Kelly Financial Services’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Kelly Financial Services’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	-65	Closed	-$6.09K	–	615
2024 Q2	$6.09K	Buy	65 +1	+2%	+$91	﹤0.01%	474
2024 Q1	$6.01K	Sell	64 -57	-47%	-$5.3K	﹤0.01%	484
2023 Q4	$11.6K	Buy	121 +2	+2%	+$172	﹤0.01%	374
2023 Q3	$9.9K	Buy	119 +9	+8%	+$809	﹤0.01%	371
2023 Q2	$9.99K	Sell	110 -1	-0.9%	-$88	﹤0.01%	364
2023 Q1	$9.82K	Buy	+111	New	+$10.1K	0.01%	358
2022 Q4	–	Hold	0	–	–	–	689
2022 Q3	–	Sell	-24	Closed	-$2.34K	–	701
2022 Q2	$2.24K	Buy	+24	New	+$2.54K	﹤0.01%	490

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Kelly Financial Services's RWR Position: Q3 2024 in Review

Kelly Financial Services sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2024, closing a stake of 65 shares — an estimated $6.09K sold.

Kelly Financial Services first reported a position in RWR in Q2 2022 and held it in 7 quarters. The position peaked at $11.6K in Q4 2023. 256 funds tracked by Wall St. Rank hold RWR as of Q3 2024.

Kelly Financial Services reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 65 State Street SPDR Dow Jones REIT ETF shares in Q3 2024, an estimated $6.09K.
Kelly Financial Services first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2022 and held it in 7 quarters.
Kelly Financial Services's State Street SPDR Dow Jones REIT ETF position peaked at $11.6K in Q4 2023.
256 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.