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 231 institutions that hold shares in the stock, with a total of 18.9 Million shares, which have been reported (via 13F filing form) to have a value of $837 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
21,554
shares
|
$968,205
0.0% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
20,835
shares
|
$935,908
0.55% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
20,675
shares
|
$928,721
0.03% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
20,197
shares
|
$907,249
0.06% of portfolio
|
Q1 2025
Reduced 18.95%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
19,966
shares
|
$896,872
0.05% of portfolio
|
Q3 2022
Added 86.84%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
19,931
shares
|
$895,300
0.42% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
18,613
shares
|
$836,095
0.2% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
May 02, 2025 Q1 2025 |
17,588
shares
|
$790,052
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
16,857
shares
|
$757,216
0.11% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
16,424
shares
|
$737,766
0.0% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
15,446
shares
|
$693,834
0.0% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
15,250
shares
|
$685,030
0.0% of portfolio
|
Q2 2025
Added 9.26%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
15,170
shares
|
$681,436
0.06% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
15,030
shares
|
$675,147
0.05% of portfolio
|
Q2 2025
Added 1107.23%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
14,613
shares
|
$656,415
0.02% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
14,589
shares
|
$655,337
0.0% of portfolio
|
Q4 2024
Added 140.2%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
14,502
shares
|
$651,429
0.04% of portfolio
|
Q1 2025
Reduced 10.05%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
14,269
shares
|
$640,963
0.26% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
14,118
shares
|
$634,180
0.01% of portfolio
|
Q1 2025
Added 13.22%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
12,833
shares
|
$576,458
0.0% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
12,124
shares
|
$544,610
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
11,450
shares
|
$514,334
0.05% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
11,151
shares
|
$500,902
0.02% of portfolio
|
Q1 2025
Reduced 39.2%
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
10,736
shares
|
$482,261
0.14% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Aquire Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
10,718
shares
|
$481,452
0.13% of portfolio
|
Q2 2025
Reduced 0.5%
|