HFG Wealth Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

HFG Wealth Management’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 Q1	$607K	Buy	+14,740	New	+$626K	0.13%	54

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

HNB

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 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

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

MWM

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

HFG Wealth Management's RWO Position: Q1 2023 in Review

HFG Wealth Management opened a new position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2023: 14,740 shares worth $607K. The stake represents 0.13% of the portfolio and ranks #54 among its holdings.

217 funds tracked by Wall St. Rank hold RWO as of Q1 2023.

HFG Wealth Management held 14,740 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $607K as of Q1 2023.
State Street SPDR Dow Jones Global Real Estate ETF was a new HFG Wealth Management position in Q1 2023.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.13% of HFG Wealth Management's portfolio in Q1 2023, its #54 holding.
217 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2023.

Based on HFG Wealth Management's 13F filing for Q1 2023, filed 28 Jun 2024.