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Plante Moran Financial Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Plante Moran Financial Advisors’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
Q1 		– Sell
-880
Closed -$80.4K – 886
2022
Q4 		$76.7K Buy
+880
New +$77.1K 0.01% 257

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Plante Moran Financial Advisors's RWR Position: Q1 2023 in Review

Plante Moran Financial Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2023, closing a stake of 880 shares — an estimated $80.4K sold.

Plante Moran Financial Advisors first reported a position in RWR in Q4 2022 and held it in 1 quarter. The position peaked at $76.7K in Q4 2022. 245 funds tracked by Wall St. Rank hold RWR as of Q1 2023.

  • Plante Moran Financial Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 880 State Street SPDR Dow Jones REIT ETF shares in Q1 2023, an estimated $80.4K.
  • Plante Moran Financial Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2022 and held it in 1 quarter.
  • Plante Moran Financial Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $76.7K in Q4 2022.
  • 245 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.