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

Tradition Wealth 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
2021
Q1 		– Sell
-388
Closed -$17K – 986
2020
Q4 		$17K Buy
+388
New +$16.4K ﹤0.01% 626

Other funds holding RWO

Jones Financial Companies
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State Street
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Tradition Wealth Management's RWO Position: Q1 2021 in Review

Tradition Wealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2021, closing a stake of 388 shares — an estimated $17K sold.

Tradition Wealth Management first reported a position in RWO in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 225 funds tracked by Wall St. Rank hold RWO as of Q1 2021.

  • Tradition Wealth Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 388 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2021, an estimated $17K.
  • Tradition Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2020 and held it in 1 quarter.
  • Tradition Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $17K in Q4 2020.
  • 225 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2021.

Based on Tradition Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.