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

Oakwell Private 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 Q2	–	Sell	-27,504	Closed	-$1.13M	–	62
2023 Q1	$1.13M	Sell	27,504 -947	-3%	-$40.2K	0.52%	29
2022 Q4	$1.16M	Buy	28,451 +2,666	+10%	+$108K	0.56%	25
2022 Q3	$998K	Buy	+25,785	New	+$1.15M	0.55%	28
2021 Q3	–	Sell	-4,972	Closed	-$256K	–	66
2021 Q2	$256K	Sell	4,972 -1,876	-27%	-$95.1K	0.16%	55
2021 Q1	$323K	Sell	6,848 -1,639	-19%	-$74.8K	0.23%	50
2020 Q4	$377K	Buy	+8,487	New	+$358K	0.3%	44

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

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

Oakwell Private Wealth Management's RWO Position: Q2 2023 in Review

Oakwell Private Wealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2023, closing a stake of 27,504 shares — an estimated $1.13M sold.

Oakwell Private Wealth Management first reported a position in RWO in Q4 2020 and held it in 6 quarters. The position peaked at $1.16M in Q4 2022. 214 funds tracked by Wall St. Rank hold RWO as of Q2 2023.

Oakwell Private Wealth Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Oakwell Private Wealth Management sold 27,504 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2023, an estimated $1.13M.
Oakwell Private Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2020 and held it in 6 quarters.
Oakwell Private Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.16M in Q4 2022.
214 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2023.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.