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SPDR Dow Jones Global Real Estate shares owned by Modera Wealth Management

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

Historical chart of Modera Wealth Management investment in SPDR Dow Jones Global Real Estate

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All positions including SPDR Dow Jones Global Real Estate held by Modera Wealth Management 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 Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 211k 47.53
2024-06-30 $9.2M 220k 41.53
2024-03-31 $9.9M 230k 42.82
2023-12-31 $11M 258k 43.71
2023-09-30 $11M 290k 38.20
2023-06-30 $13M 306k 41.07
2023-03-31 $15M 356k 41.16
2022-12-31 $16M 396k 40.90
2022-09-30 $16M 418k 38.69
2022-06-30 $16M 371k 44.14
2022-03-31 $16M 304k 54.01
2021-12-31 $18M 311k 56.53
2021-09-30 $16M 305k 51.06
2021-06-30 $16M 308k 51.49
2021-03-31 $15M 312k 47.22
2020-12-31 $14M 314k 44.46
2020-09-30 $12M 298k 39.50
2020-06-30 $11M 274k 39.03
2020-03-31 $6.4M 178k 36.00
2019-12-31 $4.9M 94k 51.52
2019-09-30 $4.8M 93k 51.86
2019-06-30 $5.0M 101k 49.90
2019-03-31 $5.1M 102k 50.03
2018-12-31 $4.4M 99k 44.26
2018-09-30 $1.9M 39k 47.58
2018-06-30 $1.9M 39k 48.12
2018-03-31 $1.4M 31k 46.26
2017-12-31 $1.2M 24k 48.90
2017-09-30 $1.2M 24k 47.75
2017-06-30 $1.1M 24k 47.71
2017-03-31 $1.1M 24k 47.07
2016-12-31 $1.2M 25k 46.87
2016-09-30 $659k 13k 49.83
2016-06-30 $672k 13k 50.38
2016-03-31 $607k 12k 48.97
2015-12-31 $581k 12k 46.77
2015-09-30 $677k 15k 45.19
2015-06-30 $640k 14k 45.81
2015-03-31 $347k 7.0k 49.64
2014-12-31 $369k 7.7k 47.79
2014-09-30 $304k 6.9k 44.28
2014-06-30 $320k 6.9k 46.61
2014-03-31 $320k 7.3k 43.69
2013-12-31 $305k 7.3k 41.59

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View all positions for Modera Wealth Management

Top funds holding SPDR Dow Jones Global Real Estate

State Street Corporation
Goldman Sachs Group
Huntington National Bank
Bank of New York Mellon
Bank of America Corporation
Glenmede Trust Company
Tradewinds Capital Management
Raymond James Financial Services Advisors
Envestnet Asset Management
Morgan Stanley
Hsbc Holdings
Quent Capital
Raymond James & Associates
Mariner Wealth Advisors
HPM Partners

View all funds holding SPDR Dow Jones Global Real Estate