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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
24.1KNew |
$1.98M - $2.29M
|
24.1K
$2.39M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
4KNew |
$328K - $379K
|
4K
$396K
|
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
2.56KNew |
$210K - $243K
|
2.56K
$254K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.9KNew |
$156K - $180K
|
1.9K
$188K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.02KNew |
$83.9K - $97K
|
1.02K
$101K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
647+ 2.14% |
$53K - $61.3K
|
30.8K
$3.05M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
537New |
$44K - $50.9K
|
537
$53.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
222New |
$18.2K - $21K
|
222
$22K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
200New |
$16.4K - $19K
|
200
$19.8K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
175New |
$14.3K - $16.6K
|
175
$17.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
23New |
$1.88K - $2.18K
|
23
$2.28K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
17New |
$1.39K - $1.61K
|
17
$1.68K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
16New |
$1.31K - $1.52K
|
16
$1.58K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$164 - $190
|
2
$198
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 2.78% |
$82 - $94.8
|
37
$3.66K
|
|
| Q2 2023 | |||||||
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
95.4K+ 9539900.0% |
$8.1M - $8.69M
|
95.4K
$9.44M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5KNew |
$424K - $456K
|
5K
$495K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.4KNew |
$204K - $219K
|
2.4K
$237K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
800New |
$67.9K - $72.9K
|
800
$79.1K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
605New |
$51.3K - $55.1K
|
605
$59.9K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
285New |
$24.2K - $26K
|
285
$28.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
70New |
$5.94K - $6.38K
|
70
$6.93K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
41New |
$3.48K - $3.74K
|
41
$4.06K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
21New |
$1.78K - $1.91K
|
21
$2.08K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.5KNew |
$1.35M - $1.64M
|
16.5K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.3KNew |
$597K - $726K
|
7.3K
$722K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.04KNew |
$248K - $302K
|
3.04K
$301K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.53KNew |
$207K - $251K
|
2.53K
$250K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.57KNew |
$128K - $156K
|
1.57K
$155K
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
651New |
$53.2K - $64.7K
|
651
$64.4K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
173+ 0.72% |
$14.1K - $17.2K
|
24.1K
$2.39M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
48New |
$3.93K - $4.77K
|
48
$4.75K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
33+ 3.39% |
$2.7K - $3.28K
|
1.01K
$99.6K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
11+ 0.25% |
$900 - $1.09K
|
4.41K
$437K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1New |
$81.8 - $99.4
|
1
$98.9
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
12.3K+ 5.07% |
$989K - $1.14M
|
254K
$25.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.3KNew |
$908K - $1.05M
|
11.3K
$1.11M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
8.23KNew |
$664K - $766K
|
8.23K
$814K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
8.23KNew |
$664K - $766K
|
8.23K
$814K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.97KNew |
$240K - $277K
|
2.97K
$294K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.5KNew |
$202K - $233K
|
2.5K
$247K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.05KNew |
$165K - $191K
|
2.05K
$203K
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.34K+ 29.69% |
$108K - $124K
|
5.84K
$577K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
815New |
$65.7K - $75.8K
|
815
$80.6K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
806New |
$65K - $75K
|
806
$79.7K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
210New |
$16.9K - $19.5K
|
210
$20.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
196New |
$15.8K - $18.2K
|
196
$19.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
90New |
$7.26K - $8.37K
|
90
$8.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
85New |
$6.86K - $7.91K
|
85
$8.41K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
14New |
$1.13K - $1.3K
|
14
$1.39K
|
|