Matthew Hamilton Rosenberg’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	–	Sell	-185	Closed	-$8.17K	–	829
2025 Q2	$8.17K	Hold	185	–	–	﹤0.01%	681
2025 Q1	$8.07K	Hold	185	–	–	﹤0.01%	666
2024 Q4	$7.93K	Hold	185	–	–	﹤0.01%	656
2024 Q3	$8.79K	Buy	+185	New	+$8.35K	﹤0.01%	638
2024 Q2	–	Sell	-185	Closed	-$7.81K	–	865
2024 Q1	$7.81K	Hold	185	–	–	﹤0.01%	642
2023 Q4	$8.09K	Hold	185	–	–	﹤0.01%	641
2023 Q3	$7.07K	Hold	185	–	–	﹤0.01%	658
2023 Q2	$7.6K	Hold	185	–	–	﹤0.01%	659
2023 Q1	$7.62K	Hold	185	–	–	﹤0.01%	700
2022 Q4	$7.57K	Hold	185	–	–	﹤0.01%	693
2022 Q3	$7K	Hold	185	–	–	﹤0.01%	691
2022 Q2	$8K	Hold	185	–	–	﹤0.01%	665
2022 Q1	$10K	Hold	185	–	–	﹤0.01%	628
2021 Q4	$10K	Hold	185	–	–	﹤0.01%	597
2021 Q3	$9K	Hold	185	–	–	﹤0.01%	591
2021 Q2	$10K	Hold	185	–	–	0.01%	518
2021 Q1	$9K	Hold	185	–	–	0.01%	504
2020 Q4	$8K	Hold	185	–	–	0.01%	488
2020 Q3	$7K	Hold	185	–	–	0.01%	485
2020 Q2	$7K	Buy	+185	New	+$7.07K	0.01%	502

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 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Matthew Hamilton Rosenberg's RWO Position: Q3 2025 in Review

Matthew Hamilton Rosenberg sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2025, closing a stake of 185 shares — an estimated $8.17K sold.

Matthew Hamilton Rosenberg first reported a position in RWO in Q2 2020 and held it in 20 quarters. The position peaked at $10K in Q1 2022. 205 funds tracked by Wall St. Rank hold RWO as of Q3 2025.

Matthew Hamilton Rosenberg reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2025 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 185 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2025, an estimated $8.17K.
Matthew Hamilton Rosenberg first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2020 and held it in 20 quarters.
Matthew Hamilton Rosenberg's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $10K in Q1 2022.
205 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2025.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2025, filed 10 Nov 2025.