Purchases and Sales Made in Q1 2023 in Spdr Dow Jones Global Real Est (RWO)
This table provides information about the institutional ownership of Spdr Dow Jones Global Real Est (RWO) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR DOW JONES GLOBAL REAL EST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
503K+ 11.11% |
$19.4M - $23.2M
|
5.04M
$229M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
131K+ 12.67% |
$5.07M - $6.05M
|
1.17M
$53.1M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
127KNew |
$4.91M - $5.85M
|
127K
$5.78M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
96.8K+ 18.13% |
$3.74M - $4.46M
|
630K
$28.7M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
47K+ 23.69% |
$1.81M - $2.16M
|
245K
$11.2M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
45K+ 7.52% |
$1.74M - $2.08M
|
644K
$29.3M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
44.8K+ 26.71% |
$1.73M - $2.06M
|
213K
$9.67M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
24.9K+ 11.32% |
$964K - $1.15M
|
245K
$11.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
22.4K+ 115.02% |
$867K - $1.03M
|
41.9K
$1.91M
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
20.8K+ 17.96% |
$804K - $959K
|
137K
$6.22M
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
18.7K+ 43.54% |
$722K - $861K
|
61.6K
$2.8M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
18.7K+ 7.16% |
$721K - $860K
|
280K
$12.7M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
18K+ 5.6% |
$697K - $832K
|
340K
$15.5M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
17.1KNew |
$661K - $789K
|
17.1K
$779K
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
14.7KNew |
$569K - $679K
|
14.7K
$671K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.5K+ 3.59% |
$521K - $622K
|
389K
$17.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
12.3KNew |
$476K - $567K
|
12.3K
$560K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.3KNew |
$474K - $565K
|
12.3K
$558K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
12K+ 48.58% |
$464K - $554K
|
36.7K
$1.67M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
9.42K+ 62.28% |
$364K - $434K
|
24.5K
$1.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
8.71K+ 7.0% |
$337K - $402K
|
133K
$6.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
8.59KNew |
$332K - $396K
|
8.59K
$391K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
6.54KNew |
$253K - $301K
|
6.54K
$298K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
6.42K+ 8.56% |
$248K - $296K
|
81.4K
$3.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
6.03K+ 66.74% |
$233K - $278K
|
15.1K
$685K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.45KNew |
$210K - $251K
|
5.45K
$248K
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
5.42K+ 50.97% |
$209K - $250K
|
16.1K
$731K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.06KNew |
$195K - $233K
|
5.06K
$230K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5KNew |
$193K - $231K
|
5K
$228K
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.96KNew |
$192K - $228K
|
4.96K
$226K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.92K+ 10.1% |
$190K - $227K
|
53.6K
$2.44M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.8K+ 60.53% |
$185K - $221K
|
12.7K
$579K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
4.63K+ 27.61% |
$179K - $213K
|
21.4K
$973K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.36K+ 4.4% |
$169K - $201K
|
104K
$4.71M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
4.3KNew |
$166K - $198K
|
4.3K
$196K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.04K+ 1.92% |
$156K - $186K
|
214K
$9.76M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
3.9K+ 3.68% |
$151K - $180K
|
110K
$5.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
3.49K+ 2.08% |
$135K - $161K
|
171K
$7.79M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.46K+ 5.48% |
$134K - $159K
|
66.6K
$3.03M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.83K+ 20.22% |
$109K - $130K
|
16.8K
$765K
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
2.71K+ 6.82% |
$105K - $125K
|
42.5K
$1.93M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
2.38KNew |
$92K - $110K
|
2.38K
$108K
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2.34K+ 24.8% |
$90.4K - $108K
|
11.8K
$536K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 1.49% |
$78.8K - $94K
|
139K
$6.35M
|
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
1.96K+ 8.06% |
$75.7K - $90.3K
|
26.3K
$1.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1.83K+ 14.51% |
$70.7K - $84.3K
|
14.4K
$657K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
1.76K+ 26.31% |
$68.1K - $81.2K
|
8.46K
$385K
|
|
|
May 01, 2023
Q1 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 6.38% |
$41.7K - $49.7K
|
18K
$819K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
901+ 7.83% |
$34.8K - $41.5K
|
12.4K
$565K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
849New |
$32.8K - $39.1K
|
849
$38.6K
|