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DI
Disciplined Investments’s
State Street SPDR Dow Jones Global Real Estate ETF
RWO
Stock Holding History
Disciplined Investments’s Portfolio
RWO Stock Details
RWO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-105
Closed
-$4.3K
–
1263
2023
Q2
$4.3K
Sell
105
-22
-17%
-$900
﹤0.01%
442
2023
Q1
$5.22K
Hold
127
–
–
﹤0.01%
434
2022
Q4
$5.18K
Hold
127
–
–
﹤0.01%
395
2022
Q3
$5K
Hold
127
–
–
﹤0.01%
441
2022
Q2
$6K
Buy
127
+1
+0.8%
+$49
﹤0.01%
434
2022
Q1
$7K
Sell
126
-23
-15%
-$1.22K
﹤0.01%
417
2021
Q4
$8K
Hold
149
–
–
﹤0.01%
367
2021
Q3
$8K
Buy
149
+105
+239%
+$5.6K
﹤0.01%
318
2021
Q2
$2K
Hold
44
–
–
﹤0.01%
384
2021
Q1
$2K
Hold
44
–
–
﹤0.01%
342
2020
Q4
$2K
Sell
44
-102
-70%
-$4.3K
﹤0.01%
291
2020
Q3
$6K
Buy
146
+1
+0.7%
+$40
﹤0.01%
291
2020
Q2
$6K
Sell
145
-3,544
-96%
-$135K
﹤0.01%
305
2020
Q1
$133K
Buy
3,689
+1
+0%
+$48
0.13%
99
2019
Q4
$190K
Buy
+3,688
New
+$192K
0.16%
87
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
GT
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
QC
Quent Capital
New York
$1.41B AUM
22.9%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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