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Householder Group Estate & Retirement Specialist’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Householder Group Estate & Retirement Specialist’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
-23
Closed -$1.91K – 1300
2023
Q3 		$1.91K Buy
+23
New +$2.07K ﹤0.01% 1079

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's RWR Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2023, closing a stake of 23 shares — an estimated $1.91K sold.

Householder Group Estate & Retirement Specialist first reported a position in RWR in Q3 2023 and held it in 1 quarter. The position peaked at $1.91K in Q3 2023. 268 funds tracked by Wall St. Rank hold RWR as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 23 State Street SPDR Dow Jones REIT ETF shares in Q4 2023, an estimated $1.91K.
  • Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2023 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's State Street SPDR Dow Jones REIT ETF position peaked at $1.91K in Q3 2023.
  • 268 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.