Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 22, 2021
Q3 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
986+ 15.94% |
$50.3K - $54.5K
|
7.17K
$308K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
872+ 12.97% |
$44.5K - $48.2K
|
7.6K
$326K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
725+ 580.0% |
$37K - $40.1K
|
850
$36.5K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
719+ 6.31% |
$36.7K - $39.7K
|
12.1K
$520K
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
700+ 4.58% |
$35.7K - $38.7K
|
16K
$687K
|
|
Oct 19, 2021
Q3 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
643+ 14.67% |
$32.8K - $35.5K
|
5.03K
$216K
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
630New |
$32.2K - $34.8K
|
630
$27.1K
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
571+ 2.16% |
$29.2K - $31.6K
|
27K
$1.16M
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
563+ 1.08% |
$28.7K - $31.1K
|
52.5K
$2.26M
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
523+ 9.18% |
$26.7K - $28.9K
|
6.22K
$267K
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
488+ 12.28% |
$24.9K - $27K
|
4.46K
$192K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
446+ 5.64% |
$22.8K - $24.6K
|
8.35K
$359K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
428+ 1.81% |
$21.9K - $23.7K
|
24.1K
$1.04M
|
|
Nov 15, 2021
Q3 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
418+ 0.71% |
$21.3K - $23.1K
|
59.7K
$2.56M
|
|
Oct 28, 2021
Q3 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
397+ 0.42% |
$20.3K - $21.9K
|
94.6K
$4.06M
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
BUY
|
- |
386+ 0.95% |
$19.7K - $21.3K
|
40.8K
$1.75M
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
343+ 20.98% |
$17.5K - $19K
|
1.98K
$85K
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
245+ 5.95% |
$12.5K - $13.5K
|
4.36K
$187K
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
193+ 3.7% |
$9.85K - $10.7K
|
5.41K
$232K
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
133New |
$6.79K - $7.35K
|
133
$5.72K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
122+ 72.62% |
$6.23K - $6.74K
|
290
$12.5K
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
105+ 238.64% |
$5.36K - $5.8K
|
149
$6.4K
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
98+ 0.39% |
$5K - $5.42K
|
25K
$1.07M
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
97+ 34.15% |
$4.95K - $5.36K
|
381
$16.4K
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
94+ 2.4% |
$4.8K - $5.19K
|
4.01K
$172K
|
|
Nov 12, 2021
Q3 2021
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
87+ 2.05% |
$4.44K - $4.81K
|
4.34K
$186K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
81+ 15.17% |
$4.14K - $4.48K
|
615
$26.4K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
79+ 7900.0% |
$4.03K - $4.37K
|
80
$3.44K
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
45+ 0.92% |
$2.3K - $2.49K
|
4.92K
$212K
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
44+ 275.0% |
$2.25K - $2.43K
|
60
$2.58K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
37+ 57.81% |
$1.89K - $2.04K
|
101
$4.34K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
34+ 0.67% |
$1.74K - $1.88K
|
5.11K
$220K
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
34+ 0.12% |
$1.74K - $1.88K
|
28.8K
$1.24M
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
31+ 0.47% |
$1.58K - $1.71K
|
6.56K
$282K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
29+ 0.15% |
$1.48K - $1.6K
|
19.3K
$830K
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
25+ 0.36% |
$1.28K - $1.38K
|
6.96K
$299K
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
11+ 0.09% |
$562 - $608
|
12.2K
$525K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 0.65% |
$460 - $497
|
1.4K
$60.2K
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
9+ 0.02% |
$460 - $497
|
47.5K
$2.04M
|
|
Nov 16, 2021
Q3 2021
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
8+ 1.01% |
$408 - $442
|
797
$34.2K
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5New |
$255 - $276
|
5
$215
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4+ 0.61% |
$204 - $221
|
664
$28.5K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 0.07% |
$204 - $221
|
5.9K
$253K
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
4+ 0.74% |
$204 - $221
|
547
$23.5K
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
3+ 4.11% |
$153 - $166
|
76
$3.27K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
2New |
$102 - $111
|
2
$85.9
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.09% |
$51.1 - $55.3
|
1.16K
$49.9K
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1+ 0.94% |
$51.1 - $55.3
|
107
$4.6K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.27% |
$51.1 - $55.3
|
378
$16.2K
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-2Closed |
$102 - $111
|
0
$0
|