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Money Concepts Capital’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-618
Closed -$53.9K – 2429
2022
Q4 		$53.9K Buy
+618
New +$54.1K ﹤0.01% 1215
2022
Q2 		– Sell
-524
Closed -$61K – 2416
2022
Q1 		$61K Buy
+524
New +$59.7K ﹤0.01% 1161

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Money Concepts Capital's RWR Position: Q1 2023 in Review

Money Concepts Capital sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2023, closing a stake of 618 shares — an estimated $53.9K sold.

Money Concepts Capital first reported a position in RWR in Q1 2022 and held it in 2 quarters. The position peaked at $61K in Q1 2022. 244 funds tracked by Wall St. Rank hold RWR as of Q1 2023.

  • Money Concepts Capital reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 618 State Street SPDR Dow Jones REIT ETF shares in Q1 2023, an estimated $53.9K.
  • Money Concepts Capital first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's State Street SPDR Dow Jones REIT ETF position peaked at $61K in Q1 2022.
  • 244 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.