Latest Institutional Transactions on Spdr Dow Jones Global Real Est (RWO)
This table provides information on the latest institutional transactions involving Spdr Dow Jones Global Real Est (RWO) 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 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-483- 9.01% |
$18.7K - $22.3K
|
4.88K
$210K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
65New |
$2.51K - $3K
|
65
$2.79K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
705+ 8.91% |
$27.2K - $32.5K
|
8.61K
$370K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-15.1KClosed |
$562K - $652K
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27+ 0.74% |
$1K - $1.16K
|
3.66K
$157K
|
|
|
Feb 16, 2023
Q4 2022
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
19.8KNew |
$735K - $852K
|
19.8K
$850K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.15MNew |
$80M - $92.8M
|
2.15M
$92.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
11.9KNew |
$443K - $514K
|
11.9K
$513K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.59KNew |
$282K - $327K
|
7.59K
$326K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
9.21KNew |
$342K - $397K
|
9.21K
$396K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-106- 1.34% |
$3.94K - $4.57K
|
7.83K
$336K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
219+ 100.0% |
$8.13K - $9.43K
|
438
$18.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
238New |
$8.84K - $10.3K
|
238
$10.2K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
350+ 6.1% |
$13K - $15.1K
|
6.09K
$262K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
30New |
$1.11K - $1.29K
|
30
$1.29K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.85K- 15.88% |
$68.5K - $79.5K
|
9.78K
$420K
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8.59K+ 8500.0% |
$319K - $370K
|
8.69K
$373K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
108KNew |
$4.03M - $4.67M
|
108K
$4.66M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.3KNew |
$48.3K - $56K
|
1.3K
$55.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-64.2K- 90.13% |
$2.38M - $2.77M
|
7.03K
$302K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
9.03KNew |
$335K - $389K
|
9.03K
$388K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
129New |
$4.79K - $5.56K
|
129
$5.54K
|
|
| Q3 2022 | |||||||
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
261+ 65.25% |
$9.93K - $12.7K
|
661
$28.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
400New |
$15.2K - $19.5K
|
400
$17.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.93KNew |
$73.6K - $94.3K
|
1.93K
$83.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
43+ 0.02% |
$1.64K - $2.1K
|
193K
$8.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
714New |
$27.2K - $34.8K
|
714
$30.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.2K+ 280.42% |
$45.8K - $58.7K
|
1.63K
$70.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.77K- 18.94% |
$67.2K - $86.2K
|
7.56K
$325K
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-12- 0.12% |
$457 - $585
|
10.3K
$444K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
15+ 1.14% |
$571 - $732
|
1.33K
$57.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-5.75KClosed |
$219K - $281K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-391- 26.37% |
$14.9K - $19.1K
|
1.09K
$46.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.5K+ 1648.35% |
$57.1K - $73.2K
|
1.59K
$68.4K
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-4.33K- 40.74% |
$165K - $211K
|
6.31K
$271K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-209- 90.09% |
$7.95K - $10.2K
|
23
$988
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
98New |
$3.73K - $4.78K
|
98
$4.21K
|
|
|
Nov 01, 2022
Q3 2022
|
St. Louis Trust CO
|
BUY
|
- |
52.3KNew |
$1.99M - $2.55M
|
52.3K
$2.25M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 15.38% |
$76.1 - $97.6
|
15
$645
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
9.28K+ 86.84% |
$353K - $453K
|
20K
$858K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.42KNew |
$54.1K - $69.4K
|
1.42K
$61.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-20Closed |
$761 - $976
|
0
$0
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-257- 45.57% |
$11.1K - $14.1K
|
307
$13.2K
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-27- 55.1% |
$1.16K - $1.49K
|
22
$945
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3New |
$129 - $165
|
3
$129
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
60New |
$2.58K - $3.3K
|
60
$2.58K
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-134- 2.65% |
$5.77K - $7.37K
|
4.92K
$211K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-60Closed |
$2.58K - $3.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.89KClosed |
$168K - $214K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-36.9KClosed |
$1.59M - $2.03M
|
0
$0
|
|