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

WR Wealth Planners’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	$14.5K	Buy	337 +3	+0.9%	+$136	﹤0.01%	536
2024 Q3	$15.9K	Buy	334 +3	+0.9%	+$135	﹤0.01%	553
2024 Q2	$13.7K	Buy	331 +4	+1%	+$165	﹤0.01%	521
2024 Q1	$14K	Buy	+327	New	+$13.8K	﹤0.01%	524
2023 Q4	–	Sell	-322	Closed	-$12.3K	–	717
2023 Q3	$12.3K	Buy	322 +3	+0.9%	+$123	﹤0.01%	509
2023 Q2	$13.1K	Buy	319 +3	+0.9%	+$123	0.01%	500
2023 Q1	$13K	Buy	316 +3	+1%	+$127	0.01%	491
2022 Q4	$12.8K	Buy	313 +3	+1%	+$122	0.01%	247
2022 Q3	$12K	Buy	310 +3	+1%	+$134	0.01%	243
2022 Q2	$13.5K	Sell	307 -257	-46%	-$12.6K	0.01%	258
2022 Q1	$30.5K	Buy	+564	New	+$29.8K	0.02%	200

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

WR Wealth Planners's RWO Position: Q4 2024 in Review

WR Wealth Planners increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 0.9% in Q4 2024, buying an estimated $136 and bringing the position to 337 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

WR Wealth Planners first reported a position in RWO in Q1 2022 and has held it in 11 quarters since. The position peaked at $30.5K in Q1 2022. 210 funds tracked by Wall St. Rank hold RWO as of Q4 2024.

WR Wealth Planners held 337 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $14.5K as of Q4 2024.
WR Wealth Planners bought 3 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2024, an estimated $136.
State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #536 holding.
WR Wealth Planners first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $30.5K in Q1 2022.
210 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.