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

Faithward 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 Q1	–	Sell	-11	Closed	-$959	–	333
2022 Q4	$959	Hold	11	–	–	﹤0.01%	260
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	232
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	252
2022 Q1	$1K	Hold	11	–	–	﹤0.01%	271
2021 Q4	$1K	Hold	11	–	–	﹤0.01%	269
2021 Q3	$1K	Buy	+11	New	+$1.21K	﹤0.01%	277

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Faithward Advisors's RWR Position: Q1 2023 in Review

Faithward Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2023, closing a stake of 11 shares — an estimated $959 sold.

Faithward Advisors first reported a position in RWR in Q3 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 244 funds tracked by Wall St. Rank hold RWR as of Q1 2023.

Faithward Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2023 after selling out during the quarter.
Faithward Advisors sold 11 State Street SPDR Dow Jones REIT ETF shares in Q1 2023, an estimated $959.
Faithward Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2021 and held it in 6 quarters.
Faithward Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $1K in Q3 2022.
244 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2023.

Based on Faithward Advisors's 13F filing for Q1 2023, filed 15 May 2023.