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

Professional Financial 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
2022
Q4 		– Sell
-1,330
Closed -$51K – 373
2022
Q3 		$51K Buy
1,330
+15
+1% +$672 0.03% 141
2022
Q2 		$58K Buy
1,315
+716
+120% +$35.1K 0.03% 137
2022
Q1 		$32K Sell
599
-37
-6% -$1.96K 0.01% 183
2021
Q4 		$36K Sell
636
-28
-4% -$1.52K 0.02% 196
2021
Q3 		$34K Buy
664
+4
+0.6% +$213 0.02% 166
2021
Q2 		$34K Buy
660
+5
+0.8% +$253 0.02% 174
2021
Q1 		$31K Sell
655
-12
-2% -$548 0.02% 158
2020
Q4 		$30K Buy
667
+196
+42% +$8.27K 0.02% 157
2020
Q3 		$18K Buy
+471
New +$18.8K 0.02% 179

Other funds holding RWO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return