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

Eldridge Investment Advisors’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 		– Sell
-5,000
Closed -$452K – 149
2023
Q2 		$452K Buy
+5,000
New +$441K 0.15% 87

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Eldridge Investment Advisors's RWR Position: Q3 2023 in Review

Eldridge Investment Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2023, closing a stake of 5,000 shares — an estimated $452K sold.

Eldridge Investment Advisors first reported a position in RWR in Q2 2023 and held it in 1 quarter. The position peaked at $452K in Q2 2023. 238 funds tracked by Wall St. Rank hold RWR as of Q3 2023.

  • Eldridge Investment Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2023 after selling out during the quarter.
  • Eldridge Investment Advisors sold 5,000 State Street SPDR Dow Jones REIT ETF shares in Q3 2023, an estimated $452K.
  • Eldridge Investment Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2023 and held it in 1 quarter.
  • Eldridge Investment Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $452K in Q2 2023.
  • 238 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2023.

Based on Eldridge Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.