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

Total Wealth Planning’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 Q4	–	Sell	-26,088	Closed	-$1.19M	–	89
2025 Q3	$1.19M	Sell	26,088 -607	-2%	-$27.2K	0.14%	57
2025 Q2	$1.18M	Sell	26,695 -2,620	-9%	-$114K	0.15%	56
2025 Q1	$1.28M	Sell	29,315 -3,879	-12%	-$169K	0.2%	45
2024 Q4	$1.42M	Sell	33,194 -710	-2%	-$32.3K	0.22%	46
2024 Q3	$1.61M	Sell	33,904 -3,402	-9%	-$154K	0.25%	42
2024 Q2	$1.64M	Sell	37,306 -834	-2%	-$34.4K	0.27%	42
2024 Q1	$1.63M	Sell	38,140 -288	-0.7%	-$12.2K	0.28%	42
2023 Q4	$1.68M	Sell	38,428 -2,359	-6%	-$93.2K	0.3%	41
2023 Q3	$1.56M	Sell	40,787 -1,162	-3%	-$47.7K	0.32%	42
2023 Q2	$1.72M	Sell	41,949 -549	-1%	-$22.5K	0.36%	40
2023 Q1	$1.75M	Buy	42,498 +2,712	+7%	+$115K	0.39%	38
2022 Q4	$1.63M	Buy	+39,786	New	+$1.61M	0.4%	39

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

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

QLSGSCF

Quent Long Short Global Small Cap Fund New York $1.23B AUM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Total Wealth Planning's RWO Position: Q4 2025 in Review

Total Wealth Planning sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2025, closing a stake of 26,088 shares — an estimated $1.19M sold.

Total Wealth Planning first reported a position in RWO in Q4 2022 and held it in 12 quarters. The position peaked at $1.75M in Q1 2023. 216 funds tracked by Wall St. Rank hold RWO as of Q4 2025.

Total Wealth Planning reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2025 after selling out during the quarter.
Total Wealth Planning sold 26,088 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2025, an estimated $1.19M.
Total Wealth Planning first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2022 and held it in 12 quarters.
Total Wealth Planning's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.75M in Q1 2023.
216 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.