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

Curi 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
Q3 		– Sell
-79
Closed -$3K – 595
2022
Q2 		$3K Hold
79
– – ﹤0.01% 499
2022
Q1 		$4K Buy
+79
New +$4.18K ﹤0.01% 430

Other funds holding RWO

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Curi Wealth Management's RWO Position: Q3 2022 in Review

Curi Wealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2022, closing a stake of 79 shares — an estimated $3K sold.

Curi Wealth Management first reported a position in RWO in Q1 2022 and held it in 2 quarters. The position peaked at $4K in Q1 2022. 218 funds tracked by Wall St. Rank hold RWO as of Q3 2022.

  • Curi Wealth Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 79 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2022, an estimated $3K.
  • Curi Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2022 and held it in 2 quarters.
  • Curi Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $4K in Q1 2022.
  • 218 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.