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

Clarus Wealth Advisors’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
2023
Q2 		– Sell
-8,614
Closed -$354K – 138
2023
Q1 		$354K Buy
8,614
+705
+9% +$29.9K 0.22% 90
2022
Q4 		$329K Buy
7,909
+1,111
+16% +$45K 0.22% 92
2022
Q3 		$254K Sell
6,798
-313
-4% -$14K 0.18% 92
2022
Q2 		$313K Buy
7,111
+490
+7% +$24K 0.22% 78
2022
Q1 		$355K Buy
6,621
+343
+5% +$18.1K 0.22% 74
2021
Q4 		$345K Sell
6,278
-142
-2% -$7.72K 0.2% 75
2021
Q3 		$330K Sell
6,420
-158
-2% -$8.43K 0.2% 78
2021
Q2 		$353K Buy
6,578
+200
+3% +$10.1K 0.22% 75
2021
Q1 		$308K Buy
6,378
+174
+3% +$7.94K 0.19% 97
2020
Q4 		$267K Sell
6,204
-18
-0.3% -$760 0.18% 103
2020
Q3 		$254K Buy
6,222
+316
+5% +$12.6K 0.2% 101
2020
Q2 		$230K Sell
5,906
-1,305
-18% -$49.9K 0.19% 109
2020
Q1 		$237K Buy
7,211
+273
+4% +$13K 0.24% 101
2019
Q4 		$353K Sell
6,938
-765
-10% -$39.8K 0.23% 99
2019
Q3 		$399K Buy
7,703
+562
+8% +$28.5K 0.29% 80
2019
Q2 		$356K Buy
+7,141
New +$357K 0.26% 69

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
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clarus Wealth Advisors's RWO Position: Q2 2023 in Review

Clarus Wealth Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2023, closing a stake of 8,614 shares — an estimated $354K sold.

Clarus Wealth Advisors first reported a position in RWO in Q2 2019 and held it in 16 quarters. The position peaked at $399K in Q3 2019. 214 funds tracked by Wall St. Rank hold RWO as of Q2 2023.

  • Clarus Wealth Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Clarus Wealth Advisors sold 8,614 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2023, an estimated $354K.
  • Clarus Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2019 and held it in 16 quarters.
  • Clarus Wealth Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $399K in Q3 2019.
  • 214 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2023.

Based on Clarus Wealth Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.