Mid Atlantic Financial Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$375K	Buy	7,346 +110	+2%	+$5.87K	0.03%	562
2021 Q2	$373K	Sell	7,236 -63	-0.9%	-$3.19K	0.03%	581
2021 Q1	$345K	Buy	7,299 +618	+9%	+$28.2K	0.03%	567
2020 Q4	$297K	Buy	6,681 +78	+1%	+$3.29K	0.02%	581
2020 Q3	$277K	Buy	6,603 +146	+2%	+$5.84K	0.02%	550
2020 Q2	$252K	Buy	+6,457	New	+$247K	0.02%	549

Other funds holding RWO

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Mid Atlantic Financial Management's RWO Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 1.5% in Q3 2021, buying an estimated $5.87K and bringing the position to 7,346 shares worth $375K. The position accounts for 0.03% of the portfolio, ranked #562.

Mid Atlantic Financial Management first reported a position in RWO in Q2 2020 and has held it in 6 quarters since. 235 funds tracked by Wall St. Rank hold RWO as of Q3 2021.

Mid Atlantic Financial Management held 7,346 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $375K as of Q3 2021.
Mid Atlantic Financial Management bought 110 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2021, an estimated $5.87K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #562 holding.
Mid Atlantic Financial Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2020 and has held it in 6 quarters since.
235 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.