EA
RWO icon

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

Edge 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
2018
Q2 		$1.07M Hold
22,220
– – 0.1% 158
2018
Q1 		$1.03M Hold
22,220
– – 0.1% 162
2017
Q4 		$1.09M Hold
22,220
– – 0.11% 157
2017
Q3 		$1.06M Buy
22,220
+270
+1% +$13K 0.12% 147
2017
Q2 		$1.05M Buy
21,950
+2,200
+11% +$105K 0.12% 153
2017
Q1 		$929K Hold
19,750
– – 0.11% 159
2016
Q4 		$925K Buy
+19,750
New +$917K 0.12% 153

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Edge Advisors's RWO Position: Q2 2018 in Review

Edge Advisors held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q2 2018 at 22,220 shares worth $1.07M. The position accounts for 0.1% of the portfolio, ranked #158.

Edge Advisors first reported a position in RWO in Q4 2016 and has held it in 7 quarters since. The position peaked at $1.09M in Q4 2017. 234 funds tracked by Wall St. Rank hold RWO as of Q2 2018.

  • Edge Advisors held 22,220 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $1.07M as of Q2 2018.
  • Edge Advisors left its State Street SPDR Dow Jones Global Real Estate ETF share count unchanged in Q2 2018.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.1% of Edge Advisors's portfolio in Q2 2018, its #158 holding.
  • Edge Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.09M in Q4 2017.
  • 234 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.