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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Top investors of SPDR DJ Wilshire REIT stock
Who bought or sold SPDR DJ Wilshire REIT this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| 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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| Bank of America Corporation | 321k | $31M | -29% | Dec 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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| 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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| Stratos Wealth Partners | 69k | $6.5M | 2249% | Mar 2024 |
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| Citizens Financial Group | 60k | $5.7M | -2% | Dec 2023 |
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| Cullen Frost Bankers | 55k | $5.3M | 1576% | Dec 2023 |
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| Bank of New York Mellon | 53k | $5.0M | 1% | Mar 2024 |
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| Commonwealth Equity Services | 50k | $4.7M | -8% | Dec 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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| Falcon Wealth Planning | 41k | $3.9M | -3% | Mar 2024 |
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| Assetmark | 37k | $3.5M | -1% | Dec 2023 |
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| Pnc Financial Services | 35k | $3.4M | -13% | Dec 2023 |
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| Rebalance | 35k | $3.3M | -3% | Mar 2024 |
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| Jpmorgan Chase & Co | 32k | $3.1M | 5% | Dec 2023 |
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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 | 100% | Dec 2023 |
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| American Financial Advisors | 22k | $2.1M | -1% | Mar 2024 |
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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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| Raymond James Financial Services Advisors | 19k | $1.8M | -24% | Mar 2024 |
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| Efficient Wealth Management | 19k | $1.8M | 128% | Dec 2023 |
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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 | -1% | Dec 2023 |
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| Omega Financial Group | 17k | $1.6M | -6% | Mar 2024 |
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| Geneos Wealth Management | 17k | $1.6M | -4% | Dec 2023 |
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| Raymond James & Associates | 17k | $1.6M | -69% | Mar 2024 |
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| Bank Of Montreal | 16k | $1.6M | -3% | Dec 2023 |
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| Destiny Capital Corp | 16k | $1.5M | 100% | Dec 2023 |
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| HPM Partners | 15k | $1.4M | 4% | Dec 2023 |
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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 | -4% | Dec 2023 |
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| Atlas Brown | 13k | $1.3M | 0% | Mar 2024 |
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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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| 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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| Smallwood Wealth Investment Management | 11k | $993k | 3% | Mar 2024 |
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| Savant Capital Management | 10k | $978k | -1% | Dec 2023 |
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| Citadel Advisors | 10k | $959k | -90% | Dec 2023 |
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| Bensler | 9.9k | $948k | -18% | Dec 2023 |
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| Brown Advisory Holdings Incorporated | 9.9k | $932k | -1% | Mar 2024 |
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| CI Private Wealth | 9.8k | $936k | 21% | Dec 2023 |
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| Wealthcare Advisory Partners | 9.4k | $885k | 3% | Mar 2024 |
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| Us Bancorp | 9.3k | $889k | 0% | Dec 2023 |
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| Gibson Capital | 9.0k | $848k | 0% | Mar 2024 |
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| Worth Asset Management | 7.7k | $721k | 100% | Mar 2024 |
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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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| Cambridge Investment Research Advisors | 6.8k | $645k | -23% | Mar 2024 |
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| Key FInancial | 6.5k | $620k | 0% | Dec 2023 |
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| Raymond James Trust | 6.4k | $600k | 11% | Mar 2024 |
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| Kohmann Bosshard Financial Services | 6.1k | $579k | 0% | Mar 2024 |
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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 | $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 | $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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| Wealth Enhancement Advisory Services | 5.2k | $490k | -31% | Mar 2024 |
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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 | $482k | 0% | Mar 2024 |
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| Sanibel Captiva Trust Company | 5.1k | $484k | 100% | Dec 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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| 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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| 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 | $371k | 0% | Mar 2024 |
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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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| 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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| Chicago Partners Investment | 3.3k | $295k | 1% | Mar 2024 |
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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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| 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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| Aspiriant | 3.0k | $286k | 0% | Mar 2024 |
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| Private Ocean | 3.0k | $285k | -9% | Mar 2024 |
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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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| Compass Ion Advisors | 3.0k | $281k | 6% | Mar 2024 |
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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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| Whittier Trust Co. of Nevada | 2.9k | $272k | 100% | 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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| IFG Advisory | 2.6k | $249k | 0% | Dec 2023 |
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| Austin Private Wealth | 2.6k | $237k | -1% | Mar 2024 |
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| Millennium Management | 2.5k | $241k | 100% | Dec 2023 |
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| Marshall Financial Group | 2.5k | $240k | 0% | Dec 2023 |
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| Ashton Thomas Private Wealth | 2.5k | $233k | 0% | Mar 2024 |
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| D. E. Shaw & Co | 2.4k | $229k | 100% | Dec 2023 |
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| Huntington National Bank | 2.3k | $215k | -30% | Dec 2023 |
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| Rossmore Private Capital | 2.2k | $214k | 100% | Dec 2023 |
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| Gyl Financial Synergies | 2.2k | $214k | 100% | Dec 2023 |
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| Collaborative Wealth Managment | 2.2k | $213k | 100% | Dec 2023 |
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| Bank Of Oklahoma National Association / | 2.2k | $210k | 0% | Dec 2023 |
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| Tiaa Trust, National Association | 2.2k | $209k | 100% | Dec 2023 |
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| Heartwood Wealth Advisors | 2.2k | $205k | 100% | Dec 2023 |
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| Honkamp Krueger Financial Services | 2.2k | $205k | -90% | Dec 2023 |
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| Sachetta | 2.0k | $193k | 100% | Dec 2023 |
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| Cambridge Trust Company | 1.9k | $185k | 0% | Dec 2023 |
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| Venturi Wealth Management | 1.9k | $179k | 0% | Mar 2024 |
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| Strengthening Families & Communities | 1.6k | $151k | 1% | Dec 2023 |
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| Private Trust Co Na | 1.4k | $136k | 0% | Mar 2024 |
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| Harbour Investments | 1.4k | $130k | 0% | Dec 2023 |
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| MTM Investment Management | 1.3k | $122k | 0% | Mar 2024 |
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| Bnp Paribas Arbitrage, Snc | 1.2k | $112k | -98% | Dec 2023 |
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| Richardson Financial Services | 1.0k | $100k | 100% | Dec 2023 |
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| Coconut Grove Bank | 1.0k | $96k | 0% | Dec 2023 |
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| Advisory Services Network | 937.00 | $89k | 100% | Dec 2023 |
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| Provence Wealth Management Group | 928.00 | $88k | 1% | Dec 2023 |
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| Coston, McIsaac & Partners | 813.00 | $76k | 0% | Mar 2024 |
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| Global Retirement Partners | 795.00 | $75k | 9% | Mar 2024 |
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| Citigroup | 725.00 | $69k | 100% | Dec 2023 |
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| Pflug Koory | 602.00 | $57k | -10% | Mar 2024 |
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| Evermay Wealth Management | 601.00 | $57k | 0% | Dec 2023 |
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| Massmutual Trust | 118.00 | $11k | -95% | Mar 2024 |
|
Who sold out of SPDR DJ Wilshire REIT?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Eagle Strategies | Dec 2023 | 3.8k | $360k |
| Clarkston Capital Partners | Sep 2023 | 3.5k | $290k |
| Alta Wealth Advisors | Sep 2023 | 3.5k | $289k |
| Park Avenue Securities | Dec 2023 | 3.2k | $301k |
| Hardy Reed | Sep 2023 | 2.6k | $213k |
| Brown Brothers Harriman & Co. | Sep 2023 | 1.6k | $130k |
| Sheets Smith Wealth Management | Sep 2023 | 1.0k | $85k |