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

HC Financial 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 Q2	$27K	Hold	615	–	–	0.02%	167
2022 Q1	$33K	Hold	615	–	–	0.02%	160
2021 Q4	$35K	Hold	615	–	–	0.02%	165
2021 Q3	$31K	Hold	615	–	–	0.02%	161
2021 Q2	$32K	Sell	615 -137	-18%	-$6.95K	0.02%	161
2021 Q1	$36K	Buy	752 +137	+22%	+$6.25K	0.02%	155
2020 Q4	$27K	Hold	615	–	–	0.02%	177
2020 Q3	$24K	Hold	615	–	–	0.02%	170
2020 Q2	$24K	Hold	615	–	–	0.02%	165
2020 Q1	$22K	Buy	+615	New	+$29.2K	0.02%	170

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

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

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

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

HC Financial Advisors's RWO Position: Q2 2022 in Review

HC Financial Advisors held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q2 2022 at 615 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #167.

HC Financial Advisors first reported a position in RWO in Q1 2020 and has held it in 10 quarters since. The position peaked at $36K in Q1 2021. 237 funds tracked by Wall St. Rank hold RWO as of Q2 2022.

HC Financial Advisors held 615 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $27K as of Q2 2022.
HC Financial Advisors left its State Street SPDR Dow Jones Global Real Estate ETF share count unchanged in Q2 2022.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.02% of HC Financial Advisors's portfolio in Q2 2022, its #167 holding.
HC Financial Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $36K in Q1 2021.
237 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.