1832 Asset Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

1832 Asset Management’s Portfolio RWO Stock Details RWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-850	Closed	-$35.3K	–	872
2024 Q2	$35.3K	Hold	850	–	–	﹤0.01%	718
2024 Q1	$36.4K	Hold	850	–	–	﹤0.01%	707
2023 Q4	$37.2K	Hold	850	–	–	﹤0.01%	700
2023 Q3	$32.5K	Buy	+850	New	+$34.9K	﹤0.01%	709

Other funds holding RWO

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1832 Asset Management's RWO Position: Q3 2024 in Review

1832 Asset Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2024, closing a stake of 850 shares — an estimated $35.3K sold.

1832 Asset Management first reported a position in RWO in Q3 2023 and held it in 4 quarters. The position peaked at $37.2K in Q4 2023. 210 funds tracked by Wall St. Rank hold RWO as of Q3 2024.

1832 Asset Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2024 after selling out during the quarter.
1832 Asset Management sold 850 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2024, an estimated $35.3K.
1832 Asset Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2023 and held it in 4 quarters.
1832 Asset Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $37.2K in Q4 2023.
210 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2024.

Based on 1832 Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.