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Financial Gravity Asset Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Financial Gravity Asset Management’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
2019
Q4 		$5K Buy
+50
New +$5.17K ﹤0.01% 1278

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Financial Gravity Asset Management's RWR Position: Q4 2019 in Review

Financial Gravity Asset Management opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2019: 50 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #1278 among its holdings.

279 funds tracked by Wall St. Rank hold RWR as of Q4 2019.

  • Financial Gravity Asset Management held 50 shares of State Street SPDR Dow Jones REIT ETF worth $5K as of Q4 2019.
  • State Street SPDR Dow Jones REIT ETF was a new Financial Gravity Asset Management position in Q4 2019.
  • State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2019, its #1278 holding.
  • 279 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.