Wealthcare Advisory Partners’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Wealthcare Advisory Partners’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 Q1	–	Sell	-8,623	Closed	-$377K	–	830
2023 Q4	$377K	Sell	8,623 -2,295	-21%	-$90.6K	0.02%	545
2023 Q3	$417K	Sell	10,918 -2,475	-18%	-$102K	0.02%	474
2023 Q2	$550K	Sell	13,393 -295	-2%	-$12.1K	0.02%	424
2023 Q1	$563K	Buy	13,688 +214	+2%	+$9.09K	0.02%	423
2022 Q4	$551K	Buy	+13,474	New	+$546K	0.03%	400
2021 Q2	–	Sell	-70	Closed	-$3K	–	1610
2021 Q1	$3K	Buy	+70	New	+$3.2K	﹤0.01%	1804
2020 Q2	–	Sell	-70	Closed	-$3K	–	1146
2020 Q1	$3K	Buy	70 +14	+25%	+$665	﹤0.01%	1250
2019 Q4	$3K	Hold	56	–	–	﹤0.01%	1212
2019 Q3	$3K	Hold	56	–	–	﹤0.01%	1168
2019 Q2	$3K	Hold	56	–	–	﹤0.01%	1154
2019 Q1	$3K	Hold	56	–	–	﹤0.01%	1060
2018 Q4	$2K	Sell	56 -284	-84%	-$13.1K	﹤0.01%	1093
2018 Q3	$16K	Buy	340 +3	+0.9%	+$145	﹤0.01%	740
2018 Q2	$16K	Buy	337 +3	+0.9%	+$141	﹤0.01%	726
2018 Q1	$15K	Buy	334 +1	+0.3%	+$47	﹤0.01%	649
2017 Q4	$16K	Buy	333 +288	+640%	+$13.9K	﹤0.01%	579
2017 Q3	$2K	Buy	+45	New	+$2.16K	﹤0.01%	780
2017 Q1	–	Sell	-288	Closed	-$13K	–	135
2016 Q4	$13K	Buy	288 +196	+213%	+$9.1K	0.01%	76
2016 Q3	$5K	Hold	92	–	–	﹤0.01%	72
2016 Q2	$5K	Buy	+92	New	+$4.51K	﹤0.01%	91

Other funds holding RWO

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Wealthcare Advisory Partners's RWO Position: Q1 2024 in Review

Wealthcare Advisory Partners sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2024, closing a stake of 8,623 shares — an estimated $377K sold.

Wealthcare Advisory Partners first reported a position in RWO in Q2 2016 and held it in 20 quarters. The position peaked at $563K in Q1 2023. 218 funds tracked by Wall St. Rank hold RWO as of Q1 2024.

Wealthcare Advisory Partners reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2024 after selling out during the quarter.
Wealthcare Advisory Partners sold 8,623 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2024, an estimated $377K.
Wealthcare Advisory Partners first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2016 and held it in 20 quarters.
Wealthcare Advisory Partners's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $563K in Q1 2023.
218 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2024, filed 15 Apr 2024.