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Strategic Family Wealth Counselors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Strategic Family Wealth Counselors’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
Q4 		– Sell
-6,967
Closed -$331K – 144
2024
Q3 		$331K Sell
6,967
-537
-7% -$24.2K 0.12% 96
2024
Q2 		$312K Sell
7,504
-343
-4% -$14.1K 0.12% 90
2024
Q1 		$336K Buy
7,847
+663
+9% +$28K 0.13% 83
2023
Q4 		$314K Buy
+7,184
New +$284K 0.13% 84
2022
Q3 		– Sell
-4,712
Closed -$208K – 96
2022
Q2 		$208K Buy
+4,712
New +$231K 0.1% 89
2021
Q2 		– Sell
-7,215
Closed -$341K – 85
2021
Q1 		$341K Sell
7,215
-2,402
-25% -$110K 0.13% 59
2020
Q4 		$428K Sell
9,617
-4,357
-31% -$184K 0.22% 55
2020
Q3 		$552K Sell
13,974
-12,360
-47% -$494K 0.31% 44
2020
Q2 		$1.03M Sell
26,334
-10,049
-28% -$384K 0.65% 32
2020
Q1 		$1.31M Buy
36,383
+269
+0.7% +$12.8K 0.98% 26
2019
Q4 		$1.86M Buy
36,114
+1,164
+3% +$60.6K 1.5% 19
2019
Q3 		$1.81M Buy
34,950
+2,785
+9% +$141K 1.37% 19
2019
Q2 		$1.6M Buy
32,165
+3,016
+10% +$151K 1.24% 20
2019
Q1 		$1.46M Buy
29,149
+5,101
+21% +$246K 1.18% 21
2018
Q4 		$1.06M Buy
+24,048
New +$1.11M 1.2% 23

Other funds holding RWO

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Strategic Family Wealth Counselors's RWO Position: Q4 2024 in Review

Strategic Family Wealth Counselors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2024, closing a stake of 6,967 shares — an estimated $331K sold.

Strategic Family Wealth Counselors first reported a position in RWO in Q4 2018 and held it in 15 quarters. The position peaked at $1.86M in Q4 2019. 210 funds tracked by Wall St. Rank hold RWO as of Q4 2024.

  • Strategic Family Wealth Counselors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 6,967 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2024, an estimated $331K.
  • Strategic Family Wealth Counselors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2018 and held it in 15 quarters.
  • Strategic Family Wealth Counselors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.86M in Q4 2019.
  • 210 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2024.

Based on Strategic Family Wealth Counselors's 13F filing for Q4 2024, filed 7 Feb 2025.