Institutional Ownership Spdr Dow Jones Global Real Est (RWO)
This table provides information about the institutional ownership of Spdr Dow Jones Global Real Est (RWO). We have compiled data on the 224 institutions that hold shares in the stock, with a total of 18.9 Million shares, which have been reported (via 13F filing form) to have a value of $826 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
20,197
shares
|
$881,195
0.06% of portfolio
|
Q1 2025
Reduced 18.95%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
19,966
shares
|
$871,116
0.05% of portfolio
|
Q3 2022
Added 86.84%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
18,531
shares
|
$808,507
0.21% of portfolio
|
Q1 2025
Added 31.81%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
18,340
shares
|
$800,174
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
May 02, 2025 Q1 2025 |
17,588
shares
|
$767,364
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
16,862
shares
|
$735,689
0.11% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
16,441
shares
|
$717,320
0.0% of portfolio
|
Q1 2025
Reduced 34.05%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
16,424
shares
|
$716,579
0.0% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
15,446
shares
|
$673,908
0.0% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
15,057
shares
|
$656,936
0.06% of portfolio
|
Q1 2025
Reduced 87.13%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
14,613
shares
|
$637,565
0.02% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
14,589
shares
|
$636,518
0.0% of portfolio
|
Q1 2025
Reduced 58.56%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
14,502
shares
|
$632,722
0.04% of portfolio
|
Q1 2025
Reduced 10.05%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
14,269
shares
|
$622,556
0.26% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
13,958
shares
|
$608,987
0.0% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
12,774
shares
|
$557,329
0.0% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
12,469
shares
|
$544,022
0.01% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
11,779
shares
|
$513,917
0.0% of portfolio
|
Q4 2024
Added 21.85%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
11,530
shares
|
$503,053
0.06% of portfolio
|
Q1 2025
Reduced 28.96%
|
|
|
Aquire Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
10,772
shares
|
$469,982
0.14% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
10,736
shares
|
$468,411
0.14% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Envision Financial LLC
Brookfield, WI |
Apr 22, 2025 Q1 2025 |
10,607
shares
|
$462,783
0.35% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Apr 17, 2025 Q1 2025 |
10,376
shares
|
$452,704
0.08% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
9,476
shares
|
$413,437
0.1% of portfolio
|
Q1 2024
Added 4.56%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
9,413
shares
|
$410,689
0.02% of portfolio
|
Q1 2025
Reduced 2.59%
|