Mather Group’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Mather Group’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 Q2	–	Sell	-307	Closed	-$13.4K	–	1497
2025 Q1	$13.4K	Sell	307 -308	-50%	-$13.4K	﹤0.01%	1185
2024 Q4	$26.4K	Buy	+615	New	+$27.9K	﹤0.01%	1013
2024 Q3	–	Sell	-615	Closed	-$26.3K	–	2107
2024 Q2	$26.3K	Buy	+615	New	+$25.3K	﹤0.01%	1200

Other funds holding RWO

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

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

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mather Group's RWO Position: Q2 2025 in Review

Mather Group sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2025, closing a stake of 307 shares — an estimated $13.4K sold.

Mather Group first reported a position in RWO in Q2 2024 and held it in 3 quarters. The position peaked at $26.4K in Q4 2024. 217 funds tracked by Wall St. Rank hold RWO as of Q2 2025.

Mather Group reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Mather Group sold 307 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2025, an estimated $13.4K.
Mather Group first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2024 and held it in 3 quarters.
Mather Group's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $26.4K in Q4 2024.
217 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2025.

Based on Mather Group's 13F filing for Q2 2025, filed 15 Jul 2025.