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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 – 773
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
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 $3.37T AUM 44.26% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CBIZ Investment Advisory Services's RWO Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2025, closing a stake of 11 shares — an estimated $465 sold.

CBIZ Investment Advisory Services first reported a position in RWO in Q1 2024 and held it in 6 quarters. The position peaked at $78.1K in Q3 2024. 205 funds tracked by Wall St. Rank hold RWO as of Q3 2025.

  • CBIZ Investment Advisory Services reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 11 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2025, an estimated $465.
  • CBIZ Investment Advisory Services first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2024 and held it in 6 quarters.
  • CBIZ Investment Advisory Services's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $78.1K in Q3 2024.
  • 205 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.