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

BDO 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
2022 Q1	–	Sell	-126	Closed	-$7K	–	1127
2021 Q4	$7K	Buy	+126	New	+$6.85K	﹤0.01%	783
2019 Q3	–	Sell	-1,993	Closed	-$99K	–	650
2019 Q2	$99K	Sell	1,993 -1,745	-47%	-$87.2K	0.03%	249
2019 Q1	$187K	Sell	3,738 -13,917	-79%	-$671K	0.05%	175
2018 Q4	$781K	Buy	+17,655	New	+$817K	0.27%	74

Other funds holding RWO

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BDO Wealth Advisors's RWO Position: Q1 2022 in Review

BDO Wealth Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2022, closing a stake of 126 shares — an estimated $7K sold.

BDO Wealth Advisors first reported a position in RWO in Q4 2018 and held it in 4 quarters. The position peaked at $781K in Q4 2018. 243 funds tracked by Wall St. Rank hold RWO as of Q1 2022.

BDO Wealth Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2022 after selling out during the quarter.
BDO Wealth Advisors sold 126 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2022, an estimated $7K.
BDO Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2018 and held it in 4 quarters.
BDO Wealth Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $781K in Q4 2018.
243 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2022.

Based on BDO Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.