RWMG
RWO icon

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

Redwood 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
-301
Closed -$12.5K – 899
2024
Q2 		$12.5K Buy
+301
New +$12.4K 0.01% 535

Other funds holding RWO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 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 $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Redwood Wealth Management Group sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2024, closing a stake of 301 shares — an estimated $12.5K sold.

Redwood Wealth Management Group first reported a position in RWO in Q2 2024 and held it in 1 quarter. The position peaked at $12.5K in Q2 2024. 210 funds tracked by Wall St. Rank hold RWO as of Q3 2024.

  • Redwood 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.
  • Redwood Wealth Management Group sold 301 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2024, an estimated $12.5K.
  • Redwood Wealth Management Group first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $12.5K in Q2 2024.
  • 210 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.