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SPDR Dow Jones Global Real Estate shares owned by Archetype Wealth Partners

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

Historical chart of Archetype Wealth Partners investment in SPDR Dow Jones Global Real Estate

Tip: Access up to 7 years of quarterly data

All positions including SPDR Dow Jones Global Real Estate held by Archetype Wealth Partners 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 Archetype Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $995k 23k 43.69
2023-09-30 $975k 26k 38.20
2023-06-30 $1.1M 26k 41.08
2023-03-31 $1.1M 26k 41.15
2022-12-31 $1.2M 28k 40.90
2022-09-30 $1.1M 29k 38.68
2022-06-30 $1.3M 29k 44.13
2022-03-31 $1.6M 31k 54.02
2021-12-31 $1.5M 27k 56.52
2021-09-30 $1.3M 26k 51.06
2021-06-30 $1.3M 26k 51.47
2021-03-31 $1.2M 26k 47.21
2020-12-31 $1.2M 26k 44.47
2020-09-30 $1.0M 27k 39.48
2020-06-30 $982k 25k 39.01
2020-03-31 $1.4M 39k 35.99
2019-12-31 $1.1M 22k 51.51
2019-09-30 $980k 19k 51.87
2019-06-30 $903k 18k 49.92
2019-03-31 $932k 19k 50.05
2018-12-31 $730k 17k 44.27

More positions owned by Archetype Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core Msci Eafe Etf Etf (IEFA)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Spdr Gold Shares Etf (GLD)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard Mid-cap Etf Etf (VO)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
First Trust North American Energy Infrastructure Fund Etf (EMLP)

View all positions for Archetype Wealth Partners

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