Global Trust Asset Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Global Trust 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
2021 Q4	–	Sell	-11	Closed	-$1K	–	437
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	393
2021 Q2	$1K	Hold	11	–	–	﹤0.01%	399
2021 Q1	$1K	Hold	11	–	–	﹤0.01%	375
2020 Q4	$1K	Hold	11	–	–	﹤0.01%	387
2020 Q3	$1K	Hold	11	–	–	﹤0.01%	350
2020 Q2	$1K	Buy	11 +1	+10%	+$77	﹤0.01%	328
2020 Q1	$1K	Hold	10	–	–	﹤0.01%	335
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	374
2019 Q3	$1K	Hold	10	–	–	﹤0.01%	350
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	392
2019 Q1	$1K	Buy	+10	New	+$948	﹤0.01%	371

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

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

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

Global Trust Asset Management's RWR Position: Q4 2021 in Review

Global Trust Asset Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2021, closing a stake of 11 shares — an estimated $1K sold.

Global Trust Asset Management first reported a position in RWR in Q1 2019 and held it in 11 quarters. The position peaked at $1K in Q3 2021. 278 funds tracked by Wall St. Rank hold RWR as of Q4 2021.

Global Trust Asset Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2021 after selling out during the quarter.
Global Trust Asset Management sold 11 State Street SPDR Dow Jones REIT ETF shares in Q4 2021, an estimated $1K.
Global Trust Asset Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2019 and held it in 11 quarters.
Global Trust Asset Management's State Street SPDR Dow Jones REIT ETF position peaked at $1K in Q3 2021.
278 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2021.

Based on Global Trust Asset Management's 13F filing for Q4 2021, filed 18 Jan 2022.