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IronBridge Private Wealth’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

IronBridge Private Wealth’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
-106,894
Closed -$6.04M – 243
2021
Q4 		$6.04M Buy
+106,894
New +$5.81M 3.14% 11

Other funds holding RWO

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

IronBridge Private Wealth's RWO Position: Q1 2022 in Review

IronBridge Private Wealth sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2022, closing a stake of 106,894 shares — an estimated $6.04M sold.

IronBridge Private Wealth first reported a position in RWO in Q4 2021 and held it in 1 quarter. The position peaked at $6.04M in Q4 2021. 242 funds tracked by Wall St. Rank hold RWO as of Q1 2022.

  • IronBridge Private Wealth reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 106,894 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2022, an estimated $6.04M.
  • IronBridge Private Wealth first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2021 and held it in 1 quarter.
  • IronBridge Private Wealth's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $6.04M in Q4 2021.
  • 242 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.