Cutler Group’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Cutler Group’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 Q4	–	Sell	-300	Closed	-$3K	–	4232
2023 Q3	$3K	Buy	+300	New	+$27K	﹤0.01%	3147
2021 Q4	–	Sell	-600	Closed	-$2K	–	5955
2021 Q3	$2K	Buy	+600	New	+$65.8K	﹤0.01%	5071
2019 Q4	–	Sell	-400	Closed	-$3K	–	4508
2019 Q3	$3K	Hold	400	–	–	﹤0.01%	3343
2019 Q2	$1K	Hold	400	–	–	﹤0.01%	3964
2019 Q1	$1K	Buy	+400	New	+$37.9K	﹤0.01%	3780
2018 Q3	–	Sell	-700	Closed	-$2K	–	4587
2018 Q2	$2K	Buy	+700	New	+$62.3K	﹤0.01%	3617
2017 Q1	–	Sell	-1,300	Closed	-$3K	–	7083
2016 Q4	$3K	Hold	1,300	–	–	﹤0.01%	5376
2016 Q3	$6K	Buy	1,300 +900	+225%	+$90.3K	﹤0.01%	4791
2016 Q2	$2K	Sell	400 -1,200	-75%	-$114K	﹤0.01%	5730
2016 Q1	$12K	Buy	+1,600	New	+$142K	﹤0.01%	3867

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cutler Group's RWR Position: Q1 2024 in Review

Cutler Group sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2024, closing a stake of 200 shares — an estimated $19K sold.

Cutler Group first reported a position in RWR in Q2 2016 and held it in 11 quarters. The position peaked at $127K in Q2 2016. 247 funds tracked by Wall St. Rank hold RWR as of Q1 2024.

Cutler Group reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2024 after selling out during the quarter.
Cutler Group sold 200 State Street SPDR Dow Jones REIT ETF shares in Q1 2024, an estimated $19K.
Cutler Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2016 and held it in 11 quarters.
Cutler Group's State Street SPDR Dow Jones REIT ETF position peaked at $127K in Q2 2016.
247 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.