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

Mascoma Wealth 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
2023 Q2	–	Sell	-24	Closed	-$1K	–	566
2023 Q1	$1K	Hold	24	–	–	﹤0.01%	565
2022 Q4	$982	Hold	24	–	–	﹤0.01%	583
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	586
2022 Q2	$1K	Buy	+24	New	+$1.18K	﹤0.01%	590

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

HNB

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

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

Mascoma Wealth Management's RWO Position: Q2 2023 in Review

Mascoma Wealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2023, closing a stake of 24 shares — an estimated $1K sold.

Mascoma Wealth Management first reported a position in RWO in Q2 2022 and held it in 4 quarters. The position peaked at $1K in Q1 2023. 214 funds tracked by Wall St. Rank hold RWO as of Q2 2023.

Mascoma Wealth Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Mascoma Wealth Management sold 24 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2023, an estimated $1K.
Mascoma Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2022 and held it in 4 quarters.
Mascoma Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1K in Q1 2023.
214 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.