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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-16,424
Closed -$1.19M 75
2020
Q1
$1.19M Sell
16,424
-5,930
-27% -$561K 1.5% 10
2019
Q4
$2.28M Buy
+22,354
New +$2.31M 1.68% 14

Other funds holding RWR

Aprio Wealth Management's RWR Position: Q2 2020 in Review

Aprio Wealth Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2020, closing a stake of 16,424 shares — an estimated $1.19M sold.

Aprio Wealth Management first reported a position in RWR in Q4 2019 and held it in 2 quarters. The position peaked at $2.28M in Q4 2019. 215 funds tracked by Wall St. Rank hold RWR as of Q2 2020.

  • Aprio Wealth Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2020 after selling out during the quarter.
  • Aprio Wealth Management sold 16,424 State Street SPDR Dow Jones REIT ETF shares in Q2 2020, an estimated $1.19M.
  • Aprio Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2019 and held it in 2 quarters.
  • Aprio Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $2.28M in Q4 2019.
  • 215 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2020.

Based on Aprio Wealth Management's 13F filing for Q2 2020, filed 20 Jul 2020.