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

Selective 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 Q4	–	Sell	-11	Closed	–	–	602
2022 Q3	$0	Hold	11	–	–	﹤0.01%	826
2022 Q2	$0	Buy	+11	New	+$539	﹤0.01%	822
2021 Q1	–	Sell	-50	Closed	-$2K	–	423
2020 Q4	$2K	Buy	+50	New	+$2.11K	﹤0.01%	344
2018 Q3	$2K	Buy	+41	New	+$1.99K	0.02%	146

Other funds holding RWO

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

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

HNB

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 22.96% 1-Year Est. Return

Selective Wealth Management's RWO Position: Q4 2022 in Review

Selective Wealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2022, closing a stake of 11 shares.

Selective Wealth Management first reported a position in RWO in Q3 2018 and held it in 4 quarters. The position peaked at $2K in Q4 2020. 218 funds tracked by Wall St. Rank hold RWO as of Q4 2022.

Selective Wealth Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 11 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2022.
Selective Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2018 and held it in 4 quarters.
Selective Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $2K in Q4 2020.
218 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.