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

United Capital Financial Advisors’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
Q2 		– Sell
-4,154
Closed -$224K – 1188
2022
Q1 		$224K Sell
4,154
-807
-16% -$42.7K ﹤0.01% 1086
2021
Q4 		$280K Sell
4,961
-777
-14% -$42.3K ﹤0.01% 1047
2021
Q3 		$293K Sell
5,738
-2,887
-33% -$154K ﹤0.01% 1020
2021
Q2 		$444K Buy
+8,625
New +$437K ﹤0.01% 890
2021
Q1 		– Sell
-5,054
Closed -$225K – 1233
2020
Q4 		$225K Buy
+5,054
New +$213K ﹤0.01% 1093
2020
Q1 		– Sell
-4,848
Closed -$250K – 1338
2019
Q4 		$250K Sell
4,848
-180
-4% -$9.37K ﹤0.01% 1213
2019
Q3 		$261K Sell
5,028
-3,621
-42% -$184K ﹤0.01% 1119
2019
Q2 		$432K Buy
8,649
+3,438
+66% +$172K ﹤0.01% 1094
2019
Q1 		$261K Buy
5,211
+201
+4% +$9.69K ﹤0.01% 1176
2018
Q4 		$222K Sell
5,010
-60
-1% -$2.78K ﹤0.01% 1165
2018
Q3 		$241K Buy
5,070
+492
+11% +$23.8K ﹤0.01% 1195
2018
Q2 		$220K Sell
4,578
-1,630
-26% -$76.9K ﹤0.01% 1201
2018
Q1 		$287K Sell
6,208
-402
-6% -$18.7K ﹤0.01% 1111
2017
Q4 		$323K Hold
6,610
– – ﹤0.01% 1088
2017
Q3 		$316K Buy
6,610
+79
+1% +$3.79K ﹤0.01% 1098
2017
Q2 		$311K Buy
6,531
+1,953
+43% +$93.6K ﹤0.01% 1063
2017
Q1 		$216K Hold
4,578
– – ﹤0.01% 1165
2016
Q4 		$215K Sell
4,578
-450
-9% -$20.9K ﹤0.01% 1157
2016
Q3 		$250K Sell
5,028
-21
-0.4% -$1.07K ﹤0.01% 1121
2016
Q2 		$252K Buy
5,049
+112
+2% +$5.49K ﹤0.01% 1095
2016
Q1 		$242K Sell
4,937
-3,585
-42% -$163K ﹤0.01% 1069
2015
Q4 		$399K Hold
8,522
– – ﹤0.01% 940
2015
Q3 		$385K Sell
8,522
-201
-2% -$9.27K ﹤0.01% 975
2015
Q2 		$400K Buy
8,723
+2,855
+49% +$138K ﹤0.01% 993
2015
Q1 		$284K Buy
+5,868
New +$293K ﹤0.01% 1084

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

United Capital Financial Advisors's RWO Position: Q2 2022 in Review

United Capital Financial Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2022, closing a stake of 4,154 shares — an estimated $224K sold.

United Capital Financial Advisors first reported a position in RWO in Q1 2015 and held it in 25 quarters. The position peaked at $444K in Q2 2021. 237 funds tracked by Wall St. Rank hold RWO as of Q2 2022.

  • United Capital Financial Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 4,154 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2022, an estimated $224K.
  • United Capital Financial Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2015 and held it in 25 quarters.
  • United Capital Financial Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $444K in Q2 2021.
  • 237 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2022.

Based on United Capital Financial Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.