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 | 2.5M | $209M | 0% | Sep 2023 |
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Charles Schwab Investment Management | 1.9M | $178M | 1% | Dec 2023 |
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Wells Fargo & Company | 734k | $70M | -7% | Dec 2023 |
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Northwestern Mutual Wealth Management Company | 463k | $38M | -4% | Sep 2023 |
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Morgan Stanley | 422k | $35M | -3% | Sep 2023 |
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Envestnet Asset Management | 353k | $29M | -2% | Sep 2023 |
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Bank of America Corporation | 321k | $31M | -29% | Dec 2023 |
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LPL Financial | 272k | $23M | 17% | Sep 2023 |
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Branch Banking & Trust Company | 270k | $26M | -3% | Dec 2023 |
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Goldman Sachs Group | 157k | $15M | -9% | Dec 2023 |
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Patton Fund Management | 150k | $14M | -4% | Dec 2023 |
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BlackRock | 136k | $11M | 259% | Sep 2023 |
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Creative Planning | 112k | $11M | -2% | Dec 2023 |
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Royal Bank of Canada | 107k | $10M | 124% | Dec 2023 |
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Private Advisor | 104k | $9.9M | 4% | Dec 2023 |
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Capital Advisors | 88k | $8.4M | 100% | Dec 2023 |
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UBS Group | 87k | $8.3M | 219% | Dec 2023 |
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Citizens Financial Group | 60k | $5.7M | -2% | Dec 2023 |
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Natixis | 57k | $4.7M | -4% | Sep 2023 |
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Cullen Frost Bankers | 55k | $5.3M | 1576% | Dec 2023 |
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Raymond James & Associates | 54k | $5.1M | 316% | Dec 2023 |
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Bank of New York Mellon | 53k | $5.0M | 426% | Dec 2023 |
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Commonwealth Equity Services | 50k | $4.7M | -8% | Dec 2023 |
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Mml Investors Services | 49k | $4.1M | -19% | Sep 2023 |
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Advisor Group Holdings | 43k | $4.1M | -7% | Dec 2023 |
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Hartland & Co | 43k | $4.1M | -7% | Dec 2023 |
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Qube Research & Technologies | 43k | $3.5M | 332% | Sep 2023 |
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Falcon Wealth Planning | 42k | $4.0M | 64% | Dec 2023 |
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Assetmark | 37k | $3.5M | -1% | Dec 2023 |
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Rebalance | 36k | $3.4M | 10% | Dec 2023 |
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Pnc Financial Services | 35k | $3.4M | -13% | Dec 2023 |
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Susquehanna International | 35k | $2.9M | 102% | Sep 2023 |
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Tower Research Capital | 34k | $2.8M | 173% | Sep 2023 |
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Evergreen Capital Management | 33k | $2.7M | 0% | Sep 2023 |
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Jpmorgan Chase & Co | 32k | $3.1M | 5% | Dec 2023 |
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State Street Corporation | 31k | $2.6M | 2% | Sep 2023 |
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Smith, Moore & Co. | 29k | $2.4M | -4% | Sep 2023 |
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Equitable Holdings | 26k | $2.1M | 34% | Sep 2023 |
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Raymond James Financial Services Advisors | 26k | $2.4M | 0% | Dec 2023 |
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RTD Financial Advisors | 25k | $2.4M | -23% | Dec 2023 |
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Phillips Financial Management | 25k | $2.3M | -7% | Dec 2023 |
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Pathstone Family Office | 24k | $2.0M | 100% | Sep 2023 |
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Pathstone Holdings | 24k | $2.3M | 100% | Dec 2023 |
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American Financial Advisors | 22k | $2.1M | -3% | Dec 2023 |
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Hrt Financial | 22k | $2.1M | 161% | Dec 2023 |
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Kestra Advisory Services | 21k | $2.0M | 7% | Dec 2023 |
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Flow Traders US | 21k | $2.0M | 9% | Dec 2023 |
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Aveo Capital Partners | 21k | $2.0M | 100% | Dec 2023 |
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Efficient Wealth Management | 19k | $1.8M | 128% | Dec 2023 |
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City Holding | 19k | $1.8M | -3% | Dec 2023 |
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Omega Financial Group | 18k | $1.8M | 15% | Dec 2023 |
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M^T Bank Corporation | 18k | $1.7M | -1% | Dec 2023 |
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Ameriprise Financial | 18k | $8.3M | -14% | Sep 2023 |
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Geneos Wealth Management | 17k | $1.6M | -4% | Dec 2023 |
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Osborne Partners Capital Management | 17k | $1.6M | -16% | Dec 2023 |
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Bank Of Montreal | 16k | $1.6M | -3% | Dec 2023 |
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Destiny Capital Corp | 16k | $1.5M | -43% | Dec 2023 |
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HPM Partners | 15k | $1.4M | 4% | Dec 2023 |
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Moller Financial Services | 14k | $1.4M | 39% | Dec 2023 |
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Wintrust Financial Corporation | 14k | $1.3M | -4% | Dec 2023 |
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Atlas Brown | 13k | $1.3M | 0% | Dec 2023 |
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HighTower Advisors | 13k | $1.3M | -7% | Dec 2023 |
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Snowden Capital Advisors | 13k | $1.2M | -1% | Dec 2023 |
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Trilogy Capital | 13k | $1.2M | 44% | Dec 2023 |
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Stifel Financial | 12k | $1.2M | -1% | Dec 2023 |
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Davidson Trust | 12k | $1.1M | 0% | Dec 2023 |
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Yeomans Consulting Group | 12k | $1.1M | 100% | Dec 2023 |
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Mariner Wealth Advisors | 12k | $1.1M | 34% | Dec 2023 |
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Ariel Capital Advisors | 11k | $1.0M | 1% | Dec 2023 |
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ValMark Advisers | 11k | $1.0M | 3% | Dec 2023 |
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Savant Capital Management | 10k | $978k | -1% | Dec 2023 |
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Smallwood Wealth Investment Management | 10k | $975k | 0% | Dec 2023 |
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Citadel Advisors | 10k | $959k | -90% | Dec 2023 |
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Brown Advisory Holdings Incorporated | 10k | $953k | -5% | Dec 2023 |
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Bensler | 9.9k | $948k | -18% | Dec 2023 |
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CI Private Wealth | 9.8k | $936k | 21% | Dec 2023 |
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Us Bancorp | 9.3k | $889k | 0% | Dec 2023 |
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Wealthcare Advisory Partners | 9.2k | $873k | 33% | Dec 2023 |
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Gibson Capital | 9.0k | $857k | 0% | Dec 2023 |
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Cambridge Investment Research Advisors | 8.9k | $849k | 43% | Dec 2023 |
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Renaissance Technologies | 8.2k | $680k | 100% | Sep 2023 |
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Brian McDonald | 8.1k | $668k | 100% | Sep 2023 |
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Financial Network Investment Corporation | 7.7k | $641k | 10% | Sep 2023 |
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Wealth Enhancement Advisory Services | 7.6k | $721k | -17% | Dec 2023 |
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Lido Advisors | 6.9k | $657k | 100% | Dec 2023 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 6.9k | $657k | 7% | Dec 2023 |
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Key FInancial | 6.5k | $620k | 0% | Dec 2023 |
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Clientfirst Wealth Management | 6.3k | $518k | 0% | Sep 2023 |
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Kohmann Bosshard Financial Services | 6.1k | $586k | -1% | Dec 2023 |
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Synovus Financial Corp. | 6.0k | $499k | 2% | Sep 2023 |
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NTV Asset Management | 6.0k | $572k | -19% | Dec 2023 |
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Forum Financial Management | 6.0k | $570k | -21% | Dec 2023 |
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Awm Capital | 6.0k | $569k | 100% | Dec 2023 |
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Atlantic Trust | 5.9k | $491k | -44% | Sep 2023 |
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Summit Financial | 5.9k | $560k | -9% | Dec 2023 |
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Transatlantique Private Wealth | 5.8k | $484k | 0% | Sep 2023 |
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Raymond James Trust | 5.7k | $547k | 21% | Dec 2023 |
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Janney Montgomery Scott | 5.5k | $527k | -10% | Dec 2023 |
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Lee Financial | 5.4k | $517k | -1% | Dec 2023 |
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Abbrea Capital | 5.3k | $509k | 3% | Dec 2023 |
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TD Capital Management | 5.3k | $501k | 0% | Dec 2023 |
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One Capital Management | 5.2k | $499k | -26% | Dec 2023 |
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ICA Group Wealth Management | 5.1k | $491k | 28% | Dec 2023 |
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Balyasny Asset Management | 5.1k | $487k | 100% | Dec 2023 |
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Kmg Fiduciary Partners | 5.1k | $487k | 0% | Dec 2023 |
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Sanibel Captiva Trust Company | 5.1k | $484k | 100% | Dec 2023 |
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Burns Wealth Management | 5.1k | $421k | 0% | Sep 2023 |
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HBK Sorce Advisory | 5.0k | $479k | -13% | Dec 2023 |
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Etfidea | 5.0k | $478k | -36% | Dec 2023 |
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Urban Financial Advisory Corp | 5.0k | $474k | 100% | Dec 2023 |
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Greenleaf Trust | 5.0k | $473k | 74% | Dec 2023 |
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Glenmede Trust Company | 4.8k | $398k | 0% | Sep 2023 |
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Franklin Resources | 4.8k | $454k | -12% | Dec 2023 |
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Baird Financial | 4.7k | $445k | -30% | Dec 2023 |
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West Wealth Group | 4.7k | $443k | -16% | Dec 2023 |
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Ark & Tlk Investments | 4.5k | $425k | 100% | Dec 2023 |
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Resources Investment Advisors | 4.4k | $362k | -1% | Sep 2023 |
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Financial Counselors | 4.3k | $414k | 20% | Dec 2023 |
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Ameritas Advisory Services | 4.0k | $377k | 4% | Dec 2023 |
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Moisand Fitzgerald Tamayo | 3.9k | $375k | 0% | Dec 2023 |
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IFP Advisors | 3.9k | $371k | -6% | Dec 2023 |
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Buckingham Asset Management | 3.8k | $366k | 0% | Dec 2023 |
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Eagle Strategies | 3.8k | $360k | -3% | Dec 2023 |
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Aurum Wealth Management Group | 3.5k | $337k | 100% | Dec 2023 |
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Mercer Global Advisors | 3.4k | $327k | -8% | Dec 2023 |
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Private Ocean | 3.3k | $319k | 0% | Dec 2023 |
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Chicago Partners Investment | 3.3k | $304k | 1% | Dec 2023 |
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Navis Wealth Advisors | 3.3k | $313k | 3% | Dec 2023 |
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JFS Wealth Advisors | 3.3k | $311k | 0% | Dec 2023 |
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Hancock Bank Trust Department | 3.2k | $306k | 100% | Dec 2023 |
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Deutsche Bank Aktiengesellschaft | 3.2k | $305k | 0% | Dec 2023 |
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Beacon Financial | 3.2k | $303k | -59% | Dec 2023 |
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Park Avenue Securities | 3.2k | $301k | 7% | Dec 2023 |
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Cetera Investment Advisers | 3.2k | $261k | -11% | Sep 2023 |
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Envestnet Portfolio Solutions | 3.1k | $300k | 100% | Dec 2023 |
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Integrated Advisors Network | 3.1k | $296k | -3% | Dec 2023 |
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First Republic Investment Management | 3.1k | $256k | -48% | Sep 2023 |
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Aspiriant | 3.0k | $289k | 0% | Dec 2023 |
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Kingsview Wealth Management | 3.0k | $287k | 0% | Dec 2023 |
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United Capital Financial Advisers | 3.0k | $286k | -60% | Dec 2023 |
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Windward Private Wealth Management | 3.0k | $285k | 22% | Dec 2023 |
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SCBT Financial Corporation | 3.0k | $284k | 0% | Dec 2023 |
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Front Row Advisors | 2.9k | $279k | -3% | Dec 2023 |
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Stratos Wealth Partners | 2.9k | $278k | 100% | Dec 2023 |
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Whittier Trust Co. of Nevada | 2.9k | $272k | 100% | Dec 2023 |
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Compass Ion Advisors | 2.8k | $269k | 0% | Dec 2023 |
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Jane Street | 2.8k | $263k | -58% | Dec 2023 |
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Curran Financial Partners | 2.7k | $247k | -6% | Dec 2023 |
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Autumn Glory Partners | 2.6k | $249k | 100% | Dec 2023 |
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Austin Private Wealth | 2.6k | $250k | 100% | Dec 2023 |
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Huntington National Bank | 2.3k | $215k | -30% | Dec 2023 |
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Honkamp Krueger Financial Services | 2.2k | $205k | -90% | Dec 2023 |
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Bnp Paribas Arbitrage, Snc | 1.2k | $112k | -98% | Dec 2023 |
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Who sold out of SPDR DJ Wilshire REIT?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Gunma Bank | Sep 2023 | 55k | $4.6M |
Veritable | Jun 2023 | 24k | $2.2M |
Flagship Harbor Advisors | Sep 2023 | 3.9k | $320k |
Clarkston Capital Partners | Sep 2023 | 3.5k | $290k |
Alta Wealth Advisors | Sep 2023 | 3.5k | $289k |
Lion Street Advisors | Sep 2023 | 2.8k | $235k |