Morton Brown Family Wealth’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Morton Brown Family Wealth’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	-8,686	Closed	-$357K	–	181
2023 Q2	$357K	Hold	8,686	–	–	0.19%	38
2023 Q1	$358K	Hold	8,686	–	–	0.21%	39
2022 Q4	$355K	Buy	8,686 +8,585	+8,500%	+$348K	0.24%	37
2022 Q3	$4K	Hold	101	–	–	﹤0.01%	154
2022 Q2	$4K	Buy	+101	New	+$4.95K	﹤0.01%	166

Other funds holding RWO

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Morton Brown Family Wealth's RWO Position: Q3 2023 in Review

Morton Brown Family Wealth sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2023, closing a stake of 8,686 shares — an estimated $357K sold.

Morton Brown Family Wealth first reported a position in RWO in Q2 2022 and held it in 5 quarters. The position peaked at $358K in Q1 2023. 212 funds tracked by Wall St. Rank hold RWO as of Q3 2023.

Morton Brown Family Wealth reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2023 after selling out during the quarter.
Morton Brown Family Wealth sold 8,686 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2023, an estimated $357K.
Morton Brown Family Wealth first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2022 and held it in 5 quarters.
Morton Brown Family Wealth's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $358K in Q1 2023.
212 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2023.

Based on Morton Brown Family Wealth's 13F filing for Q3 2023, filed 18 Oct 2023.