Graves Light Lenhart Wealth’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-6	Closed	–	–	505
2022 Q2	$0	Hold	6	–	–	﹤0.01%	683
2022 Q1	$0	Hold	6	–	–	﹤0.01%	738
2021 Q4	$0	Hold	6	–	–	﹤0.01%	775
2021 Q3	$0	Hold	6	–	–	﹤0.01%	766
2021 Q2	$0	Hold	6	–	–	﹤0.01%	745
2021 Q1	$0	Hold	6	–	–	﹤0.01%	739
2020 Q4	$0	Buy	+6	New	+$253	﹤0.01%	714

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

HNB

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Graves Light Lenhart Wealth's RWO Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2022, closing a stake of 6 shares.

Graves Light Lenhart Wealth first reported a position in RWO in Q4 2020 and held it in 7 quarters. The position peaked at $0 in Q2 2022. 218 funds tracked by Wall St. Rank hold RWO as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 6 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2022.
Graves Light Lenhart Wealth first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $0 in Q2 2022.
218 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.