Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Global X SuperDividend REIT ETF SRET Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio SRET Stock Details SRET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2
Closed -$42 – 4038
2025
Q2 		$42 Buy
+2
New +$41 ﹤0.01% 3589
2024
Q3 		– Sell
-4,207
Closed -$83.9K – 3830
2024
Q2 		$83.9K Buy
4,207
+397
+10% +$7.86K ﹤0.01% 1898
2024
Q1 		$77.9K Buy
+3,810
New +$77.9K ﹤0.01% 1911
2023
Q3 		– Sell
-258
Closed -$5.54K – 3519
2023
Q2 		$5.54K Buy
+258
New +$5.5K ﹤0.01% 2747
2023
Q1 		– Sell
-328
Closed -$7.11K – 3572
2022
Q4 		$7.11K Buy
328
+118
+56% +$2.56K ﹤0.01% 2623
2022
Q3 		$4K Hold
210
– – ﹤0.01% 2756
2022
Q2 		$5K Sell
210
-9,944
-98% -$255K ﹤0.01% 2728
2022
Q1 		$280K Sell
10,154
-3,593
-26% -$97.6K ﹤0.01% 1313
2021
Q4 		$393K Buy
13,747
+9,945
+262% +$285K ﹤0.01% 1176
2021
Q3 		$108K Hold
3,802
– – ﹤0.01% 1591
2021
Q2 		$113K Hold
3,802
– – ﹤0.01% 1545
2021
Q1 		$109K Hold
3,802
– – ﹤0.01% 1459
2020
Q4 		$101K Sell
3,802
-919
-19% -$23.2K ﹤0.01% 1401
2020
Q3 		$111K Hold
4,721
– – ﹤0.01% 1239
2020
Q2 		$111K Buy
4,721
+2,329
+97% +$50.4K ﹤0.01% 1177
2020
Q1 		$47K Buy
2,392
+1,178
+97% +$46.9K ﹤0.01% 1412
2019
Q4 		$56K Buy
+1,214
New +$55.3K ﹤0.01% 1429

Other funds holding SRET

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management's SRET Position: Q3 2025 in Review

Northwestern Mutual Wealth Management sold out of Global X SuperDividend REIT ETF (SRET) in Q3 2025, closing a stake of 2 shares — an estimated $42 sold.

Northwestern Mutual Wealth Management first reported a position in SRET in Q4 2019 and held it in 17 quarters. The position peaked at $393K in Q4 2021. 34 funds tracked by Wall St. Rank hold SRET as of Q3 2025.

  • Northwestern Mutual Wealth Management reported no remaining Global X SuperDividend REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2 Global X SuperDividend REIT ETF shares in Q3 2025, an estimated $42.
  • Northwestern Mutual Wealth Management first reported a position in Global X SuperDividend REIT ETF in Q4 2019 and held it in 17 quarters.
  • Northwestern Mutual Wealth Management's Global X SuperDividend REIT ETF position peaked at $393K in Q4 2021.
  • 34 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q3 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.