Mutual Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-3,882
Closed -$327K 965
2022
Q3
$327K Sell
3,882
-1,598
-29% -$156K 0.02% 688
2022
Q2
$521K Buy
5,480
+3
+0.1% +$317 0.03% 522
2022
Q1
$643K Sell
5,477
-68
-1% -$7.75K 0.04% 503
2021
Q4
$677K Sell
5,545
-202
-4% -$23.3K 0.04% 493
2021
Q3
$606K Sell
5,747
-584
-9% -$64K 0.04% 491
2021
Q2
$664K Buy
+6,331
New +$648K 0.04% 456

Other funds holding RWR

Mutual Advisors's RWR Position: Q4 2022 in Review

Mutual Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2022, closing a stake of 3,882 shares — an estimated $327K sold.

Mutual Advisors first reported a position in RWR in Q2 2021 and held it in 6 quarters. The position peaked at $677K in Q4 2021. 255 funds tracked by Wall St. Rank hold RWR as of Q4 2022.

  • Mutual Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2022 after selling out during the quarter.
  • Mutual Advisors sold 3,882 State Street SPDR Dow Jones REIT ETF shares in Q4 2022, an estimated $327K.
  • Mutual Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2021 and held it in 6 quarters.
  • Mutual Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $677K in Q4 2021.
  • 255 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2022.

Based on Mutual Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.