Focus Financial Network’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Focus Financial Network’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 Q2	–	Sell	-5,624	Closed	-$304K	–	517
2022 Q1	$304K	Buy	+5,624	New	+$298K	0.02%	400
2020 Q4	–	Sell	-5,579	Closed	-$220K	–	466
2020 Q3	$220K	Sell	5,579 -1,716	-24%	-$68.6K	0.02%	403
2020 Q2	$285K	Sell	7,295 -2,504	-26%	-$95.7K	0.03%	307
2020 Q1	$353K	Sell	9,799 -5,327	-35%	-$253K	0.05%	257
2019 Q4	$779K	Sell	15,126 -171	-1%	-$8.9K	0.1%	186
2019 Q3	$793K	Sell	15,297 -1,084	-7%	-$55K	0.11%	163
2019 Q2	$817K	Sell	16,381 -168	-1%	-$8.39K	0.12%	154
2019 Q1	$828K	Buy	+16,549	New	+$798K	0.13%	146

Other funds holding RWO

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Focus Financial Network's RWO Position: Q2 2022 in Review

Focus Financial Network sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2022, closing a stake of 5,624 shares — an estimated $304K sold.

Focus Financial Network first reported a position in RWO in Q1 2019 and held it in 8 quarters. The position peaked at $828K in Q1 2019. 237 funds tracked by Wall St. Rank hold RWO as of Q2 2022.

Focus Financial Network reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Focus Financial Network sold 5,624 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2022, an estimated $304K.
Focus Financial Network first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2019 and held it in 8 quarters.
Focus Financial Network's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $828K in Q1 2019.
237 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2022.

Based on Focus Financial Network's 13F filing for Q2 2022, filed 24 Jul 2024.