Accel Wealth Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Accel Wealth Management’s Portfolio RWR Stock Details RWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-256	Closed	-$22.7K	–	714
2023 Q1	$22.7K	Hold	256	–	–	0.01%	669
2022 Q4	$22.3K	Hold	256	–	–	0.01%	523
2022 Q3	$22K	Hold	256	–	–	0.01%	534
2022 Q2	$24K	Hold	256	–	–	0.01%	498
2022 Q1	$31K	Hold	256	–	–	0.02%	462
2021 Q4	$31K	Buy	+256	New	+$29.5K	0.02%	475

Other funds holding RWR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Accel Wealth Management's RWR Position: Q2 2023 in Review

Accel Wealth Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2023, closing a stake of 256 shares — an estimated $22.7K sold.

Accel Wealth Management first reported a position in RWR in Q4 2021 and held it in 6 quarters. The position peaked at $31K in Q1 2022. 236 funds tracked by Wall St. Rank hold RWR as of Q2 2023.

Accel Wealth Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 256 State Street SPDR Dow Jones REIT ETF shares in Q2 2023, an estimated $22.7K.
Accel Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2021 and held it in 6 quarters.
Accel Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $31K in Q1 2022.
236 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.