DB Wealth Management Group’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

DB Wealth Management 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
2022 Q4	–	Sell	-27,852	Closed	-$2.35M	–	375
2022 Q3	$2.35M	Buy	27,852 +1,321	+5%	+$129K	1.68%	16
2022 Q2	$2.52M	Buy	26,531 +2,110	+9%	+$223K	1.72%	15
2022 Q1	$2.87M	Buy	24,421 +414	+2%	+$47.2K	1.73%	12
2021 Q4	$2.93M	Buy	24,007 +2,102	+10%	+$242K	1.74%	12
2021 Q3	$2.31M	Buy	21,905 +2,182	+11%	+$239K	1.49%	16
2021 Q2	$2.07M	Buy	+19,723	New	+$2.02M	1.32%	20

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

DB Wealth Management Group's RWR Position: Q4 2022 in Review

DB Wealth Management Group sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2022, closing a stake of 27,852 shares — an estimated $2.35M sold.

DB Wealth Management Group first reported a position in RWR in Q2 2021 and held it in 6 quarters. The position peaked at $2.93M in Q4 2021. 255 funds tracked by Wall St. Rank hold RWR as of Q4 2022.

DB Wealth Management Group reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2022 after selling out during the quarter.
DB Wealth Management Group sold 27,852 State Street SPDR Dow Jones REIT ETF shares in Q4 2022, an estimated $2.35M.
DB Wealth Management Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2021 and held it in 6 quarters.
DB Wealth Management Group's State Street SPDR Dow Jones REIT ETF position peaked at $2.93M in Q4 2021.
255 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2022.

Based on DB Wealth Management Group's 13F filing for Q4 2022, filed 13 Feb 2023.