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

Meridian 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 Q3	–	Sell	-5,457	Closed	-$224K	–	555
2023 Q2	$224K	Sell	5,457 -315	-5%	-$12.9K	0.02%	496
2023 Q1	$238K	Sell	5,772 -203	-3%	-$8.62K	0.02%	474
2022 Q4	$244K	Buy	5,975 +29	+0.5%	+$1.18K	0.02%	458
2022 Q3	$230K	Sell	5,946 -5,338	-47%	-$239K	0.02%	426
2022 Q2	$498K	Buy	+11,284	New	+$553K	0.04%	354

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

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 22.9% 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

Meridian Wealth Management's RWO Position: Q3 2023 in Review

Meridian Wealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2023, closing a stake of 5,457 shares — an estimated $224K sold.

Meridian Wealth Management first reported a position in RWO in Q2 2022 and held it in 5 quarters. The position peaked at $498K in Q2 2022. 211 funds tracked by Wall St. Rank hold RWO as of Q3 2023.

Meridian Wealth Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2023 after selling out during the quarter.
Meridian Wealth Management sold 5,457 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2023, an estimated $224K.
Meridian Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2022 and held it in 5 quarters.
Meridian Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $498K in Q2 2022.
211 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2023.

Based on Meridian Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.