Howe & Rusling’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Howe & Rusling’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	–	Sell	-1,933	Closed	-$75K	–	880
2022 Q3	$75K	Buy	+1,933	New	+$86.6K	0.01%	287
2015 Q2	–	Sell	-43	Closed	-$2K	–	1103
2015 Q1	$2K	Hold	43	–	–	﹤0.01%	785
2014 Q4	$2K	Hold	43	–	–	﹤0.01%	784
2014 Q3	$2K	Hold	43	–	–	﹤0.01%	755
2014 Q2	$2K	Sell	43 -17	-28%	-$777	﹤0.01%	716
2014 Q1	$3K	Buy	+60	New	+$2.56K	﹤0.01%	729

Other funds holding RWO

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Howe & Rusling's RWO Position: Q4 2022 in Review

Howe & Rusling sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2022, closing a stake of 1,933 shares — an estimated $75K sold.

Howe & Rusling first reported a position in RWO in Q1 2014 and held it in 6 quarters. The position peaked at $75K in Q3 2022. 218 funds tracked by Wall St. Rank hold RWO as of Q4 2022.

Howe & Rusling reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 1,933 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2022, an estimated $75K.
Howe & Rusling first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2014 and held it in 6 quarters.
Howe & Rusling's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $75K in Q3 2022.
218 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.