Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-101- 2.11% |
$3.61K - $4.48K
|
4.68K
$201K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-103- 1.63% |
$3.68K - $4.57K
|
6.23K
$267K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-125- 1.67% |
$4.47K - $5.55K
|
7.38K
$317K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-130- 34.21% |
$4.65K - $5.77K
|
250
$10.7K
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-135- 0.2% |
$4.82K - $5.99K
|
68.1K
$2.93M
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-193- 65.2% |
$6.9K - $8.56K
|
103
$4.43K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-247- 5.15% |
$8.83K - $11K
|
4.55K
$195K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-393- 1.46% |
$14K - $17.4K
|
26.5K
$1.14M
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-399- 6.68% |
$14.3K - $17.7K
|
5.58K
$240K
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-459- 47.76% |
$16.4K - $20.4K
|
502
$21.6K
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-551- 7.21% |
$19.7K - $24.4K
|
7.09K
$305K
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-578- 17.65% |
$20.7K - $25.6K
|
2.7K
$116K
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-605- 9.07% |
$21.6K - $26.8K
|
6.07K
$261K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-678- 12.61% |
$24.2K - $30.1K
|
4.7K
$202K
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-678- 11.43% |
$24.2K - $30.1K
|
5.25K
$226K
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-725- 2.55% |
$25.9K - $32.2K
|
27.7K
$1.19M
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-760- 8.08% |
$27.2K - $33.7K
|
8.64K
$371K
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-795- 9.08% |
$28.4K - $35.3K
|
7.96K
$342K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-887- 9.63% |
$31.7K - $39.3K
|
8.33K
$358K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-906- 26.29% |
$32.4K - $40.2K
|
2.54K
$109K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-914- 16.13% |
$32.7K - $40.5K
|
4.75K
$204K
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.01K- 11.99% |
$36.2K - $45K
|
7.44K
$320K
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.12K- 18.17% |
$40.1K - $49.8K
|
5.05K
$217K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.26K- 7.55% |
$45K - $55.8K
|
15.4K
$662K
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.26K- 16.61% |
$45.1K - $56K
|
6.34K
$273K
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.28K- 64.11% |
$45.6K - $56.6K
|
715
$30.7K
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.33K- 13.93% |
$47.5K - $59K
|
8.22K
$353K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.33K- 26.24% |
$47.6K - $59.1K
|
3.74K
$161K
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.44K- 11.91% |
$51.4K - $63.8K
|
10.6K
$457K
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.75K- 10.75% |
$62.4K - $77.5K
|
14.5K
$623K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.08K- 1.44% |
$74.4K - $92.3K
|
142K
$6.11M
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.3K- 21.02% |
$82K - $102K
|
8.62K
$371K
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.36K- 5.78% |
$84.3K - $105K
|
38.4K
$1.65M
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.38K- 3.48% |
$84.9K - $105K
|
65.8K
$2.83M
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-2.57K- 24.41% |
$91.7K - $114K
|
7.95K
$342K
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2.75K- 10.77% |
$98.3K - $122K
|
22.8K
$979K
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-2.91K- 3.49% |
$104K - $129K
|
80.4K
$3.45M
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-2.94K- 27.52% |
$105K - $130K
|
7.75K
$333K
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-2.98K- 22.81% |
$107K - $132K
|
10.1K
$433K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-3.33K- 91.58% |
$119K - $148K
|
306
$13.1K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.64K- 34.65% |
$130K - $161K
|
6.87K
$295K
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.66K- 27.84% |
$131K - $162K
|
9.49K
$408K
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-4.34K- 3.94% |
$155K - $192K
|
106K
$4.54M
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-4.38K- 5.38% |
$157K - $194K
|
77K
$3.31M
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-4.53K- 13.45% |
$162K - $201K
|
29.1K
$1.25M
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.59K- 56.28% |
$164K - $204K
|
3.57K
$153K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.71K- 28.26% |
$168K - $209K
|
11.9K
$513K
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-4.9K- 23.14% |
$175K - $217K
|
16.3K
$699K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.58K- 17.09% |
$199K - $248K
|
27.1K
$1.16M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.82K- 13.57% |
$208K - $258K
|
37K
$1.59M
|