AllSquare Wealth Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

AllSquare Wealth Management’s Portfolio RWO Stock Details RWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.01K	Hold	22	–	–	﹤0.01%	485
2025 Q2	$971	Hold	22	–	–	﹤0.01%	490
2025 Q1	$960	Hold	22	–	–	﹤0.01%	489
2024 Q4	$944	Hold	22	–	–	﹤0.01%	484
2024 Q3	$1.05K	Hold	22	–	–	﹤0.01%	489
2024 Q2	$914	Hold	22	–	–	﹤0.01%	486
2024 Q1	$942	Hold	22	–	–	﹤0.01%	486
2023 Q4	$962	Hold	22	–	–	﹤0.01%	486
2023 Q3	$840	Hold	22	–	–	﹤0.01%	495
2023 Q2	$878	Hold	22	–	–	﹤0.01%	507
2023 Q1	$906	Hold	22	–	–	﹤0.01%	498
2022 Q4	$900	Hold	22	–	–	﹤0.01%	478
2022 Q3	$1K	Hold	22	–	–	﹤0.01%	487
2022 Q2	$1K	Sell	22 -27	-55%	-$1.32K	﹤0.01%	490
2022 Q1	$3K	Hold	49	–	–	﹤0.01%	454
2021 Q4	$3K	Hold	49	–	–	﹤0.01%	457
2021 Q3	$3K	Hold	49	–	–	﹤0.01%	441
2021 Q2	$3K	Hold	49	–	–	﹤0.01%	459
2021 Q1	$2K	Hold	49	–	–	﹤0.01%	468
2020 Q4	$2K	Hold	49	–	–	﹤0.01%	433
2020 Q3	$2K	Hold	49	–	–	﹤0.01%	433
2020 Q2	$2K	Hold	49	–	–	﹤0.01%	433
2020 Q1	$2K	Hold	49	–	–	﹤0.01%	414
2019 Q4	$3K	Hold	49	–	–	﹤0.01%	404
2019 Q3	$3K	Hold	49	–	–	﹤0.01%	402
2019 Q2	$2K	Hold	49	–	–	﹤0.01%	430
2019 Q1	$2K	Hold	49	–	–	﹤0.01%	436
2018 Q4	$2K	Hold	49	–	–	﹤0.01%	428
2018 Q3	$2K	Hold	49	–	–	﹤0.01%	446
2018 Q2	$2K	Sell	49 -23	-32%	-$1.08K	﹤0.01%	455
2018 Q1	$3K	Hold	72	–	–	﹤0.01%	356
2017 Q4	$4K	Hold	72	–	–	﹤0.01%	338
2017 Q3	$3K	Sell	72 -54	-43%	-$2.59K	﹤0.01%	328
2017 Q2	$6K	Hold	126	–	–	0.01%	148
2017 Q1	$6K	Buy	126 +54	+75%	+$2.55K	0.01%	290
2016 Q4	$3K	Buy	+72	New	+$3.34K	﹤0.01%	300

Other funds holding RWO

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AllSquare Wealth Management's RWO Position: Q3 2025 in Review

AllSquare Wealth Management held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q3 2025 at 22 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

AllSquare Wealth Management first reported a position in RWO in Q4 2016 and has held it in 36 quarters since. The position peaked at $6K in Q2 2017. 205 funds tracked by Wall St. Rank hold RWO as of Q3 2025.

AllSquare Wealth Management held 22 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $1.01K as of Q3 2025.
AllSquare Wealth Management left its State Street SPDR Dow Jones Global Real Estate ETF share count unchanged in Q3 2025.
State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #485 holding.
AllSquare Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2016 and has held it in 36 quarters since.
AllSquare Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $6K in Q2 2017.
205 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.