Gunma Bank’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Gunma Bank’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 Q4	–	Sell	-55,000	Closed	-$4.56M	–	23
2023 Q3	$4.56M	Hold	55,000	–	–	3.32%	13
2023 Q2	$4.97M	Hold	55,000	–	–	3.37%	14
2023 Q1	$4.88M	Hold	55,000	–	–	2.15%	27
2022 Q4	$4.79M	Hold	55,000	–	–	2.38%	15
2022 Q3	$4.63M	Hold	55,000	–	–	2.83%	10
2022 Q2	$5.23M	Buy	55,000 +37,000	+206%	+$3.91M	2.21%	16
2022 Q1	$2.11M	Hold	18,000	–	–	5%	8
2021 Q4	$2.2M	Buy	+18,000	New	+$2.07M	1.92%	21
2020 Q1	–	Sell	-10,000	Closed	-$1.02M	–	13
2019 Q4	$1.02M	Hold	10,000	–	–	0.97%	9
2019 Q3	$1.05M	Hold	10,000	–	–	1%	9
2019 Q2	$988K	Hold	10,000	–	–	0.98%	9
2019 Q1	$989K	Hold	10,000	–	–	1%	9
2018 Q4	$860K	Hold	10,000	–	–	0.99%	9
2018 Q3	$933K	Hold	10,000	–	–	0.98%	9
2018 Q2	$940K	Hold	10,000	–	–	0.99%	9
2018 Q1	$861K	Hold	10,000	–	–	0.95%	9
2017 Q4	$937K	Hold	10,000	–	–	0.97%	9
2017 Q3	$925K	Hold	10,000	–	–	0.97%	9
2017 Q2	$930K	Hold	10,000	–	–	0.99%	9
2017 Q1	$923K	Hold	10,000	–	–	0.56%	11
2016 Q4	$934K	Hold	10,000	–	–	0.58%	11
2016 Q3	$974K	Sell	10,000 -90,000	-90%	-$9.03M	0.38%	14
2016 Q2	$9.94M	Buy	+100,000	New	+$9.47M	3.54%	10

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gunma Bank's RWR Position: Q4 2023 in Review

Gunma Bank sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2023, closing a stake of 55,000 shares — an estimated $4.56M sold.

Gunma Bank first reported a position in RWR in Q2 2016 and held it in 23 quarters. The position peaked at $9.94M in Q2 2016. 268 funds tracked by Wall St. Rank hold RWR as of Q4 2023.

Gunma Bank reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2023 after selling out during the quarter.
Gunma Bank sold 55,000 State Street SPDR Dow Jones REIT ETF shares in Q4 2023, an estimated $4.56M.
Gunma Bank first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2016 and held it in 23 quarters.
Gunma Bank's State Street SPDR Dow Jones REIT ETF position peaked at $9.94M in Q2 2016.
268 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2023.

Based on Gunma Bank's 13F filing for Q4 2023, filed 23 Jan 2024.