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Barber Financial Group’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Barber Financial Group’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
-5,271
Closed -$272K – 152
2019
Q4 		$272K Sell
5,271
-1,307
-20% -$68K 0.06% 115
2019
Q3 		$341K Sell
6,578
-990
-13% -$50.3K 0.07% 100
2019
Q2 		$378K Sell
7,568
-343
-4% -$17.1K 0.09% 95
2019
Q1 		$396K Buy
+7,911
New +$381K 0.08% 89
2018
Q4 		– Sell
-25,475
Closed -$1.21M – 144
2018
Q3 		$1.21M Buy
25,475
+10,497
+70% +$508K 0.29% 54
2018
Q2 		$721K Sell
14,978
-1,455
-9% -$68.6K 0.21% 64
2018
Q1 		$760K Sell
16,433
-20,071
-55% -$935K 0.2% 66
2017
Q4 		$1.78M Buy
36,504
+1,958
+6% +$94.5K 0.45% 51
2017
Q3 		$1.65M Buy
34,546
+13,610
+65% +$653K 0.47% 46
2017
Q2 		$998K Buy
20,936
+2,257
+12% +$108K 0.32% 38
2017
Q1 		$879K Buy
18,679
+3,336
+22% +$157K 0.3% 39
2016
Q4 		$719K Buy
+15,343
New +$713K 0.26% 38

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

Barber Financial Group's RWO Position: Q1 2020 in Review

Barber Financial Group sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2020, closing a stake of 5,271 shares — an estimated $272K sold.

Barber Financial Group first reported a position in RWO in Q4 2016 and held it in 12 quarters. The position peaked at $1.78M in Q4 2017. 224 funds tracked by Wall St. Rank hold RWO as of Q1 2020.

  • Barber Financial Group reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Barber Financial Group sold 5,271 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2020, an estimated $272K.
  • Barber Financial Group first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2016 and held it in 12 quarters.
  • Barber Financial Group's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.78M in Q4 2017.
  • 224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2020.

Based on Barber Financial Group's 13F filing for Q1 2020, filed 8 May 2020.