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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Professional Financial Advisors's RWO Position: Q4 2022 in Review

Professional Financial Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2022, closing a stake of 1,330 shares — an estimated $51K sold.

Professional Financial Advisors first reported a position in RWO in Q3 2020 and held it in 9 quarters. The position peaked at $58K in Q2 2022. 218 funds tracked by Wall St. Rank hold RWO as of Q4 2022.

Professional Financial Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 1,330 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2022, an estimated $51K.
Professional Financial Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $58K in Q2 2022.
218 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.