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SPDR Dow Jones Global Real Estate shares owned by Waldron

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

Historical chart of Waldron investment in SPDR Dow Jones Global Real Estate

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All positions including SPDR Dow Jones Global Real Estate held by Waldron 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 Waldron

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3M 117k 45.77
2025-06-30 $5.4M 123k 44.14
2025-03-31 $5.6M 127k 43.64
2024-12-31 $8.2M 191k 42.89
2024-09-30 $9.3M 195k 47.53
2024-06-30 $8.2M 198k 41.53
2024-03-31 $8.6M 202k 42.82
2023-12-31 $9.7M 222k 43.71
2023-09-30 $8.9M 232k 38.20
2023-06-30 $9.7M 236k 41.07
2023-03-31 $10M 245k 41.16
2022-12-31 $8.5M 220k 38.69
2022-09-30 $8.5M 220k 38.69
2022-06-30 $10M 231k 44.14
2022-03-31 $13M 239k 54.01
2021-12-31 $14M 252k 56.53
2021-09-30 $13M 256k 51.06
2021-06-30 $14M 262k 51.49
2021-03-31 $13M 275k 47.22
2020-12-31 $12M 275k 44.46
2020-09-30 $12M 303k 39.50
2020-06-30 $25M 631k 39.03
2020-03-31 $24M 664k 36.00
2019-12-31 $20M 389k 51.52
2019-09-30 $18M 354k 51.86
2019-06-30 $14M 273k 49.90
2019-03-31 $12M 236k 50.03
2018-12-31 $9.6M 217k 44.26
2018-09-30 $1.7M 35k 47.56
2018-06-30 $2.0M 41k 48.11
2018-03-31 $1.9M 41k 46.25
2017-12-31 $2.1M 43k 48.86
2017-09-30 $926k 19k 47.73
2017-06-30 $925k 19k 47.69
2017-03-31 $905k 19k 47.04
2016-12-31 $1.3M 29k 46.84
2015-06-30 $556k 12k 45.74
2015-03-31 $604k 12k 49.69
2014-12-31 $580k 12k 47.72

More positions owned by Waldron

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Glb Infrastr Etf (IGF)
Ishares Tr Rus 2000 Val Etf (IWN)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)
Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Waldron

Top funds holding SPDR Dow Jones Global Real Estate

State Street Corporation
Huntington National Bank
Bank of New York Mellon
Goldman Sachs Group
Quent Capital
Hsbc Holdings
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
Mariner Wealth Advisors
Brighton Jones
Modera Wealth Management
LPL Financial
Streettalk Advisors
Addis & Hill

View all funds holding SPDR Dow Jones Global Real Estate