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

Beacon Financial Advisory’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
Q2 		– Sell
-5,845
Closed -$316K – 237
2022
Q1 		$316K Buy
5,845
+1,167
+25% +$61.7K 0.15% 168
2021
Q4 		$264K Buy
+4,678
New +$254K 0.12% 197

Other funds holding RWO

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Beacon Financial Advisory's RWO Position: Q2 2022 in Review

Beacon Financial Advisory sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2022, closing a stake of 5,845 shares — an estimated $316K sold.

Beacon Financial Advisory first reported a position in RWO in Q4 2021 and held it in 2 quarters. The position peaked at $316K in Q1 2022. 237 funds tracked by Wall St. Rank hold RWO as of Q2 2022.

  • Beacon Financial Advisory reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Beacon Financial Advisory sold 5,845 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2022, an estimated $316K.
  • Beacon Financial Advisory first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2021 and held it in 2 quarters.
  • Beacon Financial Advisory's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $316K in Q1 2022.
  • 237 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2022.

Based on Beacon Financial Advisory's 13F filing for Q2 2022, filed 25 Jul 2022.