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

Rappaport Reiches Capital Management’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 		$3.34M Buy
76,602
+1,413
+2% +$61.7K 0.84% 18
2024
Q4 		$3.22M Sell
75,189
-935
-1% -$42.5K 0.83% 18
2024
Q3 		$3.62M Sell
76,124
-1,161
-2% -$52.4K 0.96% 19
2024
Q2 		$3.21M Sell
77,285
-2,270
-3% -$93.6K 0.95% 19
2024
Q1 		$3.41M Sell
79,555
-822
-1% -$34.7K 1.07% 19
2023
Q4 		$3.51M Sell
80,377
-2,907
-3% -$115K 1.29% 14
2023
Q3 		$3.18M Sell
83,284
-10,585
-11% -$434K 1.34% 12
2023
Q2 		$3.86M Sell
93,869
-4,938
-5% -$202K 1.61% 13
2023
Q1 		$4.07M Buy
98,807
+324
+0.3% +$13.8K 1.8% 11
2022
Q4 		$4.03M Buy
98,483
+3,913
+4% +$158K 1.99% 10
2022
Q3 		$3.66M Buy
94,570
+9,907
+12% +$444K 1.86% 10
2022
Q2 		$3.74M Buy
84,663
+1,816
+2% +$89K 1.87% 10
2022
Q1 		$4.47M Sell
82,847
-1,301
-2% -$68.8K 2.39% 9
2021
Q4 		$4.76M Buy
84,148
+415
+0.5% +$22.6K 4.09% 4
2021
Q3 		$4.28M Sell
83,733
-604
-0.7% -$32.2K 4.23% 5
2021
Q2 		$4.34M Buy
+84,337
New +$4.28M 4.57% 5

Other funds holding RWO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Rappaport Reiches Capital Management's RWO Position: Q1 2025 in Review

Rappaport Reiches Capital Management increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 1.9% in Q1 2025, buying an estimated $61.7K and bringing the position to 76,602 shares worth $3.34M. The position accounts for 0.84% of the portfolio, ranked #18.

Rappaport Reiches Capital Management first reported a position in RWO in Q2 2021 and has held it in 16 quarters since. The position peaked at $4.76M in Q4 2021. 209 funds tracked by Wall St. Rank hold RWO as of Q1 2025.

  • Rappaport Reiches Capital Management held 76,602 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $3.34M as of Q1 2025.
  • Rappaport Reiches Capital Management bought 1,413 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2025, an estimated $61.7K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.84% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #18 holding.
  • Rappaport Reiches Capital Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2021 and has held it in 16 quarters since.
  • Rappaport Reiches Capital Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $4.76M in Q4 2021.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.