Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-308- 50.08% |
$12.8K - $13.9K
|
307
$13.7K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-341- 10.48% |
$14.1K - $15.4K
|
2.91K
$130K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-343- 1.42% |
$14.2K - $15.5K
|
23.8K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-343- 61.47% |
$14.2K - $15.5K
|
215
$9.57K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-365- 34.56% |
$15.1K - $16.5K
|
691
$30.8K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-381- 1.88% |
$15.8K - $17.2K
|
19.9K
$888K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-398- 15.36% |
$16.5K - $18K
|
2.19K
$97.7K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-449- 7.12% |
$18.6K - $20.3K
|
5.86K
$261K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-450- 60.0% |
$18.6K - $20.4K
|
300
$13.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-468- 0.52% |
$19.4K - $21.2K
|
89.1K
$3.97M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-500- 13.17% |
$20.7K - $22.6K
|
3.3K
$147K
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-524- 5.36% |
$21.7K - $23.7K
|
9.26K
$412K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-530- 1.31% |
$21.9K - $24K
|
40.1K
$1.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-543- 26.55% |
$22.5K - $24.6K
|
1.5K
$66.9K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-572- 8.05% |
$23.7K - $25.9K
|
6.54K
$291K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-623- 7.67% |
$25.8K - $28.2K
|
7.5K
$334K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-631- 2.57% |
$26.1K - $28.5K
|
24K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-632- 4.33% |
$26.2K - $28.6K
|
14K
$622K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-648- 1.94% |
$26.8K - $29.3K
|
32.8K
$1.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-651- 7.66% |
$27K - $29.5K
|
7.85K
$349K
|
|
|
May 06, 2025
Q1 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-701- 0.6% |
$29K - $31.7K
|
116K
$5.17M
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-795- 3.68% |
$32.9K - $36K
|
20.8K
$928K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-806- 12.5% |
$33.4K - $36.5K
|
5.64K
$251K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-817- 12.89% |
$33.8K - $37K
|
5.52K
$246K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-864- 5.58% |
$35.8K - $39.1K
|
14.6K
$651K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.02K- 75.3% |
$42.2K - $46.1K
|
334
$14.9K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.26K- 5.53% |
$52.3K - $57.1K
|
21.6K
$960K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.26K- 19.23% |
$52.3K - $57.2K
|
5.31K
$236K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.3K- 3.01% |
$53.8K - $58.8K
|
41.9K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.38K- 82.62% |
$57.1K - $62.4K
|
290
$12.9K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.38K- 8.22% |
$57.3K - $62.6K
|
15.4K
$688K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-1.62K- 10.05% |
$67.1K - $73.3K
|
14.5K
$646K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.64K- 1.61% |
$68K - $74.3K
|
100K
$4.46M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.71K- 5.32% |
$70.8K - $77.4K
|
30.4K
$1.36M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.82K- 27.65% |
$75.5K - $82.5K
|
4.77K
$212K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-2.97K- 12.21% |
$123K - $135K
|
21.4K
$952K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.03K- 1.42% |
$125K - $137K
|
209K
$9.32M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3.78K- 11.13% |
$156K - $171K
|
30.1K
$1.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.88K- 11.69% |
$161K - $175K
|
29.3K
$1.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-4.7K- 28.96% |
$195K - $213K
|
11.5K
$513K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-4.72K- 18.95% |
$196K - $214K
|
20.2K
$899K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.01K- 1.68% |
$207K - $227K
|
293K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.19K- 39.2% |
$298K - $325K
|
11.2K
$497K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-7.52K- 20.32% |
$311K - $340K
|
29.5K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.74K- 6.32% |
$321K - $350K
|
115K
$5.11M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.12K- 6.09% |
$336K - $367K
|
125K
$5.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.49K- 34.05% |
$352K - $384K
|
16.4K
$732K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-8.7K- 51.81% |
$360K - $394K
|
8.1K
$361K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.58K- 9.5% |
$397K - $433K
|
91.2K
$4.06M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.2K- 10.88% |
$505K - $551K
|
99.8K
$4.45M
|