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

Buckingham Strategic Wealth’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
Q2 		$2.37M Sell
57,036
-3,361
-6% -$139K 0.02% 217
2024
Q1 		$2.59M Sell
60,397
-1,225
-2% -$51.7K 0.03% 212
2023
Q4 		$2.69M Sell
61,622
-18,151
-23% -$717K 0.03% 198
2023
Q3 		$3.05M Buy
79,773
+1,369
+2% +$56.1K 0.04% 173
2023
Q2 		$3.22M Sell
78,404
-8,986
-10% -$368K 0.05% 169
2023
Q1 		$3.57M Hold
87,390
– – 0.07% 137
2022
Q4 		$3.57M Buy
87,390
+61,157
+233% +$2.48M 0.07% 137
2022
Q3 		$1.01M Buy
26,233
+10,667
+69% +$478K 0.02% 257
2022
Q2 		$687K Buy
15,566
+6,106
+65% +$299K 0.01% 311
2022
Q1 		$511K Buy
9,460
+1,117
+13% +$59.1K 0.01% 363
2021
Q4 		$472K Sell
8,343
-7,648
-48% -$416K 0.01% 380
2021
Q3 		$817K Buy
15,991
+700
+5% +$37.3K 0.02% 277
2021
Q2 		$787K Buy
15,291
+8,695
+132% +$441K 0.02% 275
2021
Q1 		$311K Sell
6,596
-293
-4% -$13.4K 0.02% 430
2020
Q4 		$306K Buy
6,889
+133
+2% +$5.61K 0.02% 412
2020
Q3 		$267K Sell
6,756
-2,079
-24% -$83.1K 0.02% 402
2020
Q2 		$345K Sell
8,835
-41
-0.5% -$1.57K 0.03% 284
2020
Q1 		$320K Buy
8,876
+368
+4% +$17.5K 0.03% 331
2019
Q4 		$438K Sell
8,508
-453
-5% -$23.6K 0.04% 275
2019
Q3 		$465K Hold
8,961
– – 0.05% 240
2019
Q2 		$447K Sell
8,961
-448
-5% -$22.4K 0.05% 262
2019
Q1 		$471K Sell
9,409
-1,217
-11% -$58.7K 0.06% 234
2018
Q4 		$470K Sell
10,626
-1,777
-14% -$82.3K 0.07% 192
2018
Q3 		$590K Sell
12,403
-490
-4% -$23.7K 0.09% 170
2018
Q2 		$620K Sell
12,893
-1,251
-9% -$59K 0.1% 159
2018
Q1 		$654K Sell
14,144
-985
-7% -$45.9K 0.13% 142
2017
Q4 		$740K Sell
15,129
-287
-2% -$13.9K 0.15% 128
2017
Q3 		$736K Sell
15,416
-421
-3% -$20.2K 0.18% 122
2017
Q2 		$755K Sell
15,837
-406
-2% -$19.5K 0.18% 117
2017
Q1 		$765K Sell
16,243
-392
-2% -$18.5K 0.22% 92
2016
Q4 		$780K Sell
16,635
-1,306
-7% -$60.7K 0.25% 82
2016
Q3 		$894K Sell
17,941
-718
-4% -$36.5K 0.3% 68
2016
Q2 		$940K Sell
18,659
-3,208
-15% -$157K 0.32% 61
2016
Q1 		$1.07M Buy
+21,867
New +$996K 0.35% 58

Other funds holding RWO

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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 22.96% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Buckingham Strategic Wealth's RWO Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 5.6% in Q2 2024, selling an estimated $139K and leaving 57,036 shares worth $2.37M. The position accounts for 0.02% of the portfolio, ranked #217.

Buckingham Strategic Wealth first reported a position in RWO in Q1 2016 and has held it in 34 quarters since. The position peaked at $3.57M in Q1 2023. 213 funds tracked by Wall St. Rank hold RWO as of Q2 2024.

  • Buckingham Strategic Wealth held 57,036 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $2.37M as of Q2 2024.
  • Buckingham Strategic Wealth sold 3,361 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2024, an estimated $139K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #217 holding.
  • Buckingham Strategic Wealth first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2016 and has held it in 34 quarters since.
  • Buckingham Strategic Wealth's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $3.57M in Q1 2023.
  • 213 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.