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Independent Advisor Alliance’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-2,122
Closed -$217K – 775
2019
Q4 		$217K Buy
+2,122
New +$220K 0.01% 798

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Advisor Alliance's RWR Position: Q1 2020 in Review

Independent Advisor Alliance sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2020, closing a stake of 2,122 shares — an estimated $217K sold.

Independent Advisor Alliance first reported a position in RWR in Q4 2019 and held it in 1 quarter. The position peaked at $217K in Q4 2019. 219 funds tracked by Wall St. Rank hold RWR as of Q1 2020.

  • Independent Advisor Alliance reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,122 State Street SPDR Dow Jones REIT ETF shares in Q1 2020, an estimated $217K.
  • Independent Advisor Alliance first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's State Street SPDR Dow Jones REIT ETF position peaked at $217K in Q4 2019.
  • 219 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.