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Kiely Wealth Advisory Group’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$10.1K Hold
100
– – 0.01% 198
2024
Q3 		$10.5K Hold
100
– – 0.01% 196
2024
Q2 		$9.94K Buy
+100
New +$9.07K 0.01% 189

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kiely Wealth Advisory Group's RWR Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q4 2024 at 100 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #198.

Kiely Wealth Advisory Group first reported a position in RWR in Q2 2024 and has held it in 3 quarters since. The position peaked at $10.5K in Q3 2024. 261 funds tracked by Wall St. Rank hold RWR as of Q4 2024.

  • Kiely Wealth Advisory Group held 100 shares of State Street SPDR Dow Jones REIT ETF worth $10.1K as of Q4 2024.
  • Kiely Wealth Advisory Group left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q4 2024.
  • State Street SPDR Dow Jones REIT ETF made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #198 holding.
  • Kiely Wealth Advisory Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2024 and has held it in 3 quarters since.
  • Kiely Wealth Advisory Group's State Street SPDR Dow Jones REIT ETF position peaked at $10.5K in Q3 2024.
  • 261 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.