Hobart Private Capital’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,634
Closed -$269K 168
2019
Q4
$269K Sell
2,634
-909
-26% -$94.1K 0.16% 135
2019
Q3
$370K Buy
3,543
+859
+32% +$87.5K 0.25% 101
2019
Q2
$265K Sell
2,684
-471
-15% -$46.8K 0.18% 118
2019
Q1
$312K Buy
3,155
+370
+13% +$35.1K 0.24% 112
2018
Q4
$240K Buy
+2,785
New +$255K 0.21% 118

Other funds holding RWR

Hobart Private Capital's RWR Position: Q1 2020 in Review

Hobart Private Capital sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2020, closing a stake of 2,634 shares — an estimated $269K sold.

Hobart Private Capital first reported a position in RWR in Q4 2018 and held it in 5 quarters. The position peaked at $370K in Q3 2019. 219 funds tracked by Wall St. Rank hold RWR as of Q1 2020.

  • Hobart Private Capital reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Hobart Private Capital sold 2,634 State Street SPDR Dow Jones REIT ETF shares in Q1 2020, an estimated $269K.
  • Hobart Private Capital first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2018 and held it in 5 quarters.
  • Hobart Private Capital's State Street SPDR Dow Jones REIT ETF position peaked at $370K in Q3 2019.
  • 219 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2020.

Based on Hobart Private Capital's 13F filing for Q1 2020, filed 11 Mar 2024.