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

Castle 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
2022
Q4 		– Sell
-219
Closed -$8K – 515
2022
Q3 		$8K Hold
219
– – ﹤0.01% 454
2022
Q2 		$10K Buy
+219
New +$10.7K 0.01% 406

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
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Castle Wealth Management's RWO Position: Q4 2022 in Review

Castle Wealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2022, closing a stake of 219 shares — an estimated $8K sold.

Castle Wealth Management first reported a position in RWO in Q2 2022 and held it in 2 quarters. The position peaked at $10K in Q2 2022. 218 funds tracked by Wall St. Rank hold RWO as of Q4 2022.

  • Castle Wealth Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 219 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2022, an estimated $8K.
  • Castle Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $10K in Q2 2022.
  • 218 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.