Koshinski Asset Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Koshinski Asset Management’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 Q2	–	Sell	-1,831	Closed	-$98.9K	–	1713
2022 Q1	$98.9K	Sell	1,831 -157	-8%	-$8.31K	0.01%	831
2021 Q4	$112K	Buy	1,988 +5	+0.3%	+$272	0.01%	809
2021 Q3	$101K	Buy	+1,983	New	+$106K	0.01%	841
2020 Q3	–	Sell	-6,254	Closed	-$244K	–	550
2020 Q2	$244K	Sell	6,254 -247	-4%	-$9.44K	0.04%	426
2020 Q1	$234K	Sell	6,501 -932	-13%	-$44.3K	0.05%	397
2019 Q4	$381K	Buy	+7,433	New	+$387K	0.07%	361
2019 Q3	–	Sell	-4,214	Closed	-$210K	–	248
2019 Q2	$210K	Sell	4,214 -1,738	-29%	-$86.8K	0.09%	250
2019 Q1	$298K	Buy	+5,952	New	+$287K	0.08%	290
2018 Q4	–	Sell	-10,452	Closed	-$497K	–	492
2018 Q3	$497K	Buy	10,452 +4,488	+75%	+$217K	0.07%	329
2018 Q2	$287K	Buy	5,964 +259	+5%	+$12.2K	0.09%	292
2018 Q1	$264K	Buy	5,705 +148	+3%	+$6.9K	0.08%	304
2017 Q4	$272K	Buy	5,557 +51	+0.9%	+$2.46K	0.07%	359
2017 Q3	$263K	Sell	5,506 -184	-3%	-$8.83K	0.09%	315
2017 Q2	$271K	Buy	5,690 +1,114	+24%	+$53.4K	0.1%	292
2017 Q1	$215K	Buy	+4,576	New	+$216K	0.08%	301

Other funds holding RWO

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

HNB

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Koshinski Asset Management's RWO Position: Q2 2022 in Review

Koshinski Asset Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2022, closing a stake of 1,831 shares — an estimated $98.9K sold.

Koshinski Asset Management first reported a position in RWO in Q1 2017 and held it in 15 quarters. The position peaked at $497K in Q3 2018. 237 funds tracked by Wall St. Rank hold RWO as of Q2 2022.

Koshinski Asset Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Koshinski Asset Management sold 1,831 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2022, an estimated $98.9K.
Koshinski Asset Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2017 and held it in 15 quarters.
Koshinski Asset Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $497K in Q3 2018.
237 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.