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

Heck Capital 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
2025
Q1 		– Sell
-1,283
Closed -$55K – 685
2024
Q4 		$55K Buy
+1,283
New +$58.3K ﹤0.01% 348
2017
Q3 		– Sell
-535
Closed -$25.5K – 87
2017
Q2 		$25.5K Buy
535
+5
+0.9% +$240 0.01% 78
2017
Q1 		$25K Buy
530
+3
+0.6% +$142 0.02% 72
2016
Q4 		$24.7K Buy
+527
New +$24.5K 0.02% 63

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Heck Capital Advisors's RWO Position: Q1 2025 in Review

Heck Capital Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2025, closing a stake of 1,283 shares — an estimated $55K sold.

Heck Capital Advisors first reported a position in RWO in Q4 2016 and held it in 4 quarters. The position peaked at $55K in Q4 2024. 209 funds tracked by Wall St. Rank hold RWO as of Q1 2025.

  • Heck Capital Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 1,283 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2025, an estimated $55K.
  • Heck Capital Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2016 and held it in 4 quarters.
  • Heck Capital Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $55K in Q4 2024.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.