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

Zullo Investment Group’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	-1,092	Closed	-$44.7K	–	588
2022 Q4	$44.7K	Hold	1,092	–	–	0.03%	284
2022 Q3	$42K	Sell	1,092 -391	-26%	-$17.5K	0.03%	290
2022 Q2	$65K	Hold	1,483	–	–	0.04%	253
2022 Q1	$80K	Sell	1,483 -115	-7%	-$6.08K	0.04%	249
2021 Q4	$90K	Buy	+1,598	New	+$86.9K	0.05%	233

Other funds holding RWO

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 1-Year Est. Return

MWM

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

Zullo Investment Group's RWO Position: Q1 2023 in Review

Zullo Investment Group sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2023, closing a stake of 1,092 shares — an estimated $44.7K sold.

Zullo Investment Group first reported a position in RWO in Q4 2021 and held it in 5 quarters. The position peaked at $90K in Q4 2021. 217 funds tracked by Wall St. Rank hold RWO as of Q1 2023.

Zullo Investment Group reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 1,092 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2023, an estimated $44.7K.
Zullo Investment Group first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $90K in Q4 2021.
217 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.