Farmers & Merchants Trust Co of Chambersburg PA’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’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
2021 Q3	–	Sell	-1,000	Closed	-$105K	–	326
2021 Q2	$105K	Hold	1,000	–	–	0.07%	127
2021 Q1	$95K	Sell	1,000 -399	-29%	-$36.1K	0.07%	129
2020 Q4	$121K	Hold	1,399	–	–	0.1%	102
2020 Q3	$109K	Hold	1,399	–	–	0.09%	101
2020 Q2	$109K	Sell	1,399 -250	-15%	-$19.1K	0.09%	109
2020 Q1	$119K	Hold	1,649	–	–	0.12%	98
2019 Q4	$168K	Hold	1,649	–	–	0.13%	96
2019 Q3	$172K	Hold	1,649	–	–	0.14%	98
2019 Q2	$163K	Hold	1,649	–	–	0.14%	96
2019 Q1	$163K	Buy	+1,649	New	+$156K	0.14%	102

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA's RWR Position: Q3 2021 in Review

Farmers & Merchants Trust Co of Chambersburg PA sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2021, closing a stake of 1,000 shares — an estimated $105K sold.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in RWR in Q1 2019 and held it in 10 quarters. The position peaked at $172K in Q3 2019. 257 funds tracked by Wall St. Rank hold RWR as of Q3 2021.

Farmers & Merchants Trust Co of Chambersburg PA reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2021 after selling out during the quarter.
Farmers & Merchants Trust Co of Chambersburg PA sold 1,000 State Street SPDR Dow Jones REIT ETF shares in Q3 2021, an estimated $105K.
Farmers & Merchants Trust Co of Chambersburg PA first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2019 and held it in 10 quarters.
Farmers & Merchants Trust Co of Chambersburg PA's State Street SPDR Dow Jones REIT ETF position peaked at $172K in Q3 2019.
257 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2021.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q3 2021, filed 22 Oct 2021.