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

Arkadios 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
2021 Q4	–	Sell	-85	Closed	-$4K	–	1540
2021 Q3	$4K	Hold	85	–	–	﹤0.01%	1666
2021 Q2	$4K	Buy	+85	New	+$4.31K	﹤0.01%	1779
2020 Q2	–	Sell	-77	Closed	-$2.76K	–	1113
2020 Q1	$2.76K	Buy	77 +1	+1%	+$48	﹤0.01%	889
2019 Q4	$4.03K	Buy	+76	New	+$3.96K	﹤0.01%	725

Other funds holding RWO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

HNB

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Arkadios Wealth Advisors's RWO Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2021, closing a stake of 85 shares — an estimated $4K sold.

Arkadios Wealth Advisors first reported a position in RWO in Q4 2019 and held it in 4 quarters. The position peaked at $4.03K in Q4 2019. 256 funds tracked by Wall St. Rank hold RWO as of Q4 2021.

Arkadios Wealth Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 85 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2021, an estimated $4K.
Arkadios Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2019 and held it in 4 quarters.
Arkadios Wealth Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $4.03K in Q4 2019.
256 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.