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 |
---|---|---|---|---|---|---|---|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-508Closed |
$49K - $55.6K
|
0
$0
|
|
Jul 12, 2021
Q2 2021
|
Courier Capital LLC
|
SELL
|
- |
-2.13KClosed |
$206K - $233K
|
0
$0
|
|
Q1 2021 | |||||||
May 18, 2021
Q1 2021
|
Defined Wealth Management, LLC
|
SELL
|
- |
-60Closed |
$5K - $5.84K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-12Closed |
$1K - $1.17K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-11.3KClosed |
$945K - $1.1M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.28KNew |
$190K - $222K
|
2.28K
$227K
|
|
May 13, 2021
Q1 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-36.6KClosed |
$3.05M - $3.57M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-15Closed |
$1.25K - $1.46K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-431Closed |
$35.9K - $42K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-23Closed |
$1.92K - $2.24K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-524Closed |
$43.7K - $51K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-272Closed |
$22.7K - $26.5K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-188Closed |
$15.7K - $18.3K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.63KClosed |
$219K - $256K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 11, 2021
Q4 2020
|
Bison Wealth, LLC
|
SELL
|
- |
-455Closed |
$34.2K - $40.3K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Rmr Wealth Builders
|
SELL
|
- |
-21.1KClosed |
$1.59M - $1.87M
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Sns Financial Group, LLC
|
SELL
|
- |
-20.4KClosed |
$1.53M - $1.81M
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Savior LLC
|
SELL
|
- |
-108Closed |
$8.12K - $9.57K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
78New |
$5.87K - $6.91K
|
78
$7.76K
|
|
Q3 2020 | |||||||
Nov 16, 2021
Q3 2020
|
Retirement Group, LLC
|
SELL
|
- |
-1.07K- 98.71% |
$80.4K - $89K
|
14
$1.39K
|
|
Nov 17, 2020
Q3 2020
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-16KClosed |
$1.2M - $1.33M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.82KClosed |
$211K - $234K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-276Closed |
$20.7K - $22.9K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-871Closed |
$65.3K - $72.3K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.37KClosed |
$253K - $280K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.38KClosed |
$103K - $114K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-129KClosed |
$9.68M - $10.7M
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.53KClosed |
$265K - $293K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-2.93KClosed |
$219K - $243K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4Closed |
$300 - $332
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.15KClosed |
$236K - $261K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-183Closed |
$13.7K - $15.2K
|
0
$0
|
|
Oct 15, 2020
Q3 2020
|
Manchester Financial Inc
|
SELL
|
- |
-9Closed |
$675 - $747
|
0
$0
|
|
Oct 14, 2020
Q3 2020
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-3.16KClosed |
$237K - $262K
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-15.5KClosed |
$1.16M - $1.28M
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-88Closed |
$6.6K - $7.31K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.48K- 40.9% |
$292K - $401K
|
6.47K
$643K
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-450Closed |
$29.4K - $40.3K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-318Closed |
$20.7K - $28.5K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-542Closed |
$35.4K - $48.6K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-44Closed |
$2.87K - $3.94K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-421Closed |
$27.5K - $37.7K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-68Closed |
$4.44K - $6.09K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
James Investment Research Inc
|
SELL
|
- |
-210Closed |
$13.7K - $18.8K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-16.4KClosed |
$1.07M - $1.47M
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-8.21KClosed |
$535K - $735K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Csenge Advisory Group
|
SELL
|
- |
-4.58KClosed |
$299K - $410K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Trust CO Of Vermont
|
SELL
|
- |
-187Closed |
$12.2K - $16.8K
|
0
$0
|
|
Jul 07, 2020
Q2 2020
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-7.42KClosed |
$484K - $665K
|
0
$0
|
|
Q1 2020 | |||||||
Mar 11, 2024
Q1 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.63KClosed |
$156K - $284K
|
0
$0
|