Arkadios Wealth Advisors’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
2022
Q1
Sell
-1,803
Closed -$220K 627
2021
Q4
$220K Hold
1,803
0.03% 526
2021
Q3
$190K Buy
1,803
+50
+3% +$5.48K 0.03% 517
2021
Q2
$183K Buy
+1,753
New +$180K 0.02% 556

Other funds holding RWR

Arkadios Wealth Advisors's RWR Position: Q1 2022 in Review

Arkadios Wealth Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2022, closing a stake of 1,803 shares — an estimated $220K sold.

Arkadios Wealth Advisors first reported a position in RWR in Q2 2021 and held it in 3 quarters. The position peaked at $220K in Q4 2021. 279 funds tracked by Wall St. Rank hold RWR as of Q1 2022.

  • Arkadios Wealth Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,803 State Street SPDR Dow Jones REIT ETF shares in Q1 2022, an estimated $220K.
  • Arkadios Wealth Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $220K in Q4 2021.
  • 279 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2022.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.