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Gradient Investments’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Gradient Investments’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 		– Sell
-586
Closed -$24.3K – 1068
2024
Q2 		$24.3K Sell
586
-1
-0.2% -$41 ﹤0.01% 604
2024
Q1 		$25.1K Hold
587
– – ﹤0.01% 506
2023
Q4 		$25.6K Hold
587
– – ﹤0.01% 663
2023
Q3 		$22.4K Hold
587
– – ﹤0.01% 658
2023
Q2 		$24.1K Buy
587
+586
+58,600% +$24K ﹤0.01% 656
2023
Q1 		$24 Hold
1
– – ﹤0.01% 1488
2022
Q4 		$24 Hold
1
– – ﹤0.01% 1474
2022
Q3 		$0 Hold
1
– – ﹤0.01% 1513
2022
Q2 		$0 Sell
1
-73
-99% -$3.58K ﹤0.01% 1354
2022
Q1 		$4K Buy
74
+73
+7,300% +$3.86K ﹤0.01% 935
2021
Q4 		$0 Sell
1
-79
-99% -$4.3K ﹤0.01% 1311
2021
Q3 		$4K Buy
80
+79
+7,900% +$4.21K ﹤0.01% 919
2021
Q2 		$0 Sell
1
-157
-99% -$7.96K ﹤0.01% 1244
2021
Q1 		$7K Sell
158
-66
-29% -$3.01K ﹤0.01% 834
2020
Q4 		$9K Hold
224
– – ﹤0.01% 725
2020
Q3 		$9K Buy
224
+14
+7% +$560 ﹤0.01% 729
2020
Q2 		$8K Hold
210
– – ﹤0.01% 684
2020
Q1 		$8K Hold
210
– – ﹤0.01% 704
2019
Q4 		$11K Sell
210
-159
-43% -$8.27K ﹤0.01% 678
2019
Q3 		$19K Hold
369
– – ﹤0.01% 537
2019
Q2 		$18K Sell
369
-67
-15% -$3.35K ﹤0.01% 529
2019
Q1 		$22K Sell
436
-14,072
-97% -$679K ﹤0.01% 434
2018
Q4 		$642K Sell
14,508
-61,799
-81% -$2.86M 0.04% 165
2018
Q3 		$3.63M Sell
76,307
-5,591
-7% -$271K 0.19% 91
2018
Q2 		$3.94M Sell
81,898
-7,411
-8% -$349K 0.21% 89
2018
Q1 		$4.13M Sell
89,309
-150,401
-63% -$7.01M 0.22% 90
2017
Q4 		$11.7M Buy
239,710
+15,879
+7% +$766K 0.68% 18
2017
Q3 		$10.7M Buy
223,831
+19,925
+10% +$956K 0.68% 19
2017
Q2 		$9.72M Buy
203,906
+10,566
+5% +$507K 0.68% 21
2017
Q1 		$9.1M Buy
193,340
+8,913
+5% +$420K 0.7% 21
2016
Q4 		$8.64M Buy
184,427
+5,111
+3% +$237K 0.76% 21
2016
Q3 		$8.93M Sell
179,316
-68,373
-28% -$3.48M 0.88% 21
2016
Q2 		$12.5M Buy
247,689
+4,271
+2% +$209K 1.35% 15
2016
Q1 		$11.9M Sell
243,418
-40,282
-14% -$1.84M 1.47% 15
2015
Q4 		$13.3M Sell
283,700
-150,061
-35% -$7.05M 1.77% 11
2015
Q3 		$19.6M Buy
433,761
+164,207
+61% +$7.58M 2.78% 8
2015
Q2 		$12.4M Buy
269,554
+24,109
+10% +$1.17M 1.69% 13
2015
Q1 		$12.2M Buy
245,445
+59,771
+32% +$2.99M 1.82% 12
2014
Q4 		$8.86M Buy
185,674
+18,033
+11% +$844K 1.46% 16
2014
Q3 		$7.43M Buy
167,641
+21,227
+14% +$991K 1.34% 17
2014
Q2 		$6.83M Buy
146,414
+21,748
+17% +$993K 1.34% 18
2014
Q1 		$5.45M Buy
124,666
+27,998
+29% +$1.19M 1.26% 18
2013
Q4 		$4.01M Buy
96,668
+23,574
+32% +$1M 1.07% 23
2013
Q3 		$3.09M Buy
73,094
+23,703
+48% +$1M 0.97% 23
2013
Q2 		$2.08M Buy
+49,391
New +$2.23M 0.78% 25

Other funds holding RWO

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gradient Investments's RWO Position: Q3 2024 in Review

Gradient Investments sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2024, closing a stake of 586 shares — an estimated $24.3K sold.

Gradient Investments first reported a position in RWO in Q2 2013 and held it in 45 quarters. The position peaked at $19.6M in Q3 2015. 210 funds tracked by Wall St. Rank hold RWO as of Q3 2024.

  • Gradient Investments reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 586 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2024, an estimated $24.3K.
  • Gradient Investments first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2013 and held it in 45 quarters.
  • Gradient Investments's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $19.6M in Q3 2015.
  • 210 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.