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Lynx Investment Advisory’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Lynx Investment Advisory’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
-573
Closed -$53.4K – 643
2024
Q2 		$53.4K Buy
+573
New +$52K 0.04% 243

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lynx Investment Advisory's RWR Position: Q3 2024 in Review

Lynx Investment Advisory sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2024, closing a stake of 573 shares — an estimated $53.4K sold.

Lynx Investment Advisory first reported a position in RWR in Q2 2024 and held it in 1 quarter. The position peaked at $53.4K in Q2 2024. 256 funds tracked by Wall St. Rank hold RWR as of Q3 2024.

  • Lynx Investment Advisory reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Lynx Investment Advisory sold 573 State Street SPDR Dow Jones REIT ETF shares in Q3 2024, an estimated $53.4K.
  • Lynx Investment Advisory first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2024 and held it in 1 quarter.
  • Lynx Investment Advisory's State Street SPDR Dow Jones REIT ETF position peaked at $53.4K in Q2 2024.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2024.

Based on Lynx Investment Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.