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Wipfli Financial Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$772K Buy
19,966
+9,280
+87% +$416K 0.05% 157
2022
Q2 		$472K Sell
10,686
-465
-4% -$22.8K 0.05% 58
2022
Q1 		$602K Buy
+11,151
New +$590K 0.06% 55

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 $609B AUM 40.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Wipfli Financial Advisors's RWO Position: Q3 2022 in Review

Wipfli Financial Advisors increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 87% in Q3 2022, buying an estimated $416K and bringing the position to 19,966 shares worth $772K. The position accounts for 0.05% of the portfolio, ranked #157.

Wipfli Financial Advisors first reported a position in RWO in Q1 2022 and has held it in 3 quarters since. 218 funds tracked by Wall St. Rank hold RWO as of Q3 2022.

  • Wipfli Financial Advisors held 19,966 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $772K as of Q3 2022.
  • Wipfli Financial Advisors bought 9,280 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2022, an estimated $416K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.05% of Wipfli Financial Advisors's portfolio in Q3 2022, its #157 holding.
  • Wipfli Financial Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2022 and has held it in 3 quarters since.
  • 218 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.