MPS Loria Financial Planners’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-508	Closed	-$48K	–	477
2021 Q1	$48K	Buy	508 +25	+5%	+$2.26K	0.02%	166
2020 Q4	$40K	Hold	483	–	–	0.02%	179
2020 Q3	$38K	Buy	483 +39	+9%	+$3.1K	0.02%	164
2020 Q2	$35K	Buy	+444	New	+$34K	0.02%	166
2017 Q3	–	Sell	-378	Closed	-$35K	–	280
2017 Q2	$35K	Buy	+378	New	+$35.1K	0.02%	182

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

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

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

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

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

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

MPS Loria Financial Planners's RWR Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2021, closing a stake of 508 shares — an estimated $48K sold.

MPS Loria Financial Planners first reported a position in RWR in Q2 2017 and held it in 5 quarters. The position peaked at $48K in Q1 2021. 235 funds tracked by Wall St. Rank hold RWR as of Q2 2021.

MPS Loria Financial Planners reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 508 State Street SPDR Dow Jones REIT ETF shares in Q2 2021, an estimated $48K.
MPS Loria Financial Planners first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's State Street SPDR Dow Jones REIT ETF position peaked at $48K in Q1 2021.
235 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.