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

Sage Mountain 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
2024 Q2	–	Sell	-16	Closed	-$685	–	437
2024 Q1	$685	Sell	16 -143	-90%	-$6.04K	﹤0.01%	407
2023 Q4	$6.95K	Hold	159	–	–	﹤0.01%	340
2023 Q3	$6.07K	Hold	159	–	–	﹤0.01%	339
2023 Q2	$6.53K	Hold	159	–	–	﹤0.01%	330
2023 Q1	$6.54K	Hold	159	–	–	﹤0.01%	315
2022 Q4	$6.5K	Sell	159 -4	-2%	-$162	﹤0.01%	274
2022 Q3	$6K	Sell	163 -117	-42%	-$5.24K	﹤0.01%	361
2022 Q2	$12K	Sell	280 -4	-1%	-$196	﹤0.01%	580
2022 Q1	$15K	Hold	284	–	–	﹤0.01%	594
2021 Q4	$16K	Sell	284 -97	-25%	-$5.28K	﹤0.01%	657
2021 Q3	$19K	Buy	381 +97	+34%	+$5.17K	﹤0.01%	551
2021 Q2	$15K	Sell	284 -3,873	-93%	-$196K	﹤0.01%	510
2021 Q1	$196K	Buy	+4,157	New	+$190K	0.04%	304

Other funds holding RWO

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

HNB

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

RJFSA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Sage Mountain Advisors's RWO Position: Q2 2024 in Review

Sage Mountain Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2024, closing a stake of 16 shares — an estimated $685 sold.

Sage Mountain Advisors first reported a position in RWO in Q1 2021 and held it in 13 quarters. The position peaked at $196K in Q1 2021. 213 funds tracked by Wall St. Rank hold RWO as of Q2 2024.

Sage Mountain Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2024 after selling out during the quarter.
Sage Mountain Advisors sold 16 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2024, an estimated $685.
Sage Mountain Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2021 and held it in 13 quarters.
Sage Mountain Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $196K in Q1 2021.
213 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2024.

Based on Sage Mountain Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.