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

Ranch Capital 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
2021 Q4	–	Sell	-1,162	Closed	-$59K	–	488
2021 Q3	$59K	Buy	1,162 +1	+0.1%	+$53	0.04%	255
2021 Q2	$59K	Hold	1,161	–	–	0.04%	281
2021 Q1	$54K	Hold	1,161	–	–	0.04%	280
2020 Q4	$51K	Hold	1,161	–	–	0.04%	295
2020 Q3	$45K	Hold	1,161	–	–	0.04%	305
2020 Q2	$47K	Hold	1,161	–	–	0.04%	313
2020 Q1	$41K	Buy	1,161 +6	+0.5%	+$285	0.04%	307
2019 Q4	$60K	Buy	+1,155	New	+$60.1K	0.05%	295

Other funds holding RWO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 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

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

Ranch Capital Advisors's RWO Position: Q4 2021 in Review

Ranch Capital Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2021, closing a stake of 1,162 shares — an estimated $59K sold.

Ranch Capital Advisors first reported a position in RWO in Q4 2019 and held it in 8 quarters. The position peaked at $60K in Q4 2019. 256 funds tracked by Wall St. Rank hold RWO as of Q4 2021.

Ranch Capital Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 1,162 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2021, an estimated $59K.
Ranch Capital Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $60K in Q4 2019.
256 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.