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Wealthspire Advisors (Maryland)’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$236K Sell
5,965
-2,516
-30% -$101K 0.01% 408
2020
Q2 		$331K Sell
8,481
-17,835
-68% -$681K 0.02% 322
2020
Q1 		$947K Sell
26,316
-60,931
-70% -$2.9M 0.08% 140
2019
Q4 		$4.5M Sell
87,247
-119,867
-58% -$6.24M 0.3% 57
2019
Q3 		$10.7M Buy
207,114
+3,248
+2% +$165K 0.79% 26
2019
Q2 		$10.2M Buy
203,866
+8,257
+4% +$413K 0.76% 25
2019
Q1 		$9.79M Buy
195,609
+6,917
+4% +$334K 0.74% 26
2018
Q4 		$8.35M Buy
188,692
+17,108
+10% +$792K 0.74% 27
2018
Q3 		$8.16M Buy
171,584
+7,046
+4% +$341K 0.67% 26
2018
Q2 		$7.92M Buy
164,538
+6,605
+4% +$311K 0.72% 23
2018
Q1 		$7.31M Buy
157,933
+51,927
+49% +$2.42M 0.69% 25
2017
Q4 		$5.18M Buy
106,006
+4,452
+4% +$215K 0.5% 35
2017
Q3 		$4.85M Buy
101,554
+11,221
+12% +$539K 0.53% 32
2017
Q2 		$4.31M Buy
90,333
+8,280
+10% +$397K 0.51% 34
2017
Q1 		$3.86M Buy
82,053
+22,722
+38% +$1.07M 0.55% 31
2016
Q4 		$2.78M Buy
59,331
+8,065
+16% +$375K 0.42% 39
2016
Q3 		$2.55M Buy
51,266
+2,339
+5% +$119K 0.4% 41
2016
Q2 		$2.46M Buy
48,927
+1,733
+4% +$84.9K 0.41% 39
2016
Q1 		$2.31M Buy
47,194
+2,230
+5% +$102K 0.41% 43
2015
Q4 		$2.1M Buy
+44,964
New +$2.11M 0.39% 42

Other funds holding RWO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s RWO Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 30% in Q3 2020, selling an estimated $101K and leaving 5,965 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #408.

Wealthspire Advisors (Maryland) first reported a position in RWO in Q4 2015 and has held it in 20 quarters since. The position peaked at $10.7M in Q3 2019. 204 funds tracked by Wall St. Rank hold RWO as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 5,965 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $236K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 2,516 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2020, an estimated $101K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #408 holding.
  • Wealthspire Advisors (Maryland) first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s State Street SPDR Dow Jones Global Real Estate ETF position peaked at $10.7M in Q3 2019.
  • 204 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.