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SPDR Dow Jones Global Real Estate shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of SPDR Dow Jones Global Real Estate (RWO) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in SPDR Dow Jones Global Real Estate

Tip: Access up to 7 years of quarterly data

All positions including SPDR Dow Jones Global Real Estate held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Dow Jones Global Real Estate by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.9M 103k 47.53
2024-06-30 $4.3M 105k 41.53
2024-03-31 $4.8M 113k 42.82
2023-12-31 $5.1M 116k 43.71
2023-09-30 $5.2M 137k 38.20
2023-06-30 $5.6M 137k 41.07
2023-03-31 $5.7M 140k 41.16
2022-12-31 $5.6M 137k 40.90
2022-09-30 $5.3M 138k 38.69
2022-06-30 $6.3M 144k 44.14
2022-03-31 $7.9M 145k 54.01
2021-12-31 $9.3M 165k 56.53
2021-09-30 $8.6M 169k 51.06
2021-06-30 $9.2M 179k 51.49
2021-03-31 $9.1M 192k 47.22
2020-12-31 $8.8M 197k 44.46
2020-09-30 $10M 257k 39.50
2020-06-30 $10M 263k 39.03
2020-03-31 $10M 282k 36.00
2019-12-31 $14M 270k 51.52
2019-09-30 $12M 232k 51.86
2019-06-30 $12M 237k 49.90
2019-03-31 $12M 235k 50.03
2018-12-31 $11M 238k 44.26
2018-09-30 $12M 242k 47.57
2018-06-30 $12M 240k 48.11
2018-03-31 $11M 240k 46.27
2017-12-31 $12M 247k 48.88
2017-09-30 $11M 239k 47.76
2017-06-30 $11M 231k 47.69
2017-03-31 $9.4M 202k 46.86
2016-12-31 $9.4M 202k 46.86
2016-09-30 $9.1M 182k 49.82
2016-06-30 $9.0M 178k 50.36
2016-03-31 $8.4M 172k 48.97
2015-12-31 $8.1M 172k 46.80

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS Wealth Advisors

Top funds holding SPDR Dow Jones Global Real Estate

State Street Corporation
Goldman Sachs Group
Huntington National Bank
Bank of New York Mellon
Bank of America Corporation
Glenmede Trust Company
Tradewinds Capital Management
Raymond James Financial Services Advisors
Envestnet Asset Management
Morgan Stanley
Hsbc Holdings
Quent Capital
Raymond James & Associates
Mariner Wealth Advisors
HPM Partners

View all funds holding SPDR Dow Jones Global Real Estate