Sterling Investment Advisors (Pennsylvania)’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	-582	Closed	-$26K	–	415
2022 Q2	$26K	Hold	582	–	–	0.01%	298
2022 Q1	$31K	Hold	582	–	–	0.01%	316
2021 Q4	$33K	Hold	582	–	–	0.01%	306
2021 Q3	$30K	Hold	582	–	–	0.01%	311
2021 Q2	$30K	Hold	582	–	–	0.01%	311
2021 Q1	$27K	Hold	582	–	–	0.01%	301
2020 Q4	$26K	Hold	582	–	–	0.01%	287
2020 Q3	$23K	Hold	582	–	–	0.01%	280
2020 Q2	$22K	Hold	582	–	–	0.01%	283
2020 Q1	$20K	Hold	582	–	–	0.01%	262
2019 Q4	$29K	Buy	+582	New	+$30.3K	0.01%	263

Other funds holding RWO

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 22.94% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Sterling Investment Advisors (Pennsylvania)'s RWO Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2022, closing a stake of 582 shares — an estimated $26K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in RWO in Q4 2019 and held it in 11 quarters. The position peaked at $33K in Q4 2021. 218 funds tracked by Wall St. Rank hold RWO as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 582 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2022, an estimated $26K.
Sterling Investment Advisors (Pennsylvania) first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2019 and held it in 11 quarters.
Sterling Investment Advisors (Pennsylvania)'s State Street SPDR Dow Jones Global Real Estate ETF position peaked at $33K in Q4 2021.
218 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.