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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.19K- 36.17% |
$221K - $274K
|
10.9K
$469K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-6.77K- 4.67% |
$242K - $300K
|
138K
$5.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-6.97K- 17.34% |
$249K - $309K
|
33.2K
$1.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7K- 51.67% |
$250K - $311K
|
6.55K
$281K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-7.37K- 31.26% |
$263K - $327K
|
16.2K
$696K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.5K- 13.49% |
$304K - $377K
|
54.5K
$2.34M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-9.73K- 22.12% |
$348K - $432K
|
34.2K
$1.47M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-10.4K- 4.46% |
$370K - $459K
|
222K
$9.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-10.4K- 4.46% |
$370K - $459K
|
222K
$9.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-10.9K- 78.66% |
$388K - $482K
|
2.95K
$127K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-11.3K- 22.33% |
$404K - $501K
|
39.3K
$1.69M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-11.9K- 20.22% |
$427K - $530K
|
47.1K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.3K- 62.84% |
$439K - $545K
|
7.26K
$312K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.2K- 2.67% |
$472K - $586K
|
482K
$20.7M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-14.7KClosed |
$527K - $654K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-16.3K- 31.05% |
$581K - $721K
|
36.1K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-16.3K- 64.69% |
$581K - $721K
|
8.87K
$381K
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-16.4K- 30.42% |
$586K - $727K
|
37.5K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-18.2K- 22.75% |
$649K - $805K
|
61.6K
$2.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19K- 34.47% |
$680K - $843K
|
36.1K
$1.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21.1K- 15.45% |
$755K - $937K
|
116K
$4.97M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-23.6K- 13.01% |
$842K - $1.05M
|
158K
$6.77M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-30.5K- 40.68% |
$1.09M - $1.35M
|
44.4K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-32.3K- 11.13% |
$1.15M - $1.43M
|
258K
$11.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-81.7K- 27.09% |
$2.92M - $3.62M
|
220K
$9.45M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-85.4K- 25.64% |
$3.05M - $3.79M
|
248K
$10.6M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-85.4K- 25.64% |
$3.05M - $3.79M
|
248K
$10.6M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-86.8K- 43.95% |
$3.1M - $3.85M
|
111K
$4.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-96.4K- 16.67% |
$3.45M - $4.28M
|
482K
$20.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-101K- 23.11% |
$3.61M - $4.48M
|
336K
$14.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-113K- 22.52% |
$4.02M - $5M
|
387K
$16.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-256K- 7.16% |
$9.15M - $11.4M
|
3.32M
$143M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-349K- 27.4% |
$12.5M - $15.5M
|
926K
$39.8M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-507K- 9.13% |
$18.1M - $22.5M
|
5.05M
$217M
|