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

Claraphi Advisory Network’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	-6,343	Closed	-$228K	–	1004
2020 Q1	$228K	Sell	6,343 -931	-13%	-$44.2K	0.11%	169
2019 Q4	$375K	Sell	7,274 -1,095	-13%	-$57K	0.23%	105
2019 Q3	$434K	Sell	8,369 -322	-4%	-$16.4K	0.26%	85
2019 Q2	$434K	Sell	8,691 -83	-0.9%	-$4.15K	0.25%	98
2019 Q1	$439K	Sell	8,774 -253	-3%	-$12.2K	0.28%	90
2018 Q4	$400K	Sell	9,027 -75	-0.8%	-$3.47K	0.31%	90
2018 Q3	$433K	Sell	9,102 -287	-3%	-$13.9K	0.24%	100
2018 Q2	$452K	Sell	9,389 -780	-8%	-$36.8K	0.29%	91
2018 Q1	$471K	Buy	10,169 +102	+1%	+$4.75K	0.33%	84
2017 Q4	$492K	Buy	+10,067	New	+$486K	0.38%	79

Other funds holding RWO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Claraphi Advisory Network's RWO Position: Q2 2020 in Review

Claraphi Advisory Network sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2020, closing a stake of 6,343 shares — an estimated $228K sold.

Claraphi Advisory Network first reported a position in RWO in Q4 2017 and held it in 10 quarters. The position peaked at $492K in Q4 2017. 213 funds tracked by Wall St. Rank hold RWO as of Q2 2020.

Claraphi Advisory Network reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 6,343 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2020, an estimated $228K.
Claraphi Advisory Network first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2017 and held it in 10 quarters.
Claraphi Advisory Network's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $492K in Q4 2017.
213 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.