Intelligence Driven Advisers’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Intelligence Driven Advisers’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 Q1	–	Sell	-4,691	Closed	-$246K	–	97
2021 Q4	$246K	Sell	4,691 -549	-10%	-$29.9K	0.05%	80
2021 Q3	$269K	Buy	5,240 +1,214	+30%	+$64.8K	0.06%	68
2021 Q2	$207K	Sell	4,026 -13,155	-77%	-$667K	0.04%	88
2021 Q1	$811K	Sell	17,181 -221	-1%	-$10.1K	0.18%	42
2020 Q4	$774K	Sell	17,402 -1,589	-8%	-$67.1K	0.17%	48
2020 Q3	$750K	Sell	18,991 -114,970	-86%	-$4.6M	0.18%	41
2020 Q2	$5.23M	Buy	133,961 +25,421	+23%	+$971K	1.85%	15
2020 Q1	$3.91M	Buy	108,540 +28,236	+35%	+$1.34M	1.81%	15
2019 Q4	$4.14M	Buy	80,304 +14,846	+23%	+$773K	1.88%	15
2019 Q3	$3.4M	Sell	65,458 -6,116	-9%	-$311K	1.61%	16
2019 Q2	$3.57M	Buy	71,574 +3,283	+5%	+$164K	1.7%	18
2019 Q1	$3.42M	Buy	68,291 +945	+1%	+$45.6K	1.87%	13
2018 Q4	$2.98M	Buy	+67,346	New	+$3.12M	1.89%	14

Other funds holding RWO

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HNB

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

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Intelligence Driven Advisers's RWO Position: Q1 2022 in Review

Intelligence Driven Advisers sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2022, closing a stake of 4,691 shares — an estimated $246K sold.

Intelligence Driven Advisers first reported a position in RWO in Q4 2018 and held it in 13 quarters. The position peaked at $5.23M in Q2 2020. 242 funds tracked by Wall St. Rank hold RWO as of Q1 2022.

Intelligence Driven Advisers reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2022 after selling out during the quarter.
Intelligence Driven Advisers sold 4,691 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2022, an estimated $246K.
Intelligence Driven Advisers first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2018 and held it in 13 quarters.
Intelligence Driven Advisers's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $5.23M in Q2 2020.
242 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2022.

Based on Intelligence Driven Advisers's 13F filing for Q1 2022, filed 25 Apr 2022.