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

Cedar 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	-1,632	Closed	-$63K	–	327
2022 Q3	$63K	Buy	1,632 +1,203	+280%	+$53.9K	0.03%	151
2022 Q2	$19K	Sell	429 -673	-61%	-$33K	0.01%	229
2022 Q1	$60K	Sell	1,102 -458	-29%	-$24.2K	0.02%	174
2021 Q4	$88K	Sell	1,560 -1	-0.1%	-$54	0.04%	151
2021 Q3	$80K	Hold	1,561	–	–	0.04%	138
2021 Q2	$80K	Hold	1,561	–	–	0.04%	147
2021 Q1	$74K	Buy	1,561 +1	+0.1%	+$46	0.04%	138
2020 Q4	$69K	Hold	1,560	–	–	0.04%	127
2020 Q3	$62K	Sell	1,560 -414	-21%	-$16.6K	0.04%	120
2020 Q2	$77K	Sell	1,974 -1,996	-50%	-$76.3K	0.05%	112
2020 Q1	$143K	Buy	+3,970	New	+$189K	0.1%	94

Other funds holding RWO

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cedar Wealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2022, closing a stake of 1,632 shares — an estimated $63K sold.

Cedar Wealth Management first reported a position in RWO in Q1 2020 and held it in 11 quarters. The position peaked at $143K in Q1 2020. 218 funds tracked by Wall St. Rank hold RWO as of Q4 2022.

Cedar 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.
Cedar Wealth Management sold 1,632 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2022, an estimated $63K.
Cedar Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2020 and held it in 11 quarters.
Cedar Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $143K in Q1 2020.
218 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2022.

Based on Cedar Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.