Independence Bank of Kentucky’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Independence Bank of Kentucky’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	-40	Closed	-$2K	–	451
2022 Q3	$2K	Hold	40	–	–	﹤0.01%	403
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	408
2022 Q1	$2K	Hold	40	–	–	﹤0.01%	401
2021 Q4	$2K	Hold	40	–	–	﹤0.01%	390
2021 Q3	$2K	Hold	40	–	–	﹤0.01%	387
2021 Q2	$2K	Hold	40	–	–	﹤0.01%	377
2021 Q1	$2K	Hold	40	–	–	﹤0.01%	375
2020 Q4	$2K	Hold	40	–	–	﹤0.01%	365
2020 Q3	$2K	Hold	40	–	–	﹤0.01%	358
2020 Q2	$2K	Sell	40 -2,340	-98%	-$89.4K	﹤0.01%	328
2020 Q1	$86K	Hold	2,380	–	–	0.07%	161
2019 Q4	$123K	Hold	2,380	–	–	0.08%	152
2019 Q3	$123K	Buy	2,380 +2,320	+3,867%	+$118K	0.09%	144
2019 Q2	$3K	Hold	60	–	–	﹤0.01%	297
2019 Q1	$3K	Buy	+60	New	+$2.89K	﹤0.01%	302

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 $609B AUM 40.19% 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 $9.37B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Independence Bank of Kentucky's RWO Position: Q4 2022 in Review

Independence Bank of Kentucky sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2022, closing a stake of 40 shares — an estimated $2K sold.

Independence Bank of Kentucky first reported a position in RWO in Q1 2019 and held it in 15 quarters. The position peaked at $123K in Q4 2019. 218 funds tracked by Wall St. Rank hold RWO as of Q4 2022.

Independence Bank of Kentucky reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Independence Bank of Kentucky sold 40 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2022, an estimated $2K.
Independence Bank of Kentucky first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2019 and held it in 15 quarters.
Independence Bank of Kentucky's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $123K in Q4 2019.
218 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2022.

Based on Independence Bank of Kentucky's 13F filing for Q4 2022, filed 9 Jan 2023.