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Arrow Investment Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Arrow Investment 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
2022
Q2 		– Sell
-46,043
Closed -$5.4M – 80
2022
Q1 		$5.4M Sell
46,043
-2,846
-6% -$324K 4% 7
2021
Q4 		$5.97M Sell
48,889
-2,840
-5% -$327K 4.23% 6
2021
Q3 		$5.45M Buy
+51,729
New +$5.67M 3.58% 10
2019
Q3 		– Sell
-107,802
Closed -$10.7M – 67
2019
Q2 		$10.7M Buy
+107,802
New +$10.7M 4.29% 12
2015
Q2 		– Sell
-252,792
Closed -$23.9M – 86
2015
Q1 		$23.9M Buy
252,792
+6,890
+3% +$655K 4.39% 10
2014
Q4 		$22.4M Sell
245,902
-1,598
-0.6% -$140K 4.27% 12
2014
Q3 		$19.8M Buy
+247,500
New +$20.7M 3.57% 12

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Arrow Investment Advisors's RWR Position: Q2 2022 in Review

Arrow Investment Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2022, closing a stake of 46,043 shares — an estimated $5.4M sold.

Arrow Investment Advisors first reported a position in RWR in Q3 2014 and held it in 7 quarters. The position peaked at $23.9M in Q1 2015. 268 funds tracked by Wall St. Rank hold RWR as of Q2 2022.

  • Arrow Investment Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2022 after selling out during the quarter.
  • Arrow Investment Advisors sold 46,043 State Street SPDR Dow Jones REIT ETF shares in Q2 2022, an estimated $5.4M.
  • Arrow Investment Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2014 and held it in 7 quarters.
  • Arrow Investment Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $23.9M in Q1 2015.
  • 268 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2022.

Based on Arrow Investment Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.