Who owns SPDR DJ Wilshire REIT?
- Ticker: RWR
- CUSIP Number: 78464A607
Tip: Access positions for across all investors
Analyze quarterly positions in SPDR DJ Wilshire REIT with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold SPDR DJ Wilshire REIT this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Northern Trust | 2.8M | $260M | 10% | Mar 2024 |
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Charles Schwab Investment Management | 1.9M | $178M | 1% | Mar 2024 |
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Wells Fargo & Company | 660k | $62M | -10% | Mar 2024 |
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Northwestern Mutual Wealth Management Company | 442k | $42M | -4% | Mar 2024 |
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Millennium Management | 355k | $34M | 13935% | Mar 2024 |
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Morgan Stanley | 336k | $62M | -20% | Mar 2024 |
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Envestnet Asset Management | 333k | $31M | -6% | Mar 2024 |
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Ameriprise Financial | 319k | $30M | 1725% | Mar 2024 |
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Bank of America Corporation | 312k | $29M | -3% | Mar 2024 |
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BlackRock | 291k | $28M | 114% | Mar 2024 |
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Branch Banking & Trust Company | 261k | $25M | -3% | Mar 2024 |
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UBS Group | 186k | $18M | 113% | Mar 2024 |
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LPL Financial | 150k | $14M | -45% | Mar 2024 |
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Patton Fund Management | 147k | $14M | -2% | Mar 2024 |
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Goldman Sachs Group | 124k | $12M | -21% | Mar 2024 |
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Creative Planning | 111k | $11M | 0% | Mar 2024 |
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Private Advisor | 106k | $10M | 2% | Mar 2024 |
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Capital Advisors | 82k | $7.7M | -7% | Mar 2024 |
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Stratos Wealth Partners | 69k | $6.5M | 2249% | Mar 2024 |
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Citizens Financial Group | 57k | $5.4M | -5% | Mar 2024 |
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Bank of New York Mellon | 53k | $5.0M | 1% | Mar 2024 |
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Commonwealth Equity Services | 49k | $4.6M | -1% | Mar 2024 |
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Hartland & Co | 43k | $4.1M | -7% | Dec 2023 |
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Qube Research & Technologies | 42k | $4.0M | -2% | Mar 2024 |
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Falcon Wealth Planning | 41k | $3.9M | -3% | Mar 2024 |
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Citadel Advisors | 41k | $3.9M | 309% | Mar 2024 |
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Jpmorgan Chase & Co | 39k | $3.7M | 21% | Mar 2024 |
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Royal Bank of Canada | 38k | $3.5M | -65% | Mar 2024 |
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Advisor Group Holdings | 36k | $3.4M | -16% | Mar 2024 |
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Rebalance | 35k | $3.3M | -3% | Mar 2024 |
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Pnc Financial Services | 30k | $2.8M | -16% | Mar 2024 |
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Assetmark | 29k | $2.7M | -21% | Mar 2024 |
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Smith, Moore & Co. | 28k | $2.7M | -2% | Mar 2024 |
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Susquehanna International | 27k | $2.6M | -23% | Mar 2024 |
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RTD Financial Advisors | 25k | $2.4M | -1% | Mar 2024 |
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Phillips Financial Management | 25k | $2.3M | 0% | Mar 2024 |
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Pathstone Holdings | 24k | $2.3M | 0% | Mar 2024 |
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American Financial Advisors | 22k | $2.1M | -1% | Mar 2024 |
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Kestra Advisory Services | 21k | $2.0M | 7% | Dec 2023 |
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Geneos Wealth Management | 21k | $1.9M | 19% | Mar 2024 |
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Aveo Capital Partners | 20k | $1.8M | -1% | Mar 2024 |
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Efficient Wealth Management | 20k | $1.8M | 2% | Mar 2024 |
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Raymond James Financial Services Advisors | 19k | $1.8M | -24% | Mar 2024 |
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City Holding | 19k | $1.7M | -1% | Mar 2024 |
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Trilogy Capital | 18k | $1.7M | 41% | Mar 2024 |
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M^T Bank Corporation | 18k | $1.7M | 0% | Mar 2024 |
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Omega Financial Group | 17k | $1.6M | -6% | Mar 2024 |
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D. E. Shaw & Co | 17k | $1.6M | 591% | Mar 2024 |
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Raymond James & Associates | 17k | $1.6M | -69% | Mar 2024 |
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Bank Of Montreal | 16k | $1.5M | -4% | Mar 2024 |
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Citigroup | 15k | $1.4M | 2016% | Mar 2024 |
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Destiny Capital Corp | 15k | $1.4M | -7% | Mar 2024 |
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Osborne Partners Capital Management | 14k | $1.3M | -15% | Mar 2024 |
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Moller Financial Services | 14k | $1.3M | 0% | Mar 2024 |
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Wintrust Financial Corporation | 14k | $1.3M | 1% | Mar 2024 |
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Atlas Brown | 13k | $1.3M | 0% | Mar 2024 |
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Snowden Capital Advisors | 13k | $1.3M | 5% | Mar 2024 |
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Yeomans Consulting Group | 12k | $1.1M | 4% | Mar 2024 |
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Davidson Trust | 12k | $1.1M | 0% | Mar 2024 |
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SageView Advisory Group | 12k | $6.0M | 100% | Mar 2024 |
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HighTower Advisors | 12k | $1.1M | -14% | Mar 2024 |
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Ariel Capital Advisors | 11k | $1.1M | 2% | Mar 2024 |
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ValMark Advisers | 11k | $1.0M | 0% | Mar 2024 |
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Smallwood Wealth Investment Management | 11k | $993k | 3% | Mar 2024 |
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Savant Capital Management | 11k | $985k | 2% | Mar 2024 |
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Mariner Wealth Advisors | 10k | $949k | -13% | Mar 2024 |
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Cetera Investment Advisers | 9.9k | $936k | 215% | Mar 2024 |
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Brown Advisory Holdings Incorporated | 9.9k | $932k | -1% | Mar 2024 |
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Wealthcare Advisory Partners | 9.4k | $885k | 3% | Mar 2024 |
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Us Bancorp | 9.3k | $879k | 0% | Mar 2024 |
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Gibson Capital | 9.0k | $848k | 0% | Mar 2024 |
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Brian McDonald | 8.7k | $823k | 8% | Mar 2024 |
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CI Private Wealth | 8.6k | $809k | -13% | Mar 2024 |
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Worth Asset Management | 7.7k | $721k | 100% | Mar 2024 |
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Stifel Financial | 7.2k | $679k | -42% | Mar 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 7.0k | $660k | 2% | Mar 2024 |
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Cambridge Investment Research Advisors | 6.8k | $645k | -23% | Mar 2024 |
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Bensler | 6.8k | $640k | -32% | Mar 2024 |
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Camelot Technology Advisors | 6.7k | $636k | 0% | Mar 2024 |
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Lido Advisors | 6.5k | $610k | -6% | Mar 2024 |
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Raymond James Trust | 6.4k | $600k | 11% | Mar 2024 |
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Key FInancial | 6.2k | $587k | -4% | Mar 2024 |
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Kohmann Bosshard Financial Services | 6.1k | $579k | 0% | Mar 2024 |
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Atlantic Trust | 6.0k | $557k | 1% | Mar 2024 |
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Forum Financial Management | 6.0k | $564k | 0% | Mar 2024 |
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Awm Capital | 6.0k | $563k | 0% | Mar 2024 |
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Summit Financial | 5.9k | $554k | 0% | Mar 2024 |
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Janney Montgomery Scott | 5.5k | $522k | 0% | Mar 2024 |
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Lee Financial | 5.4k | $517k | -1% | Dec 2023 |
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Integrated Wealth Concepts | 5.4k | $510k | 100% | Mar 2024 |
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Abbrea Capital | 5.3k | $503k | 0% | Mar 2024 |
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TD Capital Management | 5.3k | $496k | 0% | Mar 2024 |
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Wealth Enhancement Advisory Services | 5.2k | $490k | -31% | Mar 2024 |
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Buckingham Asset Management | 5.2k | $487k | 35% | Mar 2024 |
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Kmg Fiduciary Partners | 5.1k | $482k | 0% | Mar 2024 |
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Sanibel Captiva Trust Company | 5.1k | $479k | 0% | Mar 2024 |
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Burns Wealth Management | 5.1k | $478k | 0% | Mar 2024 |
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One Capital Management | 5.1k | $478k | -3% | Mar 2024 |
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NTV Asset Management | 5.0k | $471k | -17% | Mar 2024 |
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HBK Sorce Advisory | 4.9k | $459k | -3% | Mar 2024 |
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Urban Financial Advisory Corp | 4.8k | $457k | -3% | Mar 2024 |
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Glenmede Trust Company | 4.8k | $452k | 0% | Mar 2024 |
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Franklin Resources | 4.8k | $449k | 0% | Mar 2024 |
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ICA Group Wealth Management | 4.7k | $448k | -8% | Mar 2024 |
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Baird Financial | 4.7k | $445k | -30% | Dec 2023 |
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Etfidea | 4.6k | $437k | -8% | Mar 2024 |
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Merit Financial Group | 4.5k | $405k | 100% | Mar 2024 |
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Transatlantique Private Wealth | 4.5k | $424k | -23% | Mar 2024 |
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Greenleaf Trust | 4.5k | $424k | -9% | Mar 2024 |
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Ark & Tlk Investments | 4.5k | $422k | 0% | Mar 2024 |
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Resources Investment Advisors | 4.4k | $411k | 0% | Mar 2024 |
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First American Trust | 4.3k | $408k | 100% | Mar 2024 |
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Ameritas Advisory Services | 4.0k | $377k | 4% | Dec 2023 |
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Moisand Fitzgerald Tamayo | 3.9k | $371k | 0% | Mar 2024 |
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IFP Advisors | 3.9k | $371k | -6% | Dec 2023 |
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Aurum Wealth Management Group | 3.5k | $337k | 100% | Dec 2023 |
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Mercer Global Advisors | 3.5k | $331k | 2% | Mar 2024 |
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Chicago Partners Investment | 3.3k | $295k | 1% | Mar 2024 |
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Navis Wealth Advisors | 3.3k | $312k | 1% | Mar 2024 |
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Integrated Advisors Network | 3.3k | $307k | 5% | Mar 2024 |
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Cullen Frost Bankers | 3.2k | $302k | -94% | Mar 2024 |
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Deutsche Bank Aktiengesellschaft | 3.2k | $302k | 0% | Mar 2024 |
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Beacon Financial | 3.2k | $299k | 0% | Mar 2024 |
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Kingsview Wealth Management | 3.1k | $291k | 2% | Mar 2024 |
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Aspiriant | 3.0k | $286k | 0% | Mar 2024 |
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Private Ocean | 3.0k | $285k | -9% | Mar 2024 |
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United Capital Financial Advisers | 3.0k | $284k | 1% | Mar 2024 |
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T. Rowe Price Associates | 3.0k | $283k | 100% | Mar 2024 |
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Compass Ion Advisors | 3.0k | $281k | 6% | Mar 2024 |
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SCBT Financial Corporation | 3.0k | $280k | 0% | Mar 2024 |
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Front Row Advisors | 2.9k | $276k | 0% | Mar 2024 |
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Windward Private Wealth Management | 2.9k | $275k | -3% | Mar 2024 |
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Aptus Capital Advisors | 2.8k | $266k | 625% | Mar 2024 |
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JFS Wealth Advisors | 2.8k | $264k | -14% | Mar 2024 |
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Envestnet Portfolio Solutions | 2.7k | $254k | -14% | Mar 2024 |
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Autumn Glory Partners | 2.6k | $249k | 0% | Mar 2024 |
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Austin Private Wealth | 2.6k | $237k | -1% | Mar 2024 |
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Gts Securities | 2.6k | $243k | 100% | Mar 2024 |
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Curran Financial Partners | 2.5k | $238k | -6% | Mar 2024 |
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Marshall Financial Group | 2.5k | $237k | 0% | Mar 2024 |
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Tudor Investment Corporation | 2.5k | $236k | 100% | Mar 2024 |
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Ashton Thomas Private Wealth | 2.5k | $233k | 0% | Mar 2024 |
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HPM Partners | 2.4k | $227k | -84% | Mar 2024 |
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Pictet Asset Management Holding SA | 2.4k | $226k | 100% | Mar 2024 |
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Tiaa Trust, National Association | 2.3k | $214k | 3% | Mar 2024 |
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Rossmore Private Capital | 2.2k | $212k | 0% | Mar 2024 |
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Gyl Financial Synergies | 2.2k | $214k | 100% | Dec 2023 |
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Huntington National Bank | 2.2k | $211k | -1% | Mar 2024 |
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Collaborative Wealth Managment | 2.2k | $211k | 0% | Mar 2024 |
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Bank Of Oklahoma National Association / | 2.2k | $204k | 0% | Mar 2024 |
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Whittier Trust Co. of Nevada | 1.8k | $169k | -37% | Mar 2024 |
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Massmutual Trust | 118.00 | $11k | -95% | Mar 2024 |
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Tower Research Capital | 64.00 | $6.0k | -100% | Mar 2024 |
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Natixis | 1.00 | $94.000000 | -100% | Mar 2024 |
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Who sold out of SPDR DJ Wilshire REIT?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Hrt Financial | Dec 2023 | 22k | $2.1M |
Flow Traders US | Dec 2023 | 21k | $2.0M |
Financial Network Investment Corporation | Sep 2023 | 7.7k | $641k |
Balyasny Asset Management | Dec 2023 | 5.1k | $487k |
West Wealth Group | Dec 2023 | 4.7k | $443k |
Financial Counselors | Dec 2023 | 4.3k | $414k |
Eagle Strategies | Dec 2023 | 3.8k | $360k |
Hancock Bank Trust Department | Dec 2023 | 3.2k | $306k |
Park Avenue Securities | Dec 2023 | 3.2k | $301k |
Jane Street | Dec 2023 | 2.8k | $263k |
IFG Advisory | Dec 2023 | 2.6k | $249k |