Laurel Wealth Advisors (North Carolina)’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-151	Closed	-$6.6K	–	650
2023 Q4	$6.6K	Hold	151	–	–	﹤0.01%	428
2023 Q3	$5.77K	Hold	151	–	–	﹤0.01%	441
2023 Q2	$6.2K	Hold	151	–	–	﹤0.01%	438
2023 Q1	$6.22K	Hold	151	–	–	﹤0.01%	440
2022 Q4	$6.18K	Hold	151	–	–	﹤0.01%	409
2022 Q3	$6K	Hold	151	–	–	﹤0.01%	413
2022 Q2	$7K	Hold	151	–	–	﹤0.01%	411
2022 Q1	$8K	Hold	151	–	–	﹤0.01%	423
2021 Q4	$9K	Hold	151	–	–	﹤0.01%	424
2021 Q3	$8K	Hold	151	–	–	﹤0.01%	426
2021 Q2	$8K	Hold	151	–	–	﹤0.01%	485
2021 Q1	$7K	Buy	+151	New	+$6.89K	﹤0.01%	454

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

HNB

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

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

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s RWO Position: Q1 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2024, closing a stake of 151 shares — an estimated $6.6K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in RWO in Q1 2021 and held it in 12 quarters. The position peaked at $9K in Q4 2021. 218 funds tracked by Wall St. Rank hold RWO as of Q1 2024.

Laurel Wealth Advisors (North Carolina) reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2024 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 151 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2024, an estimated $6.6K.
Laurel Wealth Advisors (North Carolina) first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2021 and held it in 12 quarters.
Laurel Wealth Advisors (North Carolina)'s State Street SPDR Dow Jones Global Real Estate ETF position peaked at $9K in Q4 2021.
218 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2024, filed 13 May 2024.