Loring Wolcott & Coolidge Fiduciary Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q4	–	Sell	-300	Closed	-$13.9K	–	552
2025 Q3	$13.9K	Hold	300	–	–	﹤0.01%	494
2025 Q2	$13.2K	Hold	300	–	–	﹤0.01%	469
2025 Q1	$12.9K	Sell	300 -450	-60%	-$19.6K	﹤0.01%	468
2024 Q4	$33K	Hold	750	–	–	﹤0.01%	432
2024 Q3	$34.7K	Buy	+750	New	+$33.8K	﹤0.01%	421
2019 Q1	–	Sell	-500	Closed	-$22K	–	749
2018 Q4	$22K	Hold	500	–	–	﹤0.01%	512
2018 Q3	$24K	Hold	500	–	–	﹤0.01%	484
2018 Q2	$24K	Hold	500	–	–	﹤0.01%	490
2018 Q1	$23K	Hold	500	–	–	﹤0.01%	523
2017 Q4	$24K	Hold	500	–	–	﹤0.01%	498
2017 Q3	$24K	Hold	500	–	–	﹤0.01%	490
2017 Q2	$24K	Hold	500	–	–	﹤0.01%	478
2017 Q1	$24K	Hold	500	–	–	﹤0.01%	480
2016 Q4	$23K	Hold	500	–	–	﹤0.01%	464
2016 Q3	$25K	Hold	500	–	–	﹤0.01%	465
2016 Q2	$25K	Hold	500	–	–	﹤0.01%	464
2016 Q1	$24K	Sell	500 -440	-47%	-$20.1K	﹤0.01%	470
2015 Q4	$44K	Buy	+940	New	+$44.2K	﹤0.01%	440

Other funds holding RWO

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

QLSGSCF

Quent Long Short Global Small Cap Fund New York $1.23B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's RWO Position: Q4 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2025, closing a stake of 300 shares — an estimated $13.9K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RWO in Q4 2015 and held it in 18 quarters. The position peaked at $44K in Q4 2015. 216 funds tracked by Wall St. Rank hold RWO as of Q4 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 300 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2025, an estimated $13.9K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2015 and held it in 18 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $44K in Q4 2015.
216 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.