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 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.54K- 41.85% |
$137K - $163K
|
4.92K
$222K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.42K- 17.59% |
$171K - $204K
|
20.7K
$935K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.4K- 59.79% |
$208K - $249K
|
3.63K
$164K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.9K- 6.26% |
$228K - $272K
|
88.3K
$3.98M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6.5K- 3.96% |
$251K - $299K
|
157K
$7.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.83K- 2.37% |
$264K - $315K
|
282K
$12.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-7.07K- 15.96% |
$273K - $326K
|
37.3K
$1.68M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.45K- 9.83% |
$288K - $343K
|
68.3K
$3.08M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-7.77K- 41.92% |
$300K - $358K
|
10.8K
$485K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.1K- 8.89% |
$313K - $373K
|
83K
$3.74M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-8.56K- 3.29% |
$331K - $394K
|
252K
$11.3M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.76K- 16.25% |
$377K - $450K
|
50.3K
$2.27M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-11.3K- 3.89% |
$437K - $521K
|
280K
$12.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-12.7K- 17.93% |
$489K - $583K
|
57.9K
$2.61M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-13.7K- 26.07% |
$530K - $632K
|
38.9K
$1.75M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-13.7K- 26.07% |
$530K - $632K
|
38.9K
$1.75M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-14.2K- 16.89% |
$550K - $656K
|
70K
$3.16M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-15.5K- 18.59% |
$600K - $715K
|
68K
$3.06M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-16K- 7.45% |
$618K - $737K
|
199K
$8.96M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-16K- 67.54% |
$618K - $737K
|
7.69K
$347K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-18.1K- 49.05% |
$700K - $835K
|
18.8K
$848K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.6K- 19.77% |
$719K - $858K
|
75.6K
$3.41M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.7K- 30.14% |
$1.03M - $1.23M
|
61.8K
$2.79M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-28.5K- 88.04% |
$1.1M - $1.31M
|
3.87K
$174K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-29.6K- 18.5% |
$1.14M - $1.37M
|
131K
$5.88M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-39.1K- 27.0% |
$1.51M - $1.8M
|
106K
$4.76M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-40.2K- 10.14% |
$1.55M - $1.85M
|
356K
$16.1M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-57.4K- 76.54% |
$2.22M - $2.64M
|
17.6K
$793K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-82.8K- 37.8% |
$3.2M - $3.82M
|
136K
$6.15M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-116K- 3.87% |
$4.49M - $5.35M
|
2.88M
$130M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-116K- 3.87% |
$4.49M - $5.35M
|
2.88M
$130M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-153K- 9.81% |
$5.91M - $7.05M
|
1.41M
$63.4M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-710K- 51.81% |
$27.4M - $32.7M
|
660K
$29.8M
|