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

San Luis 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
2022
Q2 		– Sell
-165
Closed -$9K – 349
2022
Q1 		$9K Buy
+165
New +$8.73K ﹤0.01% 375

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HNB
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Morgan Stanley
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Envestnet Asset Management
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
GT
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San Luis Wealth Advisors's RWO Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2022, closing a stake of 165 shares — an estimated $9K sold.

San Luis Wealth Advisors first reported a position in RWO in Q1 2022 and held it in 1 quarter. The position peaked at $9K in Q1 2022. 237 funds tracked by Wall St. Rank hold RWO as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 165 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2022, an estimated $9K.
  • San Luis Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $9K in Q1 2022.
  • 237 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.