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 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.15K+ 5.44% |
$107K - $125K
|
22.4K
$2.22M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
17+ 0.4% |
$1.57K - $1.84K
|
4.23K
$420K
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-186- 3.64% |
$17.2K - $20.2K
|
4.93K
$490K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.85K+ 2.36% |
$170K - $200K
|
80.2K
$7.97M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
40+ 4.36% |
$3.69K - $4.34K
|
957
$95.2K
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-8.01K- 5.65% |
$740K - $869K
|
134K
$13.3M
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
156+ 1.42% |
$14.4K - $16.9K
|
11.2K
$1.11M
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-10- 0.4% |
$924 - $1.08K
|
2.52K
$250K
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
59.8KNew |
$5.52M - $6.48M
|
59.8K
$5.94M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.51K- 6.07% |
$601K - $706K
|
101K
$10M
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
67New |
$6.19K - $7.27K
|
67
$6.66K
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2KNew |
$185K - $217K
|
2K
$199K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-218- 53.3% |
$20.1K - $23.6K
|
191
$19K
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.7KNew |
$526K - $618K
|
5.7K
$567K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-107- 2.73% |
$9.88K - $11.6K
|
3.81K
$379K
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-20- 0.14% |
$1.85K - $2.17K
|
14.2K
$1.41M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-5- 9.62% |
$462 - $542
|
47
$4.67K
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
1.67KNew |
$154K - $181K
|
1.67K
$166K
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
38+ 0.57% |
$3.51K - $4.12K
|
6.76K
$672K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-100- 56.18% |
$9.24K - $10.8K
|
78
$7.76K
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-64- 2.38% |
$5.91K - $6.94K
|
2.62K
$261K
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-605- 3.49% |
$55.9K - $65.6K
|
16.7K
$1.66M
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.9KNew |
$175K - $206K
|
1.9K
$189K
|
|
Q2 2024 | |||||||
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6+ 4.03% |
$518 - $564
|
155
$15.4K
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
2.69KNew |
$232K - $253K
|
2.69K
$267K
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.01K+ 62.75% |
$260K - $283K
|
7.81K
$777K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-72- 2.33% |
$6.22K - $6.77K
|
3.01K
$300K
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-7.91K- 47.63% |
$683K - $744K
|
8.7K
$865K
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-21- 0.7% |
$1.81K - $1.97K
|
2.99K
$298K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
511+ 798.44% |
$44.1K - $48K
|
575
$57.2K
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
100New |
$8.63K - $9.4K
|
100
$9.94K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
19.6K+ 6.74% |
$1.7M - $1.85M
|
311K
$30.9M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1+ 0.02% |
$86.3 - $94
|
5.17K
$514K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.56% |
$86.3 - $94
|
65
$6.46K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
24+ 2.28% |
$2.07K - $2.26K
|
1.08K
$107K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
399+ 133.0% |
$34.4K - $37.5K
|
699
$69.5K
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-129- 33.51% |
$11.1K - $12.1K
|
256
$25.5K
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-270- 5.06% |
$23.3K - $25.4K
|
5.07K
$504K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
16New |
$1.38K - $1.5K
|
16
$1.59K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.58K- 96.53% |
$396K - $431K
|
165
$16.4K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-147- 1.58% |
$12.7K - $13.8K
|
9.18K
$913K
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-45- 1.42% |
$3.89K - $4.23K
|
3.13K
$311K
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 1.02% |
$86.3 - $94
|
99
$9.84K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-996- 31.1% |
$86K - $93.6K
|
2.21K
$219K
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
5New |
$432 - $470
|
5
$497
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.09KNew |
$267K - $290K
|
3.09K
$307K
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
35+ 0.7% |
$3.02K - $3.29K
|
5.04K
$501K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 4.55% |
$86.3 - $94
|
21
$2.09K
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
2+ 0.09% |
$173 - $188
|
2.16K
$214K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.62K- 94.47% |
$485K - $528K
|
329
$32.7K
|