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-124- 57.94% |
$9.6K - $12.1K
|
90
$8.93K
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-158- 5.54% |
$12.2K - $15.4K
|
2.69K
$267K
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-163- 1.31% |
$12.6K - $15.9K
|
12.3K
$1.22M
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-173- 0.6% |
$13.4K - $16.8K
|
28.5K
$2.83M
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-177- 1.38% |
$13.7K - $17.2K
|
12.7K
$1.25M
|