Pinnacle Financial Partners (Tennessee)’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Pinnacle Financial Partners (Tennessee)’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	-4,880	Closed	-$201K	–	573
2023 Q1	$201K	Sell	4,880 -524	-10%	-$22.3K	0.01%	383
2022 Q4	$221K	Hold	5,404	–	–	0.01%	362
2022 Q3	$209K	Buy	5,404 +528	+11%	+$23.6K	0.01%	350
2022 Q2	$215K	Hold	4,876	–	–	0.01%	344
2022 Q1	$263K	Sell	4,876 -95	-2%	-$5.03K	0.01%	336
2021 Q4	$281K	Buy	4,971 +54	+1%	+$2.94K	0.01%	345
2021 Q3	$251K	Hold	4,917	–	–	0.01%	342
2021 Q2	$253K	Hold	4,917	–	–	0.01%	330
2021 Q1	$232K	Hold	4,917	–	–	0.01%	326
2020 Q4	$218K	Buy	+4,917	New	+$207K	0.01%	327

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

Pinnacle Financial Partners (Tennessee)'s RWO Position: Q2 2023 in Review

Pinnacle Financial Partners (Tennessee) sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2023, closing a stake of 4,880 shares — an estimated $201K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in RWO in Q4 2020 and held it in 10 quarters. The position peaked at $281K in Q4 2021. 215 funds tracked by Wall St. Rank hold RWO as of Q2 2023.

Pinnacle Financial Partners (Tennessee) reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 4,880 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2023, an estimated $201K.
Pinnacle Financial Partners (Tennessee) first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2020 and held it in 10 quarters.
Pinnacle Financial Partners (Tennessee)'s State Street SPDR Dow Jones Global Real Estate ETF position peaked at $281K in Q4 2021.
215 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2023.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q2 2023, filed 7 Aug 2023.