Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
586+ 58600.0% |
$23.1K - $24.6K
|
587
$25.2K
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
581+ 0.53% |
$22.9K - $24.3K
|
111K
$4.75M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
445+ 2.37% |
$17.5K - $18.6K
|
19.3K
$828K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
393+ 1.72% |
$15.5K - $16.5K
|
23.3K
$1M
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
384+ 1.0% |
$15.1K - $16.1K
|
38.7K
$1.66M
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
345New |
$13.6K - $14.5K
|
345
$14.8K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
162+ 1.31% |
$6.38K - $6.79K
|
12.6K
$540K
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
140+ 0.27% |
$5.51K - $5.87K
|
51.7K
$2.22M
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
129+ 2.6% |
$5.08K - $5.41K
|
5.09K
$219K
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
110+ 0.82% |
$4.33K - $4.61K
|
13.5K
$581K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
106New |
$4.17K - $4.44K
|
106
$4.55K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
100New |
$3.94K - $4.19K
|
100
$4.3K
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
94New |
$3.7K - $3.94K
|
94
$4.04K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
83New |
$3.27K - $3.48K
|
83
$3.57K
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
78+ 1.13% |
$3.07K - $3.27K
|
7K
$301K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
75+ 19.95% |
$2.95K - $3.14K
|
451
$19.4K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
71New |
$2.8K - $2.98K
|
71
$3.05K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
51+ 0.82% |
$2.01K - $2.14K
|
6.29K
$270K
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
47+ 1.0% |
$1.85K - $1.97K
|
4.73K
$203K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
41New |
$1.61K - $1.72K
|
41
$1.76K
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
40+ 2.1% |
$1.57K - $1.68K
|
1.94K
$83.4K
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
35+ 0.71% |
$1.38K - $1.47K
|
4.95K
$213K
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
33+ 0.21% |
$1.3K - $1.38K
|
16.1K
$692K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
30New |
$1.18K - $1.26K
|
30
$1.29K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
28New |
$1.1K - $1.17K
|
28
$1.2K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
24New |
$945 - $1.01K
|
24
$1.03K
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
20+ 100.0% |
$787 - $838
|
40
$1.72K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 1.0% |
$551 - $587
|
1.41K
$60.6K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 1.0% |
$551 - $587
|
1.41K
$60.6K
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
10+ 0.17% |
$394 - $419
|
6.06K
$260K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9+ 1.99% |
$354 - $377
|
461
$19.8K
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
6+ 1.04% |
$236 - $251
|
583
$25.1K
|
|
Aug 14, 2023
Q2 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
6+ 0.73% |
$236 - $251
|
833
$35.8K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 1.25% |
$157 - $168
|
325
$14K
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.76% |
$78.7 - $83.8
|
264
$11.3K
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 2.17% |
$39.4 - $41.9
|
47
$2.02K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 1.16% |
$39.4 - $41.9
|
87
$3.74K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 2.27% |
$39.4 - $41.9
|
45
$1.93K
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1New |
$39.4 - $41.9
|
1
$43
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 3.03% |
$39.4 - $41.9
|
34
$1.46K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.54% |
$315 - $335
|
1.47K
$63K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-12- 3.63% |
$472 - $503
|
319
$13.7K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-22- 17.32% |
$866 - $922
|
105
$4.51K
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-32- 0.2% |
$1.26K - $1.34K
|
16K
$686K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-35- 2.55% |
$1.38K - $1.47K
|
1.34K
$57.6K
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-63- 1.04% |
$2.48K - $2.64K
|
5.97K
$256K
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-66- 0.72% |
$2.6K - $2.77K
|
9.06K
$389K
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-75- 1.15% |
$2.95K - $3.14K
|
6.47K
$278K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-81- 11.17% |
$3.19K - $3.39K
|
644
$27.7K
|