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

WealthPLAN 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
2023 Q3	–	Sell	-205	Closed	-$8.42K	–	986
2023 Q2	$8.42K	Hold	205	–	–	﹤0.01%	824
2023 Q1	$8.44K	Buy	+205	New	+$8.71K	﹤0.01%	903
2016 Q3	$76.4K	Sell	1,576 -4,192	-73%	-$213K	0.02%	267
2016 Q2	$59.2K	Buy	+5,768	New	+$283K	0.01%	834
2015 Q4	$3.3M	Buy	+213,803	New	+$10M	0.54%	39
2015 Q2	$3.21M	Buy	70,078 +12,432	+22%	+$602K	1.4%	12
2015 Q1	$2.76M	Buy	+57,646	New	+$2.88M	1.29%	15

Other funds holding RWO

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

HNB

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

WealthPLAN Partners's RWO Position: Q3 2023 in Review

WealthPLAN Partners sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2023, closing a stake of 205 shares — an estimated $8.42K sold.

WealthPLAN Partners first reported a position in RWO in Q1 2015 and held it in 7 quarters. The position peaked at $3.3M in Q4 2015. 211 funds tracked by Wall St. Rank hold RWO as of Q3 2023.

WealthPLAN Partners reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 205 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2023, an estimated $8.42K.
WealthPLAN Partners first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2015 and held it in 7 quarters.
WealthPLAN Partners's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $3.3M in Q4 2015.
211 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.