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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2020
Q4 2019
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-846Closed |
$84.5K - $90.3K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
First Personal Financial Services
|
BUY
|
- |
202New |
$20.2K - $21.6K
|
202
$20.1K
|
|
|
Jan 15, 2020
Q4 2019
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-569Closed |
$56.8K - $60.8K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
11+ 100.0% |
$1.1K - $1.17K
|
22
$2.19K
|
|
|
Jan 07, 2020
Q4 2019
|
M&R Capital Management Inc
|
SELL
|
- |
-300Closed |
$30K - $32K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Mar 12, 2021
Q3 2019
|
Crestone Asset Management LLC
|
SELL
|
- |
-28.9KClosed |
$2.98M - $3.03M
|
0
$0
|
|
|
Apr 01, 2020
Q3 2019
|
Archer Investment Corp
|
SELL
|
- |
-41Closed |
$4.22K - $4.29K
|
0
$0
|
|
|
Nov 15, 2019
Q3 2019
|
Wealthsource Partners, LLC
|
SELL
|
- |
-19.1KClosed |
$1.96M - $2M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-27.6KClosed |
$2.84M - $2.89M
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-980Closed |
$101K - $103K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-17Closed |
$1.75K - $1.78K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-297Closed |
$30.6K - $31.1K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-540Closed |
$55.6K - $56.6K
|
0
$0
|
|
|
Oct 10, 2019
Q3 2019
|
Legacy Advisors, LLC
|
SELL
|
- |
-795Closed |
$81.8K - $83.3K
|
0
$0
|
|
|
Oct 10, 2019
Q3 2019
|
Country Trust Bank
|
BUY
|
- |
297New |
$30.6K - $31.1K
|
297
$29.5K
|
|
| Q2 2019 | |||||||
|
Aug 21, 2019
Q2 2019
|
Keudell
|
BUY
|
- |
72.6KNew |
N/A
|
72.6K
$7.21M
|
|
|
Aug 14, 2019
Q2 2019
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.07KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
115New |
N/A
|
115
$11.4K
|
|
|
Aug 12, 2019
Q2 2019
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-872Closed |
N/A
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
96.6KNew |
N/A
|
96.6K
$9.6M
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-26Closed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Horan Securities, Inc.
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Baldwin Brothers LLC
|
SELL
|
- |
-480Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-14Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-1.49KClosed |
N/A
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-1.06KClosed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-384Closed |
N/A
|
0
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-298Closed |
N/A
|
0
$0
|
|
|
Jul 05, 2019
Q2 2019
|
Rockland Trust CO
|
SELL
|
- |
-2.47KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Dec 21, 2023
Q1 2019
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
300+ 80.0% |
N/A
|
675
$67.1K
|
|
|
Sep 04, 2020
Q1 2019
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-3.92KClosed |
N/A
|
0
$0
|
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-17Closed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-29- 96.67% |
N/A
|
1
$99.4
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-152Closed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-7.73KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9.47KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-234Closed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-11.4KClosed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-152Closed |
N/A
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.27KClosed |
N/A
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.7KClosed |
N/A
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-43Closed |
N/A
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-406Closed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-67Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
161New |
N/A
|
161
$16K
|
|
|
Feb 14, 2019
Q4 2018
|
Founders Financial Securities LLC
|
SELL
|
- |
-7.81KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-27.9KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-110Closed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Stephens Inc
|
SELL
|
- |
-3.8KClosed |
N/A
|
0
$0
|
|