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 |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.96K- 42.05% |
$181K - $213K
|
2.71K
$281K
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-954- 32.72% |
$88.1K - $103K
|
1.96K
$204K
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-797- 14.44% |
$73.6K - $86.5K
|
4.72K
$491K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.59% |
$185 - $217
|
342
$35.6K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
251+ 6.34% |
$23.2K - $27.2K
|
4.21K
$438K
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-13.9K- 56.35% |
$1.28M - $1.51M
|
10.8K
$1.12M
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-462- 1.12% |
$42.7K - $50.1K
|
40.8K
$4.24M
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-669- 21.43% |
$61.8K - $72.6K
|
2.45K
$255K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5New |
$462 - $542
|
5
$520
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
2.02KNew |
$186K - $219K
|
2.02K
$209K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.08KNew |
$192K - $225K
|
2.08K
$216K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-72- 1.75% |
$6.65K - $7.81K
|
4.03K
$419K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
207New |
$19.1K - $22.5K
|
207
$21.5K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.76K- 35.74% |
$162K - $191K
|
3.16K
$328K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.13K+ 50.27% |
$289K - $339K
|
9.35K
$971K
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-1.2K- 1.34% |
$110K - $130K
|
87.9K
$9.14M
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
85+ 1.57% |
$7.85K - $9.22K
|
5.52K
$573K
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
35.4KNew |
$3.27M - $3.84M
|
35.4K
$3.68M
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
35.4KNew |
$3.27M - $3.84M
|
35.4K
$3.68M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
131+ 21.37% |
$12.1K - $14.2K
|
744
$77.3K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
26+ 0.77% |
$2.4K - $2.82K
|
3.39K
$353K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-33- 49.25% |
$3.05K - $3.58K
|
34
$3.53K
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-9- 20.45% |
$831 - $976
|
35
$3.64K
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-171- 0.79% |
$15.8K - $18.5K
|
21.6K
$2.24M
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-574- 5.45% |
$53K - $62.3K
|
9.95K
$1.03M
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.18K- 30.29% |
$109K - $128K
|
2.72K
$282K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
528+ 18.8% |
$48.8K - $57.3K
|
3.34K
$347K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-197- 6.07% |
$18.2K - $21.4K
|
3.05K
$317K
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.93K+ 100.0% |
$270K - $317K
|
5.85K
$608K
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
26+ 0.78% |
$2.4K - $2.82K
|
3.37K
$350K
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-6.5K- 10.08% |
$600K - $705K
|
58K
$6.03M
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-49- 0.37% |
$4.53K - $5.32K
|
13.3K
$1.39M
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-156- 2.72% |
$14.4K - $16.9K
|
5.57K
$579K
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-7- 0.31% |
$647 - $759
|
2.23K
$232K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-759- 12.14% |
$70.1K - $82.3K
|
5.49K
$571K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.23K+ 3.74% |
$390K - $459K
|
117K
$12.2M
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.07KNew |
$191K - $225K
|
2.07K
$215K
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.34KNew |
$309K - $362K
|
3.34K
$347K
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-426- 1.22% |
$39.3K - $46.2K
|
34.6K
$3.6M
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
334+ 7.43% |
$30.8K - $36.2K
|
4.83K
$502K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5+ 4.5% |
$462 - $542
|
116
$12.1K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.23KNew |
$206K - $241K
|
2.23K
$231K
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
836New |
$77.2K - $90.7K
|
836
$86.9K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-267- 0.54% |
$24.7K - $29K
|
48.9K
$5.08M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.81K- 40.66% |
$721K - $847K
|
11.4K
$1.18M
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
5+ 0.04% |
$462 - $542
|
12.5K
$1.29M
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.86K- 16.08% |
$265K - $311K
|
14.9K
$1.55M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-212- 1.1% |
$19.6K - $23K
|
19.1K
$1.98M
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-419- 14.03% |
$38.7K - $45.4K
|
2.57K
$267K
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.15K+ 5.44% |
$107K - $125K
|
22.4K
$2.32M
|