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

Rooted Wealth 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
2023
Q2 		– Sell
-21,390
Closed -$867K – 96
2023
Q1 		$867K Buy
21,390
+4,628
+28% +$197K 0.64% 34
2022
Q4 		$686K Buy
+16,762
New +$679K 0.58% 38

Other funds holding RWO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rooted Wealth Advisors's RWO Position: Q2 2023 in Review

Rooted Wealth Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2023, closing a stake of 21,390 shares — an estimated $867K sold.

Rooted Wealth Advisors first reported a position in RWO in Q4 2022 and held it in 2 quarters. The position peaked at $867K in Q1 2023. 215 funds tracked by Wall St. Rank hold RWO as of Q2 2023.

  • Rooted Wealth Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Rooted Wealth Advisors sold 21,390 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2023, an estimated $867K.
  • Rooted Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2022 and held it in 2 quarters.
  • Rooted Wealth Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $867K in Q1 2023.
  • 215 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2023.

Based on Rooted Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.