Latest Institutional Transactions on Spdr Dow Jones Global Real Est (RWO)
This table provides information on the latest institutional transactions involving Spdr Dow Jones Global Real Est (RWO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
57.2KNew |
$2.25M - $2.4M
|
57.2K
$2.54M
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-13.4K- 34.52% |
$528K - $562K
|
25.5K
$1.13M
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-13.4K- 34.52% |
$528K - $562K
|
25.5K
$1.13M
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
94New |
$3.7K - $3.94K
|
94
$4.18K
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-485- 4.47% |
$19.1K - $20.3K
|
10.4K
$461K
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.55K+ 16.94% |
$100K - $107K
|
17.6K
$783K
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 13.78% |
$46.6K - $49.6K
|
7.41K
$330K
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-216- 26.44% |
$8.5K - $9.05K
|
601
$26.7K
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
20+ 100.0% |
$787 - $838
|
40
$1.78K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-22- 17.32% |
$866 - $922
|
105
$4.67K
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
23.4K+ 17.09% |
$919K - $979K
|
160K
$7.12M
|
|
Q1 2023 | |||||||
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
99+ 2475.0% |
$3.82K - $4.56K
|
103
$4.58K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.06KNew |
$195K - $233K
|
5.06K
$225K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 2.38% |
$38.6 - $46.1
|
43
$1.91K
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
53New |
$2.05K - $2.44K
|
53
$2.36K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-18- 31.03% |
$695 - $829
|
40
$1.78K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
205New |
$7.92K - $9.45K
|
205
$9.12K
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
4.3KNew |
$166K - $198K
|
4.3K
$191K
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-947- 3.33% |
$36.6K - $43.6K
|
27.5K
$1.22M
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
4+ 10.81% |
$155 - $184
|
41
$1.82K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
247+ 1.69% |
$9.54K - $11.4K
|
14.9K
$663K
|
|
Apr 27, 2023
Q1 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
12.3KNew |
$476K - $567K
|
12.3K
$548K
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-524- 9.7% |
$20.2K - $24.1K
|
4.88K
$217K
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
4.63K+ 27.61% |
$179K - $213K
|
21.4K
$952K
|
|
Apr 20, 2023
Q1 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1.83K+ 14.51% |
$70.7K - $84.3K
|
14.4K
$643K
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-483- 9.01% |
$18.7K - $22.3K
|
4.88K
$217K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
65New |
$2.51K - $3K
|
65
$2.89K
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
705+ 8.91% |
$27.2K - $32.5K
|
8.61K
$383K
|
|
Q4 2022 | |||||||
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-15.1KClosed |
$562K - $652K
|
0
$0
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27+ 0.74% |
$1K - $1.16K
|
3.66K
$163K
|
|
Feb 16, 2023
Q4 2022
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
19.8KNew |
$735K - $852K
|
19.8K
$880K
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
11.9KNew |
$443K - $514K
|
11.9K
$531K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.15MNew |
$80M - $92.8M
|
2.15M
$95.8M
|
|
Feb 13, 2023
Q4 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
9.21KNew |
$342K - $397K
|
9.21K
$410K
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-106- 1.34% |
$3.94K - $4.57K
|
7.83K
$348K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
219+ 100.0% |
$8.13K - $9.43K
|
438
$19.5K
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
238New |
$8.84K - $10.3K
|
238
$10.6K
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.59KNew |
$282K - $327K
|
7.59K
$338K
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
350+ 6.1% |
$13K - $15.1K
|
6.09K
$271K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
30New |
$1.11K - $1.29K
|
30
$1.34K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.85K- 15.88% |
$68.5K - $79.5K
|
9.78K
$435K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
108KNew |
$4.03M - $4.67M
|
108K
$4.83M
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8.59K+ 8500.0% |
$319K - $370K
|
8.69K
$387K
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.3KNew |
$48.3K - $56K
|
1.3K
$57.9K
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
9.03KNew |
$335K - $389K
|
9.03K
$402K
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-64.2K- 90.13% |
$2.38M - $2.77M
|
7.03K
$313K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
129New |
$4.79K - $5.56K
|
129
$5.74K
|
|
Q3 2022 | |||||||
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-30.4K- 96.51% |
$1.16M - $1.48M
|
1.1K
$49K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
261+ 65.25% |
$9.93K - $12.7K
|
661
$29.4K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
400New |
$15.2K - $19.5K
|
400
$17.8K
|