GYL Financial Synergies’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

GYL Financial Synergies’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 Q4	–	Sell	-14,156	Closed	-$541K	–	370
2023 Q3	$541K	Buy	14,156 +4,054	+40%	+$166K	0.05%	230
2023 Q2	$415K	Hold	10,102	–	–	0.04%	255
2023 Q1	$416K	Hold	10,102	–	–	0.05%	212
2022 Q4	$413K	Hold	10,102	–	–	0.09%	145
2022 Q3	$391K	Buy	+10,102	New	+$452K	0.11%	125

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GYL Financial Synergies's RWO Position: Q4 2023 in Review

GYL Financial Synergies sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2023, closing a stake of 14,156 shares — an estimated $541K sold.

GYL Financial Synergies first reported a position in RWO in Q3 2022 and held it in 5 quarters. The position peaked at $541K in Q3 2023. 223 funds tracked by Wall St. Rank hold RWO as of Q4 2023.

GYL Financial Synergies reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2023 after selling out during the quarter.
GYL Financial Synergies sold 14,156 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2023, an estimated $541K.
GYL Financial Synergies first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2022 and held it in 5 quarters.
GYL Financial Synergies's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $541K in Q3 2023.
223 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2023.

Based on GYL Financial Synergies's 13F filing for Q4 2023, filed 9 Feb 2024.