Institutional Ownership Spdr Dow Jones Global Real Est (RWO)
This table provides information about the institutional ownership of Spdr Dow Jones Global Real Est (RWO). We have compiled data on the 239 institutions that hold shares in the stock, with a total of 20.1 Million shares, which have been reported (via 13F filing form) to have a value of $926 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
20,398
shares
|
$942,387
0.03% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
19,966
shares
|
$922,429
0.05% of portfolio
|
Q3 2022
Added 86.84%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
19,127
shares
|
$883,667
0.51% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
18,613
shares
|
$859,920
0.2% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
18,159
shares
|
$838,945
0.01% of portfolio
|
Q2 2025
Added 28.62%
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
May 02, 2025 Q1 2025 |
17,588
shares
|
$812,565
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Aug 05, 2025 Q2 2025 |
16,875
shares
|
$779,625
0.68% of portfolio
|
Q2 2025
Reduced 42.29%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
16,714
shares
|
$772,186
0.1% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
16,396
shares
|
$757,495
0.02% of portfolio
|
Q2 2025
Added 12.2%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
15,250
shares
|
$704,550
0.0% of portfolio
|
Q2 2025
Added 9.26%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
15,170
shares
|
$700,854
0.06% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
15,084
shares
|
$696,880
0.0% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
15,030
shares
|
$694,386
0.05% of portfolio
|
Q2 2025
Added 1107.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
14,972
shares
|
$691,706
0.0% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
14,270
shares
|
$659,274
0.24% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
14,118
shares
|
$652,251
0.01% of portfolio
|
Q1 2025
Added 13.22%
|
|
|
Family Office Research LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
13,547
shares
|
$625,871
0.28% of portfolio
|
Q2 2025
Reduced 32.03%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
13,125
shares
|
$606,375
0.04% of portfolio
|
Q2 2025
Reduced 9.5%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
12,833
shares
|
$592,884
0.0% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
12,293
shares
|
$567,936
0.03% of portfolio
|
Q2 2025
Reduced 39.13%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
11,450
shares
|
$528,990
0.05% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
11,440
shares
|
$528,528
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mps Loria Financial Planners, LLC
|
Jul 29, 2025 Q2 2025 |
10,824
shares
|
$500,068
0.14% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
10,764
shares
|
$497,296
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Aquire Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
10,718
shares
|
$495,171
0.13% of portfolio
|
Q2 2025
Reduced 0.5%
|