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

Financial Management Professionals’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	-85	Closed	-$7K	–	1124
2022 Q4	$7K	Hold	85	–	–	﹤0.01%	572
2022 Q3	$7K	Sell	85 -1,162	-93%	-$113K	﹤0.01%	552
2022 Q2	$119K	Sell	1,247 -27,496	-96%	-$2.91M	0.03%	142
2022 Q1	$3.37M	Sell	28,743 -609	-2%	-$69.4K	0.73%	29
2021 Q4	$3.59M	Sell	29,352 -467	-2%	-$53.8K	0.76%	32
2021 Q3	$3.14M	Buy	+29,819	New	+$3.27M	0.73%	30

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Management Professionals's RWR Position: Q1 2023 in Review

Financial Management Professionals sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2023, closing a stake of 85 shares — an estimated $7K sold.

Financial Management Professionals first reported a position in RWR in Q3 2021 and held it in 6 quarters. The position peaked at $3.59M in Q4 2021. 245 funds tracked by Wall St. Rank hold RWR as of Q1 2023.

Financial Management Professionals reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2023 after selling out during the quarter.
Financial Management Professionals sold 85 State Street SPDR Dow Jones REIT ETF shares in Q1 2023, an estimated $7K.
Financial Management Professionals first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2021 and held it in 6 quarters.
Financial Management Professionals's State Street SPDR Dow Jones REIT ETF position peaked at $3.59M in Q4 2021.
245 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2023.

Based on Financial Management Professionals's 13F filing for Q1 2023, filed 13 Apr 2023.