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

Consultiva 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
2023 Q3	$32K	Buy	838 +5	+0.6%	+$205	0.82%	16
2023 Q2	$34.2K	Buy	833 +6	+0.7%	+$245	0.86%	16
2023 Q1	$34.1K	Buy	827 +4	+0.5%	+$170	0.87%	16
2022 Q4	$33.7K	Buy	823 +6	+0.7%	+$243	0.88%	17
2022 Q3	$32K	Buy	817 +6	+0.7%	+$269	0.9%	17
2022 Q2	$36K	Buy	811 +5	+0.6%	+$245	1.01%	17
2022 Q1	$44K	Buy	806 +3	+0.4%	+$159	1.06%	16
2021 Q4	$45K	Buy	803 +6	+0.8%	+$326	1.03%	17
2021 Q3	$41K	Buy	+797	New	+$42.5K	0.94%	17
2021 Q1	$37K	Buy	789 +2	+0.3%	+$91	0.8%	24
2020 Q4	$35K	Buy	+787	New	+$33.2K	0.82%	25
2019 Q2	$41K	Buy	+793	New	+$39.6K	0.83%	23

Other funds holding RWO

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Consultiva Wealth Management's RWO Position: Q3 2023 in Review

Consultiva Wealth Management increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 0.6% in Q3 2023, buying an estimated $205 and bringing the position to 838 shares worth $32K. The position accounts for 0.82% of the portfolio, ranked #16.

Consultiva Wealth Management first reported a position in RWO in Q2 2019 and has held it in 12 quarters since. The position peaked at $45K in Q4 2021. 212 funds tracked by Wall St. Rank hold RWO as of Q3 2023.

Consultiva Wealth Management held 838 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $32K as of Q3 2023.
Consultiva Wealth Management bought 5 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2023, an estimated $205.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.82% of Consultiva Wealth Management's portfolio in Q3 2023, its #16 holding.
Consultiva Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2019 and has held it in 12 quarters since.
Consultiva Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $45K in Q4 2021.
212 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2023.

Based on Consultiva Wealth Management's 13F filing for Q3 2023, filed 15 Nov 2023.