MV Capital Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

MV Capital 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 Q4	–	Sell	-12	Closed	-$1K	–	684
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	667
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	667
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	687
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	684
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	706
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	673
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	427
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	298
2020 Q3	$1K	Hold	12	–	–	﹤0.01%	267
2020 Q2	$1K	Hold	12	–	–	﹤0.01%	273
2020 Q1	$1K	Hold	12	–	–	﹤0.01%	338
2019 Q4	$1K	Hold	12	–	–	﹤0.01%	353
2019 Q3	$1K	Hold	12	–	–	﹤0.01%	383
2019 Q2	$1K	Hold	12	–	–	﹤0.01%	351
2019 Q1	$1K	Hold	12	–	–	﹤0.01%	345
2018 Q4	$1K	Hold	12	–	–	﹤0.01%	318
2018 Q3	$1K	Hold	12	–	–	﹤0.01%	346
2018 Q2	$1K	Hold	12	–	–	﹤0.01%	349
2018 Q1	$1K	Hold	12	–	–	﹤0.01%	351
2017 Q4	$1K	Sell	12 -10	-45%	-$935	﹤0.01%	355
2017 Q3	$2K	Hold	22	–	–	﹤0.01%	346
2017 Q2	$2K	Hold	22	–	–	﹤0.01%	339
2017 Q1	$2K	Hold	22	–	–	﹤0.01%	331
2016 Q4	$2K	Hold	22	–	–	﹤0.01%	341
2016 Q3	$2K	Hold	22	–	–	﹤0.01%	325
2016 Q2	$2K	Hold	22	–	–	﹤0.01%	328
2016 Q1	$2K	Hold	22	–	–	﹤0.01%	280
2015 Q4	$2K	Hold	22	–	–	﹤0.01%	294
2015 Q3	$2K	Hold	22	–	–	﹤0.01%	282
2015 Q2	$2K	Hold	22	–	–	﹤0.01%	393
2015 Q1	$2K	Hold	22	–	–	﹤0.01%	388
2014 Q4	$2K	Buy	+22	New	+$1.93K	﹤0.01%	497

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

MV Capital Management's RWR Position: Q4 2022 in Review

MV Capital Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2022, closing a stake of 12 shares — an estimated $1K sold.

MV Capital Management first reported a position in RWR in Q4 2014 and held it in 32 quarters. The position peaked at $2K in Q3 2017. 255 funds tracked by Wall St. Rank hold RWR as of Q4 2022.

MV Capital Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2022 after selling out during the quarter.
MV Capital Management sold 12 State Street SPDR Dow Jones REIT ETF shares in Q4 2022, an estimated $1K.
MV Capital Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2014 and held it in 32 quarters.
MV Capital Management's State Street SPDR Dow Jones REIT ETF position peaked at $2K in Q3 2017.
255 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2022.

Based on MV Capital Management's 13F filing for Q4 2022, filed 27 Jan 2023.