Sugarloaf Wealth Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$2.11K	Hold	49	–	–	﹤0.01%	627
2024 Q3	$2.31K	Buy	49 +1	+2%	+$45	﹤0.01%	612
2024 Q2	$2K	Hold	48	–	–	﹤0.01%	588
2024 Q1	$2.05K	Buy	48 +1	+2%	+$42	﹤0.01%	591
2023 Q4	$2.08K	Hold	47	–	–	﹤0.01%	599
2023 Q3	$1.79K	Hold	47	–	–	﹤0.01%	606
2023 Q2	$1.91K	Buy	47 +1	+2%	+$41	﹤0.01%	618
2023 Q1	$1.9K	Hold	46	–	–	﹤0.01%	616
2022 Q4	$1.87K	Hold	46	–	–	﹤0.01%	678
2022 Q3	$2K	Buy	46 +1	+2%	+$45	﹤0.01%	722
2022 Q2	$2K	Buy	45 +1	+2%	+$49	﹤0.01%	710
2022 Q1	$2K	Sell	44 -1	-2%	-$53	﹤0.01%	654
2021 Q4	$2K	Buy	45 +1	+2%	+$54	﹤0.01%	686
2021 Q3	$2K	Hold	44	–	–	﹤0.01%	693
2021 Q2	$2K	Buy	44 +1	+2%	+$51	﹤0.01%	688
2021 Q1	$2	Hold	43	–	–	﹤0.01%	688
2020 Q4	$2K	Buy	43 +1	+2%	+$42	﹤0.01%	650
2020 Q3	$2K	Hold	42	–	–	﹤0.01%	621
2020 Q2	$2K	Hold	42	–	–	﹤0.01%	616
2020 Q1	$2K	Buy	42 +1	+2%	+$48	﹤0.01%	611
2019 Q4	$2K	Buy	+41	New	+$2.13K	﹤0.01%	645

Other funds holding RWO

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Sugarloaf Wealth Management's RWO Position: Q4 2024 in Review

Sugarloaf Wealth Management held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q4 2024 at 49 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Sugarloaf Wealth Management first reported a position in RWO in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.31K in Q3 2024. 210 funds tracked by Wall St. Rank hold RWO as of Q4 2024.

Sugarloaf Wealth Management held 49 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $2.11K as of Q4 2024.
Sugarloaf Wealth Management left its State Street SPDR Dow Jones Global Real Estate ETF share count unchanged in Q4 2024.
State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #627 holding.
Sugarloaf Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $2.31K in Q3 2024.
210 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.