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Wedmont Private Capital’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Wedmont Private Capital’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
Q4 		– Sell
-14,745
Closed -$558K – 591
2023
Q3 		$558K Buy
+14,745
New +$605K 0.06% 229

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
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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wedmont Private Capital's RWO Position: Q4 2023 in Review

Wedmont Private Capital sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2023, closing a stake of 14,745 shares — an estimated $558K sold.

Wedmont Private Capital first reported a position in RWO in Q3 2023 and held it in 1 quarter. The position peaked at $558K in Q3 2023. 223 funds tracked by Wall St. Rank hold RWO as of Q4 2023.

  • Wedmont Private Capital reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Wedmont Private Capital sold 14,745 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2023, an estimated $558K.
  • Wedmont Private Capital first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2023 and held it in 1 quarter.
  • Wedmont Private Capital's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $558K in Q3 2023.
  • 223 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2023.

Based on Wedmont Private Capital's 13F filing for Q4 2023, filed 9 Jan 2024.