Latest Institutional Purchases of Spdr Dow Jones Global Real Est (RWO)
This list provides information on the latest institutional transactions involving Spdr Dow Jones Global Real Est (RWO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
4.05K+ 40.13% |
$153K - $175K
|
14.2K
$627K
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
850New |
$32.1K - $36.7K
|
850
$37.7K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
471New |
$17.8K - $20.3K
|
471
$20.9K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
200New |
$7.55K - $8.63K
|
200
$8.86K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
90New |
$3.4K - $3.88K
|
90
$3.99K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
37New |
$1.4K - $1.6K
|
37
$1.64K
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
11+ 20.75% |
$415 - $475
|
64
$2.84K
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
9New |
$340 - $388
|
9
$399
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
6+ 0.05% |
$226 - $259
|
12.9K
$572K
|
|
Nov 14, 2023
Q3 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
5+ 0.6% |
$189 - $216
|
838
$37.1K
|
|
Nov 14, 2023
Q3 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$37.7 - $43.2
|
1
$44.3
|
|
Q2 2023 | |||||||
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
57.2KNew |
$2.25M - $2.4M
|
57.2K
$2.53M
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
23.4K+ 17.09% |
$919K - $979K
|
160K
$7.09M
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.1KNew |
$280K - $298K
|
7.1K
$315K
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
7.09KNew |
$279K - $297K
|
7.09K
$314K
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.55K+ 16.94% |
$100K - $107K
|
17.6K
$780K
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
129+ 2.6% |
$5.08K - $5.41K
|
5.09K
$225K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
106New |
$4.17K - $4.44K
|
106
$4.7K
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
94New |
$3.7K - $3.94K
|
94
$4.16K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
71New |
$2.8K - $2.98K
|
71
$3.15K
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
20+ 100.0% |
$787 - $838
|
40
$1.77K
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1New |
$39.4 - $41.9
|
1
$44.3
|
|
Q1 2023 | |||||||
Apr 27, 2023
Q1 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
12.3KNew |
$476K - $567K
|
12.3K
$545K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.06KNew |
$195K - $233K
|
5.06K
$224K
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
4.63K+ 27.61% |
$179K - $213K
|
21.4K
$948K
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
4.3KNew |
$166K - $198K
|
4.3K
$190K
|
|
Apr 20, 2023
Q1 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1.83K+ 14.51% |
$70.7K - $84.3K
|
14.4K
$640K
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
705+ 8.91% |
$27.2K - $32.5K
|
8.61K
$382K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
247+ 1.69% |
$9.54K - $11.4K
|
14.9K
$660K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
205New |
$7.92K - $9.45K
|
205
$9.08K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
99+ 2475.0% |
$3.82K - $4.56K
|
103
$4.56K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
65New |
$2.51K - $3K
|
65
$2.88K
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
53New |
$2.05K - $2.44K
|
53
$2.35K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 2.38% |
$38.6 - $46.1
|
43
$1.9K
|
|
Q4 2022 | |||||||
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 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
108KNew |
$4.03M - $4.67M
|
108K
$4.8M
|
|
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 13, 2023
Q4 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
9.21KNew |
$342K - $397K
|
9.21K
$408K
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
9.03KNew |
$335K - $389K
|
9.03K
$400K
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8.59K+ 8500.0% |
$319K - $370K
|
8.69K
$385K
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.59KNew |
$282K - $327K
|
7.59K
$336K
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.3KNew |
$48.3K - $56K
|
1.3K
$57.6K
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
350+ 6.1% |
$13K - $15.1K
|
6.09K
$270K
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
238New |
$8.84K - $10.3K
|
238
$10.5K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
219+ 100.0% |
$8.13K - $9.43K
|
438
$19.4K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
129New |
$4.79K - $5.56K
|
129
$5.71K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
30New |
$1.11K - $1.29K
|
30
$1.33K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27+ 0.74% |
$1K - $1.16K
|
3.66K
$162K
|
|
Q3 2022 | |||||||
Nov 01, 2022
Q3 2022
|
St. Louis Trust CO
|
BUY
|
- |
52.3KNew |
$1.99M - $2.55M
|
52.3K
$2.32M
|