Purchases and Sales Made in Q2 2024 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 2024. 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 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
367+ 37.33% |
$14.5K - $15.7K
|
1.35K
$58K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
328+ 108.61% |
$13K - $14K
|
630
$27.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
301New |
$11.9K - $12.8K
|
301
$12.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
231+ 2.59% |
$9.14K - $9.85K
|
9.15K
$393K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
137+ 1.68% |
$5.42K - $5.84K
|
8.31K
$357K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
110+ 5.19% |
$4.35K - $4.69K
|
2.23K
$95.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
101+ 34.24% |
$3.99K - $4.31K
|
396
$17K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
72New |
$2.85K - $3.07K
|
72
$3.09K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
64+ 53.33% |
$2.53K - $2.73K
|
184
$7.91K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
64New |
$2.53K - $2.73K
|
64
$2.75K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
61+ 10.05% |
$2.41K - $2.6K
|
668
$28.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
52New |
$2.06K - $2.22K
|
52
$2.23K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
47+ 1.0% |
$1.86K - $2.01K
|
4.75K
$204K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
40New |
$1.58K - $1.71K
|
40
$1.72K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
34+ 50.0% |
$1.34K - $1.45K
|
102
$4.38K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
28+ 0.53% |
$1.11K - $1.19K
|
5.28K
$227K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
25+ 0.94% |
$989 - $1.07K
|
2.7K
$116K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16+ 20.51% |
$633 - $683
|
94
$4.04K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
15+ 1.04% |
$593 - $640
|
1.46K
$62.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14+ 1.01% |
$554 - $597
|
1.4K
$60K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
8New |
$316 - $341
|
8
$344
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
6New |
$237 - $256
|
6
$258
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4+ 1.22% |
$158 - $171
|
331
$14.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.74% |
$79.1 - $85.3
|
274
$11.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2New |
$79.1 - $85.3
|
2
$85.9
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.03% |
$39.6 - $42.7
|
3.7K
$159K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 1.27% |
$39.6 - $42.7
|
80
$3.44K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.17% |
$39.6 - $42.7
|
586
$25.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-7- 0.01% |
$277 - $299
|
137K
$5.87M
|
|
|
Jul 25, 2024
Q2 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-12- 0.15% |
$475 - $512
|
7.9K
$340K
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-17- 0.16% |
$672 - $725
|
10.4K
$447K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-20- 0.13% |
$791 - $853
|
15.1K
$650K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-29- 46.03% |
$1.15K - $1.24K
|
34
$1.46K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-34- 0.28% |
$1.34K - $1.45K
|
12K
$517K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-39- 21.67% |
$1.54K - $1.66K
|
141
$6.06K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-51- 3.3% |
$2.02K - $2.18K
|
1.5K
$64.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-88- 82.24% |
$3.48K - $3.75K
|
19
$816
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-108- 0.32% |
$4.27K - $4.61K
|
34.1K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-112- 1.18% |
$4.43K - $4.78K
|
9.38K
$403K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-125- 1.07% |
$4.94K - $5.33K
|
11.5K
$495K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-141- 2.11% |
$5.58K - $6.02K
|
6.54K
$281K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-167- 33.67% |
$6.6K - $7.12K
|
329
$14.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-213- 2.88% |
$8.42K - $9.09K
|
7.19K
$309K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-231- 61.27% |
$9.14K - $9.85K
|
146
$6.27K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-239- 4.47% |
$9.45K - $10.2K
|
5.1K
$219K
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-239- 1.02% |
$9.45K - $10.2K
|
23.1K
$994K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-242- 3.29% |
$9.57K - $10.3K
|
7.11K
$305K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-244- 2.38% |
$9.65K - $10.4K
|
10K
$431K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-247- 2.96% |
$9.77K - $10.5K
|
8.11K
$348K
|