Advisors Preferred’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Advisors Preferred’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 Q4	–	Sell	-14,978	Closed	-$709K	–	271
2024 Q3	$709K	Buy	+14,978	New	+$676K	0.11%	88
2022 Q1	–	Sell	-7,595	Closed	-$428K	–	207
2021 Q4	$428K	Buy	+7,595	New	+$413K	0.04%	104
2014 Q3	–	Sell	-19,260	Closed	-$898K	–	353
2014 Q2	$898K	Buy	+19,260	New	+$880K	0.45%	52

Other funds holding RWO

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HNB

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

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

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Advisors Preferred's RWO Position: Q4 2024 in Review

Advisors Preferred sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2024, closing a stake of 14,978 shares — an estimated $709K sold.

Advisors Preferred first reported a position in RWO in Q2 2014 and held it in 3 quarters. The position peaked at $898K in Q2 2014. 211 funds tracked by Wall St. Rank hold RWO as of Q4 2024.

Advisors Preferred reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2024 after selling out during the quarter.
Advisors Preferred sold 14,978 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2024, an estimated $709K.
Advisors Preferred first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2014 and held it in 3 quarters.
Advisors Preferred's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $898K in Q2 2014.
211 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2024.

Based on Advisors Preferred's 13F filing for Q4 2024, filed 28 Jan 2025.