Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
471New |
$17.8K - $20.3K
|
471
$21.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
454New |
$17.1K - $19.6K
|
454
$20.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
387+ 1.0% |
$14.6K - $16.7K
|
39.1K
$1.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
380New |
$14.3K - $16.4K
|
380
$17.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
319+ 2.73% |
$12K - $13.8K
|
12K
$540K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
296New |
$11.2K - $12.8K
|
296
$13.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
276+ 5.41% |
$10.4K - $11.9K
|
5.38K
$242K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
260+ 2.9% |
$9.81K - $11.2K
|
9.21K
$415K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
254+ 2.78% |
$9.59K - $11K
|
9.39K
$423K
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
240+ 0.35% |
$9.06K - $10.4K
|
68.2K
$3.07M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
232+ 3.6% |
$8.76K - $10K
|
6.67K
$301K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
200New |
$7.55K - $8.63K
|
200
$9.02K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
190+ 3.09% |
$7.17K - $8.2K
|
6.34K
$286K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
159+ 34.49% |
$6K - $6.86K
|
620
$27.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
97+ 0.13% |
$3.66K - $4.19K
|
73.6K
$3.32M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
90New |
$3.4K - $3.88K
|
90
$4.06K
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
76New |
$2.87K - $3.28K
|
76
$3.43K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
67+ 29.39% |
$2.53K - $2.89K
|
295
$13.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
54+ 0.37% |
$2.04K - $2.33K
|
14.7K
$663K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
48+ 1.02% |
$1.81K - $2.07K
|
4.78K
$215K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
45+ 0.64% |
$1.7K - $1.94K
|
7.04K
$317K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
41+ 0.25% |
$1.55K - $1.77K
|
16.1K
$727K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
40+ 0.64% |
$1.51K - $1.73K
|
6.33K
$285K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
37New |
$1.4K - $1.6K
|
37
$1.67K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
31+ 110.71% |
$1.17K - $1.34K
|
59
$2.66K
|
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
17+ 0.06% |
$642 - $734
|
28.4K
$1.28M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
13+ 54.17% |
$491 - $561
|
37
$1.67K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
13+ 0.92% |
$491 - $561
|
1.42K
$64.1K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
13+ 0.92% |
$491 - $561
|
1.42K
$64.1K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
11+ 20.75% |
$415 - $475
|
64
$2.89K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
9New |
$340 - $388
|
9
$406
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
8+ 0.13% |
$302 - $345
|
5.97K
$269K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
6+ 1.03% |
$226 - $259
|
589
$26.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
6+ 0.05% |
$226 - $259
|
12.9K
$583K
|
|
|
Nov 14, 2023
Q3 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
5+ 0.6% |
$189 - $216
|
838
$37.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
4+ 0.01% |
$151 - $173
|
40.2K
$1.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
4New |
$151 - $173
|
4
$180
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
4New |
$151 - $173
|
4
$180
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 1.14% |
$113 - $129
|
267
$12K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 0.92% |
$113 - $129
|
328
$14.8K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 0.94% |
$113 - $129
|
322
$14.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$37.7 - $43.2
|
1
$45.1
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 1.15% |
$37.7 - $43.2
|
88
$3.97K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-5- 14.71% |
$189 - $216
|
29
$1.31K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-21- 0.09% |
$793 - $906
|
23.3K
$1.05M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-23- 5.1% |
$868 - $993
|
428
$19.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-25- 0.76% |
$944 - $1.08K
|
3.27K
$148K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-36- 87.8% |
$1.36K - $1.55K
|
5
$225
|