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 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-11Closed |
$1.17K - $1.34K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
256New |
$27.3K - $31.3K
|
256
$25.9K
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-275- 44.35% |
$29.3K - $33.6K
|
345
$34.9K
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
11New |
$1.16K - $1.26K
|
11
$1.11K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
53New |
$5.59K - $6.06K
|
53
$5.36K
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-100Closed |
$10.5K - $11.4K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
405New |
$42.7K - $46.3K
|
405
$41K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-526Closed |
$55.5K - $60.2K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-11.2KClosed |
$1.18M - $1.28M
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1KClosed |
$105K - $114K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
6New |
$633 - $686
|
6
$607
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-279Closed |
$29.4K - $31.9K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-22Closed |
$2.32K - $2.52K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
BUY
|
- |
50New |
$5.27K - $5.72K
|
50
$5.06K
|
|
Q2 2021 | |||||||
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-8.43K- 98.94% |
$813K - $922K
|
90
$9.11K
|
|
Feb 22, 2022
Q2 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
120+ 150.0% |
$11.6K - $13.1K
|
200
$20.2K
|
|
Aug 16, 2021
Q2 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-4.25KClosed |
$410K - $465K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-550Closed |
$53.1K - $60.2K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.55KClosed |
$343K - $389K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-191Closed |
$18.4K - $20.9K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-49Closed |
$4.73K - $5.36K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Congress Asset Management CO
|
SELL
|
- |
-6.08KClosed |
$587K - $665K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
1 St Source Bank
|
SELL
|
- |
-4.86KClosed |
$469K - $532K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-156Closed |
$15K - $17.1K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-193Closed |
$18.6K - $21.1K
|
0
$0
|
|
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
$231K
|
|
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
|
Meeder Asset Management Inc
|
SELL
|
- |
-188Closed |
$15.7K - $18.3K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-272Closed |
$22.7K - $26.5K
|
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
$7.89K
|
|
Q3 2020 | |||||||
Nov 16, 2021
Q3 2020
|
Retirement Group, LLC
|
SELL
|
- |
-1.07K- 98.71% |
$80.4K - $89K
|
14
$1.42K
|
|
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
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-871Closed |
$65.3K - $72.3K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-276Closed |
$20.7K - $22.9K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.38KClosed |
$103K - $114K
|
0
$0
|