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 |
---|---|---|---|---|---|---|---|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
62+ 0.84% |
$2.3K - $2.67K
|
7.45K
$320K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
58New |
$2.15K - $2.5K
|
58
$2.49K
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
45+ 0.71% |
$1.67K - $1.94K
|
6.37K
$274K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
42New |
$1.56K - $1.81K
|
42
$1.8K
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
36+ 0.55% |
$1.34K - $1.55K
|
6.59K
$283K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
30New |
$1.11K - $1.29K
|
30
$1.29K
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
29+ 0.49% |
$1.08K - $1.25K
|
5.98K
$257K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27+ 0.74% |
$1K - $1.16K
|
3.66K
$157K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
26+ 34.21% |
$965 - $1.12K
|
102
$4.38K
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
12+ 0.21% |
$446 - $517
|
5.86K
$252K
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
11+ 1.4% |
$408 - $474
|
798
$34.3K
|
|
Feb 13, 2023
Q4 2022
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
6+ 0.73% |
$223 - $258
|
823
$35.4K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 0.13% |
$223 - $258
|
4.51K
$194K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
6+ 1.06% |
$223 - $258
|
573
$24.6K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 0.95% |
$111 - $129
|
319
$13.7K
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 0.97% |
$111 - $129
|
313
$13.4K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.03% |
$37.1 - $43.1
|
3.28K
$141K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.01% |
$37.1 - $43.1
|
8.22K
$353K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 2.33% |
$37.1 - $43.1
|
44
$1.89K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-4- 2.45% |
$149 - $172
|
159
$6.83K
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-5- 2.82% |
$186 - $215
|
172
$7.39K
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-10- 13.7% |
$371 - $431
|
63
$2.71K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15- 2.04% |
$557 - $646
|
722
$31K
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-25- 0.23% |
$928 - $1.08K
|
10.9K
$467K
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-32Closed |
$1.19K - $1.38K
|
0
$0
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-76- 5.2% |
$2.82K - $3.27K
|
1.39K
$59.6K
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-104- 0.15% |
$3.86K - $4.48K
|
70.6K
$3.03M
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-105- 1.48% |
$3.9K - $4.52K
|
6.99K
$301K
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-106- 1.34% |
$3.94K - $4.57K
|
7.83K
$336K
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
SELL
|
- |
-202- 2.88% |
$7.5K - $8.7K
|
6.81K
$292K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-234- 6.14% |
$8.69K - $10.1K
|
3.58K
$154K
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-251- 3.95% |
$9.32K - $10.8K
|
6.1K
$262K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-350- 21.41% |
$13K - $15.1K
|
1.29K
$55.2K
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-361- 1.26% |
$13.4K - $15.6K
|
28.3K
$1.22M
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-362- 5.62% |
$13.4K - $15.6K
|
6.08K
$261K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-497- 8.98% |
$18.5K - $21.4K
|
5.04K
$216K
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-541- 6.89% |
$20.1K - $23.3K
|
7.31K
$314K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-553- 8.89% |
$20.5K - $23.8K
|
5.67K
$243K
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-750- 6.59% |
$27.8K - $32.3K
|
10.6K
$457K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-809- 0.59% |
$30K - $34.9K
|
137K
$5.9M
|
|
Feb 07, 2023
Q4 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-927- 3.67% |
$34.4K - $39.9K
|
24.3K
$1.04M
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1K- 11.24% |
$37.2K - $43.2K
|
7.92K
$340K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.32K- 8.64% |
$49.1K - $57K
|
14K
$601K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.85K- 15.88% |
$68.5K - $79.5K
|
9.78K
$420K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.87K- 6.91% |
$69.4K - $80.5K
|
25.2K
$1.08M
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.14K- 18.48% |
$79.3K - $92K
|
9.42K
$405K
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-2.18K- 1.01% |
$81.1K - $94.1K
|
215K
$9.23M
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.2K- 30.19% |
$81.7K - $94.8K
|
5.09K
$219K
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-3.12K- 5.69% |
$116K - $134K
|
51.7K
$2.22M
|