Janney Montgomery Scott’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Janney Montgomery Scott’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	-108,446	Closed	-$4.43M	–	2677
2022 Q4	$4.43M	Buy	+108,446	New	+$4.39M	0.02%	718
2019 Q1	–	Sell	-38,536	Closed	-$1.71M	–	2069
2018 Q4	$1.71M	Buy	+38,536	New	+$1.78M	0.02%	691
2017 Q1	–	Sell	-20,450	Closed	-$958K	–	1791
2016 Q4	$958K	Buy	+20,450	New	+$950K	0.01%	792

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

Janney Montgomery Scott's RWO Position: Q1 2023 in Review

Janney Montgomery Scott sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2023, closing a stake of 108,446 shares — an estimated $4.43M sold.

Janney Montgomery Scott first reported a position in RWO in Q4 2016 and held it in 3 quarters. The position peaked at $4.43M in Q4 2022. 217 funds tracked by Wall St. Rank hold RWO as of Q1 2023.

Janney Montgomery Scott reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Janney Montgomery Scott sold 108,446 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2023, an estimated $4.43M.
Janney Montgomery Scott first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2016 and held it in 3 quarters.
Janney Montgomery Scott's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $4.43M in Q4 2022.
217 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2023.

Based on Janney Montgomery Scott's 13F filing for Q1 2023, filed 28 Apr 2023.