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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.6KNew |
$1.13M - $1.21M
|
12.6K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-48- 0.67% |
$4.33K - $4.62K
|
7.1K
$691K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-200Closed |
$18K - $19.3K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
9+ 0.2% |
$811 - $867
|
4.47K
$435K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
11.5KNew |
$1.04M - $1.11M
|
11.5K
$1.12M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-163- 3.12% |
$14.7K - $15.7K
|
5.07K
$493K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.31% |
$90.2 - $96.3
|
324
$31.5K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-5- 14.29% |
$451 - $482
|
30
$2.92K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-233- 1.14% |
$21K - $22.4K
|
20.2K
$1.97M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.17KNew |
$196K - $209K
|
2.17K
$211K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
241New |
$21.7K - $23.2K
|
241
$23.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
469+ 4.02% |
$42.3K - $45.2K
|
12.1K
$1.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 5.56% |
$90.2 - $96.3
|
19
$1.85K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-335- 94.9% |
$30.2K - $32.3K
|
18
$1.75K
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
7.65KNew |
$690K - $737K
|
7.65K
$744K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.15K- 94.79% |
$194K - $207K
|
118
$11.5K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
200New |
$18K - $19.3K
|
200
$19.5K
|
|
| Q4 2023 | |||||||
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7.94KNew |
$615K - $773K
|
7.94K
$773K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3- 0.69% |
$232 - $292
|
430
$41.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2New |
$155 - $195
|
2
$195
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
3.21KNew |
$249K - $313K
|
3.21K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
282New |
$21.8K - $27.4K
|
282
$27.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
5.11KNew |
$396K - $497K
|
5.11K
$497K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
64New |
$4.96K - $6.23K
|
64
$6.23K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
40New |
$3.1K - $3.89K
|
40
$3.89K
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
105New |
$8.13K - $10.2K
|
105
$10.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.82K- 58.0% |
$296K - $371K
|
2.76K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
33New |
$2.56K - $3.21K
|
33
$3.21K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-57K- 100.0% |
$4.41M - $5.55M
|
1
$97.3
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
2.4KNew |
$186K - $234K
|
2.4K
$233K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
937New |
$72.6K - $91.2K
|
937
$91.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-18.7K- 89.67% |
$1.45M - $1.82M
|
2.15K
$209K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.25KNew |
$174K - $218K
|
2.25K
$218K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
8+ 0.87% |
$620 - $778
|
928
$90.3K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
16+ 24.62% |
$1.24K - $1.56K
|
81
$7.88K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
156New |
$12.1K - $15.2K
|
156
$15.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-350- 73.68% |
$27.1K - $34.1K
|
125
$12.2K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-899- 16.2% |
$69.6K - $87.5K
|
4.65K
$453K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
55New |
$4.26K - $5.35K
|
55
$5.35K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
200New |
$15.5K - $19.5K
|
200
$19.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
CALL |
-200- 66.67% |
$15.5K - $19.5K
|
100
$9.73K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-562- 8.73% |
$43.5K - $54.7K
|
5.88K
$572K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
42New |
$3.25K - $4.09K
|
42
$4.09K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
175New |
$14.3K - $16.6K
|
175
$17K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
200New |
$16.4K - $19K
|
200
$19.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
16New |
$1.31K - $1.52K
|
16
$1.56K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
647+ 2.14% |
$53K - $61.3K
|
30.8K
$3M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
17New |
$1.39K - $1.61K
|
17
$1.65K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
24.9KNew |
$2.04M - $2.36M
|
24.9K
$2.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
2.56KNew |
$210K - $243K
|
2.56K
$249K
|
|