Westside Investment Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Westside Investment Management’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 Q1	–	Sell	-655	Closed	-$26	–	852
2022 Q4	$26	Hold	655	–	–	﹤0.01%	502
2022 Q3	$25	Hold	655	–	–	﹤0.01%	490
2022 Q2	$28	Hold	655	–	–	﹤0.01%	473
2022 Q1	$35	Hold	655	–	–	﹤0.01%	457
2021 Q4	$37	Hold	655	–	–	﹤0.01%	432
2021 Q3	$33	Hold	655	–	–	﹤0.01%	427
2021 Q2	$33	Hold	655	–	–	﹤0.01%	416
2021 Q1	$30	Sell	655 -1,392	-68%	-$63.6K	﹤0.01%	416
2020 Q4	$91	Sell	2,047 -1,082	-35%	-$45.7K	﹤0.01%	302
2020 Q3	$123	Hold	3,129	–	–	﹤0.01%	286
2020 Q2	$122	Buy	3,129 +533	+21%	+$20.4K	﹤0.01%	262
2020 Q1	$93	Buy	+2,596	New	+$123K	﹤0.01%	283
2019 Q2	$130K	Buy	+2,625	New	+$131K	0.05%	195
2018 Q4	$121K	Hold	2,725	–	–	0.04%	198
2018 Q3	$129K	Hold	2,725	–	–	0.04%	183
2018 Q2	$130K	Hold	2,725	–	–	0.05%	196
2018 Q1	$125K	Sell	2,725 -133	-5%	-$6.2K	0.07%	197
2017 Q4	$139K	Hold	2,858	–	–	0.08%	188
2017 Q3	$136K	Hold	2,858	–	–	0.08%	172
2017 Q2	$134K	Hold	2,858	–	–	0.09%	166
2017 Q1	$135K	Buy	2,858 +465	+19%	+$21.9K	0.06%	161
2016 Q4	$112K	Buy	+2,393	New	+$111K	0.08%	131

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

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

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

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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Westside Investment Management's RWO Position: Q1 2023 in Review

Westside Investment Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2023, closing a stake of 655 shares — an estimated $26 sold.

Westside Investment Management first reported a position in RWO in Q4 2016 and held it in 22 quarters. The position peaked at $139K in Q4 2017. 217 funds tracked by Wall St. Rank hold RWO as of Q1 2023.

Westside Investment Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Westside Investment Management sold 655 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2023, an estimated $26.
Westside Investment Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2016 and held it in 22 quarters.
Westside Investment Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $139K in Q4 2017.
217 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2023.

Based on Westside Investment Management's 13F filing for Q1 2023, filed 17 May 2023.