Alaska Wealth Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Alaska Wealth Advisors’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
2024 Q4	–	Sell	-122	Closed	-$13K	–	88
2024 Q3	$13K	Hold	122	–	–	﹤0.01%	104
2024 Q2	$11.4K	Sell	122 -33	-21%	-$2.99K	﹤0.01%	100
2024 Q1	$14.6K	Hold	155	–	–	﹤0.01%	96
2023 Q4	$14.8K	Hold	155	–	–	﹤0.01%	96
2023 Q3	$12.9K	Hold	155	–	–	﹤0.01%	94
2023 Q2	$14K	Hold	155	–	–	﹤0.01%	100
2023 Q1	$13.8K	Buy	+155	New	+$14.2K	﹤0.01%	91

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

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

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

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

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

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 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 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Alaska Wealth Advisors's RWR Position: Q4 2024 in Review

Alaska Wealth Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2024, closing a stake of 122 shares — an estimated $13K sold.

Alaska Wealth Advisors first reported a position in RWR in Q1 2023 and held it in 7 quarters. The position peaked at $14.8K in Q4 2023. 262 funds tracked by Wall St. Rank hold RWR as of Q4 2024.

Alaska Wealth Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2024 after selling out during the quarter.
Alaska Wealth Advisors sold 122 State Street SPDR Dow Jones REIT ETF shares in Q4 2024, an estimated $13K.
Alaska Wealth Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2023 and held it in 7 quarters.
Alaska Wealth Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $14.8K in Q4 2023.
262 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2024.

Based on Alaska Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.