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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-686- 6.75% |
$59.2K - $68.4K
|
9.48K
$938K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
203New |
$17.5K - $20.2K
|
203
$20.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
131+ 7.58% |
$11.3K - $13.1K
|
1.86K
$184K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
3K+ 4.87% |
$259K - $299K
|
64.6K
$6.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24.9K+ 145.09% |
$2.15M - $2.48M
|
42.1K
$4.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
32.5KNew |
$2.8M - $3.24M
|
32.5K
$3.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
SELL
|
- |
-622- 10.42% |
$53.7K - $62K
|
5.35K
$529K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.2K- 35.77% |
$190K - $220K
|
3.96K
$391K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.65KNew |
$488K - $563K
|
5.65K
$559K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-60- 2.56% |
$5.18K - $5.98K
|
2.29K
$226K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-328- 6.96% |
$28.3K - $32.7K
|
4.39K
$434K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-146- 3.09% |
$12.6K - $14.6K
|
4.57K
$453K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1K- 22.44% |
$86.7K - $100K
|
3.47K
$343K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-10.2K- 4.31% |
$877K - $1.01M
|
225K
$22.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-740- 15.33% |
$63.9K - $73.8K
|
4.09K
$404K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-40- 0.21% |
$3.45K - $3.99K
|
18.6K
$1.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
4+ 0.65% |
$345 - $399
|
623
$61.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
17.6KNew |
$1.52M - $1.75M
|
17.6K
$1.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
4.76KNew |
$411K - $474K
|
4.76K
$471K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 0.05% |
$173 - $199
|
3.78K
$373K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-3.83K- 10.66% |
$331K - $382K
|
32.1K
$3.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-12.6K- 35.9% |
$1.09M - $1.25M
|
22.5K
$2.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-3.65K- 2.9% |
$315K - $364K
|
122K
$12.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-125- 3.77% |
$10.8K - $12.5K
|
3.19K
$316K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-411- 39.83% |
$35.5K - $41K
|
621
$61.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.42KNew |
$295K - $341K
|
3.42K
$338K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
33.9K+ 356.96% |
$2.92M - $3.38M
|
43.4K
$4.29M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
4.87KNew |
$421K - $486K
|
4.87K
$482K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
61+ 49.19% |
$5.27K - $6.08K
|
185
$18.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
167+ 596.43% |
$14.4K - $16.7K
|
195
$19.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
451+ 7.79% |
$38.9K - $45K
|
6.24K
$617K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-116- 0.82% |
$10K - $11.6K
|
14.1K
$1.39M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-279- 1.42% |
$24.1K - $27.8K
|
19.4K
$1.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.3KNew |
$199K - $230K
|
2.3K
$228K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-130- 4.41% |
$11.2K - $13K
|
2.82K
$279K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
53+ 1.1% |
$4.58K - $5.28K
|
4.86K
$481K
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-225- 3.28% |
$19.4K - $22.4K
|
6.64K
$657K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6.59KNew |
$569K - $657K
|
6.59K
$652K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-76- 2.62% |
$6.56K - $7.58K
|
2.83K
$280K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
20.5KNew |
$1.77M - $2.04M
|
20.5K
$2.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-67- 2.56% |
$5.78K - $6.68K
|
2.55K
$252K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-24- 0.2% |
$2.07K - $2.39K
|
12.1K
$1.2M
|
|
| Q1 2025 | |||||||
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
37New |
$3.52K - $3.85K
|
37
$3.66K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-512- 41.26% |
$48.7K - $53.3K
|
729
$72.1K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20.1K- 42.34% |
$1.91M - $2.09M
|
27.3K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-38K- 10.89% |
$3.61M - $3.95M
|
311K
$30.7M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
220+ 15.18% |
$20.9K - $22.9K
|
1.67K
$165K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
115+ 2.88% |
$10.9K - $12K
|
4.11K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.84KNew |
$555K - $607K
|
5.84K
$577K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
234+ 0.88% |
$22.3K - $24.4K
|
26.9K
$2.66M
|
|