Destiny Capital Securities’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Destiny Capital Securities’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 Q3	$2.06M	Buy	+24,858	New	+$2.23M	1.67%	16

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Destiny Capital Securities's RWR Position: Q3 2023 in Review

Destiny Capital Securities opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2023: 24,858 shares worth $2.06M. The stake represents 1.67% of the portfolio and ranks #16 among its holdings.

238 funds tracked by Wall St. Rank hold RWR as of Q3 2023.

Destiny Capital Securities held 24,858 shares of State Street SPDR Dow Jones REIT ETF worth $2.06M as of Q3 2023.
State Street SPDR Dow Jones REIT ETF was a new Destiny Capital Securities position in Q3 2023.
State Street SPDR Dow Jones REIT ETF made up 1.67% of Destiny Capital Securities's portfolio in Q3 2023, its #16 holding.
238 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2023.

Based on Destiny Capital Securities's 13F filing for Q3 2023, filed 13 Nov 2023.