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

Cherry Tree 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
2026 Q1	$4.85K	Hold	106	–	–	﹤0.01%	487
2025 Q4	$4.77K	Hold	106	–	–	﹤0.01%	489
2025 Q3	$4.85K	Hold	106	–	–	﹤0.01%	473
2025 Q2	$4.68K	Hold	106	–	–	﹤0.01%	484
2025 Q1	$4.63K	Hold	106	–	–	﹤0.01%	542
2024 Q4	$4.55K	Hold	106	–	–	﹤0.01%	485
2024 Q3	$5.04K	Hold	106	–	–	﹤0.01%	481
2024 Q2	$4.4K	Hold	106	–	–	﹤0.01%	471
2024 Q1	$4.54K	Hold	106	–	–	﹤0.01%	447
2023 Q4	$4.63K	Hold	106	–	–	﹤0.01%	437
2023 Q3	$4.05K	Hold	106	–	–	﹤0.01%	428
2023 Q2	$4.35K	Buy	+106	New	+$4.34K	﹤0.01%	420

Other funds holding RWO

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cherry Tree Wealth Management's RWO Position: Q1 2026 in Review

Cherry Tree Wealth Management held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q1 2026 at 106 shares worth $4.85K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Cherry Tree Wealth Management first reported a position in RWO in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.04K in Q3 2024. 209 funds tracked by Wall St. Rank hold RWO as of Q1 2026.

Cherry Tree Wealth Management held 106 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $4.85K as of Q1 2026.
Cherry Tree Wealth Management left its State Street SPDR Dow Jones Global Real Estate ETF share count unchanged in Q1 2026.
State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #487 holding.
Cherry Tree Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $5.04K in Q3 2024.
209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.