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

SeaCrest Wealth Management’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 Q3	–	Sell	-1,287	Closed	-$57K	–	1337
2022 Q2	$57K	Buy	+1,287	New	+$63.1K	0.01%	1062
2019 Q2	–	Sell	-1,638	Closed	-$82K	–	1593
2019 Q1	$82K	Sell	1,638 -161	-9%	-$7.76K	0.01%	771
2018 Q4	$80K	Buy	1,799 +76	+4%	+$3.52K	0.02%	740
2018 Q3	$82K	Buy	1,723 +650	+61%	+$31.5K	0.01%	815
2018 Q2	$52K	Hold	1,073	–	–	0.01%	969
2018 Q1	$50K	Hold	1,073	–	–	0.01%	951
2017 Q4	$52K	Buy	+1,073	New	+$51.8K	0.01%	943

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

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

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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

SeaCrest Wealth Management's RWO Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2022, closing a stake of 1,287 shares — an estimated $57K sold.

SeaCrest Wealth Management first reported a position in RWO in Q4 2017 and held it in 7 quarters. The position peaked at $82K in Q1 2019. 218 funds tracked by Wall St. Rank hold RWO as of Q3 2022.

SeaCrest Wealth Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,287 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2022, an estimated $57K.
SeaCrest Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $82K in Q1 2019.
218 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.