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Oarsman Capital’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Oarsman Capital’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
2024
Q4 		– Sell
-177
Closed -$8.41K – 935
2024
Q3 		$8.41K Buy
+177
New +$7.99K ﹤0.01% 725
2024
Q1 		– Sell
-5,054
Closed -$221K – 253
2023
Q4 		$221K Sell
5,054
-1,122
-18% -$44.3K 0.06% 215
2023
Q3 		$236K Buy
6,176
+1,224
+25% +$50.2K 0.1% 160
2023
Q2 		$203K Buy
4,952
+35
+0.7% +$1.43K 0.09% 172
2023
Q1 		$202K Sell
4,917
-3,539
-42% -$150K 0.09% 169
2022
Q4 		$346K Sell
8,456
-5,555
-40% -$225K 0.18% 113
2022
Q3 		$542K Sell
14,011
-274
-2% -$12.3K 0.29% 89
2022
Q2 		$631K Buy
14,285
+75
+0.5% +$3.68K 0.31% 84
2022
Q1 		$767K Buy
14,210
+391
+3% +$20.7K 0.3% 89
2021
Q4 		$781K Sell
13,819
-212
-2% -$11.5K 0.31% 90
2021
Q3 		$716K Sell
14,031
-245
-2% -$13.1K 0.29% 95
2021
Q2 		$735K Buy
14,276
+190
+1% +$9.63K 0.29% 100
2021
Q1 		$665K Sell
14,086
-14,574
-51% -$665K 0.29% 101
2020
Q4 		$1.27M Buy
28,660
+2,359
+9% +$99.5K 0.5% 64
2020
Q3 		$1.04M Buy
26,301
+1,359
+5% +$54.3K 0.47% 62
2020
Q2 		$973K Buy
24,942
+4,340
+21% +$166K 0.48% 62
2020
Q1 		$742K Sell
20,602
-2,757
-12% -$131K 0.69% 48
2019
Q4 		$1.2M Buy
23,359
+372
+2% +$19.4K 0.55% 57
2019
Q3 		$1.19M Sell
22,987
-843
-4% -$42.8K 0.57% 59
2019
Q2 		$1.19M Sell
23,830
-255
-1% -$12.7K 0.54% 64
2019
Q1 		$1.21M Buy
24,085
+93
+0.4% +$4.49K 0.57% 62
2018
Q4 		$1.06M Sell
23,992
-129
-0.5% -$5.97K 0.54% 70
2018
Q3 		$1.15M Buy
24,121
+923
+4% +$44.7K 0.46% 71
2018
Q2 		$1.12M Buy
23,198
+2,552
+12% +$120K 0.51% 69
2018
Q1 		$955K Buy
20,646
+1,199
+6% +$55.9K 0.43% 76
2017
Q4 		$951K Sell
19,447
-13,069
-40% -$631K 0.41% 79
2017
Q3 		$1.55M Buy
32,516
+584
+2% +$28K 0.66% 50
2017
Q2 		$1.52M Buy
31,932
+2,667
+9% +$128K 0.7% 47
2017
Q1 		$1.38M Buy
29,265
+8,581
+41% +$405K 0.64% 52
2016
Q4 		$969K Sell
20,684
-5,134
-20% -$238K 0.62% 52
2016
Q3 		$1.29M Buy
25,818
+859
+3% +$43.7K 0.66% 52
2016
Q2 		$1.26M Buy
24,959
+4,560
+22% +$223K 0.65% 50
2016
Q1 		$999K Buy
20,399
+558
+3% +$25.4K 0.53% 70
2015
Q4 		$929K Buy
19,841
+261
+1% +$12.3K 0.52% 68
2015
Q3 		$884K Buy
19,580
+834
+4% +$38.5K 0.52% 69
2015
Q2 		$859K Buy
18,746
+1,221
+7% +$59.1K 0.59% 61
2015
Q1 		$871K Buy
17,525
+1,050
+6% +$52.5K 0.6% 57
2014
Q4 		$786K Buy
16,475
+911
+6% +$42.6K 0.57% 68
2014
Q3 		$690K Buy
15,564
+996
+7% +$46.5K 0.51% 73
2014
Q2 		$680K Buy
14,568
+770
+6% +$35.2K 0.49% 74
2014
Q1 		$603K Buy
13,798
+690
+5% +$29.4K 0.47% 80
2013
Q4 		$544K Buy
13,108
+1,475
+13% +$62.6K 0.44% 87
2013
Q3 		$492K Buy
11,633
+1,051
+10% +$44.4K 0.43% 92
2013
Q2 		$445K Buy
+10,582
New +$478K 0.42% 95

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

Oarsman Capital's RWO Position: Q4 2024 in Review

Oarsman Capital sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2024, closing a stake of 177 shares — an estimated $8.41K sold.

Oarsman Capital first reported a position in RWO in Q2 2013 and held it in 44 quarters. The position peaked at $1.55M in Q3 2017. 211 funds tracked by Wall St. Rank hold RWO as of Q4 2024.

  • Oarsman Capital reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Oarsman Capital sold 177 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2024, an estimated $8.41K.
  • Oarsman Capital first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2013 and held it in 44 quarters.
  • Oarsman Capital's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.55M in Q3 2017.
  • 211 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2024.

Based on Oarsman Capital's 13F filing for Q4 2024, filed 13 Feb 2025.