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SPDR Dow Jones Global Real Estate shares owned by MPS Loria Financial Planners

Quarter-by-quarter ownership of SPDR Dow Jones Global Real Estate (RWO) shares owned by MPS Loria Financial Planners from 13F filings

Historical chart of MPS Loria Financial Planners 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 MPS Loria Financial Planners 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 MPS Loria Financial Planners

Quarter filed Position value Share count Share price at filing
2024-09-30 $493k 10k 47.53
2024-06-30 $432k 10k 41.53
2024-03-31 $446k 10k 42.82
2023-12-31 $537k 12k 43.71
2023-09-30 $458k 12k 38.20
2023-06-30 $479k 12k 41.07
2023-03-31 $485k 12k 41.16
2022-12-31 $386k 9.4k 40.90
2022-09-30 $327k 8.5k 38.69
2022-06-30 $374k 8.5k 44.05
2022-03-31 $471k 8.7k 53.92
2021-12-31 $858k 15k 56.50
2021-09-30 $776k 15k 51.04
2021-06-30 $812k 16k 51.48
2021-03-31 $761k 16k 47.16
2020-12-31 $720k 17k 43.33
2020-09-30 $663k 17k 39.50
2020-06-30 $645k 17k 39.03
2020-03-31 $503k 14k 36.00
2019-12-31 $677k 13k 51.49
2019-09-30 $706k 14k 51.84
2019-06-30 $727k 15k 49.87
2019-03-31 $709k 14k 50.05
2018-12-31 $503k 11k 44.22
2018-09-30 $568k 12k 47.68
2018-06-30 $576k 12k 48.12
2018-03-31 $581k 13k 46.24
2017-12-31 $567k 12k 48.92
2017-09-30 $562k 12k 47.80
2017-06-30 $552k 12k 47.94

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Progressive Corporation (PGR)
UnitedHealth (UNH)
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Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Abbvie (ABBV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Amazon (AMZN)
Abbott Laboratories (ABT)

View all positions for MPS Loria Financial Planners

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