Evoke Wealth’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Evoke Wealth’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	-29	Closed	-$2K	–	988
2022 Q3	$2K	Hold	29	–	–	﹤0.01%	1072
2022 Q2	$3K	Hold	29	–	–	﹤0.01%	1006
2022 Q1	$3K	Hold	29	–	–	﹤0.01%	1013
2021 Q4	$4K	Hold	29	–	–	﹤0.01%	958
2021 Q3	$3K	Hold	29	–	–	﹤0.01%	963
2021 Q2	$3K	Hold	29	–	–	﹤0.01%	1004
2021 Q1	$3K	Hold	29	–	–	﹤0.01%	970
2020 Q4	$3K	Hold	29	–	–	﹤0.01%	838
2020 Q3	$2K	Hold	29	–	–	﹤0.01%	865
2020 Q2	$2K	Hold	29	–	–	﹤0.01%	895
2020 Q1	$2.09K	Buy	+29	New	+$2.74K	﹤0.01%	791
2019 Q4	–	Sell	-29	Closed	-$3.03K	–	1429
2019 Q3	$3.03K	Buy	+29	New	+$2.96K	﹤0.01%	1125

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

Evoke Wealth's RWR Position: Q4 2022 in Review

Evoke Wealth sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2022, closing a stake of 29 shares — an estimated $2K sold.

Evoke Wealth first reported a position in RWR in Q3 2019 and held it in 12 quarters. The position peaked at $4K in Q4 2021. 255 funds tracked by Wall St. Rank hold RWR as of Q4 2022.

Evoke Wealth reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 29 State Street SPDR Dow Jones REIT ETF shares in Q4 2022, an estimated $2K.
Evoke Wealth first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2019 and held it in 12 quarters.
Evoke Wealth's State Street SPDR Dow Jones REIT ETF position peaked at $4K in Q4 2021.
255 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.