Emery Howard Portfolio Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $776K | Buy |
6,351
+61
| +1% | +$7.03K | 0.1% | 27 |
|
|
2021
Q3 | $663K | Buy |
6,290
+44
| +0.7% | +$4.82K | 0.1% | 29 |
|
|
2021
Q2 | $655K | Buy |
6,246
+41
| +0.7% | +$4.2K | 0.1% | 28 |
|
|
2021
Q1 | $587K | Hold |
6,205
| – | – | 0.09% | 26 |
|
|
2020
Q4 | $538K | Buy |
6,205
+92
| +2% | +$7.69K | 0.09% | 25 |
|
|
2020
Q3 | $477K | Buy |
6,113
+53
| +0.9% | +$4.22K | 0.1% | 26 |
|
|
2020
Q2 | $473K | Buy |
6,060
+55
| +0.9% | +$4.21K | 0.1% | 26 |
|
|
2020
Q1 | $434K | Buy |
6,005
+50
| +0.8% | +$4.73K | 0.11% | 27 |
|
|
2019
Q4 | $608K | Buy |
5,955
+66
| +1% | +$6.83K | 0.11% | 24 |
|
|
2019
Q3 | $616K | Buy |
5,889
+49
| +0.8% | +$4.99K | 0.13% | 24 |
|
|
2019
Q2 | $577K | Buy |
5,840
+51
| +0.9% | +$5.07K | 0.12% | 24 |
|
|
2019
Q1 | $573K | Buy |
5,789
+32
| +0.6% | +$3.03K | 0.12% | 24 |
|
|
2018
Q4 | $495K | Buy |
5,757
+71
| +1% | +$6.49K | 0.12% | 24 |
|
|
2018
Q3 | $530K | Buy |
5,686
+71
| +1% | +$6.74K | 0.11% | 23 |
|
|
2018
Q2 | $528K | Buy |
5,615
+51
| +0.9% | +$4.54K | 0.11% | 23 |
|
|
2018
Q1 | $479K | Buy |
5,564
+34
| +0.6% | +$2.95K | 0.1% | 24 |
|
|
2017
Q4 | $518K | Buy |
5,530
+41
| +0.7% | +$3.83K | 0.11% | 23 |
|
|
2017
Q3 | $508K | Buy |
5,489
+44
| +0.8% | +$4.09K | 0.11% | 24 |
|
|
2017
Q2 | $506K | Buy |
5,445
+46
| +0.9% | +$4.28K | 0.11% | 24 |
|
|
2017
Q1 | $498K | Buy |
5,399
+36
| +0.7% | +$3.35K | 0.11% | 25 |
|
|
2016
Q4 | $501K | Buy |
5,363
+89
| +2% | +$8.15K | 0.12% | 27 |
|
|
2016
Q3 | $514K | Buy |
5,274
+40
| +0.8% | +$4.01K | 0.12% | 26 |
|
|
2016
Q2 | $520K | Sell |
5,234
-4,309
| -45% | -$408K | 0.13% | 26 |
|
|
2016
Q1 | $908K | Buy |
9,543
+101
| +1% | +$8.97K | 0.23% | 23 |
|
|
2015
Q4 | $865K | Buy |
9,442
+95
| +1% | +$8.59K | 0.22% | 23 |
|
|
2015
Q3 | $805K | Buy |
9,347
+83
| +0.9% | +$7.22K | 0.22% | 24 |
|
|
2015
Q2 | $782K | Buy |
9,264
+76
| +0.8% | +$6.82K | 0.2% | 25 |
|
|
2015
Q1 | $869K | Buy |
9,188
+112
| +1% | +$10.7K | 0.22% | 24 |
|
|
2014
Q4 | $825K | Buy |
9,076
+143
| +2% | +$12.5K | 0.24% | 23 |
|
|
2014
Q3 | $713K | Buy |
8,933
+144
| +2% | +$12K | 0.23% | 24 |
|
|
2014
Q2 | $729K | Buy |
8,789
+55
| +0.6% | +$4.49K | 0.22% | 24 |
|
|
2014
Q1 | $682K | Buy |
8,734
+91
| +1% | +$6.87K | 0.22% | 23 |
|
|
2013
Q4 | $616K | Buy |
8,643
+72
| +0.8% | +$5.29K | 0.21% | 25 |
|
|
2013
Q3 | $625K | Buy |
8,571
+253
| +3% | +$19K | 0.23% | 23 |
|
|
2013
Q2 | $632K | Buy |
+8,318
| New | +$666K | 0.24% | 22 |
|
Other funds holding RWR
Emery Howard Portfolio Management's RWR Position: Q4 2021 in Review
Emery Howard Portfolio Management increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 0.97% in Q4 2021, buying an estimated $7.03K and bringing the position to 6,351 shares worth $776K. The position accounts for 0.1% of the portfolio, ranked #27.
Emery Howard Portfolio Management first reported a position in RWR in Q2 2013 and has held it in 35 quarters since. The position peaked at $908K in Q1 2016. 278 funds tracked by Wall St. Rank hold RWR as of Q4 2021.
- Emery Howard Portfolio Management held 6,351 shares of State Street SPDR Dow Jones REIT ETF worth $776K as of Q4 2021.
- Emery Howard Portfolio Management bought 61 State Street SPDR Dow Jones REIT ETF shares in Q4 2021, an estimated $7.03K.
- State Street SPDR Dow Jones REIT ETF made up 0.1% of Emery Howard Portfolio Management's portfolio in Q4 2021, its #27 holding.
- Emery Howard Portfolio Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2013 and has held it in 35 quarters since.
- Emery Howard Portfolio Management's State Street SPDR Dow Jones REIT ETF position peaked at $908K in Q1 2016.
- 278 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2021.
Based on Emery Howard Portfolio Management's 13F filing for Q4 2021, filed 6 Jan 2022.