SFA
RWO icon

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

Semmax Financial 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
2021
Q2 		– Sell
-490
Closed -$23K – 280
2021
Q1 		$23K Buy
+490
New +$22.4K 0.01% 161
2019
Q1 		– Sell
-8
Closed – – 490
2018
Q4 		$0 Buy
+8
New +$370 ﹤0.01% 450

Other funds holding RWO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Semmax Financial Advisors's RWO Position: Q2 2021 in Review

Semmax Financial Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2021, closing a stake of 490 shares — an estimated $23K sold.

Semmax Financial Advisors first reported a position in RWO in Q4 2018 and held it in 2 quarters. The position peaked at $23K in Q1 2021. 236 funds tracked by Wall St. Rank hold RWO as of Q2 2021.

  • Semmax Financial Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2021 after selling out during the quarter.
  • Semmax Financial Advisors sold 490 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2021, an estimated $23K.
  • Semmax Financial Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2018 and held it in 2 quarters.
  • Semmax Financial Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $23K in Q1 2021.
  • 236 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2021.

Based on Semmax Financial Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.