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GCA
Gradient Capital Advisors’s
State Street SPDR Dow Jones Global Real Estate ETF
RWO
Stock Holding History
Gradient Capital Advisors’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
2022
Q4
–
Sell
-6,305
Closed
-$244K
–
137
2022
Q3
$244K
Sell
6,305
-4,334
-41%
-$194K
0.12%
115
2022
Q2
$470K
Sell
10,639
-10,201
-49%
-$500K
0.23%
81
2022
Q1
$1.13M
Sell
20,840
-3,369
-14%
-$178K
0.48%
50
2021
Q4
$1.37M
Sell
24,209
-793
-3%
-$43.1K
0.57%
41
2021
Q3
$1.28M
Buy
25,002
+98
+0.4%
+$5.23K
0.59%
40
2021
Q2
$1.28M
Buy
24,904
+430
+2%
+$21.8K
0.6%
37
2021
Q1
$1.16M
Sell
24,474
-188
-0.8%
-$8.58K
0.61%
35
2020
Q4
$1.1M
Buy
24,662
+898
+4%
+$37.9K
0.62%
38
2020
Q3
$939K
Sell
23,764
-89
-0.4%
-$3.56K
0.59%
41
2020
Q2
$931K
Sell
23,853
-880
-4%
-$33.6K
0.63%
40
2020
Q1
$890K
Sell
24,733
-855
-3%
-$40.6K
0.72%
37
2019
Q4
$1.32M
Sell
25,588
-635
-2%
-$33K
0.92%
30
2019
Q3
$1.36M
Sell
26,223
-1,338
-5%
-$67.9K
1.02%
27
2019
Q2
$1.38M
Buy
27,561
+582
+2%
+$29.1K
1.06%
25
2019
Q1
$1.35M
Buy
26,979
+2,285
+9%
+$110K
1.08%
26
2018
Q4
$1.09M
Buy
24,694
+1,866
+8%
+$86.4K
0.94%
27
2018
Q3
$1.09M
Buy
22,828
+400
+2%
+$19.4K
0.92%
26
2018
Q2
$1.08M
Buy
22,428
+415
+2%
+$19.6K
1%
24
2018
Q1
$1.02M
Sell
22,013
-409
-2%
-$19.1K
1.02%
24
2017
Q4
$1.1M
Buy
+22,422
New
+$1.08M
1.12%
22
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
HSBC Holdings
London, United Kingdom
$192B AUM
27.2%
1-Year Est. Return
HNB
Huntington National Bank
Columbus, Ohio
$18.1B AUM
24.69%
1-Year Est. Return
Mariner
Overland Park, Kansas
$85.7B AUM
24.21%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
MWM
Modera Wealth Management
Westwood, New Jersey
$8.34B AUM
19.68%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
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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