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Koesten Hirschmann & Crabtree’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Koesten Hirschmann & Crabtree’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
Q1 		– Sell
-530
Closed -$23.2K – 227
2023
Q4 		$23.2K Buy
+530
New +$20.9K 0.02% 100

Other funds holding RWO

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Koesten Hirschmann & Crabtree's RWO Position: Q1 2024 in Review

Koesten Hirschmann & Crabtree sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2024, closing a stake of 530 shares — an estimated $23.2K sold.

Koesten Hirschmann & Crabtree first reported a position in RWO in Q4 2023 and held it in 1 quarter. The position peaked at $23.2K in Q4 2023. 218 funds tracked by Wall St. Rank hold RWO as of Q1 2024.

  • Koesten Hirschmann & Crabtree reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 530 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2024, an estimated $23.2K.
  • Koesten Hirschmann & Crabtree first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $23.2K in Q4 2023.
  • 218 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2024.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q1 2024, filed 22 May 2024.