Latest Institutional Transactions on Spdr Dow Jones Reit ETF (RWR)
This table provides information on the latest institutional transactions involving Spdr Dow Jones Reit ETF (RWR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-179- 1.45% |
$17.5K - $19.4K
|
12.2K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.27KNew |
$222K - $247K
|
2.27K
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.45K- 48.66% |
$240K - $266K
|
2.59K
$258K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.42K+ 4.16% |
$921K - $1.02M
|
236K
$23.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
8New |
$783 - $869
|
8
$798
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
177+ 18.5% |
$17.3K - $19.2K
|
1.13K
$113K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
5.17K+ 8.91% |
$505K - $561K
|
63.1K
$6.3M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.39K- 6.44% |
$136K - $151K
|
20.2K
$2.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
339+ 11.53% |
$33.2K - $36.8K
|
3.28K
$327K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
7+ 11.11% |
$685 - $760
|
70
$6.98K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
486+ 65.32% |
$47.6K - $52.8K
|
1.23K
$123K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
548+ 5.51% |
$53.6K - $59.5K
|
10.5K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.48% |
$1.57K - $1.74K
|
3.35K
$335K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
6+ 0.22% |
$587 - $652
|
2.7K
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-985- 6.59% |
$96.4K - $107K
|
14K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
24+ 1.48% |
$2.35K - $2.61K
|
1.64K
$164K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-268- 2.52% |
$26.2K - $29.1K
|
10.4K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.22K- 7.76% |
$608K - $675K
|
74K
$7.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.6K- 28.04% |
$156K - $174K
|
4.1K
$409K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
35+ 0.16% |
$3.42K - $3.8K
|
22.4K
$2.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.01KNew |
$588K - $653K
|
6.01K
$600K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.78KNew |
$957K - $1.06M
|
9.78K
$976K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
4+ 0.16% |
$391 - $434
|
2.53K
$252K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-24- 0.72% |
$2.35K - $2.61K
|
3.32K
$331K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-791- 5.93% |
$77.4K - $85.9K
|
12.5K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-56- 5.2% |
$5.48K - $6.08K
|
1.02K
$102K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1- 0.29% |
$97.8 - $109
|
341
$34K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
75New |
$7.34K - $8.15K
|
75
$7.48K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
29+ 1.18% |
$2.84K - $3.15K
|
2.48K
$248K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
548New |
$53.6K - $59.5K
|
548
$54.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
49+ 1.44% |
$4.79K - $5.32K
|
3.44K
$343K
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-3.51K- 2.62% |
$343K - $381K
|
130K
$13M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-201- 7.43% |
$19.7K - $21.8K
|
2.5K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-20- 0.05% |
$1.96K - $2.17K
|
40.7K
$4.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
16+ 0.64% |
$1.57K - $1.74K
|
2.53K
$253K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-236- 99.16% |
$23.1K - $25.6K
|
2
$200
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-71- 3.76% |
$6.95K - $7.71K
|
1.82K
$181K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
845+ 3.5% |
$82.7K - $91.8K
|
25K
$2.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Strategic Investment Management, LLC
|
BUY
|
- |
30.4KNew |
$2.98M - $3.31M
|
30.4K
$3.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-7.35K- 68.34% |
$719K - $798K
|
3.41K
$340K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
81+ 1.72% |
$7.93K - $8.8K
|
4.8K
$479K
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
107KNew |
$10.5M - $11.6M
|
107K
$10.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
17+ 14.66% |
$1.66K - $1.85K
|
133
$13.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
107KNew |
$10.5M - $11.6M
|
107K
$10.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6.33K+ 56.69% |
$619K - $687K
|
17.5K
$1.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 1.19% |
$97.8 - $109
|
85
$8.48K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
4.16KNew |
$407K - $451K
|
4.16K
$415K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
73+ 1.08% |
$7.14K - $7.93K
|
6.83K
$682K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
213+ 5.06% |
$20.8K - $23.1K
|
4.42K
$441K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-600- 11.81% |
$58.7K - $65.2K
|
4.48K
$447K
|