Psagot Value Holdings’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Psagot Value Holdings’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 Q1	–	Sell	-714	Closed	-$29K	–	590
2022 Q4	$29K	Hold	714	–	–	0.01%	294
2022 Q3	$28K	Buy	+714	New	+$32K	0.01%	275
2017 Q1	–	Sell	-22	Closed	-$1K	–	366
2016 Q4	$1K	Buy	+22	New	+$1.02K	﹤0.01%	361
2016 Q1	–	Sell	-750	Closed	-$35K	–	389
2015 Q4	$35K	Sell	750 -750	-50%	-$35.2K	﹤0.01%	313
2015 Q3	$68K	Sell	1,500 -700	-32%	-$32.3K	﹤0.01%	297
2015 Q2	$101K	Hold	2,200	–	–	﹤0.01%	300
2015 Q1	$109K	Sell	2,200 -600	-21%	-$30K	﹤0.01%	277
2014 Q4	$134K	Hold	2,800	–	–	﹤0.01%	278
2014 Q3	$124K	Sell	2,800 -260	-8%	-$12.1K	﹤0.01%	251
2014 Q2	$143K	Hold	3,060	–	–	﹤0.01%	260
2014 Q1	$134K	Buy	3,060 +200	+7%	+$8.52K	﹤0.01%	292
2013 Q4	$119K	Buy	2,860 +1,100	+63%	+$46.7K	﹤0.01%	310
2013 Q3	$74K	Buy	1,760 +500	+40%	+$21.1K	﹤0.01%	366
2013 Q2	$53K	Buy	+1,260	New	+$56.9K	﹤0.01%	253

Other funds holding RWO

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

HNB

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MWM

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

Psagot Value Holdings's RWO Position: Q1 2023 in Review

Psagot Value Holdings sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2023, closing a stake of 714 shares — an estimated $29K sold.

Psagot Value Holdings first reported a position in RWO in Q2 2013 and held it in 14 quarters. The position peaked at $143K in Q2 2014. 217 funds tracked by Wall St. Rank hold RWO as of Q1 2023.

Psagot Value Holdings reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Psagot Value Holdings sold 714 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2023, an estimated $29K.
Psagot Value Holdings first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2013 and held it in 14 quarters.
Psagot Value Holdings's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $143K in Q2 2014.
217 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2023.

Based on Psagot Value Holdings's 13F filing for Q1 2023, filed 20 Jun 2023.