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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
104+ 7.24% |
$9.61K - $11.3K
|
1.54K
$152K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.83K+ 60.94% |
$353K - $415K
|
10.1K
$1M
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-954- 32.72% |
$88.1K - $103K
|
1.96K
$194K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.08KNew |
$192K - $225K
|
2.08K
$205K
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
2.02KNew |
$186K - $219K
|
2.02K
$199K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5New |
$462 - $542
|
5
$495
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-72- 1.75% |
$6.65K - $7.81K
|
4.03K
$399K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-1.2K- 1.34% |
$110K - $130K
|
87.9K
$8.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
26+ 0.78% |
$2.4K - $2.82K
|
3.37K
$333K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.93K+ 100.0% |
$270K - $317K
|
5.85K
$579K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-7- 0.31% |
$647 - $759
|
2.23K
$220K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-156- 2.72% |
$14.4K - $16.9K
|
5.57K
$551K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.07KNew |
$191K - $225K
|
2.07K
$205K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.23KNew |
$206K - $241K
|
2.23K
$220K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
836New |
$77.2K - $90.7K
|
836
$82.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-212- 1.1% |
$19.6K - $23K
|
19.1K
$1.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.81K- 40.66% |
$721K - $847K
|
11.4K
$1.13M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2KNew |
$185K - $217K
|
2K
$198K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
67New |
$6.19K - $7.27K
|
67
$6.63K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-218- 53.3% |
$20.1K - $23.6K
|
191
$18.9K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
1.67KNew |
$154K - $181K
|
1.67K
$165K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.9KNew |
$175K - $206K
|
1.9K
$188K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-100- 56.18% |
$9.24K - $10.8K
|
78
$7.72K
|
|
| Q2 2024 | |||||||
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6+ 4.03% |
$518 - $564
|
155
$15.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.01K+ 62.75% |
$260K - $283K
|
7.81K
$773K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-72- 2.33% |
$6.22K - $6.77K
|
3.01K
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-21- 0.7% |
$1.81K - $1.97K
|
2.99K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
19.6K+ 6.74% |
$1.7M - $1.85M
|
311K
$30.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
100New |
$8.63K - $9.4K
|
100
$9.89K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.56% |
$86.3 - $94
|
65
$6.43K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1+ 0.02% |
$86.3 - $94
|
5.17K
$511K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-270- 5.06% |
$23.3K - $25.4K
|
5.07K
$502K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
16New |
$1.38K - $1.5K
|
16
$1.58K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.58K- 96.53% |
$396K - $431K
|
165
$16.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
5New |
$432 - $470
|
5
$495
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 4.55% |
$86.3 - $94
|
21
$2.08K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-135- 4.46% |
$11.7K - $12.7K
|
2.89K
$286K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8New |
$691 - $752
|
8
$791
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
102New |
$8.81K - $9.58K
|
102
$10.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.76KNew |
$152K - $166K
|
1.76K
$174K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-877- 87.44% |
$75.7K - $82.4K
|
126
$12.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-33- 21.29% |
$2.85K - $3.1K
|
122
$12.1K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
392New |
$33.8K - $36.8K
|
392
$38.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
416New |
$35.9K - $39.1K
|
416
$41.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
44New |
$3.8K - $4.13K
|
44
$4.35K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
573New |
$49.5K - $53.8K
|
573
$56.7K
|
|
| Q1 2024 | |||||||
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
145New |
$13.1K - $14K
|
145
$14.3K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.58KNew |
$233K - $249K
|
2.58K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.51KNew |
$226K - $241K
|
2.51K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3KNew |
$270K - $289K
|
3K
$297K
|
|