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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
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

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Heck Capital Advisors's RWO Position: Q3 2017 in Review

Heck Capital Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2017, closing a stake of 535 shares — an estimated $25.5K sold.

Heck Capital Advisors first reported a position in RWO in Q4 2016 and held it in 3 quarters. The position peaked at $25.5K in Q2 2017. 199 funds tracked by Wall St. Rank hold RWO as of Q3 2017.

  • Heck Capital Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2017 after selling out during the quarter.
  • Heck Capital Advisors sold 535 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2017, an estimated $25.5K.
  • Heck Capital Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2016 and held it in 3 quarters.
  • Heck Capital Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $25.5K in Q2 2017.
  • 199 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2017.

Based on Heck Capital Advisors's 13F filing for Q3 2017, filed 19 May 2025.