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

Surevest’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
-60
Closed -$3K – 570
2022
Q2 		$3K Buy
+60
New +$2.94K ﹤0.01% 389

Other funds holding RWO

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
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Surevest's RWO Position: Q3 2022 in Review

Surevest sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2022, closing a stake of 60 shares — an estimated $3K sold.

Surevest first reported a position in RWO in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 218 funds tracked by Wall St. Rank hold RWO as of Q3 2022.

  • Surevest reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Surevest sold 60 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2022, an estimated $3K.
  • Surevest first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2022 and held it in 1 quarter.
  • Surevest's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $3K in Q2 2022.
  • 218 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.