HFS
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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
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
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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return