Latest Institutional Purchases of Spdr Dow Jones Reit ETF (RWR)
This list provides information on the latest institutional transactions involving Spdr Dow Jones Reit ETF (RWR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
282New |
$21.8K - $27.4K
|
282
$26.8K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
200New |
$15.5K - $19.5K
|
200
$19K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
195+ 6.59% |
$15.1K - $19K
|
3.16K
$300K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
156New |
$12.1K - $15.2K
|
156
$14.8K
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
105New |
$8.13K - $10.2K
|
105
$9.99K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
64New |
$4.96K - $6.23K
|
64
$6.09K
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
55New |
$4.26K - $5.35K
|
55
$5.23K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
42New |
$3.25K - $4.09K
|
42
$4K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
40New |
$3.1K - $3.89K
|
40
$3.81K
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
33New |
$2.56K - $3.21K
|
33
$3.14K
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
16+ 24.62% |
$1.24K - $1.56K
|
81
$7.71K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
8+ 0.87% |
$620 - $778
|
928
$88.3K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2New |
$155 - $195
|
2
$190
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1New |
$77.5 - $97.3
|
1
$95.2
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
24.9KNew |
$2.04M - $2.36M
|
24.9K
$2.37M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
24.1KNew |
$1.98M - $2.29M
|
24.1K
$2.3M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
4KNew |
$328K - $379K
|
4K
$381K
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
2.56KNew |
$210K - $243K
|
2.56K
$244K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.9KNew |
$156K - $180K
|
1.9K
$181K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.02KNew |
$83.9K - $97K
|
1.02K
$97.4K
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
647+ 2.14% |
$53K - $61.3K
|
30.8K
$2.94M
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
537New |
$44K - $50.9K
|
537
$51.1K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
238New |
$19.5K - $22.6K
|
238
$22.6K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
222New |
$18.2K - $21K
|
222
$21.1K
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
200New |
$16.4K - $19K
|
200
$19K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
175New |
$14.3K - $16.6K
|
175
$16.7K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
23New |
$1.88K - $2.18K
|
23
$2.19K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
17New |
$1.39K - $1.61K
|
17
$1.62K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
16New |
$1.31K - $1.52K
|
16
$1.52K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$164 - $190
|
2
$190
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 2.78% |
$82 - $94.8
|
37
$3.52K
|
|
Q2 2023 | |||||||
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
95.4K+ 9539900.0% |
$8.1M - $8.69M
|
95.4K
$9.08M
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5KNew |
$424K - $456K
|
5K
$476K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.4KNew |
$204K - $219K
|
2.4K
$228K
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
800New |
$67.9K - $72.9K
|
800
$76.1K
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
605New |
$51.3K - $55.1K
|
605
$57.6K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
285New |
$24.2K - $26K
|
285
$27.1K
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
70New |
$5.94K - $6.38K
|
70
$6.66K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
41New |
$3.48K - $3.74K
|
41
$3.9K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
21New |
$1.78K - $1.91K
|
21
$2K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.5KNew |
$1.35M - $1.64M
|
16.5K
$1.57M
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.3KNew |
$597K - $726K
|
7.3K
$694K
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.16KNew |
$258K - $314K
|
3.16K
$301K
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.04KNew |
$248K - $302K
|
3.04K
$289K
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.53KNew |
$207K - $251K
|
2.53K
$240K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.57KNew |
$128K - $156K
|
1.57K
$149K
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
651New |
$53.2K - $64.7K
|
651
$61.9K
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
218+ 8.83% |
$17.8K - $21.7K
|
2.69K
$256K
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
173+ 0.72% |
$14.1K - $17.2K
|
24.1K
$2.3M
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
48New |
$3.93K - $4.77K
|
48
$4.57K
|