OneDigital Investment Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

OneDigital Investment Advisors’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
2024 Q2	–	Sell	-7,200	Closed	-$308K	–	1397
2024 Q1	$308K	Sell	7,200 -2,287	-24%	-$96.6K	﹤0.01%	901
2023 Q4	$415K	Sell	9,487 -3,660	-28%	-$145K	0.01%	784
2023 Q3	$502K	Buy	+13,147	New	+$539K	0.01%	644
2018 Q3	–	Sell	-213	Closed	-$10K	–	1177
2018 Q2	$10K	Buy	+213	New	+$10K	﹤0.01%	1046

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

HNB

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

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

OneDigital Investment Advisors's RWO Position: Q2 2024 in Review

OneDigital Investment Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2024, closing a stake of 7,200 shares — an estimated $308K sold.

OneDigital Investment Advisors first reported a position in RWO in Q2 2018 and held it in 4 quarters. The position peaked at $502K in Q3 2023. 213 funds tracked by Wall St. Rank hold RWO as of Q2 2024.

OneDigital Investment Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2024 after selling out during the quarter.
OneDigital Investment Advisors sold 7,200 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2024, an estimated $308K.
OneDigital Investment Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2018 and held it in 4 quarters.
OneDigital Investment Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $502K in Q3 2023.
213 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2024.

Based on OneDigital Investment Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.