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

Avior Wealth Management’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 Q3	–	Sell	-41	Closed	-$1.72K	–	2397
2024 Q2	$1.72K	Sell	41 -892	-96%	-$36.8K	﹤0.01%	1960
2024 Q1	$40K	Buy	+933	New	+$39.4K	﹤0.01%	1313
2023 Q4	–	Sell	-88	Closed	-$3.39K	–	1653
2023 Q3	$3.39K	Buy	88 +1	+1%	+$41	﹤0.01%	1304
2023 Q2	$3.61K	Buy	87 +1	+1%	+$41	﹤0.01%	1265
2023 Q1	$3.58K	Sell	86 -44	-34%	-$1.87K	﹤0.01%	1296
2022 Q4	$5.33K	Buy	+130	New	+$5.26K	﹤0.01%	942
2021 Q4	–	Sell	-5	Closed	–	–	1209
2021 Q3	$0	Buy	+5	New	+$267	﹤0.01%	1166
2021 Q2	–	Sell	-163	Closed	-$7K	–	1123
2021 Q1	$7K	Buy	+163	New	+$7.44K	﹤0.01%	809
2017 Q2	–	Sell	-16	Closed	-$1K	–	476
2017 Q1	$1K	Sell	16 -58	-78%	-$2.74K	﹤0.01%	472
2016 Q4	$3K	Buy	+74	New	+$3.44K	﹤0.01%	437

Other funds holding RWO

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

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

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

TCM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Avior Wealth Management's RWO Position: Q3 2024 in Review

Avior Wealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2024, closing a stake of 41 shares — an estimated $1.72K sold.

Avior Wealth Management first reported a position in RWO in Q4 2016 and held it in 10 quarters. The position peaked at $40K in Q1 2024. 210 funds tracked by Wall St. Rank hold RWO as of Q3 2024.

Avior Wealth Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2024 after selling out during the quarter.
Avior Wealth Management sold 41 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2024, an estimated $1.72K.
Avior Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2016 and held it in 10 quarters.
Avior Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $40K in Q1 2024.
210 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.