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

RFP Financial 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	-1,346	Closed	-$55.9K	–	647
2024 Q2	$55.9K	Hold	1,346	–	–	0.02%	215
2024 Q1	$57.6K	Hold	1,346	–	–	0.02%	191
2023 Q4	$58.8K	Hold	1,346	–	–	0.02%	182
2023 Q3	$51.4K	Hold	1,346	–	–	0.02%	198
2023 Q2	$55.3K	Sell	1,346 -104	-7%	-$4.25K	0.02%	205
2023 Q1	$59.7K	Buy	1,450 +3	+0.2%	+$127	0.07%	103
2022 Q4	$59.2K	Buy	+1,447	New	+$58.6K	0.03%	181

Other funds holding RWO

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HNB

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

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

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

RFP Financial Group's RWO Position: Q3 2024 in Review

RFP Financial Group sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2024, closing a stake of 1,346 shares — an estimated $55.9K sold.

RFP Financial Group first reported a position in RWO in Q4 2022 and held it in 7 quarters. The position peaked at $59.7K in Q1 2023. 210 funds tracked by Wall St. Rank hold RWO as of Q3 2024.

RFP Financial Group reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2024 after selling out during the quarter.
RFP Financial Group sold 1,346 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2024, an estimated $55.9K.
RFP Financial Group first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2022 and held it in 7 quarters.
RFP Financial Group's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $59.7K in Q1 2023.
210 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.