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SPDR Dow Jones Global Real Estate shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $237k 5.0k 47.53
2024-03-31 $217k 5.1k 42.82
2023-12-31 $231k 5.3k 43.71
2020-03-31 $953k 27k 36.01

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Total Usd (IUSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Sontag Advisory

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