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

JNBA 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	–	Sell	-125	Closed	-$6K	–	743
2022 Q2	$6K	Hold	125	–	–	﹤0.01%	551
2022 Q1	$7K	Hold	125	–	–	﹤0.01%	533
2021 Q4	$7K	Hold	125	–	–	﹤0.01%	562
2021 Q3	$6K	Hold	125	–	–	﹤0.01%	575
2021 Q2	$6K	Hold	125	–	–	﹤0.01%	535
2021 Q1	$6K	Hold	125	–	–	﹤0.01%	517
2020 Q4	$6K	Hold	125	–	–	﹤0.01%	487
2020 Q3	$5K	Hold	125	–	–	﹤0.01%	466
2020 Q2	$5K	Hold	125	–	–	﹤0.01%	461
2020 Q1	$5K	Hold	125	–	–	﹤0.01%	451
2019 Q4	$6K	Hold	125	–	–	﹤0.01%	488
2019 Q3	$6K	Hold	125	–	–	﹤0.01%	464
2019 Q2	$6K	Buy	+125	New	+$6.25K	﹤0.01%	497
2016 Q4	–	Sell	-3,710	Closed	-$185K	–	1161
2016 Q3	$185K	Buy	+3,710	New	+$189K	0.03%	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

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

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

MWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

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

JNBA Financial Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2022, closing a stake of 125 shares — an estimated $6K sold.

JNBA Financial Advisors first reported a position in RWO in Q3 2016 and held it in 14 quarters. The position peaked at $185K in Q3 2016. 218 funds tracked by Wall St. Rank hold RWO as of Q3 2022.

JNBA Financial Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2022 after selling out during the quarter.
JNBA Financial Advisors sold 125 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2022, an estimated $6K.
JNBA Financial Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2016 and held it in 14 quarters.
JNBA Financial Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $185K in Q3 2016.
218 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2022.

Based on JNBA Financial Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.