Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
6.8K+ 84.27% |
$252K - $293K
|
14.9K
$639K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.72K+ 9.73% |
$250K - $290K
|
75.8K
$3.26M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
6.7KNew |
$249K - $289K
|
6.7K
$288K
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.66K+ 18.36% |
$247K - $287K
|
42.9K
$1.84M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
5.66K+ 29.71% |
$210K - $244K
|
24.7K
$1.06M
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.13K+ 80.47% |
$191K - $221K
|
11.5K
$494K
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
4.32K+ 2.64% |
$160K - $186K
|
168K
$7.21M
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
3.97K+ 6.57% |
$148K - $171K
|
64.4K
$2.77M
|
|
Aug 23, 2023
Q4 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3.91K+ 4.14% |
$145K - $169K
|
98.5K
$4.23M
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.39K+ 36.17% |
$126K - $146K
|
12.8K
$548K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
3.21K+ 5.35% |
$119K - $138K
|
63.1K
$2.71M
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.96K+ 4.11% |
$110K - $128K
|
75K
$3.22M
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
2.67K+ 10.34% |
$99K - $115K
|
28.5K
$1.22M
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
2.48K+ 5.92% |
$92K - $107K
|
44.3K
$1.91M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.95K+ 17.28% |
$72.3K - $83.9K
|
13.2K
$568K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.64K+ 80.58% |
$61K - $70.8K
|
3.68K
$158K
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.46K+ 1.49% |
$54K - $62.7K
|
99.2K
$4.26M
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.45KNew |
$53.7K - $62.3K
|
1.45K
$62.2K
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
1.37K+ 3.12% |
$51K - $59.1K
|
45.4K
$1.95M
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.32K+ 18.98% |
$48.9K - $56.8K
|
8.26K
$355K
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.3KNew |
$48.3K - $56K
|
1.3K
$55.9K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.26KNew |
$46.7K - $54.2K
|
1.26K
$54K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.18K+ 4.93% |
$43.7K - $50.7K
|
25.1K
$1.08M
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.18K+ 4.74% |
$43.7K - $50.7K
|
26K
$1.12M
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
1.11K+ 16.34% |
$41.3K - $47.9K
|
7.91K
$340K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.03K+ 13.53% |
$38.3K - $44.4K
|
8.65K
$372K
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.01K+ 27.57% |
$37.3K - $43.3K
|
4.65K
$200K
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
998+ 12.43% |
$37.1K - $43K
|
9.03K
$388K
|
|
Jan 23, 2023
Q4 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
989+ 11.7% |
$36.7K - $42.6K
|
9.44K
$406K
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
952+ 1.15% |
$35.3K - $41K
|
84.1K
$3.61M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
716New |
$26.6K - $30.8K
|
716
$30.8K
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
653+ 1.06% |
$24.2K - $28.1K
|
62.4K
$2.68M
|
|
Jan 20, 2023
Q4 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
642+ 3.94% |
$23.8K - $27.7K
|
16.9K
$727K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
621+ 155.25% |
$23.1K - $26.8K
|
1.02K
$43.9K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
534+ 58.75% |
$19.8K - $23K
|
1.44K
$62K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
490+ 49.85% |
$18.2K - $21.1K
|
1.47K
$63.3K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
487+ 66.71% |
$18.1K - $21K
|
1.22K
$52.3K
|
|
Jan 31, 2023
Q4 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
398+ 1.06% |
$14.8K - $17.1K
|
38.1K
$1.64M
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
350+ 6.1% |
$13K - $15.1K
|
6.09K
$262K
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
345+ 5.79% |
$12.8K - $14.9K
|
6.3K
$271K
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
299+ 2.89% |
$11.1K - $12.9K
|
10.6K
$457K
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
260New |
$9.65K - $11.2K
|
260
$11.2K
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
238New |
$8.84K - $10.3K
|
238
$10.2K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
219+ 100.0% |
$8.13K - $9.43K
|
438
$18.8K
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
219+ 1.47% |
$8.13K - $9.43K
|
15.1K
$650K
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
148+ 0.82% |
$5.5K - $6.38K
|
18.1K
$778K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
130New |
$4.83K - $5.6K
|
130
$5.59K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
129New |
$4.79K - $5.56K
|
129
$5.54K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
103+ 0.51% |
$3.82K - $4.44K
|
20.1K
$864K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
67+ 0.68% |
$2.49K - $2.89K
|
9.96K
$428K
|