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Money Concepts Capital’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-373
Closed -$15.2K – 2428
2022
Q4 		$15.2K Buy
+373
New +$15.1K ﹤0.01% 1812
2022
Q2 		– Sell
-294
Closed -$16K – 2415
2022
Q1 		$16K Buy
+294
New +$15.6K ﹤0.01% 1718

Other funds holding RWO

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Money Concepts Capital's RWO Position: Q1 2023 in Review

Money Concepts Capital sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2023, closing a stake of 373 shares — an estimated $15.2K sold.

Money Concepts Capital first reported a position in RWO in Q1 2022 and held it in 2 quarters. The position peaked at $16K in Q1 2022. 217 funds tracked by Wall St. Rank hold RWO as of Q1 2023.

  • Money Concepts Capital reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 373 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2023, an estimated $15.2K.
  • Money Concepts Capital first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $16K in Q1 2022.
  • 217 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.