McCarthy Asset Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

McCarthy Asset 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
2022 Q2	–	Sell	-21	Closed	-$2K	–	234
2022 Q1	$2K	Hold	21	–	–	﹤0.01%	291
2021 Q4	$3K	Hold	21	–	–	﹤0.01%	246
2021 Q3	$2K	Hold	21	–	–	﹤0.01%	294
2021 Q2	$2K	Hold	21	–	–	﹤0.01%	353
2021 Q1	$2K	Hold	21	–	–	﹤0.01%	313
2020 Q4	$2K	Buy	+21	New	+$1.75K	﹤0.01%	284

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

McCarthy Asset Management's RWR Position: Q2 2022 in Review

McCarthy Asset Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2022, closing a stake of 21 shares — an estimated $2K sold.

McCarthy Asset Management first reported a position in RWR in Q4 2020 and held it in 6 quarters. The position peaked at $3K in Q4 2021. 268 funds tracked by Wall St. Rank hold RWR as of Q2 2022.

McCarthy Asset Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 21 State Street SPDR Dow Jones REIT ETF shares in Q2 2022, an estimated $2K.
McCarthy Asset Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's State Street SPDR Dow Jones REIT ETF position peaked at $3K in Q4 2021.
268 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.