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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-935- 24.19% |
$36.8K - $39.2K
|
2.93K
$130K
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
129+ 2.6% |
$5.08K - $5.41K
|
5.09K
$225K
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.15K- 18.76% |
$45.4K - $48.4K
|
5K
$221K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
106New |
$4.17K - $4.44K
|
106
$4.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-787- 98.62% |
$31K - $33K
|
11
$487
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
71New |
$2.8K - $2.98K
|
71
$3.15K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
7.09KNew |
$279K - $297K
|
7.09K
$314K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-315- 5.46% |
$12.4K - $13.2K
|
5.46K
$242K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-104- 7.17% |
$4.09K - $4.36K
|
1.35K
$59.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-268Closed |
$10.6K - $11.2K
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-32- 0.2% |
$1.26K - $1.34K
|
16K
$707K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-168- 3.21% |
$6.61K - $7.04K
|
5.06K
$224K
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
57.2KNew |
$2.25M - $2.4M
|
57.2K
$2.53M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-13.4K- 34.52% |
$528K - $562K
|
25.5K
$1.13M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-13.4K- 34.52% |
$528K - $562K
|
25.5K
$1.13M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
94New |
$3.7K - $3.94K
|
94
$4.16K
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-485- 4.47% |
$19.1K - $20.3K
|
10.4K
$459K
|
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.55K+ 16.94% |
$100K - $107K
|
17.6K
$780K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 13.78% |
$46.6K - $49.6K
|
7.41K
$328K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-216- 26.44% |
$8.5K - $9.05K
|
601
$26.6K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
20+ 100.0% |
$787 - $838
|
40
$1.77K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-22- 17.32% |
$866 - $922
|
105
$4.65K
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
23.4K+ 17.09% |
$919K - $979K
|
160K
$7.09M
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
99+ 2475.0% |
$3.82K - $4.56K
|
103
$4.56K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 2.38% |
$38.6 - $46.1
|
43
$1.9K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.06KNew |
$195K - $233K
|
5.06K
$224K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-18- 31.03% |
$695 - $829
|
40
$1.77K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
53New |
$2.05K - $2.44K
|
53
$2.35K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
205New |
$7.92K - $9.45K
|
205
$9.08K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
4.3KNew |
$166K - $198K
|
4.3K
$190K
|
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-947- 3.33% |
$36.6K - $43.6K
|
27.5K
$1.22M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
247+ 1.69% |
$9.54K - $11.4K
|
14.9K
$660K
|
|
|
Apr 27, 2023
Q1 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
12.3KNew |
$476K - $567K
|
12.3K
$545K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
4.63K+ 27.61% |
$179K - $213K
|
21.4K
$948K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-524- 9.7% |
$20.2K - $24.1K
|
4.88K
$216K
|
|
|
Apr 20, 2023
Q1 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1.83K+ 14.51% |
$70.7K - $84.3K
|
14.4K
$640K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-483- 9.01% |
$18.7K - $22.3K
|
4.88K
$216K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
65New |
$2.51K - $3K
|
65
$2.88K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
705+ 8.91% |
$27.2K - $32.5K
|
8.61K
$382K
|
|
| Q4 2022 | |||||||
|
Apr 10, 2025
Q4 2022
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-80.9KClosed |
$3M - $3.48M
|
0
$0
|
|
|
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
$162K
|
|
|
Feb 16, 2023
Q4 2022
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
19.8KNew |
$735K - $852K
|
19.8K
$876K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
11.9KNew |
$443K - $514K
|
11.9K
$529K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.15MNew |
$80M - $92.8M
|
2.15M
$95.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
9.21KNew |
$342K - $397K
|
9.21K
$408K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-106- 1.34% |
$3.94K - $4.57K
|
7.83K
$347K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
219+ 100.0% |
$8.13K - $9.43K
|
438
$19.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
238New |
$8.84K - $10.3K
|
238
$10.5K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.59KNew |
$282K - $327K
|
7.59K
$336K
|
|