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Center for Financial Planning’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Center for Financial Planning’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
2020
Q2 		– Sell
-51
Closed -$2K – 545
2020
Q1 		$2K Buy
+51
New +$2.42K ﹤0.01% 506

Other funds holding RWO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 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

Center for Financial Planning's RWO Position: Q2 2020 in Review

Center for Financial Planning sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2020, closing a stake of 51 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in RWO in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 213 funds tracked by Wall St. Rank hold RWO as of Q2 2020.

  • Center for Financial Planning reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2020 after selling out during the quarter.
  • Center for Financial Planning sold 51 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2020, an estimated $2K.
  • Center for Financial Planning first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2020 and held it in 1 quarter.
  • Center for Financial Planning's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $2K in Q1 2020.
  • 213 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2020.

Based on Center for Financial Planning's 13F filing for Q2 2020, filed 6 Aug 2020.