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

Bedel Financial Consulting’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	-99	Closed	-$12K	–	743
2022 Q1	$12K	Hold	99	–	–	﹤0.01%	631
2021 Q4	$12K	Hold	99	–	–	﹤0.01%	661
2021 Q3	$10K	Hold	99	–	–	﹤0.01%	670
2021 Q2	$10K	Hold	99	–	–	﹤0.01%	674
2021 Q1	$9K	Hold	99	–	–	﹤0.01%	661
2020 Q4	$9K	Hold	99	–	–	﹤0.01%	572
2020 Q3	$8K	Hold	99	–	–	﹤0.01%	548
2020 Q2	$8K	Hold	99	–	–	﹤0.01%	526
2020 Q1	$7K	Hold	99	–	–	﹤0.01%	533
2019 Q4	$10K	Buy	99 +46	+87%	+$4.76K	0.01%	511
2019 Q3	$6K	Hold	53	–	–	﹤0.01%	549
2019 Q2	$5K	Hold	53	–	–	﹤0.01%	576
2019 Q1	$5K	Hold	53	–	–	﹤0.01%	575
2018 Q4	$5K	Hold	53	–	–	﹤0.01%	539
2018 Q3	$4K	Sell	53 -32	-38%	-$3.04K	﹤0.01%	573
2018 Q2	$8K	Buy	+85	New	+$7.56K	0.01%	507

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bedel Financial Consulting's RWR Position: Q2 2022 in Review

Bedel Financial Consulting sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2022, closing a stake of 99 shares — an estimated $12K sold.

Bedel Financial Consulting first reported a position in RWR in Q2 2018 and held it in 16 quarters. The position peaked at $12K in Q1 2022. 268 funds tracked by Wall St. Rank hold RWR as of Q2 2022.

Bedel Financial Consulting reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 99 State Street SPDR Dow Jones REIT ETF shares in Q2 2022, an estimated $12K.
Bedel Financial Consulting first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2018 and held it in 16 quarters.
Bedel Financial Consulting's State Street SPDR Dow Jones REIT ETF position peaked at $12K in Q1 2022.
268 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.