Advisor Resource Council’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Advisor Resource Council’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
2022 Q2	–	Sell	-8,345	Closed	-$979K	–	545
2022 Q1	$979K	Sell	8,345 -12,703	-60%	-$1.45M	0.29%	101
2021 Q4	$2.57M	Buy	21,048 +15,252	+263%	+$1.76M	0.2%	103
2021 Q3	$611K	Sell	5,796 -7,349	-56%	-$805K	0.19%	124
2021 Q2	$1.38M	Buy	+13,145	New	+$1.35M	0.14%	159

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Advisor Resource Council's RWR Position: Q2 2022 in Review

Advisor Resource Council sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2022, closing a stake of 8,345 shares — an estimated $979K sold.

Advisor Resource Council first reported a position in RWR in Q2 2021 and held it in 4 quarters. The position peaked at $2.57M in Q4 2021. 268 funds tracked by Wall St. Rank hold RWR as of Q2 2022.

Advisor Resource Council reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2022 after selling out during the quarter.
Advisor Resource Council sold 8,345 State Street SPDR Dow Jones REIT ETF shares in Q2 2022, an estimated $979K.
Advisor Resource Council first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2021 and held it in 4 quarters.
Advisor Resource Council's State Street SPDR Dow Jones REIT ETF position peaked at $2.57M in Q4 2021.
268 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2022.

Based on Advisor Resource Council's 13F filing for Q2 2022, filed 27 Jul 2022.