Creative Planning’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $981K | Buy |
21,442
+1,143
| +6% | +$54K | ﹤0.01% | 2479 |
|
|
2025
Q4 | $914K | Sell |
20,299
-317
| -2% | -$14.4K | ﹤0.01% | 2354 |
|
|
2025
Q3 | $944K | Sell |
20,616
-406
| -2% | -$18.2K | ﹤0.01% | 2161 |
|
|
2025
Q2 | $928K | Sell |
21,022
-532
| -2% | -$23.1K | ﹤0.01% | 1927 |
|
|
2025
Q1 | $941K | Sell |
21,554
-1,262
| -6% | -$55.1K | ﹤0.01% | 1768 |
|
|
2024
Q4 | $979K | Buy |
22,816
+6,454
| +39% | +$293K | ﹤0.01% | 1654 |
|
|
2024
Q3 | $778K | Sell |
16,362
-1,354
| -8% | -$61.1K | ﹤0.01% | 1723 |
|
|
2024
Q2 | $736K | Sell |
17,716
-1,195
| -6% | -$49.3K | ﹤0.01% | 1636 |
|
|
2024
Q1 | $810K | Sell |
18,911
-241
| -1% | -$10.2K | ﹤0.01% | 1497 |
|
|
2023
Q4 | $837K | Buy |
19,152
+125
| +0.7% | +$4.94K | ﹤0.01% | 1337 |
|
|
2023
Q3 | $727K | Sell |
19,027
-1,101
| -5% | -$45.2K | ﹤0.01% | 1323 |
|
|
2023
Q2 | $827K | Sell |
20,128
-605
| -3% | -$24.8K | ﹤0.01% | 1235 |
|
|
2023
Q1 | $853K | Sell |
20,733
-4,424
| -18% | -$188K | ﹤0.01% | 1156 |
|
|
2022
Q4 | $1.03M | Sell |
25,157
-1,868
| -7% | -$75.7K | ﹤0.01% | 1020 |
|
|
2022
Q3 | $1.05M | Sell |
27,025
-150
| -0.6% | -$6.72K | ﹤0.01% | 950 |
|
|
2022
Q2 | $1.2M | Sell |
27,175
-43
| -0.2% | -$2.11K | ﹤0.01% | 897 |
|
|
2022
Q1 | $1.47M | Buy |
27,218
+69
| +0.3% | +$3.65K | ﹤0.01% | 821 |
|
|
2021
Q4 | $1.53M | Buy |
27,149
+261
| +1% | +$14.2K | ﹤0.01% | 782 |
|
|
2021
Q3 | $1.37M | Buy |
26,888
+1,365
| +5% | +$72.8K | ﹤0.01% | 807 |
|
|
2021
Q2 | $1.31M | Sell |
25,523
-5,024
| -16% | -$255K | ﹤0.01% | 824 |
|
|
2021
Q1 | $1.44M | Buy |
30,547
+6,340
| +26% | +$289K | ﹤0.01% | 856 |
|
|
2020
Q4 | $1.08M | Buy |
24,207
+74
| +0.3% | +$3.12K | ﹤0.01% | 912 |
|
|
2020
Q3 | $953K | Buy |
24,133
+18,198
| +307% | +$728K | ﹤0.01% | 826 |
|
|
2020
Q2 | $232K | Sell |
5,935
-1,104
| -16% | -$42.2K | ﹤0.01% | 1452 |
|
|
2020
Q1 | $253K | Sell |
7,039
-1,073
| -13% | -$51K | ﹤0.01% | 1256 |
|
|
2019
Q4 | $418K | Buy |
8,112
+2,505
| +45% | +$130K | ﹤0.01% | 1212 |
|
|
2019
Q3 | $291K | Sell |
5,607
-364
| -6% | -$18.5K | ﹤0.01% | 1382 |
|
|
2019
Q2 | $298K | Buy |
+5,971
| New | +$298K | ﹤0.01% | 1379 |
|
|
2018
Q4 | – | Sell |
-5,447
| Closed | -$259K | – | 2085 |
|
|
2018
Q3 | $259K | Buy |
5,447
+751
| +16% | +$36.4K | ﹤0.01% | 1500 |
|
|
2018
Q2 | $226K | Buy |
+4,696
| New | +$221K | ﹤0.01% | 1562 |
|
|
2018
Q1 | – | Sell |
-4,924
| Closed | -$241K | – | 2112 |
|
|
2017
Q4 | $241K | Sell |
4,924
-16
| -0.3% | -$772 | ﹤0.01% | 1484 |
|
|
2017
Q3 | $236K | Buy |
4,940
+346
| +8% | +$16.6K | ﹤0.01% | 1479 |
|
|
2017
Q2 | $219K | Sell |
4,594
-1,798
| -28% | -$86.2K | ﹤0.01% | 1470 |
|
|
2017
Q1 | $301K | Buy |
6,392
+3,535
| +124% | +$167K | ﹤0.01% | 1262 |
|
|
2016
Q4 | $134K | Sell |
2,857
-1,030
| -26% | -$47.8K | ﹤0.01% | 1669 |
|
|
2016
Q3 | $194K | Buy |
3,887
+1,409
| +57% | +$71.7K | ﹤0.01% | 1415 |
|
|
2016
Q2 | $125K | Sell |
2,478
-235
| -9% | -$11.5K | ﹤0.01% | 1530 |
|
|
2016
Q1 | $133K | Buy |
2,713
+145
| +6% | +$6.61K | ﹤0.01% | 1462 |
|
|
2015
Q4 | $120K | Sell |
2,568
-277
| -10% | -$13K | ﹤0.01% | 1522 |
|
|
2015
Q3 | $128K | Buy |
+2,845
| New | +$131K | ﹤0.01% | 1444 |
|
|
2015
Q2 | – | Sell |
-1,670
| Closed | -$83K | – | 2627 |
|
|
2015
Q1 | $83K | Sell |
1,670
-707
| -30% | -$35.3K | ﹤0.01% | 1681 |
|
|
2014
Q4 | $113K | Sell |
2,377
-1,381
| -37% | -$64.6K | ﹤0.01% | 1490 |
|
|
2014
Q3 | $167K | Sell |
3,758
-30
| -0.8% | -$1.4K | ﹤0.01% | 1160 |
|
|
2014
Q2 | $177K | Buy |
3,788
+602
| +19% | +$27.5K | ﹤0.01% | 1098 |
|
|
2014
Q1 | $139K | Sell |
3,186
-1,422
| -31% | -$60.5K | ﹤0.01% | 1191 |
|
|
2013
Q4 | $191K | Sell |
4,608
-254
| -5% | -$10.8K | ﹤0.01% | 880 |
|
|
2013
Q3 | $206K | Buy |
4,862
+2,134
| +78% | +$90.1K | ﹤0.01% | 753 |
|
|
2013
Q2 | $115K | Buy |
+2,728
| New | +$123K | ﹤0.01% | 913 |
|
Other funds holding RWO
HNB
GT
QC
