McNamara Financial Services’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

McNamara Financial Services’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 Q3	–	Sell	-17,606	Closed	-$739K	–	67
2023 Q2	$739K	Buy	17,606 +2,551	+17%	+$104K	0.18%	31
2023 Q1	$620K	Buy	15,055 +6,026	+67%	+$256K	0.15%	34
2022 Q4	$369K	Buy	9,029 +998	+12%	+$40.4K	0.1%	48
2022 Q3	$311K	Buy	8,031 +1,006	+14%	+$45K	0.09%	49
2022 Q2	$310K	Buy	7,025 +1,275	+22%	+$62.5K	0.09%	48
2022 Q1	$311K	Sell	5,750 -2,357	-29%	-$125K	0.08%	49
2021 Q4	$458K	Buy	8,107 +934	+13%	+$50.8K	0.12%	35
2021 Q3	$366K	Buy	7,173 +986	+16%	+$52.6K	0.1%	41
2021 Q2	$319K	Buy	6,187 +317	+5%	+$16.1K	0.09%	45
2021 Q1	$261K	Buy	+5,870	New	+$268K	0.08%	41

Other funds holding RWO

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

McNamara Financial Services's RWO Position: Q3 2023 in Review

McNamara Financial Services sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2023, closing a stake of 17,606 shares — an estimated $739K sold.

McNamara Financial Services first reported a position in RWO in Q1 2021 and held it in 10 quarters. The position peaked at $739K in Q2 2023. 211 funds tracked by Wall St. Rank hold RWO as of Q3 2023.

McNamara Financial Services reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2023 after selling out during the quarter.
McNamara Financial Services sold 17,606 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2023, an estimated $739K.
McNamara Financial Services first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2021 and held it in 10 quarters.
McNamara Financial Services's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $739K in Q2 2023.
211 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2023.

Based on McNamara Financial Services's 13F filing for Q3 2023, filed 10 Oct 2023.