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Harbor Investment Advisory’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Harbor 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
2024
Q3 		– Sell
-32
Closed -$2.98K – 1279
2024
Q2 		$2.98K Hold
32
– – ﹤0.01% 1032
2024
Q1 		$3.02K Hold
32
– – ﹤0.01% 1040
2023
Q4 		$3.05K Hold
32
– – ﹤0.01% 1000
2023
Q3 		$2.65K Hold
32
– – ﹤0.01% 1004
2023
Q2 		$2.89K Hold
32
– – ﹤0.01% 1187
2023
Q1 		$2.84K Hold
32
– – ﹤0.01% 1186
2022
Q4 		$2.79K Sell
32
-174
-84% -$15.2K ﹤0.01% 1175
2022
Q3 		$17K Hold
206
– – ﹤0.01% 944
2022
Q2 		$20K Buy
+206
New +$21.8K ﹤0.01% 908
2021
Q4 		– Sell
-33
Closed -$3K – 1359
2021
Q3 		$3K Buy
+33
New +$3.62K ﹤0.01% 1205

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return