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Householder Group Estate & Retirement Specialist’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-65
Closed -$3K – 1069
2024
Q3 		$3K Hold
65
– – ﹤0.01% 1005
2024
Q2 		$2K Hold
65
– – ﹤0.01% 1082
2024
Q1 		$2.78K Hold
65
– – ﹤0.01% 1006
2023
Q4 		$2K Hold
65
– – ﹤0.01% 1015
2023
Q3 		$2.48K Buy
+65
New +$2.67K ﹤0.01% 1041
2023
Q1 		$3K Buy
+65
New +$2.76K ﹤0.01% 1047
2022
Q4 		– Sell
-65
Closed -$2K – 955
2022
Q3 		$2K Buy
+65
New +$2.91K ﹤0.01% 976

Other funds holding RWO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's RWO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2024, closing a stake of 65 shares — an estimated $3K sold.

Householder Group Estate & Retirement Specialist first reported a position in RWO in Q3 2022 and held it in 7 quarters. The position peaked at $3K in Q3 2024. 210 funds tracked by Wall St. Rank hold RWO as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 65 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2024, an estimated $3K.
  • Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $3K in Q3 2024.
  • 210 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.