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Mine & Arao Wealth Creation & Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Mine & Arao Wealth Creation & 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
Q2 		– Sell
-324
Closed -$30.5K – 298
2024
Q1 		$30.5K Buy
324
+1
+0.3% +$93 0.02% 166
2023
Q4 		$30.8K Sell
323
-30
-8% -$2.58K 0.02% 165
2023
Q3 		$29.3K Buy
353
+2
+0.6% +$180 0.02% 166
2023
Q2 		$31.8K Buy
351
+1
+0.3% +$88 0.02% 163
2023
Q1 		$31.1K Buy
350
+1
+0.3% +$91 0.02% 167
2022
Q4 		$30.4K Buy
349
+2
+0.6% +$175 0.02% 160
2022
Q3 		$29K Sell
347
-28
-7% -$2.73K 0.02% 157
2022
Q2 		$36K Buy
375
+1
+0.3% +$106 0.03% 149
2022
Q1 		$44K Hold
374
– – 0.03% 152
2021
Q4 		$46K Buy
374
+117
+46% +$13.5K 0.03% 151
2021
Q3 		$27K Buy
257
+1
+0.4% +$110 0.02% 189
2021
Q2 		$27K Buy
256
+1
+0.4% +$102 0.02% 181
2021
Q1 		$24K Buy
255
+2
+0.8% +$181 0.02% 176
2020
Q4 		$22K Buy
253
+2
+0.8% +$167 0.02% 171
2020
Q3 		$20K Buy
251
+2
+0.8% +$159 0.02% 164
2020
Q2 		$19K Buy
249
+2
+0.8% +$153 0.02% 155
2020
Q1 		$18K Buy
247
+1
+0.4% +$95 0.02% 150
2019
Q4 		$25K Buy
+246
New +$25.5K 0.02% 156

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
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 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 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's RWR Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2024, closing a stake of 324 shares — an estimated $30.5K sold.

Mine & Arao Wealth Creation & Management first reported a position in RWR in Q4 2019 and held it in 18 quarters. The position peaked at $46K in Q4 2021. 251 funds tracked by Wall St. Rank hold RWR as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 324 State Street SPDR Dow Jones REIT ETF shares in Q2 2024, an estimated $30.5K.
  • Mine & Arao Wealth Creation & Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2019 and held it in 18 quarters.
  • Mine & Arao Wealth Creation & Management's State Street SPDR Dow Jones REIT ETF position peaked at $46K in Q4 2021.
  • 251 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.