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

Retirement 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 Q1	$25.6K	Buy	599 +4	+0.7%	+$169	0.01%	316
2023 Q4	$26K	Buy	595 +6	+1%	+$237	0.01%	304
2023 Q3	$22.5K	Buy	589 +6	+1%	+$246	0.01%	302
2023 Q2	$23.9K	Buy	583 +6	+1%	+$245	0.01%	296
2023 Q1	$24K	Buy	577 +4	+0.7%	+$170	0.01%	281
2022 Q4	$23K	Buy	573 +6	+1%	+$243	0.01%	258
2022 Q3	$22K	Buy	567 +7	+1%	+$313	0.02%	171
2022 Q2	$25K	Buy	560 +4	+0.7%	+$196	0.01%	283
2022 Q1	$30K	Buy	556 +3	+0.5%	+$159	0.01%	277
2021 Q4	$31K	Buy	553 +6	+1%	+$326	0.01%	272
2021 Q3	$28K	Buy	547 +4	+0.7%	+$213	0.01%	275
2021 Q2	$28K	Buy	543 +4	+0.7%	+$203	0.01%	286
2021 Q1	$25K	Buy	539 +2	+0.4%	+$91	0.01%	356
2020 Q4	$35K	Sell	537 -549	-51%	-$23.2K	0.02%	299
2020 Q3	$43K	Buy	1,086 +294	+37%	+$11.8K	0.02%	263
2020 Q2	$31K	Buy	+792	New	+$30.3K	0.02%	279
2019 Q4	$41K	Buy	+805	New	+$41.9K	0.03%	246

Other funds holding RWO

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Retirement Group's RWO Position: Q1 2024 in Review

Retirement Group increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 0.67% in Q1 2024, buying an estimated $169 and bringing the position to 599 shares worth $25.6K. The position accounts for 0.01% of the portfolio, ranked #316.

Retirement Group first reported a position in RWO in Q4 2019 and has held it in 17 quarters since. The position peaked at $43K in Q3 2020. 218 funds tracked by Wall St. Rank hold RWO as of Q1 2024.

Retirement Group held 599 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $25.6K as of Q1 2024.
Retirement Group bought 4 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2024, an estimated $169.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #316 holding.
Retirement Group first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $43K in Q3 2020.
218 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.