Key stats
About SPDR DJ Wilshire Global Real Estate ETF
Home page
Inception date
May 7, 2008
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
SSgA Funds Management, Inc.
Distributor
State Street Corp. (Fund Distributor)
RWO provides diversified exposure to the global real estate industry, with its 200+ holdings spanning multiple sectors, including commercial and residential REITs, real estate developers, specialized REITs, and investment management fund operators. The fund tilts significantly toward commercial REITs, while shying away from real estate developers. While global in nature, RWO overweights the US while being a bit light on Asia coverage. Overall, RWO can boast strong global real estate exposure. The index is reviewed quarterly.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Stocks98.87%
Finance98.55%
Miscellaneous0.33%
Bonds, Cash & Other1.13%
UNIT0.71%
Mutual fund0.29%
Cash0.12%
Corporate0.00%
Stock breakdown by region
North America72.44%
Asia13.54%
Europe10.79%
Oceania2.58%
Middle East0.28%
Latin America0.21%
Africa0.16%
Top 10 holdings
Dividends
Dividend payout history