Institutional Ownership Spdr Dow Jones Global Real Est (RWO)
This table provides information about the institutional ownership of Spdr Dow Jones Global Real Est (RWO). We have compiled data on the 227 institutions that hold shares in the stock, with a total of 18.8 Million shares, which have been reported (via 13F filing form) to have a value of $835 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
20,643
shares
|
$919,232
0.38% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
20,197
shares
|
$899,372
0.06% of portfolio
|
Q1 2025
Reduced 18.95%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
19,966
shares
|
$889,085
0.05% of portfolio
|
Q3 2022
Added 86.84%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
19,931
shares
|
$887,527
0.42% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
18,531
shares
|
$825,185
0.21% of portfolio
|
Q1 2025
Added 31.81%
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
May 02, 2025 Q1 2025 |
17,588
shares
|
$783,193
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
16,857
shares
|
$750,642
0.11% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
16,441
shares
|
$732,117
0.0% of portfolio
|
Q1 2025
Reduced 34.05%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
16,424
shares
|
$731,360
0.0% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
15,446
shares
|
$687,810
0.0% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
15,057
shares
|
$670,488
0.06% of portfolio
|
Q1 2025
Reduced 87.13%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
14,613
shares
|
$650,716
0.02% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
14,589
shares
|
$649,648
0.0% of portfolio
|
Q4 2024
Added 140.2%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
14,502
shares
|
$645,774
0.04% of portfolio
|
Q1 2025
Reduced 10.05%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
14,269
shares
|
$635,398
0.26% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
14,118
shares
|
$628,674
0.01% of portfolio
|
Q1 2025
Added 13.22%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
13,958
shares
|
$621,549
0.0% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
12,774
shares
|
$568,826
0.0% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
12,124
shares
|
$539,881
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
11,530
shares
|
$513,430
0.06% of portfolio
|
Q1 2025
Reduced 28.96%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
11,151
shares
|
$496,554
0.02% of portfolio
|
Q1 2025
Reduced 39.2%
|
|
|
Aquire Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
10,772
shares
|
$479,677
0.14% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
10,736
shares
|
$478,074
0.14% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Envision Financial LLC
Brookfield, WI |
Apr 22, 2025 Q1 2025 |
10,607
shares
|
$472,329
0.35% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Apr 17, 2025 Q1 2025 |
10,376
shares
|
$462,043
0.08% of portfolio
|
Q3 2024
Reduced 8.97%
|