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

Reilly 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
2021 Q4	–	Sell	-136	Closed	-$14K	–	1194
2021 Q3	$14K	Buy	+136	New	+$14.9K	﹤0.01%	598
2021 Q2	–	Sell	-123	Closed	-$12K	–	1067
2021 Q1	$12K	Buy	+123	New	+$11.1K	﹤0.01%	663
2019 Q2	–	Sell	-57	Closed	-$6K	–	1002
2019 Q1	$6K	Hold	57	–	–	﹤0.01%	772
2018 Q4	$5K	Buy	+57	New	+$5.21K	﹤0.01%	758
2016 Q2	–	Sell	-54	Closed	-$5K	–	948
2016 Q1	$5K	Hold	54	–	–	﹤0.01%	915
2015 Q4	$5K	Hold	54	–	–	﹤0.01%	932
2015 Q3	$5K	Buy	+54	New	+$4.7K	﹤0.01%	966

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Reilly Financial Advisors's RWR Position: Q4 2021 in Review

Reilly Financial Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2021, closing a stake of 136 shares — an estimated $14K sold.

Reilly Financial Advisors first reported a position in RWR in Q3 2015 and held it in 7 quarters. The position peaked at $14K in Q3 2021. 278 funds tracked by Wall St. Rank hold RWR as of Q4 2021.

Reilly Financial Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2021 after selling out during the quarter.
Reilly Financial Advisors sold 136 State Street SPDR Dow Jones REIT ETF shares in Q4 2021, an estimated $14K.
Reilly Financial Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2015 and held it in 7 quarters.
Reilly Financial Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $14K in Q3 2021.
278 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.