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Great Waters Wealth Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Great Waters Wealth Management’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
2023
Q3 		– Sell
-160,001
Closed -$6.57M – 95
2023
Q2 		$6.57M Buy
160,001
+23,355
+17% +$956K 1.31% 14
2023
Q1 		$5.63M Buy
136,646
+20,807
+18% +$884K 1.19% 14
2022
Q4 		$5.09M Buy
+115,839
New +$4.69M 1.09% 14

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
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Great Waters Wealth Management's RWO Position: Q3 2023 in Review

Great Waters Wealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2023, closing a stake of 160,001 shares — an estimated $6.57M sold.

Great Waters Wealth Management first reported a position in RWO in Q4 2022 and held it in 3 quarters. The position peaked at $6.57M in Q2 2023. 211 funds tracked by Wall St. Rank hold RWO as of Q3 2023.

  • Great Waters Wealth Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Great Waters Wealth Management sold 160,001 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2023, an estimated $6.57M.
  • Great Waters Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2022 and held it in 3 quarters.
  • Great Waters Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $6.57M in Q2 2023.
  • 211 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2023.

Based on Great Waters Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.