Clear Perspectives Financial Planning’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Clear Perspectives 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
2023 Q1	$6.92K	Hold	78	–	–	﹤0.01%	154
2022 Q4	$6.8K	Hold	78	–	–	﹤0.01%	167
2022 Q3	$7K	Hold	78	–	–	﹤0.01%	161
2022 Q2	$7K	Hold	78	–	–	﹤0.01%	167
2022 Q1	$9K	Hold	78	–	–	﹤0.01%	170
2021 Q4	$10K	Hold	78	–	–	﹤0.01%	176
2021 Q3	$8K	Hold	78	–	–	﹤0.01%	171
2021 Q2	$8K	Hold	78	–	–	﹤0.01%	173
2021 Q1	$7K	Hold	78	–	–	﹤0.01%	161
2020 Q4	$7K	Buy	+78	New	+$6.52K	﹤0.01%	154

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clear Perspectives Financial Planning's RWR Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q1 2023 at 78 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #154.

Clear Perspectives Financial Planning first reported a position in RWR in Q4 2020 and has held it in 10 quarters since. The position peaked at $10K in Q4 2021. 245 funds tracked by Wall St. Rank hold RWR as of Q1 2023.

Clear Perspectives Financial Planning held 78 shares of State Street SPDR Dow Jones REIT ETF worth $6.92K as of Q1 2023.
Clear Perspectives Financial Planning left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q1 2023.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #154 holding.
Clear Perspectives Financial Planning first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's State Street SPDR Dow Jones REIT ETF position peaked at $10K in Q4 2021.
245 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.