Reframe Wealth’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Reframe Wealth’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
2022 Q4	$717K	Buy	+8,231	New	+$721K	0.28%	33

Other funds holding RWR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Reframe Wealth's RWR Position: Q4 2022 in Review

Reframe Wealth opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2022: 8,231 shares worth $717K. The stake represents 0.28% of the portfolio and ranks #33 among its holdings.

255 funds tracked by Wall St. Rank hold RWR as of Q4 2022.

Reframe Wealth held 8,231 shares of State Street SPDR Dow Jones REIT ETF worth $717K as of Q4 2022.
State Street SPDR Dow Jones REIT ETF was a new Reframe Wealth position in Q4 2022.
State Street SPDR Dow Jones REIT ETF made up 0.28% of Reframe Wealth's portfolio in Q4 2022, its #33 holding.
255 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2022.

Based on Reframe Wealth's 13F filing for Q4 2022, filed 30 Mar 2023.