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

Oxler Private 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
2022
Q4 		– Sell
-400
Closed -$38.5K – 289
2022
Q3 		$38.5K Buy
+400
New +$17.9K 0.02% 227

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HNB
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Mariner
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Oxler Private Wealth's RWO Position: Q4 2022 in Review

Oxler Private Wealth sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2022, closing a stake of 400 shares — an estimated $38.5K sold.

Oxler Private Wealth first reported a position in RWO in Q3 2022 and held it in 1 quarter. The position peaked at $38.5K in Q3 2022. 218 funds tracked by Wall St. Rank hold RWO as of Q4 2022.

  • Oxler Private Wealth reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 400 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2022, an estimated $38.5K.
  • Oxler Private Wealth first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $38.5K in Q3 2022.
  • 218 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.