Global Wealth Management Investment Advisory’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-12	Closed	-$1K	–	512
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	441
2020 Q3	$1K	Hold	12	–	–	﹤0.01%	430
2020 Q2	$1K	Hold	12	–	–	﹤0.01%	575
2020 Q1	$1K	Hold	12	–	–	﹤0.01%	565
2019 Q4	$1K	Hold	12	–	–	﹤0.01%	570
2019 Q3	$1K	Sell	12 -43	-78%	-$4.38K	﹤0.01%	598
2019 Q2	$5K	Sell	55 -583	-91%	-$57.9K	﹤0.01%	445
2019 Q1	$63K	Sell	638 -967	-60%	-$91.6K	0.03%	185
2018 Q4	$138K	Buy	+1,605	New	+$147K	0.08%	152

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

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

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

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

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

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

Global Wealth Management Investment Advisory's RWR Position: Q1 2021 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2021, closing a stake of 12 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in RWR in Q4 2018 and held it in 9 quarters. The position peaked at $138K in Q4 2018. 226 funds tracked by Wall St. Rank hold RWR as of Q1 2021.

Global Wealth Management Investment Advisory reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 12 State Street SPDR Dow Jones REIT ETF shares in Q1 2021, an estimated $1K.
Global Wealth Management Investment Advisory first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2018 and held it in 9 quarters.
Global Wealth Management Investment Advisory's State Street SPDR Dow Jones REIT ETF position peaked at $138K in Q4 2018.
226 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2021, filed 17 May 2021.