Gradient Investments’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Gradient Investments’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
2022 Q3	–	Sell	-20	Closed	-$2K	–	1514
2022 Q2	$2K	Buy	+20	New	+$2.12K	﹤0.01%	1067
2021 Q3	–	Sell	-8	Closed	-$1K	–	1235
2021 Q2	$1K	Buy	+8	New	+$819	﹤0.01%	1102
2019 Q4	–	Sell	-187	Closed	-$20K	–	1208
2019 Q3	$20K	Sell	187 -149	-44%	-$15.2K	﹤0.01%	526
2019 Q2	$33K	Buy	336 +323	+2,485%	+$32.1K	﹤0.01%	433
2019 Q1	$1K	Buy	+13	New	+$1.23K	﹤0.01%	818
2018 Q2	–	Sell	-109	Closed	-$9K	–	1121
2018 Q1	$9K	Buy	+109	New	+$9.45K	﹤0.01%	648
2016 Q2	–	Sell	-25	Closed	-$2K	–	777
2016 Q1	$2K	Buy	+25	New	+$2.22K	﹤0.01%	630
2015 Q1	–	Sell	-578	Closed	-$53K	–	692
2014 Q4	$53K	Buy	+578	New	+$50.7K	0.01%	229
2014 Q1	–	Sell	-240	Closed	-$17K	–	609
2013 Q4	$17K	Buy	240 +140	+140%	+$10.3K	﹤0.01%	329
2013 Q3	$7K	Hold	100	–	–	﹤0.01%	315
2013 Q2	$8K	Buy	+100	New	+$8K	﹤0.01%	280

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Gradient Investments's RWR Position: Q3 2022 in Review

Gradient Investments sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2022, closing a stake of 20 shares — an estimated $2K sold.

Gradient Investments first reported a position in RWR in Q2 2013 and held it in 11 quarters. The position peaked at $53K in Q4 2014. 243 funds tracked by Wall St. Rank hold RWR as of Q3 2022.

Gradient Investments reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2022 after selling out during the quarter.
Gradient Investments sold 20 State Street SPDR Dow Jones REIT ETF shares in Q3 2022, an estimated $2K.
Gradient Investments first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2013 and held it in 11 quarters.
Gradient Investments's State Street SPDR Dow Jones REIT ETF position peaked at $53K in Q4 2014.
243 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2022.

Based on Gradient Investments's 13F filing for Q3 2022, filed 14 Oct 2022.