Center for Financial Planning’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Center for Financial Planning’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 Q1	–	Sell	-190	Closed	-$18.1K	–	616
2023 Q4	$18.1K	Hold	190	–	–	﹤0.01%	315
2023 Q3	$15.8K	Hold	190	–	–	﹤0.01%	315
2023 Q2	$17.2K	Hold	190	–	–	﹤0.01%	327
2023 Q1	$16.9K	Hold	190	–	–	﹤0.01%	303
2022 Q4	$16.6K	Hold	190	–	–	﹤0.01%	303
2022 Q3	$16K	Sell	190 -110	-37%	-$10.7K	﹤0.01%	308
2022 Q2	$29K	Hold	300	–	–	0.01%	262
2022 Q1	$35K	Hold	300	–	–	0.01%	257
2021 Q4	$37K	Hold	300	–	–	0.01%	263
2021 Q3	$32K	Hold	300	–	–	0.01%	263
2021 Q2	$31K	Hold	300	–	–	0.01%	264
2021 Q1	$28K	Hold	300	–	–	0.01%	269
2020 Q4	$26K	Hold	300	–	–	0.01%	255
2020 Q3	$23K	Hold	300	–	–	0.01%	248
2020 Q2	$23K	Hold	300	–	–	0.01%	245
2020 Q1	$22K	Sell	300 -900	-75%	-$85.2K	0.01%	246
2019 Q4	$122K	Buy	+1,200	New	+$124K	0.03%	126

Other funds holding RWR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Center for Financial Planning's RWR Position: Q1 2024 in Review

Center for Financial Planning sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2024, closing a stake of 190 shares — an estimated $18.1K sold.

Center for Financial Planning first reported a position in RWR in Q4 2019 and held it in 17 quarters. The position peaked at $122K in Q4 2019. 247 funds tracked by Wall St. Rank hold RWR as of Q1 2024.

Center for Financial Planning reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2024 after selling out during the quarter.
Center for Financial Planning sold 190 State Street SPDR Dow Jones REIT ETF shares in Q1 2024, an estimated $18.1K.
Center for Financial Planning first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2019 and held it in 17 quarters.
Center for Financial Planning's State Street SPDR Dow Jones REIT ETF position peaked at $122K in Q4 2019.
247 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2024.

Based on Center for Financial Planning's 13F filing for Q1 2024, filed 25 Apr 2024.