Foster Dykema Cabot & Co’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Foster Dykema Cabot & Co’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 Q3	$17K	Buy	+200	New	+$18K	﹤0.01%	209

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Foster Dykema Cabot & Co's RWR Position: Q3 2023 in Review

Foster Dykema Cabot & Co opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2023: 200 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #209 among its holdings.

238 funds tracked by Wall St. Rank hold RWR as of Q3 2023.

Foster Dykema Cabot & Co held 200 shares of State Street SPDR Dow Jones REIT ETF worth $17K as of Q3 2023.
State Street SPDR Dow Jones REIT ETF was a new Foster Dykema Cabot & Co position in Q3 2023.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #209 holding.
238 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.