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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
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
HSBC Holdings
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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gradient Capital Advisors's RWO Position: Q4 2022 in Review

Gradient Capital Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2022, closing a stake of 6,305 shares — an estimated $244K sold.

Gradient Capital Advisors first reported a position in RWO in Q4 2017 and held it in 20 quarters. The position peaked at $1.38M in Q2 2019. 218 funds tracked by Wall St. Rank hold RWO as of Q4 2022.

  • Gradient Capital Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • Gradient Capital Advisors sold 6,305 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2022, an estimated $244K.
  • Gradient Capital Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2017 and held it in 20 quarters.
  • Gradient Capital Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.38M in Q2 2019.
  • 218 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2022.

Based on Gradient Capital Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.