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 |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-393- 15.54% |
$37.4K - $40.9K
|
2.14K
$208K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
839+ 4.83% |
$79.8K - $87.3K
|
18.2K
$1.77M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-112- 32.84% |
$10.7K - $11.7K
|
229
$22.3K
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-48- 16.49% |
$4.57K - $4.99K
|
243
$23.6K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-300- 3.21% |
$28.5K - $31.2K
|
9.05K
$880K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.01K- 18.16% |
$96.1K - $105K
|
4.55K
$443K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.4K- 6.84% |
$1.94M - $2.12M
|
277K
$26.9M
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
798New |
$75.9K - $83K
|
798
$77.6K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4+ 0.07% |
$381 - $416
|
6.02K
$585K
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
41New |
$3.9K - $4.27K
|
41
$3.99K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
300+ 21.08% |
$28.5K - $31.2K
|
1.72K
$168K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15+ 0.34% |
$1.43K - $1.56K
|
4.38K
$426K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
411+ 2.35% |
$39.1K - $42.8K
|
17.9K
$1.74M
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-205- 4.6% |
$19.5K - $21.3K
|
4.25K
$413K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
755+ 81.18% |
$71.8K - $78.6K
|
1.69K
$164K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3K- 28.29% |
$286K - $312K
|
7.61K
$740K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.21% |
$666 - $728
|
3.36K
$327K
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-332- 3.16% |
$31.6K - $34.5K
|
10.2K
$989K
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-209- 8.98% |
$19.9K - $21.7K
|
2.12K
$206K
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.66K- 13.2% |
$157K - $172K
|
10.9K
$1.06M
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.05KNew |
$195K - $213K
|
2.05K
$200K
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2K+ 48.78% |
$190K - $208K
|
6.1K
$594K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16- 0.51% |
$1.52K - $1.66K
|
3.14K
$306K
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-6- 0.22% |
$571 - $624
|
2.69K
$262K
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-519- 4.26% |
$49.4K - $54K
|
11.7K
$1.14M
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
668+ 322.71% |
$63.6K - $69.5K
|
875
$85.1K
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
125+ 2.79% |
$11.9K - $13K
|
4.61K
$448K
|
|
Apr 15, 2025
Q1 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
2.31K+ 1.91% |
$220K - $240K
|
123K
$12M
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-56- 21.88% |
$5.33K - $5.83K
|
200
$19.5K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
17+ 11.33% |
$1.62K - $1.77K
|
167
$16.2K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.14K+ 106800.0% |
$203K - $222K
|
2.14K
$208K
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-293- 7.05% |
$27.9K - $30.5K
|
3.86K
$376K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
467New |
$44.4K - $48.6K
|
467
$45.4K
|
|
Q4 2024 | |||||||
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
134+ 4.37% |
$13.1K - $14.6K
|
3.2K
$311K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.7K+ 14.51% |
$460K - $511K
|
37.1K
$3.61M
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
172New |
$16.8K - $18.7K
|
172
$16.7K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
10New |
$978 - $1.09K
|
10
$973
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
79New |
$7.73K - $8.58K
|
79
$7.69K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-17- 29.82% |
$1.66K - $1.85K
|
40
$3.89K
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1+ 0.03% |
$97.8 - $109
|
3.05K
$296K
|
|
Feb 14, 2025
Q4 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
895+ 0.81% |
$87.6K - $97.2K
|
112K
$10.8M
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
6.61KNew |
$646K - $717K
|
6.61K
$643K
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.11KNew |
$109K - $120K
|
1.11K
$108K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.02% |
$97.8 - $109
|
6.43K
$625K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
13New |
$1.27K - $1.41K
|
13
$1.26K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3New |
$294 - $326
|
3
$292
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 6.67% |
$196 - $217
|
32
$3.11K
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
2.61KNew |
$255K - $284K
|
2.61K
$254K
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
300New |
$29.4K - $32.6K
|
300
$29.2K
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-66Closed |
$6.46K - $7.17K
|
0
$0
|