Valmark Advisers, Inc. Spdr Dow Jones Reit ETF Transaction History

Valmark Advisers, Inc.

  • $7.6 Billion
  • Q3 2025

A detailed history of Valmark Advisers, Inc. transactions in Spdr Dow Jones Reit ETF stock. As of the latest transaction made, Valmark Advisers, Inc. holds 9,663 shares of RWR stock, worth $963,884. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,663
Previous 9,480 1.93%
Holding current value
$963,884
Previous $914,000 6.02%
% of portfolio
0.01%
Previous 0.01%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$95.17 - $101.62 $17,416 - $18,596
183 Added 1.93%
9,663 $969,000
Q2 2025

Jul 23, 2025
SELL
$86.33 - $99.71 $59,222 - $68,401
-686 Reduced 6.75%
9,480 $914,000
Q1 2025

Apr 22, 2025
SELL
$95.15 - $104.06 $31,589 - $34,547
-332 Reduced 3.16%
10,166 $1.01 Million
Q4 2024

Jan 30, 2025
BUY
$97.84 - $108.61 $53,616 - $59,518
548 Added 5.51%
10,498 $1.04 Million
Q3 2024

Oct 25, 2024
SELL
$92.36 - $108.47 $53,014 - $62,261
-574 Reduced 5.45%
9,950 $1.06 Million
Q2 2024

Jul 31, 2024
SELL
$86.34 - $93.97 $25,383 - $27,627
-294 Reduced 2.72%
10,524 $979,000
Q1 2024

May 03, 2024
SELL
$90.16 - $96.33 $4,598 - $4,912
-51 Reduced 0.47%
10,818 $1.02 Million
Q4 2023

Feb 02, 2024
BUY
$77.45 - $97.31 $28,036 - $35,226
362 Added 3.45%
10,869 $1.04 Million
Q3 2023

Nov 07, 2023
SELL
$81.95 - $94.77 $76,213 - $88,136
-930 Reduced 8.13%
10,507 $871,000
Q2 2023

Aug 02, 2023
SELL
$84.86 - $91.11 $626,945 - $673,120
-7,388 Reduced 39.25%
11,437 $1.03 Million
Q1 2023

May 01, 2023
SELL
$81.79 - $99.43 $20,611 - $25,056
-252 Reduced 1.32%
18,825 $1.67 Million
Q4 2022

Feb 06, 2023
BUY
$80.65 - $93.02 $294,453 - $339,616
3,651 Added 23.67%
19,077 $1.66 Million
Q3 2022

Nov 02, 2022
SELL
$83.14 - $106.49 $5,653 - $7,241
-68 Reduced 0.44%
15,426 $1.3 Million
Q2 2022

Aug 01, 2022
SELL
$91.63 - $121.36 $141,751 - $187,743
-1,547 Reduced 9.08%
15,494 $1.47 Million
Q1 2022

May 10, 2022
SELL
$108.0 - $122.07 $4,752 - $5,371
-44 Reduced 0.26%
17,041 $2 Million
Q4 2021

Feb 02, 2022
SELL
$106.6 - $122.16 $38,802 - $44,466
-364 Reduced 2.09%
17,085 $2.09 Million
Q3 2021

Nov 09, 2021
SELL
$105.43 - $114.38 $13,600 - $14,755
-129 Reduced 0.73%
17,449 $1.84 Million
Q2 2021

Aug 06, 2021
SELL
$96.47 - $109.38 $58,074 - $65,846
-602 Reduced 3.31%
17,578 $1.84 Million
Q1 2021

May 04, 2021
SELL
$83.32 - $97.35 $111,648 - $130,448
-1,340 Reduced 6.86%
18,180 $1.72 Million
Q4 2020

Feb 03, 2021
BUY
$75.22 - $88.59 $24,446 - $28,791
325 Added 1.69%
19,520 $1.69 Million
Q3 2020

Nov 09, 2020
SELL
$74.96 - $83.02 $124,808 - $138,228
-1,665 Reduced 7.98%
19,195 $1.5 Million
Q2 2020

Jul 31, 2020
BUY
$65.24 - $89.61 $372,128 - $511,135
5,704 Added 37.64%
20,860 $1.63 Million
Q1 2020

May 01, 2020
SELL
$59.3 - $107.65 $225,043 - $408,531
-3,795 Reduced 20.03%
15,156 $1.09 Million
Q4 2019

Jan 31, 2020
SELL
$99.89 - $106.77 $10,888 - $11,637
-109 Reduced 0.57%
18,951 $1.93 Million
Q3 2019

Nov 06, 2019
BUY
$102.94 - $104.74 $100,881 - $102,645
980 Added 5.42%
19,060 $1.99 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-1,010 Reduced 5.29%
18,080 $1.79 Million
Q1 2019

May 10, 2019
SELL
N/A
-893 Reduced 4.47%
19,090 $1.89 Million
Q4 2018

Feb 07, 2019
SELL
N/A
-1,112 Reduced 5.27%
19,983 $1.72 Million
Q3 2018

Nov 02, 2018
SELL
N/A
-531 Reduced 2.46%
21,095 $1.97 Million
Q2 2018

Aug 07, 2018
SELL
N/A
-808 Reduced 3.6%
21,626 $2.03 Million
Q1 2018

May 07, 2018
SELL
N/A
-373 Reduced 1.64%
22,434 $1.93 Million
Q4 2017

Feb 09, 2018
BUY
N/A
18,047 Added 379.14%
22,807 $2.14 Million
Q3 2017

Nov 06, 2017
BUY
N/A
4,760
4,760 $440,000

Others Institutions Holding RWR

# of Institutions
286
Shares Held
12.4M
Call Options Held
0
Put Options Held
10.8K
View Full List

About SPDR DOW JONES REIT ETF

RWR Quotes by TradingView
  • Ticker RWR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about RWR
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