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SPDR Dow Jones Global Real Estate shares owned by Total Wealth Planning

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

Historical chart of Total Wealth Planning 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 Total Wealth Planning 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 Total Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 34k 47.53
2024-06-30 $1.6M 37k 43.91
2024-03-31 $1.6M 38k 42.82
2023-12-31 $1.7M 38k 43.71
2023-09-30 $1.6M 41k 38.20
2023-06-30 $1.7M 42k 41.07
2023-03-31 $1.7M 43k 41.16
2022-12-31 $1.6M 40k 40.90

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Schwab Strategic Tr Us Aggregate B (SCHZ)
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Gl Clean Ene Etf (ICLN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Total Wealth Planning

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