Latest Institutional Purchases of Spdr Dow Jones Reit ETF (RWR)
This list provides information on the latest institutional transactions involving Spdr Dow Jones Reit ETF (RWR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.82KNew |
$300K - $344K
|
2.82K
$268K
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
794New |
$84.6K - $97K
|
794
$75.5K
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
294New |
$31.3K - $35.9K
|
294
$28K
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
256New |
$27.3K - $31.3K
|
256
$24.4K
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
108New |
$11.5K - $13.2K
|
108
$10.3K
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
405New |
$42.7K - $46.3K
|
405
$38.5K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
53New |
$5.59K - $6.06K
|
53
$5.04K
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
BUY
|
- |
50New |
$5.27K - $5.72K
|
50
$4.76K
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
11New |
$1.16K - $1.26K
|
11
$1.05K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
6New |
$633 - $686
|
6
$571
|
|
Q2 2021 | |||||||
Feb 22, 2022
Q2 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
120+ 150.0% |
$11.6K - $13.1K
|
200
$19K
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.28KNew |
$190K - $222K
|
2.28K
$217K
|
|
Q4 2020 | |||||||
Feb 01, 2021
Q4 2020
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
78New |
$5.87K - $6.91K
|
78
$7.42K
|
|
Q1 2020 | |||||||
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
BUY
|
- |
29New |
$1.72K - $3.12K
|
29
$2.76K
|
|
Q4 2019 | |||||||
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
27KNew |
$2.69M - $2.88M
|
27K
$2.57M
|
|
Feb 14, 2020
Q4 2019
|
Davidson Trust CO
|
BUY
|
- |
12KNew |
$1.2M - $1.28M
|
12K
$1.14M
|
|
Jan 24, 2020
Q4 2019
|
First Personal Financial Services
|
BUY
|
- |
202New |
$20.2K - $21.6K
|
202
$19.2K
|
|
Jan 14, 2020
Q4 2019
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
11+ 100.0% |
$1.1K - $1.17K
|
22
$2.09K
|
|
Q3 2019 | |||||||
Oct 10, 2019
Q3 2019
|
Country Trust Bank
|
BUY
|
- |
297New |
$30.6K - $31.1K
|
297
$28.3K
|
|
Q2 2019 | |||||||
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
96.6KNew |
N/A
|
96.6K
$9.19M
|
|
Aug 21, 2019
Q2 2019
|
Keudell
|
BUY
|
- |
72.6KNew |
N/A
|
72.6K
$6.9M
|
|
Aug 13, 2019
Q2 2019
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
115New |
N/A
|
115
$10.9K
|
|
Q1 2019 | |||||||
Dec 21, 2023
Q1 2019
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
300+ 80.0% |
N/A
|
675
$64.2K
|
|
Q4 2018 | |||||||
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
333New |
N/A
|
333
$31.7K
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
161New |
N/A
|
161
$15.3K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
4.87KNew |
N/A
|
4.87K
$464K
|
|
Q2 2018 | |||||||
Jul 20, 2018
Q2 2018
|
Whittier Trust CO
|
BUY
|
- |
66New |
N/A
|
66
$6.28K
|
|
Q2 2017 | |||||||
Aug 08, 2017
Q2 2017
|
Motco
|
BUY
|
- |
137New |
N/A
|
137
$13K
|
|
Q4 2016 | |||||||
May 14, 2018
Q4 2016
|
Keybank National Association
|
BUY
|
- |
2.27KNew |
N/A
|
2.27K
$216K
|
|
Q1 2016 | |||||||
Nov 06, 2023
Q1 2016
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
699New |
N/A
|
699
$66.5K
|