Purchases and Sales Made in Q4 2024 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 2024. 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 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-1- 0.79% |
$42.4 - $47.3
|
125
$5.56K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5- 0.13% |
$212 - $237
|
3.8K
$169K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6- 0.02% |
$254 - $284
|
24.6K
$1.09M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8- 57.14% |
$339 - $378
|
6
$267
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-21- 0.03% |
$891 - $994
|
69.3K
$3.08M
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-22- 1.82% |
$933 - $1.04K
|
1.19K
$52.9K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-24- 75.0% |
$1.02K - $1.14K
|
8
$356
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-26- 0.27% |
$1.1K - $1.23K
|
9.78K
$435K
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-26- 0.54% |
$1.1K - $1.23K
|
4.83K
$215K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-30- 0.8% |
$1.27K - $1.42K
|
3.73K
$166K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-35- 24.82% |
$1.48K - $1.66K
|
106
$4.72K
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-59- 3.51% |
$2.5K - $2.79K
|
1.62K
$72.1K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-95- 49.74% |
$4.03K - $4.49K
|
96
$4.27K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-95- 49.74% |
$4.03K - $4.49K
|
96
$4.27K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-102- 0.69% |
$4.33K - $4.83K
|
14.6K
$649K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-106- 86.89% |
$4.5K - $5.01K
|
16
$712
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-140- 2.16% |
$5.94K - $6.62K
|
6.34K
$282K
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-149- 2.21% |
$6.32K - $7.05K
|
6.59K
$293K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-201- 5.82% |
$8.52K - $9.51K
|
3.25K
$145K
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-210- 2.42% |
$8.91K - $9.94K
|
8.47K
$377K
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-291- 17.71% |
$12.3K - $13.8K
|
1.35K
$60.2K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-376- 27.49% |
$15.9K - $17.8K
|
992
$44.1K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-400- 58.57% |
$17K - $18.9K
|
283
$12.6K
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-412- 1.79% |
$17.5K - $19.5K
|
22.6K
$1M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-477- 5.07% |
$20.2K - $22.6K
|
8.94K
$398K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-538- 0.4% |
$22.8K - $25.5K
|
133K
$5.93M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-635- 43.34% |
$26.9K - $30K
|
830
$36.9K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-649- 20.03% |
$27.5K - $30.7K
|
2.59K
$115K
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-656- 9.23% |
$27.8K - $31K
|
6.45K
$287K
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-662- 3.78% |
$28.1K - $31.3K
|
16.9K
$750K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-705- 5.35% |
$29.9K - $33.4K
|
12.5K
$555K
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-710- 2.09% |
$30.1K - $33.6K
|
33.2K
$1.48M
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-718- 9.71% |
$30.5K - $34K
|
6.68K
$297K
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-775- 0.57% |
$32.9K - $36.7K
|
135K
$6.01M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-891- 2.47% |
$37.8K - $42.2K
|
35.2K
$1.57M
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-935- 1.23% |
$39.7K - $44.2K
|
75.2K
$3.35M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.18K- 30.11% |
$50.1K - $55.9K
|
2.74K
$122K
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 10.26% |
$52K - $58K
|
10.7K
$478K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.32K- 5.17% |
$55.9K - $62.4K
|
24.2K
$1.07M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.42K- 18.0% |
$60.2K - $67.1K
|
6.47K
$288K
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 4.45% |
$63.4K - $70.8K
|
32.2K
$1.43M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.51K- 1.65% |
$63.8K - $71.2K
|
89.6K
$3.99M
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 1.46% |
$64K - $71.4K
|
102K
$4.53M
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.61K- 10.89% |
$68.4K - $76.3K
|
13.2K
$587K
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.81K- 24.87% |
$76.7K - $85.5K
|
5.46K
$243K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2K- 19.75% |
$84.7K - $94.5K
|
8.12K
$361K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.72K- 5.02% |
$115K - $129K
|
51.4K
$2.29M
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.49K- 1.79% |
$148K - $165K
|
191K
$8.51M
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.61K- 12.65% |
$153K - $171K
|
24.9K
$1.11M
|