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

Cassady Schiller 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
2024 Q4	$20.4K	Buy	+476	New	+$21.6K	0.01%	279

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Cassady Schiller Wealth Management's RWO Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2024: 476 shares worth $20.4K. The stake represents 0.01% of the portfolio and ranks #279 among its holdings.

210 funds tracked by Wall St. Rank hold RWO as of Q4 2024.

Cassady Schiller Wealth Management held 476 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $20.4K as of Q4 2024.
State Street SPDR Dow Jones Global Real Estate ETF was a new Cassady Schiller Wealth Management position in Q4 2024.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #279 holding.
210 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.