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Buckingham Strategic Wealth’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$481K Buy
5,167
+1
+0% +$91 0.01% 475
2024
Q1 		$487K Buy
5,166
+1,327
+35% +$123K 0.01% 465
2023
Q4 		$366K Buy
3,839
+7
+0.2% +$602 ﹤0.01% 518
2023
Q3 		$318K Buy
3,832
+14
+0.4% +$1.26K ﹤0.01% 514
2023
Q2 		$345K Sell
3,818
-16
-0.4% -$1.41K ﹤0.01% 504
2023
Q1 		$334K Hold
3,834
– – 0.01% 463
2022
Q4 		$334K Sell
3,834
-931
-20% -$81.6K 0.01% 465
2022
Q3 		$401K Buy
4,765
+516
+12% +$50.3K 0.01% 411
2022
Q2 		$404K Sell
4,249
-7
-0.2% -$741 0.01% 410
2022
Q1 		$499K Buy
4,256
+178
+4% +$20.3K 0.01% 369
2021
Q4 		$498K Sell
4,078
-108
-3% -$12.4K 0.01% 368
2021
Q3 		$441K Buy
4,186
+161
+4% +$17.6K 0.01% 379
2021
Q2 		$422K Buy
4,025
+8
+0.2% +$819 0.01% 399
2021
Q1 		$380K Sell
4,017
-209
-5% -$18.9K 0.02% 388
2020
Q4 		$366K Sell
4,226
-631
-13% -$52.7K 0.02% 377
2020
Q3 		$379K Sell
4,857
-13,356
-73% -$1.06M 0.03% 318
2020
Q2 		$1.42M Buy
+18,213
New +$1.39M 0.14% 119

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Buckingham Strategic Wealth's RWR Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 0.02% in Q2 2024, buying an estimated $91 and bringing the position to 5,167 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #475.

Buckingham Strategic Wealth first reported a position in RWR in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.42M in Q2 2020. 251 funds tracked by Wall St. Rank hold RWR as of Q2 2024.

  • Buckingham Strategic Wealth held 5,167 shares of State Street SPDR Dow Jones REIT ETF worth $481K as of Q2 2024.
  • Buckingham Strategic Wealth bought 1 State Street SPDR Dow Jones REIT ETF share in Q2 2024, an estimated $91.
  • State Street SPDR Dow Jones REIT ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #475 holding.
  • Buckingham Strategic Wealth first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2020 and has held it in 17 quarters since.
  • Buckingham Strategic Wealth's State Street SPDR Dow Jones REIT ETF position peaked at $1.42M in Q2 2020.
  • 251 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.