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

TFC Financial Management’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
2023
Q2 		– Sell
-4,300
Closed -$177K – 734
2023
Q1 		$177K Buy
+4,300
New +$183K 0.05% 117

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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GT
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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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TFC Financial Management's RWO Position: Q2 2023 in Review

TFC Financial Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2023, closing a stake of 4,300 shares — an estimated $177K sold.

TFC Financial Management first reported a position in RWO in Q1 2023 and held it in 1 quarter. The position peaked at $177K in Q1 2023. 215 funds tracked by Wall St. Rank hold RWO as of Q2 2023.

  • TFC Financial Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • TFC Financial Management sold 4,300 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2023, an estimated $177K.
  • TFC Financial Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2023 and held it in 1 quarter.
  • TFC Financial Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $177K in Q1 2023.
  • 215 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2023.

Based on TFC Financial Management's 13F filing for Q2 2023, filed 7 Aug 2023.