Mps Loria Financial Planners, LLC Spdr Dow Jones Global Real Est Transaction History

Mps Loria Financial Planners, LLC

$336 Million
Q1 2025

A detailed history of Mps Loria Financial Planners, LLC transactions in Spdr Dow Jones Global Real Est stock. As of the latest transaction made, Mps Loria Financial Planners, LLC holds 10,736 shares of RWO stock, worth $468,411. This represents 0.14% of its overall portfolio holdings.

Number of Shares

10,736

Previous 10,664 0.68%

Holding current value

$468,411

Previous $457,000 2.41%

% of portfolio

0.14%

Previous 0.14%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$41.41 - $45.24 $2,981 - $3,257	72 Added 0.68%	10,736 $468,000
Q4 2024 Jan 14, 2025	BUY	$42.41 - $47.31 $12,765 - $14,240	301 Added 2.9%	10,664 $457,000
Q3 2024 Oct 21, 2024	SELL	$41.23 - $48.48 $1,236 - $1,454	-30 Reduced 0.29%	10,363 $492,000
Q2 2024 Jul 10, 2024	SELL	$39.55 - $42.66 $672 - $725	-17 Reduced 0.16%	10,393 $431,000
Q1 2024 Apr 17, 2024	SELL	$40.98 - $43.83 $76,837 - $82,181	-1,875 Reduced 15.26%	10,410 $445,000
Q4 2023 Feb 07, 2024	BUY	$35.74 - $44.36 $10,757 - $13,352	301 Added 2.51%	12,285 $536,000
Q3 2023 Oct 20, 2023	BUY	$37.74 - $43.16 $12,039 - $13,768	319 Added 2.73%	11,984 $457,000
Q2 2023 Jul 21, 2023	SELL	$39.37 - $41.91 $4,566 - $4,861	-116 Reduced 0.98%	11,665 $479,000
Q1 2023 Apr 11, 2023	BUY	$38.63 - $46.08 $90,432 - $107,873	2,341 Added 24.8%	11,781 $484,000
Q4 2022 Jan 23, 2023	BUY	$37.13 - $43.08 $36,721 - $42,606	989 Added 11.7%	9,440 $0
Q3 2022 Nov 14, 2022	SELL	$38.05 - $48.79 $1,522 - $1,951	-40 Reduced 0.47%	8,451 $327,000
Q2 2022 Jul 19, 2022	SELL	$43.05 - $55.03 $10,504 - $13,427	-244 Reduced 2.79%	8,491 $374,000
Q1 2022 May 10, 2022	SELL	$50.81 - $56.55 $327,775 - $364,804	-6,451 Reduced 42.48%	8,735 $471,000
Q4 2021 Feb 07, 2022	SELL	$51.43 - $56.53 $874 - $961	-17 Reduced 0.11%	15,186 $858,000
Q3 2021 Oct 29, 2021	SELL	$51.06 - $55.26 $29,053 - $31,442	-569 Reduced 3.61%	15,203 $776,000
Q2 2021 Jul 20, 2021	SELL	$47.97 - $53.8 $17,461 - $19,583	-364 Reduced 2.26%	15,772 $812,000
Q1 2021 May 03, 2021	SELL	$43.07 - $47.99 $20,759 - $23,131	-482 Reduced 2.9%	16,136 $761,000
Q4 2020 Feb 02, 2021	SELL	$37.87 - $45.0 $6,362 - $7,560	-168 Reduced 1.0%	16,618 $720,000
Q3 2020 Oct 13, 2020	BUY	$38.16 - $41.66 $9,921 - $10,831	260 Added 1.57%	16,786 $663,000
Q2 2020 Aug 13, 2020	BUY	$32.9 - $43.96 $83,993 - $112,229	2,553 Added 18.27%	16,526 $645,000
Q1 2020 May 01, 2020	BUY	$30.12 - $53.58 $24,849 - $44,203	825 Added 6.27%	13,973 $503,000
Q4 2019 Feb 07, 2020	SELL	$50.59 - $53.39 $23,878 - $25,200	-472 Reduced 3.47%	13,148 $677,000
Q3 2019 Nov 12, 2019	SELL	$51.26 - $51.88 $49,107 - $49,701	-958 Reduced 6.57%	13,620 $706,000
Q2 2019 Jul 31, 2019	BUY	N/A	411 Added 2.9%	14,578 $727,000
Q1 2019 Apr 25, 2019	BUY	N/A	2,791 Added 24.53%	14,167 $709,000
Q4 2018 Jan 10, 2019	SELL	N/A	-537 Reduced 4.51%	11,376 $503,000
Q3 2018 Nov 08, 2018	SELL	N/A	-56 Reduced 0.47%	11,913 $568,000
Q2 2018 Aug 02, 2018	SELL	N/A	-597 Reduced 4.75%	11,969 $576,000
Q1 2018 Apr 20, 2018	BUY	N/A	976 Added 8.42%	12,566 $581,000
Q4 2017 Jan 24, 2018	SELL	N/A	-168 Reduced 1.43%	11,590 $567,000
Q3 2017 Oct 24, 2017	BUY	N/A	243 Added 2.11%	11,758 $562,000
Q2 2017 Sep 18, 2017	BUY	N/A	11,515	11,515 $552,000

Others Institutions Holding RWO

# of Institutions

226

Shares Held

18.7M

Call Options Held

Put Options Held

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About SPDR DOW JONES GLOBAL REAL EST

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Mps Loria Financial Planners, LLC Spdr Dow Jones Global Real Est Transaction History