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Houlihan Financial Resource Group’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Houlihan Financial Resource Group’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
Q3 		– Sell
-7,089
Closed -$290K – 149
2023
Q2 		$290K Buy
+7,089
New +$290K 0.01% 117

Other funds holding RWO

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Houlihan Financial Resource Group's RWO Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2023, closing a stake of 7,089 shares — an estimated $290K sold.

Houlihan Financial Resource Group first reported a position in RWO in Q2 2023 and held it in 1 quarter. The position peaked at $290K in Q2 2023. 212 funds tracked by Wall St. Rank hold RWO as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 7,089 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2023, an estimated $290K.
  • Houlihan Financial Resource Group first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2023 and held it in 1 quarter.
  • Houlihan Financial Resource Group's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $290K in Q2 2023.
  • 212 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.