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

Private Wealth Management Group’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
Q3 		– Sell
-364
Closed -$15.1K – 1538
2024
Q2 		$15.1K Hold
364
– – 0.01% 342
2024
Q1 		$15.6K Hold
364
– – 0.01% 318
2023
Q4 		$15.9K Buy
+364
New +$14.4K 0.01% 305

Other funds holding RWO

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Wealth Management Group's RWO Position: Q3 2024 in Review

Private Wealth Management Group sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2024, closing a stake of 364 shares — an estimated $15.1K sold.

Private Wealth Management Group first reported a position in RWO in Q4 2023 and held it in 3 quarters. The position peaked at $15.9K in Q4 2023. 210 funds tracked by Wall St. Rank hold RWO as of Q3 2024.

  • Private Wealth Management Group reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 364 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2024, an estimated $15.1K.
  • Private Wealth Management Group first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2023 and held it in 3 quarters.
  • Private Wealth Management Group's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $15.9K in Q4 2023.
  • 210 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2024.

Based on Private Wealth Management Group's 13F filing for Q3 2024, filed 29 Oct 2024.