O'Donnell Financial Services’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
Q2
Sell
-89,329
Closed -$10.5M 43
2022
Q1
$10.5M Buy
89,329
+3,914
+5% +$446K 4.77% 9
2021
Q4
$9.65M Buy
85,415
+7,950
+10% +$916K 4.46% 10
2021
Q3
$8.17M Buy
+77,465
New +$8.49M 3.92% 8

Other funds holding RWR

O'Donnell Financial Services's RWR Position: Q2 2022 in Review

O'Donnell Financial Services sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2022, closing a stake of 89,329 shares — an estimated $10.5M sold.

O'Donnell Financial Services first reported a position in RWR in Q3 2021 and held it in 3 quarters. The position peaked at $10.5M in Q1 2022. 268 funds tracked by Wall St. Rank hold RWR as of Q2 2022.

  • O'Donnell Financial Services reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2022 after selling out during the quarter.
  • O'Donnell Financial Services sold 89,329 State Street SPDR Dow Jones REIT ETF shares in Q2 2022, an estimated $10.5M.
  • O'Donnell Financial Services first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2021 and held it in 3 quarters.
  • O'Donnell Financial Services's State Street SPDR Dow Jones REIT ETF position peaked at $10.5M in Q1 2022.
  • 268 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2022.

Based on O'Donnell Financial Services's 13F filing for Q2 2022, filed 27 Jul 2022.