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CBIZ Investment Advisory Services’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-11
Closed -$465 – 774
2025
Q2 		$465 Sell
11
-323
-97% -$14.1K ﹤0.01% 658
2025
Q1 		$14.6K Sell
334
-1,018
-75% -$44.4K ﹤0.01% 273
2024
Q4 		$58K Sell
1,352
-291
-18% -$13.2K ﹤0.01% 101
2024
Q3 		$78.1K Buy
1,643
+1,013
+161% +$45.7K ﹤0.01% 85
2024
Q2 		$26.2K Buy
630
+328
+109% +$13.5K ﹤0.01% 138
2024
Q1 		$12.9K Buy
+302
New +$12.8K ﹤0.01% 234
2021
Q4 		– Hold
0
– -$221K – 75
2021
Q3 		– Hold
0
– – – 38
2021
Q2 		– Hold
0
– – – 39
2021
Q1 		– Hold
0
– – – 35
2020
Q4 		– Hold
0
– – – 33
2020
Q3 		– Hold
0
– – – 32
2020
Q2 		– Hold
0
– – – 24
2020
Q1 		– Hold
0
– – – 24
2019
Q4 		– Hold
0
– – – 24

Other funds holding RWO

State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return