Oxford Financial Group’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Oxford Financial Group’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
2023 Q3	–	Sell	-800	Closed	-$72.4K	–	288
2023 Q2	$72.4K	Buy	+800	New	+$70.6K	0.01%	250

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Oxford Financial Group's RWR Position: Q3 2023 in Review

Oxford Financial Group sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2023, closing a stake of 800 shares — an estimated $72.4K sold.

Oxford Financial Group first reported a position in RWR in Q2 2023 and held it in 1 quarter. The position peaked at $72.4K in Q2 2023. 238 funds tracked by Wall St. Rank hold RWR as of Q3 2023.

Oxford Financial Group reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2023 after selling out during the quarter.
Oxford Financial Group sold 800 State Street SPDR Dow Jones REIT ETF shares in Q3 2023, an estimated $72.4K.
Oxford Financial Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2023 and held it in 1 quarter.
Oxford Financial Group's State Street SPDR Dow Jones REIT ETF position peaked at $72.4K in Q2 2023.
238 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2023.

Based on Oxford Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.