Northwestern Mutual Wealth Management
SPRE icon

Northwestern Mutual Wealth Management’s SP Funds S&P Global REIT Sharia ETF SPRE Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio SPRE Stock Details SPRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-300
Closed -$5.3K – 3664
2023
Q3 		$5.3K Buy
+300
New +$5.75K ﹤0.01% 2734
2022
Q4 		– Sell
-2
Closed – – 3460
2022
Q3 		$0 Buy
+2
New +$44 ﹤0.01% 3376

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S
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FWCM
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GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management's SPRE Position: Q4 2023 in Review

Northwestern Mutual Wealth Management sold out of SP Funds S&P Global REIT Sharia ETF (SPRE) in Q4 2023, closing a stake of 300 shares — an estimated $5.3K sold.

Northwestern Mutual Wealth Management first reported a position in SPRE in Q3 2022 and held it in 2 quarters. The position peaked at $5.3K in Q3 2023. 18 funds tracked by Wall St. Rank hold SPRE as of Q4 2023.

  • Northwestern Mutual Wealth Management reported no remaining SP Funds S&P Global REIT Sharia ETF position as of Q4 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 300 SP Funds S&P Global REIT Sharia ETF shares in Q4 2023, an estimated $5.3K.
  • Northwestern Mutual Wealth Management first reported a position in SP Funds S&P Global REIT Sharia ETF in Q3 2022 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's SP Funds S&P Global REIT Sharia ETF position peaked at $5.3K in Q3 2023.
  • 18 funds tracked by Wall St. Rank held SP Funds S&P Global REIT Sharia ETF as of Q4 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.