Lido Advisors
RWO icon

Lido Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Lido Advisors’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
Q1 		– Sell
-11,779
Closed -$505K – 1593
2024
Q4 		$505K Buy
11,779
+2,112
+22% +$95.9K ﹤0.01% 1006
2024
Q3 		$459K Sell
9,667
-11,625
-55% -$525K ﹤0.01% 984
2024
Q2 		$884K Buy
21,292
+5,147
+32% +$212K ﹤0.01% 706
2024
Q1 		$691K Buy
16,145
+8,885
+122% +$375K ﹤0.01% 782
2023
Q4 		$317K Sell
7,260
-12,279
-63% -$485K ﹤0.01% 1012
2023
Q3 		$746K Buy
19,539
+8,153
+72% +$334K 0.01% 626
2023
Q2 		$468K Buy
+11,386
New +$466K ﹤0.01% 767
2022
Q2 		– Sell
-3,950
Closed -$213K – 1048
2022
Q1 		$213K Buy
3,950
+380
+11% +$20.1K ﹤0.01% 937
2021
Q4 		$201K Sell
3,570
-550
-13% -$29.9K ﹤0.01% 959
2021
Q3 		$210K Buy
4,120
+114
+3% +$6.08K ﹤0.01% 902
2021
Q2 		$206K Sell
4,006
-1,329
-25% -$67.4K ﹤0.01% 859
2021
Q1 		$252K Buy
+5,335
New +$244K ﹤0.01% 730
2020
Q2 		– Sell
-12,253
Closed -$441K – 664
2020
Q1 		$441K Buy
12,253
+764
+7% +$36.3K 0.02% 342
2019
Q4 		$592K Buy
11,489
+2,474
+27% +$129K 0.02% 347
2019
Q3 		$468K Buy
9,015
+906
+11% +$46K 0.02% 347
2019
Q2 		$404K Sell
8,109
-826
-9% -$41.3K 0.02% 351
2019
Q1 		$447K Buy
+8,935
New +$431K 0.03% 306

Other funds holding RWO

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Lido Advisors's RWO Position: Q1 2025 in Review

Lido Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2025, closing a stake of 11,779 shares — an estimated $505K sold.

Lido Advisors first reported a position in RWO in Q1 2019 and held it in 17 quarters. The position peaked at $884K in Q2 2024. 209 funds tracked by Wall St. Rank hold RWO as of Q1 2025.

  • Lido Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Lido Advisors sold 11,779 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2025, an estimated $505K.
  • Lido Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2019 and held it in 17 quarters.
  • Lido Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $884K in Q2 2024.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2025.

Based on Lido Advisors's 13F filing for Q1 2025, filed 15 May 2025.