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 |
---|---|---|---|---|---|---|---|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-156- 2.72% |
$14.4K - $16.9K
|
5.57K
$561K
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-7- 0.31% |
$647 - $759
|
2.23K
$224K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-759- 12.14% |
$70.1K - $82.3K
|
5.49K
$553K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
334+ 7.43% |
$30.8K - $36.2K
|
4.83K
$486K
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.07KNew |
$191K - $225K
|
2.07K
$209K
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
836New |
$77.2K - $90.7K
|
836
$84.2K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.23KNew |
$206K - $241K
|
2.23K
$224K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.81K- 40.66% |
$721K - $847K
|
11.4K
$1.15M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-212- 1.1% |
$19.6K - $23K
|
19.1K
$1.92M
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-218- 53.3% |
$20.1K - $23.6K
|
191
$19.2K
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2KNew |
$185K - $217K
|
2K
$201K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
67New |
$6.19K - $7.27K
|
67
$6.75K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.51K- 6.07% |
$601K - $706K
|
101K
$10.1M
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-20- 0.14% |
$1.85K - $2.17K
|
14.2K
$1.43M
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
1.67KNew |
$154K - $181K
|
1.67K
$168K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-100- 56.18% |
$9.24K - $10.8K
|
78
$7.86K
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-64- 2.38% |
$5.91K - $6.94K
|
2.62K
$264K
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.9KNew |
$175K - $206K
|
1.9K
$191K
|
|
Q2 2024 | |||||||
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6+ 4.03% |
$518 - $564
|
155
$15.6K
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-21- 0.7% |
$1.81K - $1.97K
|
2.99K
$302K
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.01K+ 62.75% |
$260K - $283K
|
7.81K
$787K
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-7.91K- 47.63% |
$683K - $744K
|
8.7K
$877K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-72- 2.33% |
$6.22K - $6.77K
|
3.01K
$304K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
19.6K+ 6.74% |
$1.7M - $1.85M
|
311K
$31.3M
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
100New |
$8.63K - $9.4K
|
100
$10.1K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
511+ 798.44% |
$44.1K - $48K
|
575
$57.9K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1+ 0.02% |
$86.3 - $94
|
5.17K
$521K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.56% |
$86.3 - $94
|
65
$6.55K
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-129- 33.51% |
$11.1K - $12.1K
|
256
$25.8K
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-270- 5.06% |
$23.3K - $25.4K
|
5.07K
$511K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.58K- 96.53% |
$396K - $431K
|
165
$16.6K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
16New |
$1.38K - $1.5K
|
16
$1.61K
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-45- 1.42% |
$3.89K - $4.23K
|
3.13K
$315K
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 1.02% |
$86.3 - $94
|
99
$9.97K
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
5New |
$432 - $470
|
5
$504
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 4.55% |
$86.3 - $94
|
21
$2.12K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-135- 4.46% |
$11.7K - $12.7K
|
2.89K
$291K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.47KNew |
$213K - $232K
|
2.47K
$249K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8New |
$691 - $752
|
8
$806
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
102New |
$8.81K - $9.58K
|
102
$10.3K
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$86.3 - $94
|
1
$101
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.76KNew |
$152K - $166K
|
1.76K
$178K
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-877- 87.44% |
$75.7K - $82.4K
|
126
$12.7K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-107- 29.08% |
$9.24K - $10.1K
|
261
$26.3K
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-33- 21.29% |
$2.85K - $3.1K
|
122
$12.3K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
392New |
$33.8K - $36.8K
|
392
$39.5K
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
416New |
$35.9K - $39.1K
|
416
$41.9K
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-640- 3.46% |
$55.3K - $60.1K
|
17.9K
$1.8M
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
44New |
$3.8K - $4.13K
|
44
$4.43K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
573New |
$49.5K - $53.8K
|
573
$57.7K
|