Advisornet Financial’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Advisornet Financial’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 Q4	–	Sell	-329	Closed	-$27.3K	–	2482
2023 Q3	$27.3K	Hold	329	–	–	﹤0.01%	945
2023 Q2	$29.8K	Hold	329	–	–	﹤0.01%	959
2023 Q1	$29.2K	Hold	329	–	–	﹤0.01%	950
2022 Q4	$28.7K	Sell	329 -470	-59%	-$41.2K	﹤0.01%	938
2022 Q3	$67K	Hold	799	–	–	0.01%	765
2022 Q2	$76K	Hold	799	–	–	0.01%	753
2022 Q1	$94K	Hold	799	–	–	0.01%	778
2021 Q4	$98K	Hold	799	–	–	0.01%	821
2021 Q3	$84K	Buy	799 +329	+70%	+$36.1K	0.01%	849
2021 Q2	$49K	Hold	470	–	–	﹤0.01%	991
2021 Q1	$44K	Hold	470	–	–	﹤0.01%	971
2020 Q4	$41K	Buy	470 +187	+66%	+$15.6K	﹤0.01%	924
2020 Q3	$22K	Hold	283	–	–	﹤0.01%	1075
2020 Q2	$22K	Sell	283 -158	-36%	-$12.1K	﹤0.01%	1094
2020 Q1	$32K	Sell	441 -94	-18%	-$8.9K	﹤0.01%	937
2019 Q4	$55K	Sell	535 -33	-6%	-$3.42K	﹤0.01%	867
2019 Q3	$59K	Sell	568 -62	-10%	-$6.32K	0.01%	843
2019 Q2	$62K	Buy	630 +256	+68%	+$25.4K	0.01%	743
2019 Q1	$37K	Buy	374 +77	+26%	+$7.3K	﹤0.01%	820
2018 Q4	$26K	Buy	297 +67	+29%	+$6.13K	﹤0.01%	864
2018 Q3	$21K	Sell	230 -179	-44%	-$17K	﹤0.01%	948
2018 Q2	$38K	Hold	409	–	–	0.01%	785
2018 Q1	$35K	Buy	409 +70	+21%	+$6.07K	﹤0.01%	795
2017 Q4	$32K	Buy	+339	New	+$31.7K	﹤0.01%	761

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Advisornet Financial's RWR Position: Q4 2023 in Review

Advisornet Financial sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2023, closing a stake of 329 shares — an estimated $27.3K sold.

Advisornet Financial first reported a position in RWR in Q4 2017 and held it in 24 quarters. The position peaked at $98K in Q4 2021. 268 funds tracked by Wall St. Rank hold RWR as of Q4 2023.

Advisornet Financial reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2023 after selling out during the quarter.
Advisornet Financial sold 329 State Street SPDR Dow Jones REIT ETF shares in Q4 2023, an estimated $27.3K.
Advisornet Financial first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2017 and held it in 24 quarters.
Advisornet Financial's State Street SPDR Dow Jones REIT ETF position peaked at $98K in Q4 2021.
268 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.