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 | 2.9M | $306M | 4% | Sep 2024 |
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Charles Schwab Investment Management | 2.0M | $209M | 0% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 747k | $80M | 66% | Sep 2024 |
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Wells Fargo & Company | 513k | $55M | -9% | Sep 2024 |
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Mason Street Advisors | 338k | $36M | -9% | Sep 2024 |
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Morgan Stanley | 334k | $41M | 0% | Jun 2024 |
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BlackRock | 311k | $29M | 7% | Jun 2024 |
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Bank of America Corporation | 298k | $32M | 3% | Sep 2024 |
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BlackRock | 298k | $32M | 100% | Sep 2024 |
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Envestnet Asset Management | 272k | $29M | -15% | Sep 2024 |
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Branch Banking & Trust Company | 239k | $22M | -8% | Jun 2024 |
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LPL Financial | 230k | $25M | 34% | Sep 2024 |
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Bnp Paribas Arbitrage, Snc | 171k | $18M | 240% | Sep 2024 |
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Goldman Sachs Group | 167k | $16M | 34% | Jun 2024 |
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Patton Fund Management | 134k | $14M | -6% | Sep 2024 |
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Private Advisor | 117k | $13M | 4% | Sep 2024 |
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Coco Enterprises | 111k | $12M | 100% | Sep 2024 |
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Creative Planning | 101k | $11M | -6% | Sep 2024 |
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Capital Advisors | 88k | $9.4M | -1% | Sep 2024 |
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Stratos Wealth Partners | 80k | $8.6M | 2% | Sep 2024 |
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Mml Investors Services | 70k | $7.5M | 2% | Sep 2024 |
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Redhawk Wealth Advisors | 60k | $6.4M | 100% | Sep 2024 |
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DT Investment Partners | 58k | $6.2M | -10% | Sep 2024 |
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Citizens Financial Group | 55k | $5.8M | -5% | Sep 2024 |
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Susquehanna International | 53k | $5.7M | 117% | Sep 2024 |
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Commonwealth Equity Services | 49k | $5.2M | -1% | Sep 2024 |
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Hartland & Co | 45k | $4.8M | 5% | Sep 2024 |
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Equitable Holdings | 45k | $4.2M | 5% | Jun 2024 |
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Advisor Group Holdings | 43k | $4.6M | 19% | Sep 2024 |
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Falcon Wealth Planning | 41k | $4.3M | -1% | Sep 2024 |
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Jpmorgan Chase & Co | 37k | $4.0M | 1% | Sep 2024 |
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CacheTech | 35k | $3.8M | 100% | Sep 2024 |
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Adams Wealth Management | 35k | $3.8M | 100% | Sep 2024 |
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Rebalance | 35k | $3.7M | -1% | Sep 2024 |
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Citadel Advisors | 32k | $3.5M | 183% | Sep 2024 |
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Mercer Global Advisors | 29k | $341k | 724% | Jun 2024 |
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Smith, Moore & Co. | 28k | $3.0M | 0% | Sep 2024 |
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Pnc Financial Services | 27k | $2.9M | 0% | Sep 2024 |
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Assetmark | 27k | $2.9M | -7% | Sep 2024 |
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Royal Bank of Canada | 27k | $2.9M | -26% | Sep 2024 |
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Pathstone Holdings | 25k | $2.7M | -1% | Sep 2024 |
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Phillips Financial Management | 24k | $2.6M | -2% | Sep 2024 |
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Trilogy Capital | 22k | $2.4M | 5% | Sep 2024 |
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Geneos Wealth Management | 22k | $2.0M | 6% | Jun 2024 |
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American Financial Advisors | 22k | $2.3M | -1% | Sep 2024 |
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Raymond James Financial Services Advisors | 19k | $2.0M | -1% | Sep 2024 |
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Kestra Advisory Services | 19k | $2.0M | -8% | Sep 2024 |
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City Holding | 18k | $1.9M | 0% | Sep 2024 |
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Omega Financial Group | 17k | $1.8M | -3% | Sep 2024 |
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HPM Partners | 17k | $1.8M | 44% | Sep 2024 |
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Efficient Wealth Management | 15k | $1.6M | -16% | Sep 2024 |
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M^T Bank Corporation | 15k | $1.6M | -3% | Sep 2024 |
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Bank of New York Mellon | 15k | $1.6M | -68% | Sep 2024 |
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Synovus Financial Corp. | 15k | $1.5M | 100% | Sep 2024 |
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Wintrust Financial Corporation | 14k | $1.5M | 2% | Sep 2024 |
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Snowden Capital Advisors | 14k | $1.5M | -1% | Sep 2024 |
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Moller Financial Services | 14k | $1.5M | 0% | Sep 2024 |
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Osborne Partners Capital Management | 13k | $1.4M | 0% | Sep 2024 |
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Renaissance Technologies | 13k | $1.4M | 100% | Sep 2024 |
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Atlas Brown | 13k | $1.3M | 0% | Sep 2024 |
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Destiny Capital Corp | 12k | $1.3M | -3% | Sep 2024 |
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Davidson Trust | 12k | $1.1M | 0% | Jun 2024 |
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Raymond James & Associates | 11k | $1.2M | -41% | Sep 2024 |
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Smallwood Wealth Investment Management | 11k | $1.2M | 1% | Sep 2024 |
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RTD Financial Advisors | 11k | $1.1M | -56% | Sep 2024 |
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Savant Capital Management | 11k | $1.1M | 3% | Sep 2024 |
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Ariel Capital Advisors | 11k | $1.1M | -5% | Sep 2024 |
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Bright Futures Wealth Management | 10k | $1.1M | 61% | Sep 2024 |
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ValMark Advisers | 10k | $1.1M | -5% | Sep 2024 |
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Mariner Wealth Advisors | 9.8k | $1.0M | -4% | Sep 2024 |
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HighTower Advisors | 9.8k | $909k | -15% | Jun 2024 |
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Cetera Investment Advisers | 9.5k | $885k | -4% | Jun 2024 |
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Qube Research & Technologies | 9.5k | $880k | -77% | Jun 2024 |
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Cambridge Investment Research Advisors | 9.3k | $997k | 50% | Sep 2024 |
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Us Bancorp | 9.2k | $980k | 0% | Sep 2024 |
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Brown Advisory Holdings Incorporated | 9.2k | $854k | -7% | Jun 2024 |
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Gibson Capital | 9.0k | $960k | 0% | Sep 2024 |
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Brian McDonald | 8.8k | $939k | -2% | Sep 2024 |
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CI Private Wealth | 8.5k | $906k | 3% | Sep 2024 |
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Glenmede Trust Company | 7.8k | $834k | 63% | Sep 2024 |
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Raymond James Trust | 7.3k | $782k | 8% | Sep 2024 |
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Camelot Technology Advisors | 6.8k | $722k | 1% | Sep 2024 |
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Stifel Financial | 6.6k | $615k | -8% | Jun 2024 |
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Lido Advisors | 6.4k | $598k | -1% | Jun 2024 |
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Wealth Enhancement Advisory Services | 6.3k | $582k | 20% | Jun 2024 |
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Key FInancial | 6.2k | $665k | 0% | Sep 2024 |
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Kohmann Bosshard Financial Services | 6.1k | $653k | 0% | Sep 2024 |
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Awm Capital | 6.0k | $556k | 0% | Jun 2024 |
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Atlantic Trust | 5.9k | $632k | 0% | Sep 2024 |
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Autumn Glory Partners | 5.9k | $624k | 100% | Sep 2024 |
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Lion Street Advisors | 5.7k | $608k | 100% | Sep 2024 |
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Burke & Herbert Bank & Trust | 5.6k | $595k | -3% | Sep 2024 |
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Strategic Financial Partners | 5.5k | $589k | 2% | Sep 2024 |
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Franklin Resources | 5.3k | $550k | 10% | Sep 2024 |
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Buckingham Asset Management | 5.2k | $481k | 0% | Jun 2024 |
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Colony | 5.1k | $549k | 100% | Sep 2024 |
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Sanibel Captiva Trust Company | 5.1k | $542k | 0% | Sep 2024 |
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Burns Wealth Management | 5.1k | $541k | 0% | Sep 2024 |
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Abbrea Capital | 5.1k | $472k | -5% | Jun 2024 |
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NTV Asset Management | 5.0k | $537k | 0% | Sep 2024 |
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Kmg Fiduciary Partners | 4.9k | $526k | -4% | Sep 2024 |
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HBK Sorce Advisory | 4.9k | $522k | 0% | Sep 2024 |
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Greenleaf Trust | 4.8k | $515k | 7% | Sep 2024 |
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First American Trust | 4.8k | $510k | 10% | Sep 2024 |
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Urban Financial Advisory Corp | 4.7k | $507k | 1% | Sep 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 4.7k | $504k | -14% | Sep 2024 |
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Etfidea | 4.5k | $483k | -2% | Sep 2024 |
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Transatlantique Private Wealth | 4.5k | $480k | 0% | Sep 2024 |
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Ark & Tlk Investments | 4.5k | $477k | 0% | Sep 2024 |
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Wolverine Trading | 4.4k | $466k | 100% | Sep 2024 |
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Resources Investment Advisors | 4.4k | $466k | 0% | Sep 2024 |
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Merit Financial Group | 4.2k | $451k | -7% | Sep 2024 |
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Ameritas Advisory Services | 4.2k | $449k | 6% | Sep 2024 |
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Forum Financial Management | 4.0k | $430k | -2% | Sep 2024 |
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Moisand Fitzgerald Tamayo | 3.8k | $407k | -3% | Sep 2024 |
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Integrated Wealth Concepts | 3.6k | $387k | 0% | Sep 2024 |
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Wealthcare Advisory Partners | 3.6k | $380k | -68% | Sep 2024 |
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Chicago Partners Investment | 3.4k | $360k | 1% | Sep 2024 |
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Navis Wealth Advisors | 3.4k | $359k | 1% | Sep 2024 |
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Tempus Wealth Planning | 3.3k | $357k | 100% | Sep 2024 |
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JFS Wealth Advisors | 3.3k | $356k | 19% | Sep 2024 |
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Deutsche Bank Aktiengesellschaft | 3.2k | $342k | 0% | Sep 2024 |
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Janney Montgomery Scott | 3.2k | $337k | -36% | Sep 2024 |
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Beacon Financial | 3.1k | $334k | 0% | Sep 2024 |
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Envestnet Portfolio Solutions | 3.1k | $332k | 12% | Sep 2024 |
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BluePointe Capital Management | 3.1k | $332k | 0% | Sep 2024 |
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Financial Counselors | 3.1k | $288k | 100% | Jun 2024 |
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Integrated Advisors Network | 3.0k | $325k | -6% | Sep 2024 |
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Aspiriant | 3.0k | $324k | 0% | Sep 2024 |
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Kingsview Wealth Management | 3.0k | $322k | 0% | Sep 2024 |
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United Capital Financial Advisers | 3.0k | $320k | 0% | Sep 2024 |
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Sontag Advisory | 2.9k | $313k | 100% | Sep 2024 |
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Front Row Advisors | 2.9k | $312k | 0% | Sep 2024 |
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Private Ocean | 2.9k | $269k | -4% | Jun 2024 |
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Eagle Strategies | 2.7k | $290k | 100% | Sep 2024 |
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Bensler | 2.7k | $289k | -42% | Sep 2024 |
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Newport Capital Group | 2.7k | $287k | 0% | Sep 2024 |
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Heartwood Wealth Advisors | 2.6k | $280k | -2% | Sep 2024 |
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SCBT Financial Corporation | 2.6k | $277k | -13% | Sep 2024 |
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Compass Ion Advisors | 2.6k | $274k | -14% | Sep 2024 |
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Marshall Financial Group | 2.5k | $270k | 0% | Sep 2024 |
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Curran Financial Partners | 2.5k | $269k | 0% | Sep 2024 |
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Ashton Thomas Private Wealth | 2.5k | $264k | 0% | Sep 2024 |
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Austin Private Wealth | 2.5k | $262k | -21% | Sep 2024 |
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Pictet Asset Management Holding SA | 2.4k | $256k | 0% | Sep 2024 |
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Lee Financial | 2.3k | $214k | -54% | Jun 2024 |
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Tiaa Trust, National Association | 2.3k | $211k | 0% | Jun 2024 |
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Rossmore Private Capital | 2.2k | $240k | 0% | Sep 2024 |
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Eastern Bank | 2.2k | $238k | 100% | Sep 2024 |
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Collaborative Wealth Managment | 2.2k | $234k | -2% | Sep 2024 |
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Windward Private Wealth Management | 2.0k | $209k | -33% | Sep 2024 |
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Huntington National Bank | 1.9k | $204k | -21% | Sep 2024 |
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IFP Advisors | 329.00 | $31k | -94% | Jun 2024 |
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ICA Group Wealth Management | 165.00 | $15k | -97% | Jun 2024 |
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Who sold out of SPDR DJ Wilshire REIT?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Millennium Management | Jun 2024 | 154k | $14M |
Rockefeller Capital Management | Mar 2024 | 13k | $1.2M |
D. E. Shaw & Co | Jun 2024 | 8.7k | $810k |
Financial Advocates Investment Management | Jun 2024 | 6.0k | $558k |
TD Capital Management | Jun 2024 | 5.3k | $490k |
IFG Advisory | Jun 2024 | 2.5k | $230k |