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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-70
Closed -$5.81K 648
2023
Q3
$5.81K Hold
70
﹤0.01% 280
2023
Q2
$6.33K Buy
+70
New +$6.18K ﹤0.01% 443

Other funds holding RWR

Crewe Advisors's RWR Position: Q4 2023 in Review

Crewe Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2023, closing a stake of 70 shares — an estimated $5.81K sold.

Crewe Advisors first reported a position in RWR in Q2 2023 and held it in 2 quarters. The position peaked at $6.33K in Q2 2023. 268 funds tracked by Wall St. Rank hold RWR as of Q4 2023.

  • Crewe Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Crewe Advisors sold 70 State Street SPDR Dow Jones REIT ETF shares in Q4 2023, an estimated $5.81K.
  • Crewe Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2023 and held it in 2 quarters.
  • Crewe Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $6.33K in Q2 2023.
  • 268 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.