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ACG Wealth’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

ACG Wealth’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
2022
Q3 		– Sell
-148
Closed -$7K – 857
2022
Q2 		$7K Buy
+148
New +$7.25K ﹤0.01% 735

Other funds holding RWO

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

ACG Wealth's RWO Position: Q3 2022 in Review

ACG Wealth sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2022, closing a stake of 148 shares — an estimated $7K sold.

ACG Wealth first reported a position in RWO in Q2 2022 and held it in 1 quarter. The position peaked at $7K in Q2 2022. 218 funds tracked by Wall St. Rank hold RWO as of Q3 2022.

  • ACG Wealth reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 148 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2022, an estimated $7K.
  • ACG Wealth first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $7K in Q2 2022.
  • 218 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.