Kingsview Wealth Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Kingsview Wealth Management’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	–	Sell	-3,013	Closed	-$322K	–	1173
2024 Q3	$322K	Hold	3,013	–	–	0.01%	865
2024 Q2	$281K	Sell	3,013 -72	-2%	-$6.53K	0.01%	864
2024 Q1	$291K	Buy	3,085 +72	+2%	+$6.7K	0.01%	826
2023 Q4	$287K	Hold	3,013	–	–	0.01%	783
2023 Q3	$250K	Hold	3,013	–	–	0.01%	814
2023 Q2	$272K	Hold	3,013	–	–	0.01%	771
2023 Q1	$267K	Hold	3,013	–	–	0.01%	749
2022 Q4	$263K	Sell	3,013 -1,000	-25%	-$87.6K	0.01%	708
2022 Q3	$338K	Hold	4,013	–	–	0.02%	605
2022 Q2	$382K	Buy	+4,013	New	+$425K	0.02%	593

Other funds holding RWR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kingsview Wealth Management's RWR Position: Q4 2024 in Review

Kingsview Wealth Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2024, closing a stake of 3,013 shares — an estimated $322K sold.

Kingsview Wealth Management first reported a position in RWR in Q2 2022 and held it in 10 quarters. The position peaked at $382K in Q2 2022. 262 funds tracked by Wall St. Rank hold RWR as of Q4 2024.

Kingsview Wealth Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2024 after selling out during the quarter.
Kingsview Wealth Management sold 3,013 State Street SPDR Dow Jones REIT ETF shares in Q4 2024, an estimated $322K.
Kingsview Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2022 and held it in 10 quarters.
Kingsview Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $382K in Q2 2022.
262 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.