JP Morgan Private Wealth Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

JP Morgan Private Wealth 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
2023 Q1	–	Sell	-7,588	Closed	-$310K	–	1991
2022 Q4	$310K	Buy	+7,588	New	+$307K	﹤0.01%	1649
2019 Q1	–	Sell	-25,325	Closed	-$1.12M	–	1504
2018 Q4	$1.12M	Buy	+25,325	New	+$1.17M	0.01%	718

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

JP Morgan Private Wealth Advisors's RWO Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2023, closing a stake of 7,588 shares — an estimated $310K sold.

JP Morgan Private Wealth Advisors first reported a position in RWO in Q4 2018 and held it in 2 quarters. The position peaked at $1.12M in Q4 2018. 217 funds tracked by Wall St. Rank hold RWO as of Q1 2023.

JP Morgan Private Wealth Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 7,588 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2023, an estimated $310K.
JP Morgan Private Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2018 and held it in 2 quarters.
JP Morgan Private Wealth Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.12M in Q4 2018.
217 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.