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

American Portfolios Advisors’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 		$20.7K Sell
534
-32
-6% -$1.43K ﹤0.01% 2166
2022
Q2 		$25K Buy
566
+1
+0.2% +$49 ﹤0.01% 2112
2022
Q1 		$30.5K Sell
565
-82
-13% -$4.34K ﹤0.01% 2135
2021
Q4 		$36.6K Buy
647
+32
+5% +$1.74K ﹤0.01% 2021
2021
Q3 		$31.4K Sell
615
-66
-10% -$3.52K ﹤0.01% 2032
2021
Q2 		$35.1K Sell
681
-435
-39% -$22.1K ﹤0.01% 1917
2021
Q1 		$52.7K Sell
1,116
-839
-43% -$38.3K ﹤0.01% 1591
2020
Q4 		$86.9K Sell
1,955
-990
-34% -$41.8K ﹤0.01% 1217
2020
Q3 		$116K Sell
2,945
-883
-23% -$35.3K 0.01% 1007
2020
Q2 		$149K Buy
3,828
+105
+3% +$4.01K 0.01% 846
2020
Q1 		$134K Sell
3,723
-60
-2% -$2.85K 0.01% 788
2019
Q4 		$195K Buy
3,783
+2,272
+150% +$118K 0.01% 752
2019
Q3 		$78.4K Buy
1,511
+79
+6% +$4.01K 0.01% 1106
2019
Q2 		$71.5K Buy
1,432
+33
+2% +$1.65K 0.01% 1125
2019
Q1 		$70K Sell
1,399
-90
-6% -$4.34K 0.01% 1048
2018
Q4 		$65.9K Hold
1,489
– – 0.01% 903
2018
Q3 		$70.8K Sell
1,489
-23
-2% -$1.11K 0.01% 971
2018
Q2 		$72.7K Buy
1,512
+23
+2% +$1.08K 0.01% 937
2018
Q1 		$68.9K Buy
1,489
+200
+16% +$9.32K 0.01% 897
2017
Q4 		$63K Buy
+1,289
New +$62.2K 0.01% 901

Other funds holding RWO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

American Portfolios Advisors's RWO Position: Q3 2022 in Review

American Portfolios Advisors reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 5.7% in Q3 2022, selling an estimated $1.43K and leaving 534 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2166.

American Portfolios Advisors first reported a position in RWO in Q4 2017 and has held it in 20 quarters since. The position peaked at $195K in Q4 2019. 218 funds tracked by Wall St. Rank hold RWO as of Q3 2022.

  • American Portfolios Advisors held 534 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $20.7K as of Q3 2022.
  • American Portfolios Advisors sold 32 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2022, an estimated $1.43K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2166 holding.
  • American Portfolios Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $195K in Q4 2019.
  • 218 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.