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

Arete Wealth 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
2020
Q1 		– Sell
-6,913
Closed -$356K – 398
2019
Q4 		$356K Sell
6,913
-1,532
-18% -$79.7K 0.06% 274
2019
Q3 		$438K Sell
8,445
-4,586
-35% -$233K 0.08% 231
2019
Q2 		$650K Sell
13,031
-2,492
-16% -$125K 0.13% 185
2019
Q1 		$777K Sell
15,523
-5,297
-25% -$255K 0.16% 160
2018
Q4 		$921K Sell
20,820
-1,440
-6% -$66.7K 0.22% 112
2018
Q3 		$1.06M Buy
22,260
+451
+2% +$21.8K 0.24% 104
2018
Q2 		$1.05M Buy
21,809
+968
+5% +$45.6K 0.25% 101
2018
Q1 		$964K Buy
20,841
+1,739
+9% +$81K 0.32% 81
2017
Q4 		$934K Sell
19,102
-2,796
-13% -$135K 0.3% 81
2017
Q3 		$1.05M Buy
21,898
+13,195
+152% +$633K 0.42% 69
2017
Q2 		$415K Buy
8,703
+1,245
+17% +$59.7K 0.19% 150
2017
Q1 		$351K Buy
7,458
+533
+8% +$25.1K 0.15% 139
2016
Q4 		$325K Sell
6,925
-186
-3% -$8.64K 0.15% 125
2016
Q3 		$354K Buy
7,111
+517
+8% +$26.3K 0.2% 96
2016
Q2 		$332K Sell
6,594
-328
-5% -$16.1K 0.21% 92
2016
Q1 		$339K Sell
6,922
-555
-7% -$25.3K 0.2% 95
2015
Q4 		$350K Sell
7,477
-1,064
-12% -$50K 0.21% 84
2015
Q3 		$386K Sell
8,541
-56
-0.7% -$2.58K 0.3% 68
2015
Q2 		$394K Sell
8,597
-3,088
-26% -$149K 0.27% 79
2015
Q1 		$581K Buy
11,685
+440
+4% +$22K 0.37% 68
2014
Q4 		$537K Sell
11,245
-227
-2% -$10.6K 0.38% 67
2014
Q3 		$509K Buy
11,472
+9
+0.1% +$420 0.38% 63
2014
Q2 		$535K Buy
11,463
+723
+7% +$33K 0.42% 60
2014
Q1 		$469K Buy
10,740
+131
+1% +$5.58K 0.44% 61
2013
Q4 		$441K Buy
+10,609
New +$450K 0.44% 59

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Arete Wealth Advisors's RWO Position: Q1 2020 in Review

Arete Wealth Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2020, closing a stake of 6,913 shares — an estimated $356K sold.

Arete Wealth Advisors first reported a position in RWO in Q4 2013 and held it in 25 quarters. The position peaked at $1.06M in Q3 2018. 224 funds tracked by Wall St. Rank hold RWO as of Q1 2020.

  • Arete Wealth Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Arete Wealth Advisors sold 6,913 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2020, an estimated $356K.
  • Arete Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2013 and held it in 25 quarters.
  • Arete Wealth Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.06M in Q3 2018.
  • 224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2020.

Based on Arete Wealth Advisors's 13F filing for Q1 2020, filed 14 May 2020.