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Luken Investment Analytics’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Luken Investment Analytics’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
Q3 		– Sell
-95,400
Closed -$8.63M – 153
2023
Q2 		$8.63M Buy
95,400
+95,399
+9,539,900% +$8.42M 4.83% 6
2023
Q1 		$89 Buy
+1
New +$91 ﹤0.01% 135

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Luken Investment Analytics's RWR Position: Q3 2023 in Review

Luken Investment Analytics sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2023, closing a stake of 95,400 shares — an estimated $8.63M sold.

Luken Investment Analytics first reported a position in RWR in Q1 2023 and held it in 2 quarters. The position peaked at $8.63M in Q2 2023. 238 funds tracked by Wall St. Rank hold RWR as of Q3 2023.

  • Luken Investment Analytics reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2023 after selling out during the quarter.
  • Luken Investment Analytics sold 95,400 State Street SPDR Dow Jones REIT ETF shares in Q3 2023, an estimated $8.63M.
  • Luken Investment Analytics first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2023 and held it in 2 quarters.
  • Luken Investment Analytics's State Street SPDR Dow Jones REIT ETF position peaked at $8.63M in Q2 2023.
  • 238 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2023.

Based on Luken Investment Analytics's 13F filing for Q3 2023, filed 11 Oct 2023.