Purchases and Sales Made in Q1 2023 in Spdr Dow Jones Global Real Est (RWO)
This table provides information about the institutional ownership of Spdr Dow Jones Global Real Est (RWO) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR DOW JONES GLOBAL REAL EST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
776+ 6.09% |
$30K - $35.8K
|
13.5K
$620K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
724+ 14.38% |
$28K - $33.4K
|
5.76K
$264K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
705+ 8.91% |
$27.2K - $32.5K
|
8.61K
$395K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
703New |
$27.2K - $32.4K
|
703
$32.2K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
686+ 1.35% |
$26.5K - $31.6K
|
51.6K
$2.36M
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
664+ 4.47% |
$25.7K - $30.6K
|
15.5K
$711K
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
617+ 0.65% |
$23.8K - $28.4K
|
95K
$4.35M
|
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
486+ 771.43% |
$18.8K - $22.4K
|
549
$25.2K
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
447+ 0.72% |
$17.3K - $20.6K
|
62.8K
$2.88M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
411+ 1.83% |
$15.9K - $18.9K
|
22.9K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
384+ 31.55% |
$14.8K - $17.7K
|
1.6K
$73.4K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
354+ 34.67% |
$13.7K - $16.3K
|
1.38K
$63K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
338+ 2.56% |
$13.1K - $15.6K
|
13.6K
$621K
|
|
|
Aug 23, 2023
Q1 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
324+ 0.33% |
$12.5K - $14.9K
|
98.8K
$4.53M
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
291+ 0.45% |
$11.2K - $13.4K
|
64.7K
$2.96M
|
|
|
May 11, 2023
Q1 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
273+ 0.72% |
$10.5K - $12.6K
|
38.3K
$1.76M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
268New |
$10.4K - $12.3K
|
268
$12.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
247+ 1.69% |
$9.54K - $11.4K
|
14.9K
$683K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
214+ 1.59% |
$8.27K - $9.86K
|
13.7K
$627K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
207+ 0.25% |
$8K - $9.54K
|
84.3K
$3.86M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
205New |
$7.92K - $9.45K
|
205
$9.39K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
155+ 2.55% |
$5.99K - $7.14K
|
6.24K
$286K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
126+ 123.53% |
$4.87K - $5.81K
|
228
$10.4K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
115+ 1.69% |
$4.44K - $5.3K
|
6.92K
$317K
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
114+ 6.38% |
$4.4K - $5.25K
|
1.9K
$87.1K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
99+ 2475.0% |
$3.82K - $4.56K
|
103
$4.72K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
94New |
$3.63K - $4.33K
|
94
$4.31K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
65+ 0.89% |
$2.51K - $3K
|
7.37K
$338K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
65New |
$2.51K - $3K
|
65
$2.98K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
53New |
$2.05K - $2.44K
|
53
$2.43K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
51+ 0.84% |
$1.97K - $2.35K
|
6.15K
$282K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
47+ 0.47% |
$1.82K - $2.17K
|
10K
$458K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
33New |
$1.27K - $1.52K
|
33
$1.51K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
32+ 0.69% |
$1.24K - $1.47K
|
4.68K
$215K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
24+ 0.73% |
$927 - $1.11K
|
3.3K
$151K
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
20+ 0.22% |
$773 - $922
|
9.13K
$418K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
20New |
$773 - $922
|
20
$916
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
17New |
$657 - $783
|
17
$779
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
10+ 0.72% |
$386 - $461
|
1.4K
$64K
|
|
|
May 15, 2023
Q1 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
4+ 0.49% |
$155 - $184
|
827
$37.9K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
4+ 10.81% |
$155 - $184
|
41
$1.88K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
4+ 0.7% |
$155 - $184
|
577
$26.4K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
3New |
$116 - $138
|
3
$137
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3+ 0.21% |
$116 - $138
|
1.45K
$66.4K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.42% |
$116 - $138
|
725
$33.2K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.77% |
$77.3 - $92.2
|
262
$12K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.63% |
$77.3 - $92.2
|
321
$14.7K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 2.38% |
$38.6 - $46.1
|
43
$1.97K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-15- 4.53% |
$579 - $691
|
316
$14.5K
|