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Van Hulzen Asset Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Van Hulzen Asset 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 		– Sell
-912
Closed -$39.1K – 929
2024
Q4 		$39.1K Buy
+912
New +$41.4K ﹤0.01% 557

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

Van Hulzen Asset Management's RWO Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2025, closing a stake of 912 shares — an estimated $39.1K sold.

Van Hulzen Asset Management first reported a position in RWO in Q4 2024 and held it in 1 quarter. The position peaked at $39.1K in Q4 2024. 209 funds tracked by Wall St. Rank hold RWO as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 912 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2025, an estimated $39.1K.
  • Van Hulzen Asset Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $39.1K in Q4 2024.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.