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

Stifel Financial’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
2024
Q1 		– Sell
-4,853
Closed -$212K – 3411
2023
Q4 		$212K Buy
+4,853
New +$192K ﹤0.01% 3037
2022
Q3 		– Sell
-8,338
Closed -$368K – 3368
2022
Q2 		$368K Buy
8,338
+4
+0% +$196 ﹤0.01% 2635
2022
Q1 		$450K Sell
8,334
-147
-2% -$7.78K ﹤0.01% 2633
2021
Q4 		$479K Buy
8,481
+154
+2% +$8.38K ﹤0.01% 2611
2021
Q3 		$425K Buy
+8,327
New +$444K ﹤0.01% 2672
2019
Q2 		– Sell
-4,144
Closed -$208K – 3033
2019
Q1 		$208K Sell
4,144
-2,072
-33% -$99.9K ﹤0.01% 2574
2018
Q4 		$275K Buy
6,216
+339
+6% +$15.7K ﹤0.01% 2284
2018
Q3 		$282K Sell
5,877
-75
-1% -$3.63K ﹤0.01% 2396
2018
Q2 		$285K Buy
5,952
+1,416
+31% +$66.8K ﹤0.01% 2329
2018
Q1 		$209K Sell
4,536
-366
-7% -$17.1K ﹤0.01% 2455
2017
Q4 		$240K Buy
4,902
+188
+4% +$9.07K ﹤0.01% 2332
2017
Q3 		$224K Buy
4,714
+176
+4% +$8.45K ﹤0.01% 2309
2017
Q2 		$215K Buy
+4,538
New +$218K ﹤0.01% 2308
2017
Q1 		– Sell
-5,560
Closed -$260K – 2596
2016
Q4 		$260K Sell
5,560
-3,335
-37% -$155K ﹤0.01% 2117
2016
Q3 		$442K Sell
8,895
-532
-6% -$27.1K ﹤0.01% 1784
2016
Q2 		$476K Sell
9,427
-445
-5% -$21.8K ﹤0.01% 1786
2016
Q1 		$483K Sell
9,872
-655
-6% -$29.8K ﹤0.01% 1602
2015
Q4 		$493K Sell
10,527
-348
-3% -$16.3K ﹤0.01% 1675
2015
Q3 		$491K Buy
10,875
+5,179
+91% +$239K ﹤0.01% 1567
2015
Q2 		$261K Buy
5,696
+1,611
+39% +$78K ﹤0.01% 2028
2015
Q1 		$203K Sell
4,085
-972
-19% -$48.6K ﹤0.01% 2110
2014
Q4 		$241K Sell
5,057
-130
-3% -$6.09K ﹤0.01% 1979
2014
Q3 		$230K Buy
5,187
+890
+21% +$41.5K ﹤0.01% 1939
2014
Q2 		$200K Buy
+4,297
New +$196K ﹤0.01% 2004

Other funds holding RWO

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
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
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Stifel Financial's RWO Position: Q1 2024 in Review

Stifel Financial sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2024, closing a stake of 4,853 shares — an estimated $212K sold.

Stifel Financial first reported a position in RWO in Q2 2014 and held it in 24 quarters. The position peaked at $493K in Q4 2015. 218 funds tracked by Wall St. Rank hold RWO as of Q1 2024.

  • Stifel Financial reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Stifel Financial sold 4,853 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2024, an estimated $212K.
  • Stifel Financial first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2014 and held it in 24 quarters.
  • Stifel Financial's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $493K in Q4 2015.
  • 218 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2024.

Based on Stifel Financial's 13F filing for Q1 2024, filed 14 May 2024.