Edmonds Duncan Registered Investment Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Edmonds Duncan Registered Investment 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
2024 Q3	$450K	Hold	9,476	–	–	0.1%	80
2024 Q2	$394K	Hold	9,476	–	–	0.1%	82
2024 Q1	$406K	Buy	9,476 +413	+5%	+$17.4K	0.1%	85
2023 Q4	$396K	Hold	9,063	–	–	0.1%	83
2023 Q3	$346K	Hold	9,063	–	–	0.1%	93
2023 Q2	$372K	Sell	9,063 -66	-0.7%	-$2.7K	0.11%	83
2023 Q1	$376K	Buy	9,129 +20	+0.2%	+$850	0.12%	83
2022 Q4	$373K	Buy	+9,109	New	+$369K	0.12%	86

Other funds holding RWO

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HNB

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Edmonds Duncan Registered Investment Advisors's RWO Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q3 2024 at 9,476 shares worth $450K. The position accounts for 0.1% of the portfolio, ranked #80.

Edmonds Duncan Registered Investment Advisors first reported a position in RWO in Q4 2022 and has held it in 8 quarters since. 210 funds tracked by Wall St. Rank hold RWO as of Q3 2024.

Edmonds Duncan Registered Investment Advisors held 9,476 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $450K as of Q3 2024.
Edmonds Duncan Registered Investment Advisors left its State Street SPDR Dow Jones Global Real Estate ETF share count unchanged in Q3 2024.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.1% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #80 holding.
Edmonds Duncan Registered Investment Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2022 and has held it in 8 quarters since.
210 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.