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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-77- 3.57% |
$7.53K - $8.36K
|
2.08K
$210K
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
568K+ 28.95% |
$55.5M - $61.6M
|
2.53M
$255M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
291New |
$28.5K - $31.6K
|
291
$29.3K
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
26New |
$2.54K - $2.82K
|
26
$2.62K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-210- 0.78% |
$20.5K - $22.8K
|
26.9K
$2.71M
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
460+ 20.84% |
$45K - $50K
|
2.67K
$269K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
50.6KNew |
$4.95M - $5.49M
|
50.6K
$5.1M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
285+ 3.1% |
$27.9K - $31K
|
9.47K
$954K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-18- 1.25% |
$1.76K - $1.95K
|
1.42K
$143K
|
|
Feb 05, 2025
Q4 2024
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
121KNew |
$11.8M - $13.1M
|
121K
$12.2M
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
74+ 2466.67% |
$7.24K - $8.04K
|
77
$7.76K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-360- 5.89% |
$35.2K - $39.1K
|
5.76K
$580K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
347+ 202.92% |
$34K - $37.7K
|
518
$52.2K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
15.6KNew |
$1.53M - $1.7M
|
15.6K
$1.58M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
29+ 61.7% |
$2.84K - $3.15K
|
76
$7.66K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
115+ 3.02% |
$11.3K - $12.5K
|
3.93K
$395K
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-13- 0.34% |
$1.27K - $1.41K
|
3.8K
$383K
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-110- 1.04% |
$10.8K - $11.9K
|
10.5K
$1.05M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
46+ 1.57% |
$4.5K - $5K
|
2.98K
$301K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.07K+ 1.76% |
$202K - $224K
|
119K
$12M
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.27KNew |
$222K - $247K
|
2.27K
$229K
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.45K- 48.66% |
$240K - $266K
|
2.59K
$260K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.42K+ 4.16% |
$921K - $1.02M
|
236K
$23.8M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
8New |
$783 - $869
|
8
$806
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
177+ 18.5% |
$17.3K - $19.2K
|
1.13K
$114K
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-179- 1.45% |
$17.5K - $19.4K
|
12.2K
$1.23M
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
5.17K+ 8.91% |
$505K - $561K
|
63.1K
$6.36M
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.39K- 6.44% |
$136K - $151K
|
20.2K
$2.03M
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
339+ 11.53% |
$33.2K - $36.8K
|
3.28K
$330K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
7+ 11.11% |
$685 - $760
|
70
$7.05K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
486+ 65.32% |
$47.6K - $52.8K
|
1.23K
$124K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
548+ 5.51% |
$53.6K - $59.5K
|
10.5K
$1.06M
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.48% |
$1.57K - $1.74K
|
3.35K
$338K
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
24+ 1.48% |
$2.35K - $2.61K
|
1.64K
$166K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-985- 6.59% |
$96.4K - $107K
|
14K
$1.41M
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
6+ 0.22% |
$587 - $652
|
2.7K
$271K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-268- 2.52% |
$26.2K - $29.1K
|
10.4K
$1.05M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.22K- 7.76% |
$608K - $675K
|
74K
$7.45M
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.6K- 28.04% |
$156K - $174K
|
4.1K
$413K
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
35+ 0.16% |
$3.42K - $3.8K
|
22.4K
$2.26M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.01KNew |
$588K - $653K
|
6.01K
$606K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.78KNew |
$957K - $1.06M
|
9.78K
$985K
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
4+ 0.16% |
$391 - $434
|
2.53K
$255K
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-24- 0.72% |
$2.35K - $2.61K
|
3.32K
$334K
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-791- 5.93% |
$77.4K - $85.9K
|
12.5K
$1.26M
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-56- 5.2% |
$5.48K - $6.08K
|
1.02K
$103K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1- 0.29% |
$97.8 - $109
|
341
$34.4K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
75New |
$7.34K - $8.15K
|
75
$7.56K
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
29+ 1.18% |
$2.84K - $3.15K
|
2.48K
$250K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
548New |
$53.6K - $59.5K
|
548
$55.2K
|