Fiduciary Trust’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Fiduciary Trust’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 Q2	–	Sell	-1,880	Closed	-$220K	–	665
2022 Q1	$220K	Sell	1,880 -179	-9%	-$20.4K	﹤0.01%	622
2021 Q4	$252K	Hold	2,059	–	–	﹤0.01%	596
2021 Q3	$217K	Hold	2,059	–	–	﹤0.01%	614
2021 Q2	$216K	Buy	+2,059	New	+$211K	﹤0.01%	613
2020 Q3	–	Sell	-4,111	Closed	-$321K	–	557
2020 Q2	$321K	Buy	+4,111	New	+$315K	0.01%	442

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 $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $162B AUM 16.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fiduciary Trust's RWR Position: Q2 2022 in Review

Fiduciary Trust sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2022, closing a stake of 1,880 shares — an estimated $220K sold.

Fiduciary Trust first reported a position in RWR in Q2 2020 and held it in 5 quarters. The position peaked at $321K in Q2 2020. 268 funds tracked by Wall St. Rank hold RWR as of Q2 2022.

Fiduciary Trust reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2022 after selling out during the quarter.
Fiduciary Trust sold 1,880 State Street SPDR Dow Jones REIT ETF shares in Q2 2022, an estimated $220K.
Fiduciary Trust first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2020 and held it in 5 quarters.
Fiduciary Trust's State Street SPDR Dow Jones REIT ETF position peaked at $321K in Q2 2020.
268 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2022.

Based on Fiduciary Trust's 13F filing for Q2 2022, filed 12 Aug 2022.