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 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-158- 6.6% |
$13.6K - $15.8K
|
2.24K
$227K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
147K+ 52.91% |
$12.7M - $14.6M
|
424K
$42.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-125- 2.24% |
$10.8K - $12.5K
|
5.45K
$552K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.3K+ 69.68% |
$458K - $529K
|
12.9K
$1.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-462- 4.16% |
$39.9K - $46.1K
|
10.7K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-645- 12.72% |
$55.7K - $64.3K
|
4.43K
$449K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-902- 4.12% |
$77.9K - $89.9K
|
21K
$2.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
496+ 15.75% |
$42.8K - $49.5K
|
3.65K
$369K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-223- 6.44% |
$19.3K - $22.2K
|
3.24K
$328K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
167+ 9.69% |
$14.4K - $16.7K
|
1.89K
$192K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.61KNew |
$311K - $360K
|
3.61K
$366K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15.4K+ 11267.88% |
$1.33M - $1.54M
|
15.6K
$1.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-63- 26.81% |
$5.44K - $6.28K
|
172
$17.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.79KNew |
$673K - $777K
|
7.79K
$790K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
150KNew |
$12.9M - $14.9M
|
150K
$15.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-825- 76.67% |
$71.2K - $82.3K
|
251
$25.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.28K- 70.79% |
$283K - $327K
|
1.35K
$137K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
2+ 0.99% |
$173 - $199
|
205
$20.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
508+ 18.63% |
$43.9K - $50.7K
|
3.24K
$328K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
23+ 6.97% |
$1.99K - $2.29K
|
353
$35.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
15+ 0.91% |
$1.29K - $1.5K
|
1.67K
$169K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
181New |
$15.6K - $18K
|
181
$18.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
7.42K+ 1024.59% |
$640K - $740K
|
8.14K
$825K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.3% |
$863 - $997
|
3.37K
$342K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-686- 6.75% |
$59.2K - $68.4K
|
9.48K
$961K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
131+ 7.58% |
$11.3K - $13.1K
|
1.86K
$189K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
203New |
$17.5K - $20.2K
|
203
$20.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24.9K+ 145.09% |
$2.15M - $2.48M
|
42.1K
$4.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
SELL
|
- |
-622- 10.42% |
$53.7K - $62K
|
5.35K
$542K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
3K+ 4.87% |
$259K - $299K
|
64.6K
$6.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
32.5KNew |
$2.8M - $3.24M
|
32.5K
$3.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.2K- 35.77% |
$190K - $220K
|
3.96K
$401K
|
|
|
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
$464K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-328- 6.96% |
$28.3K - $32.7K
|
4.39K
$445K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-60- 2.56% |
$5.18K - $5.98K
|
2.29K
$232K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.65KNew |
$488K - $563K
|
5.65K
$573K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-10.2K- 4.31% |
$877K - $1.01M
|
225K
$22.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1K- 22.44% |
$86.7K - $100K
|
3.47K
$352K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-740- 15.33% |
$63.9K - $73.8K
|
4.09K
$414K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
4.76KNew |
$411K - $474K
|
4.76K
$482K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
17.6KNew |
$1.52M - $1.75M
|
17.6K
$1.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
4+ 0.65% |
$345 - $399
|
623
$63.2K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-40- 0.21% |
$3.45K - $3.99K
|
18.6K
$1.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-3.83K- 10.66% |
$331K - $382K
|
32.1K
$3.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-12.6K- 35.9% |
$1.09M - $1.25M
|
22.5K
$2.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 0.05% |
$173 - $199
|
3.78K
$383K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-3.65K- 2.9% |
$315K - $364K
|
122K
$12.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-125- 3.77% |
$10.8K - $12.5K
|
3.19K
$324K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-411- 39.83% |
$35.5K - $41K
|
621
$63K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
33.9K+ 356.96% |
$2.92M - $3.38M
|
43.4K
$4.4M
|