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SPDR Dow Jones Global Real Estate shares owned by Private Ocean

Quarter-by-quarter ownership of SPDR Dow Jones Global Real Estate (RWO) shares owned by Private Ocean from 13F filings

Historical chart of Private Ocean investment in SPDR Dow Jones Global Real Estate

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All positions including SPDR Dow Jones Global Real Estate held by Private Ocean consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Dow Jones Global Real Estate by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $114k 2.7k 42.82
2023-12-31 $118k 2.7k 43.71
2023-09-30 $125k 3.3k 38.20
2023-06-30 $136k 3.3k 41.07
2023-03-31 $136k 3.3k 41.16
2022-12-31 $134k 3.3k 40.89
2022-09-30 $126k 3.3k 38.49
2022-06-30 $182k 4.1k 44.00
2022-03-31 $257k 4.8k 53.93
2021-12-31 $290k 5.1k 56.63
2021-09-30 $262k 5.1k 51.15
2021-06-30 $264k 5.1k 51.54
2021-03-31 $254k 5.4k 47.29
2020-12-31 $239k 5.4k 44.49
2020-09-30 $219k 5.5k 39.52
2020-06-30 $222k 5.7k 39.04
2020-03-31 $211k 5.9k 35.96
2019-12-31 $774k 15k 51.52
2019-09-30 $780k 15k 51.92
2019-06-30 $755k 15k 49.86
2019-03-31 $763k 15k 50.02
2018-12-31 $550k 12k 44.32
2016-06-30 $172k 3.4k 50.35
2014-09-30 $158k 3.6k 44.39
2014-06-30 $178k 3.8k 46.77
2014-03-31 $164k 3.8k 43.64
2013-12-31 $156k 3.7k 41.66

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Dimensional Global Real Estate ETF Etf (DFGR)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Invesco Taxable Municipal Bond ETF Etf (BAB)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)

View all positions for Private Ocean

Top funds holding SPDR Dow Jones Global Real Estate

Goldman Sachs Group
Bank of New York Mellon
Huntington National Bank
Raymond James Financial Services Advisors
Hsbc Holdings
Mariner Wealth Advisors
Raymond James & Associates
Modera Wealth Management
HPM Partners
Quent Capital
One Capital Management
Jane Street
Waldron
Hills Bank And Trust Company
M^T Bank Corporation

View all funds holding SPDR Dow Jones Global Real Estate