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Almanack Investment Partners’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Almanack Investment Partners’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
-4,483
Closed -$213K – 191
2024
Q3 		$213K Sell
4,483
-640
-12% -$28.9K 0.03% 169
2024
Q2 		$213K Sell
5,123
-950
-16% -$39.2K 0.04% 169
2024
Q1 		$260K Buy
6,073
+5
+0.1% +$211 0.04% 152
2023
Q4 		$265K Sell
6,068
-605
-9% -$23.9K 0.05% 136
2023
Q3 		$255K Buy
6,673
+232
+4% +$9.52K 0.05% 133
2023
Q2 		$265K Sell
6,441
-258
-4% -$10.6K 0.05% 139
2023
Q1 		$276K Sell
6,699
-546
-8% -$23.2K 0.05% 136
2022
Q4 		$296K Buy
+7,245
New +$293K 0.06% 131
2022
Q3 		– Sell
-6,758
Closed -$298K – 896
2022
Q2 		$298K Sell
6,758
-1,578
-19% -$77.3K 0.03% 321
2022
Q1 		$450K Buy
8,336
+806
+11% +$42.6K 0.04% 278
2021
Q4 		$426K Buy
7,530
+1,030
+16% +$56K 0.03% 290
2021
Q3 		$332K Buy
+6,500
New +$347K 0.03% 344

Other funds holding RWO

State Street
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 America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Almanack Investment Partners's RWO Position: Q4 2024 in Review

Almanack Investment Partners sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2024, closing a stake of 4,483 shares — an estimated $213K sold.

Almanack Investment Partners first reported a position in RWO in Q3 2021 and held it in 12 quarters. The position peaked at $450K in Q1 2022. 211 funds tracked by Wall St. Rank hold RWO as of Q4 2024.

  • Almanack Investment Partners reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Almanack Investment Partners sold 4,483 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2024, an estimated $213K.
  • Almanack Investment Partners first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2021 and held it in 12 quarters.
  • Almanack Investment Partners's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $450K in Q1 2022.
  • 211 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2024.

Based on Almanack Investment Partners's 13F filing for Q4 2024, filed 28 Jan 2025.