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 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-86- 0.55% |
$3.39K - $3.6K
|
15.4K
$663K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-104- 7.17% |
$4.09K - $4.36K
|
1.35K
$57.8K
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-116- 0.98% |
$4.57K - $4.86K
|
11.7K
$501K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-155- 1.93% |
$6.1K - $6.5K
|
7.89K
$339K
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-157- 2.49% |
$6.18K - $6.58K
|
6.15K
$264K
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-168- 3.21% |
$6.61K - $7.04K
|
5.06K
$217K
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-172- 0.65% |
$6.77K - $7.21K
|
26.2K
$1.13M
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-216- 26.44% |
$8.5K - $9.05K
|
601
$25.8K
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-258- 3.85% |
$10.2K - $10.8K
|
6.44K
$277K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-268Closed |
$10.6K - $11.2K
|
0
$0
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-275- 1.64% |
$10.8K - $11.5K
|
16.5K
$711K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-295- 2.16% |
$11.6K - $12.4K
|
13.4K
$575K
|
|
Aug 03, 2023
Q2 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-311- 1.73% |
$12.2K - $13K
|
17.7K
$760K
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-313- 3.47% |
$12.3K - $13.1K
|
8.7K
$374K
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-315- 5.46% |
$12.4K - $13.2K
|
5.46K
$234K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-317- 3.7% |
$12.5K - $13.3K
|
8.25K
$354K
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-431- 3.39% |
$17K - $18.1K
|
12.3K
$528K
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-441- 0.6% |
$17.4K - $18.5K
|
72.6K
$3.12M
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-465- 12.08% |
$18.3K - $19.5K
|
3.39K
$145K
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-485- 4.47% |
$19.1K - $20.3K
|
10.4K
$445K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-535- 4.17% |
$21.1K - $22.4K
|
12.3K
$528K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-539- 2.8% |
$21.2K - $22.6K
|
18.7K
$805K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-540- 5.69% |
$21.3K - $22.6K
|
8.95K
$385K
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
SELL
|
- |
-546- 4.68% |
$21.5K - $22.9K
|
11.1K
$477K
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-549- 1.29% |
$21.6K - $23K
|
41.9K
$1.8M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-570- 44.36% |
$22.4K - $23.9K
|
715
$30.7K
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-575- 81.79% |
$22.6K - $24.1K
|
128
$5.5K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-605- 2.92% |
$23.8K - $25.4K
|
20.1K
$865K
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-609- 4.5% |
$24K - $25.5K
|
12.9K
$555K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-747- 87.99% |
$29.4K - $31.3K
|
102
$4.38K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-747- 87.99% |
$29.4K - $31.3K
|
102
$4.38K
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-787- 98.62% |
$31K - $33K
|
11
$473
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-791- 33.21% |
$31.1K - $33.2K
|
1.59K
$68.4K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-935- 24.19% |
$36.8K - $39.2K
|
2.93K
$126K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.01K- 1.51% |
$39.7K - $42.2K
|
65.6K
$2.82M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.09K- 1.65% |
$42.8K - $45.5K
|
64.6K
$2.78M
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.15K- 18.76% |
$45.4K - $48.4K
|
5K
$215K
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 13.78% |
$46.6K - $49.6K
|
7.41K
$318K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.3K- 5.25% |
$51K - $54.3K
|
23.4K
$1M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.6K- 24.61% |
$63.1K - $67.2K
|
4.92K
$211K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.02K- 1.45% |
$79.4K - $84.5K
|
137K
$5.91M
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-2.03K- 7.68% |
$79.7K - $84.9K
|
24.3K
$1.05M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.2K- 10.73% |
$86.5K - $92K
|
18.3K
$785K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.52K- 31.63% |
$99.3K - $106K
|
5.45K
$234K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.16K- 31.54% |
$124K - $132K
|
6.85K
$294K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.31K- 2.43% |
$130K - $139K
|
133K
$5.72M
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.53K- 9.48% |
$139K - $148K
|
33.7K
$1.45M
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.28K- 4.84% |
$168K - $179K
|
84.1K
$3.61M
|
|
Jul 18, 2023
Q2 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-4.43K- 25.34% |
$175K - $186K
|
13.1K
$561K
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-4.5K- 9.26% |
$177K - $188K
|
44K
$1.89M
|