Jackson Creek Investment Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Jackson Creek Investment 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 Q2	–	Sell	-4,837	Closed	-$261K	–	363
2022 Q1	$261K	Sell	4,837 -7,455	-61%	-$394K	0.1%	289
2021 Q4	$695K	Sell	12,292 -776	-6%	-$42.2K	0.25%	201
2021 Q3	$667K	Sell	13,068 -457	-3%	-$24.4K	0.25%	200
2021 Q2	$696K	Sell	13,525 -2,009	-13%	-$102K	0.26%	202
2021 Q1	$734K	Buy	15,534 +1,206	+8%	+$55.1K	0.25%	196
2020 Q4	$637K	Buy	14,328 +2,173	+18%	+$91.7K	0.25%	211
2020 Q3	$480K	Buy	+12,155	New	+$486K	0.22%	231

Other funds holding RWO

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Jackson Creek Investment Advisors's RWO Position: Q2 2022 in Review

Jackson Creek Investment Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2022, closing a stake of 4,837 shares — an estimated $261K sold.

Jackson Creek Investment Advisors first reported a position in RWO in Q3 2020 and held it in 7 quarters. The position peaked at $734K in Q1 2021. 237 funds tracked by Wall St. Rank hold RWO as of Q2 2022.

Jackson Creek Investment Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Jackson Creek Investment Advisors sold 4,837 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2022, an estimated $261K.
Jackson Creek Investment Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2020 and held it in 7 quarters.
Jackson Creek Investment Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $734K in Q1 2021.
237 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2022.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.