Latest Institutional Purchases of Spdr Dow Jones Global Real Est (RWO)
This list provides information on the latest institutional transactions involving Spdr Dow Jones Global Real Est (RWO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
53New |
$2.05K - $2.44K
|
53
$2.36K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
4+ 10.81% |
$155 - $184
|
41
$1.82K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 2.38% |
$38.6 - $46.1
|
43
$1.91K
|
|
| Q4 2022 | |||||||
|
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 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
108KNew |
$4.03M - $4.67M
|
108K
$4.83M
|
|
|
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 13, 2023
Q4 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
9.21KNew |
$342K - $397K
|
9.21K
$410K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
9.03KNew |
$335K - $389K
|
9.03K
$402K
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8.59K+ 8500.0% |
$319K - $370K
|
8.69K
$387K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.59KNew |
$282K - $327K
|
7.59K
$338K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.3KNew |
$48.3K - $56K
|
1.3K
$57.9K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
350+ 6.1% |
$13K - $15.1K
|
6.09K
$271K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
238New |
$8.84K - $10.3K
|
238
$10.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
219+ 100.0% |
$8.13K - $9.43K
|
438
$19.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
129New |
$4.79K - $5.56K
|
129
$5.74K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
30New |
$1.11K - $1.29K
|
30
$1.34K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27+ 0.74% |
$1K - $1.16K
|
3.66K
$163K
|
|
| Q3 2022 | |||||||
|
Nov 01, 2022
Q3 2022
|
St. Louis Trust CO
|
BUY
|
- |
52.3KNew |
$1.99M - $2.55M
|
52.3K
$2.33M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
9.28K+ 86.84% |
$353K - $453K
|
20K
$888K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.93KNew |
$73.6K - $94.3K
|
1.93K
$86K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.5K+ 1648.35% |
$57.1K - $73.2K
|
1.59K
$70.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.42KNew |
$54.1K - $69.4K
|
1.42K
$63.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.2K+ 280.42% |
$45.8K - $58.7K
|
1.63K
$72.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
714New |
$27.2K - $34.8K
|
714
$31.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
400New |
$15.2K - $19.5K
|
400
$17.8K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
261+ 65.25% |
$9.93K - $12.7K
|
661
$29.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
98New |
$3.73K - $4.78K
|
98
$4.36K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
43+ 0.02% |
$1.64K - $2.1K
|
193K
$8.58M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
15+ 1.14% |
$571 - $732
|
1.33K
$59.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 15.38% |
$76.1 - $97.6
|
15
$668
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
2.49K+ 1.68% |
$107K - $137K
|
151K
$6.71M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.29KNew |
$55.4K - $70.8K
|
1.29K
$57.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
487New |
$21K - $26.8K
|
487
$21.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
243New |
$10.5K - $13.4K
|
243
$10.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
219New |
$9.43K - $12.1K
|
219
$9.75K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
148New |
$6.37K - $8.14K
|
148
$6.59K
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
103+ 1.8% |
$4.43K - $5.67K
|
5.81K
$259K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
100+ 2.27% |
$4.31K - $5.5K
|
4.51K
$201K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
65New |
$2.8K - $3.58K
|
65
$2.89K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
60New |
$2.58K - $3.3K
|
60
$2.67K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
24New |
$1.03K - $1.32K
|
24
$1.07K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
13+ 0.63% |
$560 - $715
|
2.09K
$93.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
11New |
$474 - $605
|
11
$490
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3New |
$129 - $165
|
3
$134
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1+ 0.92% |
$43.1 - $55
|
110
$4.9K
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1+ 0.02% |
$43.1 - $55
|
5.17K
$230K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
4.08KNew |
$207K - $230K
|
4.08K
$181K
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
107+ 1.33% |
$5.44K - $6.05K
|
8.13K
$362K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
79New |
$4.01K - $4.47K
|
79
$3.52K
|
|