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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-246Closed |
$14.6K - $26.5K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-8.9KClosed |
$527K - $958K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Montecito Bank & Trust
|
SELL
|
- |
-3.4KClosed |
$202K - $366K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-829Closed |
$49.2K - $89.2K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11.2KClosed |
$667K - $1.21M
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-60Closed |
$3.56K - $6.46K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-1.98KClosed |
$117K - $213K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.7KClosed |
$160K - $291K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-2.19KClosed |
$130K - $235K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-3.42KClosed |
$203K - $368K
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.2KClosed |
$427K - $775K
|
0
$0
|
|
|
Apr 02, 2020
Q1 2020
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2.81KClosed |
$167K - $302K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 19, 2020
Q4 2019
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-9.81KClosed |
$980K - $1.05M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-225Closed |
$22.5K - $24K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.96KClosed |
$196K - $209K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Davidson Trust CO
|
BUY
|
- |
12KNew |
$1.2M - $1.28M
|
12K
$1.21M
|
|
|
Feb 13, 2020
Q4 2019
|
Jacobsen Capital Management
|
SELL
|
- |
-31.7KClosed |
$3.16M - $3.38M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-499- 98.81% |
$49.8K - $53.3K
|
6
$607
|
|
|
Feb 12, 2020
Q4 2019
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.48KClosed |
$247K - $264K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-2.93KClosed |
$293K - $313K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-5.93KClosed |
$592K - $633K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-539Closed |
$53.8K - $57.5K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Brookstone Capital Management
|
SELL
|
- |
-42.2KClosed |
$4.22M - $4.51M
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
27KNew |
$2.69M - $2.88M
|
27K
$2.73M
|
|
|
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
$20.4K
|
|
|
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
$2.23K
|
|
|
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
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-17Closed |
$1.75K - $1.78K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-980Closed |
$101K - $103K
|
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
$30.1K
|
|
| Q2 2019 | |||||||
|
Aug 21, 2019
Q2 2019
|
Keudell
|
BUY
|
- |
72.6KNew |
N/A
|
72.6K
$7.34M
|
|
|
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
$11.6K
|
|
|
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
$9.78M
|
|
|
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
|
Regions Financial Corp
|
SELL
|
- |
-1.49KClosed |
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
|
Baldwin Brothers LLC
|
SELL
|
- |
-480Closed |
N/A
|
0
$0
|
|