First Personal Financial Services’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

First Personal Financial Services’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
2024 Q1	–	Sell	-202	Closed	-$19.3K	–	402
2023 Q4	$19.3K	Hold	202	–	–	﹤0.01%	264
2023 Q3	$16.8K	Hold	202	–	–	﹤0.01%	277
2023 Q2	$18.3K	Hold	202	–	–	﹤0.01%	276
2023 Q1	$17.9K	Hold	202	–	–	﹤0.01%	288
2022 Q4	$17.6K	Hold	202	–	–	﹤0.01%	295
2022 Q3	$17K	Hold	202	–	–	﹤0.01%	301
2022 Q2	$19K	Hold	202	–	–	0.01%	239
2022 Q1	$24K	Hold	202	–	–	0.01%	237
2021 Q4	$25K	Hold	202	–	–	0.01%	239
2021 Q3	$21K	Hold	202	–	–	0.01%	245
2021 Q2	$21K	Hold	202	–	–	0.01%	251
2021 Q1	$19K	Hold	202	–	–	0.01%	246
2020 Q4	$18K	Hold	202	–	–	0.01%	247
2020 Q3	$16K	Hold	202	–	–	0.01%	245
2020 Q2	$16K	Hold	202	–	–	0.01%	243
2020 Q1	$15K	Hold	202	–	–	0.01%	232
2019 Q4	$21K	Buy	+202	New	+$20.9K	0.01%	245
2018 Q4	–	Sell	-59	Closed	-$6K	–	682
2018 Q3	$6K	Buy	+59	New	+$5.6K	﹤0.01%	574
2016 Q4	–	Sell	-21,411	Closed	-$2.08M	–	940
2016 Q3	$2.08M	Buy	21,411 +13,314	+164%	+$1.34M	0.61%	62
2016 Q2	$805K	Buy	8,097 +3,934	+94%	+$373K	0.27%	85
2016 Q1	$396K	Buy	+4,163	New	+$370K	0.2%	96

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Personal Financial Services's RWR Position: Q1 2024 in Review

First Personal Financial Services sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2024, closing a stake of 202 shares — an estimated $19.3K sold.

First Personal Financial Services first reported a position in RWR in Q1 2016 and held it in 21 quarters. The position peaked at $2.08M in Q3 2016. 247 funds tracked by Wall St. Rank hold RWR as of Q1 2024.

First Personal Financial Services reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2024 after selling out during the quarter.
First Personal Financial Services sold 202 State Street SPDR Dow Jones REIT ETF shares in Q1 2024, an estimated $19.3K.
First Personal Financial Services first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2016 and held it in 21 quarters.
First Personal Financial Services's State Street SPDR Dow Jones REIT ETF position peaked at $2.08M in Q3 2016.
247 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2024.

Based on First Personal Financial Services's 13F filing for Q1 2024, filed 26 Apr 2024.