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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2020
Q3 2020
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.37KClosed |
$253K - $280K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-129KClosed |
$9.68M - $10.7M
|
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
$655K
|
|
|
Aug 14, 2020
Q2 2020
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-542Closed |
$35.4K - $48.6K
|
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
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-450Closed |
$29.4K - $40.3K
|
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
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-8.21KClosed |
$535K - $735K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-16.4KClosed |
$1.07M - $1.47M
|
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
|
|
|
May 18, 2020
Q1 2020
|
Townsquare Capital LLC
|
SELL
|
- |
-2.85KClosed |
$169K - $306K
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.03KClosed |
$298K - $542K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.79MClosed |
$106M - $193M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-889Closed |
$52.7K - $95.7K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.98KClosed |
$177K - $321K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-2.28KClosed |
$135K - $245K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-19Closed |
$1.13K - $2.05K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-2.12KClosed |
$126K - $228K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.62KClosed |
$155K - $282K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-100- 1.72% |
$5.93K - $10.8K
|
5.71K
$578K
|
|
|
May 13, 2020
Q1 2020
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-2.19KClosed |
$130K - $235K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Truepoint, Inc.
|
SELL
|
- |
-3.01KClosed |
$179K - $324K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-524Closed |
$31.1K - $56.4K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-8.11KClosed |
$481K - $873K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-50Closed |
$2.97K - $5.38K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-600Closed |
$35.6K - $64.6K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.17KClosed |
$129K - $234K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2KClosed |
$119K - $216K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.75KClosed |
$163K - $296K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.46KClosed |
$205K - $373K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
BUY
|
- |
29New |
$1.72K - $3.12K
|
29
$2.94K
|
|
|
May 06, 2020
Q1 2020
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.77KClosed |
$164K - $298K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-974Closed |
$57.8K - $105K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-90Closed |
$5.34K - $9.69K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-80Closed |
$4.74K - $8.61K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Pfg Advisors
|
SELL
|
- |
-2.11KClosed |
$125K - $227K
|
0
$0
|
|