Heritage Wealth Management (Arizona)’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$17.9K	Buy	438 +219	+100%	+$8.87K	﹤0.01%	682
2022 Q3	$8K	Sell	219 -467	-68%	-$20.9K	﹤0.01%	693
2022 Q2	$30.3K	Sell	686 -91	-12%	-$4.46K	0.01%	488
2022 Q1	$42K	Buy	+777	New	+$41.1K	0.01%	499
2021 Q3	$36K	Hold	704	–	–	0.01%	493
2021 Q2	$36K	Sell	704 -140	-17%	-$7.1K	0.01%	497
2021 Q1	$40K	Buy	+844	New	+$38.5K	0.02%	411

Other funds holding RWO

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s RWO Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 100% in Q4 2022, buying an estimated $8.87K and bringing the position to 438 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Heritage Wealth Management (Arizona) first reported a position in RWO in Q1 2021 and has held it in 7 quarters since. The position peaked at $42K in Q1 2022. 218 funds tracked by Wall St. Rank hold RWO as of Q4 2022.

Heritage Wealth Management (Arizona) held 438 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $17.9K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 219 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2022, an estimated $8.87K.
State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #682 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s State Street SPDR Dow Jones Global Real Estate ETF position peaked at $42K in Q1 2022.
218 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.