Gladstone Institutional Advisory’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,794
Closed -$210K 719
2022
Q1
$210K Buy
+1,794
New +$204K 0.01% 660
2020
Q1
Sell
-2,950
Closed -$301K 310
2019
Q4
$301K Sell
2,950
-702
-19% -$72.7K 0.07% 191
2019
Q3
$382K Sell
3,652
-630
-15% -$64.2K 0.1% 176
2019
Q2
$423K Sell
4,282
-1,178
-22% -$117K 0.13% 165
2019
Q1
$540K Sell
5,460
-301
-5% -$28.5K 0.2% 102
2018
Q4
$495K Buy
+5,761
New +$527K 0.29% 80

Other funds holding RWR

Gladstone Institutional Advisory's RWR Position: Q2 2022 in Review

Gladstone Institutional Advisory sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2022, closing a stake of 1,794 shares — an estimated $210K sold.

Gladstone Institutional Advisory first reported a position in RWR in Q4 2018 and held it in 6 quarters. The position peaked at $540K in Q1 2019. 268 funds tracked by Wall St. Rank hold RWR as of Q2 2022.

  • Gladstone Institutional Advisory reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 1,794 State Street SPDR Dow Jones REIT ETF shares in Q2 2022, an estimated $210K.
  • Gladstone Institutional Advisory first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2018 and held it in 6 quarters.
  • Gladstone Institutional Advisory's State Street SPDR Dow Jones REIT ETF position peaked at $540K in Q1 2019.
  • 268 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.