SYM Financial Corp’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

SYM Financial Corp’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	-52	Closed	-$2.29K	–	453
2025 Q2	$2.29K	Hold	52	–	–	﹤0.01%	414
2025 Q1	$2.27K	Hold	52	–	–	﹤0.01%	345
2024 Q4	$2.23K	Hold	52	–	–	﹤0.01%	321
2024 Q3	$2.47K	Hold	52	–	–	﹤0.01%	258
2024 Q2	$2.16K	Buy	+52	New	+$2.14K	﹤0.01%	254

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

SYM Financial Corp's RWO Position: Q3 2025 in Review

SYM Financial Corp sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2025, closing a stake of 52 shares — an estimated $2.29K sold.

SYM Financial Corp first reported a position in RWO in Q2 2024 and held it in 5 quarters. The position peaked at $2.47K in Q3 2024. 205 funds tracked by Wall St. Rank hold RWO as of Q3 2025.

SYM Financial Corp reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2025 after selling out during the quarter.
SYM Financial Corp sold 52 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2025, an estimated $2.29K.
SYM Financial Corp first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2024 and held it in 5 quarters.
SYM Financial Corp's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $2.47K in Q3 2024.
205 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2025.

Based on SYM Financial Corp's 13F filing for Q3 2025, filed 3 Nov 2025.