Hoge Financial Services’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Hoge Financial 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
2026 Q2	$236K	Sell	4,743 -202	-4%	-$9.9K	0.11%	73
2026 Q1	$226K	Sell	4,945 -1,552	-24%	-$73.3K	0.12%	64
2025 Q4	$292K	Buy	6,497 +76	+1%	+$3.46K	0.16%	56
2025 Q3	$294K	Sell	6,421 -409	-6%	-$18.3K	0.17%	52
2025 Q2	$301K	Sell	6,830 -2,426	-26%	-$106K	0.19%	44
2025 Q1	$404K	Sell	9,256 -524	-5%	-$22.9K	0.28%	35
2024 Q4	$419K	Sell	9,780 -26	-0.3%	-$1.18K	0.31%	33
2024 Q3	$466K	Buy	9,806 +77	+0.8%	+$3.47K	0.35%	30
2024 Q2	$404K	Sell	9,729 -1,799	-16%	-$74.1K	0.33%	31
2024 Q1	$494K	Sell	11,528 -4,155	-26%	-$176K	0.4%	29
2023 Q4	$686K	Buy	+15,683	New	+$619K	0.69%	19

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

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Hoge Financial Services's RWO Position: Q2 2026 in Review

Hoge Financial Services reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 4.1% in Q2 2026, selling an estimated $9.9K and leaving 4,743 shares worth $236K. The position accounts for 0.11% of the portfolio, ranked #73.

Hoge Financial Services first reported a position in RWO in Q4 2023 and has held it in 11 quarters since. The position peaked at $686K in Q4 2023. 209 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Hoge Financial Services held 4,743 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $236K as of Q2 2026.
Hoge Financial Services sold 202 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2026, an estimated $9.9K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.11% of Hoge Financial Services's portfolio in Q2 2026, its #73 holding.
Hoge Financial Services first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
Hoge Financial Services's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $686K in Q4 2023.
209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.