GYL Financial Synergies’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

GYL Financial Synergies’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
2024 Q3	$223K	Sell	2,085 -110	-5%	-$11.1K	0.02%	346
2024 Q2	$204K	Sell	2,195 -50	-2%	-$4.54K	0.02%	361
2024 Q1	$212K	Hold	2,245	–	–	0.02%	352
2023 Q4	$214K	Buy	+2,245	New	+$193K	0.02%	343
2022 Q2	–	Sell	-2,123	Closed	-$249K	–	207
2022 Q1	$249K	Sell	2,123 -759	-26%	-$86.5K	0.06%	177
2021 Q4	$352K	Buy	2,882 +572	+25%	+$65.9K	0.1%	153
2021 Q3	$244K	Buy	2,310 +179	+8%	+$19.6K	0.12%	163
2021 Q2	$224K	Buy	+2,131	New	+$218K	0.12%	168
2020 Q2	–	Sell	-18,334	Closed	-$1.32M	–	163
2020 Q1	$1.32M	Sell	18,334 -2,085	-10%	-$197K	0.85%	19
2019 Q4	$2.08M	Sell	20,419 -768	-4%	-$79.5K	0.92%	15
2019 Q3	$2.22M	Buy	21,187 +3	+0%	+$306	1.1%	15
2019 Q2	$2.09M	Sell	21,184 -1,695	-7%	-$168K	1.11%	15
2019 Q1	$2.26M	Sell	22,879 -7,269	-24%	-$689K	1.27%	14
2018 Q4	$2.59M	Buy	+30,148	New	+$2.76M	1.88%	9

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

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

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

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

GYL Financial Synergies's RWR Position: Q3 2024 in Review

GYL Financial Synergies reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 5% in Q3 2024, selling an estimated $11.1K and leaving 2,085 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #346.

GYL Financial Synergies first reported a position in RWR in Q4 2018 and has held it in 14 quarters since. The position peaked at $2.59M in Q4 2018. 256 funds tracked by Wall St. Rank hold RWR as of Q3 2024.

GYL Financial Synergies held 2,085 shares of State Street SPDR Dow Jones REIT ETF worth $223K as of Q3 2024.
GYL Financial Synergies sold 110 State Street SPDR Dow Jones REIT ETF shares in Q3 2024, an estimated $11.1K.
State Street SPDR Dow Jones REIT ETF made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #346 holding.
GYL Financial Synergies first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2018 and has held it in 14 quarters since.
GYL Financial Synergies's State Street SPDR Dow Jones REIT ETF position peaked at $2.59M in Q4 2018.
256 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.