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

Retirement 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
2024 Q1	$1.32K	Hold	14	–	–	﹤0.01%	695
2023 Q4	$1.33K	Hold	14	–	–	﹤0.01%	677
2023 Q3	$1.16K	Hold	14	–	–	﹤0.01%	629
2023 Q2	$1.27K	Hold	14	–	–	﹤0.01%	656
2023 Q1	$1K	Hold	14	–	–	﹤0.01%	656
2022 Q4	$1K	Hold	14	–	–	﹤0.01%	594
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	449
2022 Q2	$1K	Hold	14	–	–	﹤0.01%	701
2022 Q1	$2K	Hold	14	–	–	﹤0.01%	638
2021 Q4	$2K	Hold	14	–	–	﹤0.01%	617
2021 Q3	$1K	Hold	14	–	–	﹤0.01%	594
2021 Q2	$1K	Hold	14	–	–	﹤0.01%	633
2021 Q1	$1K	Hold	14	–	–	﹤0.01%	701
2020 Q4	$1K	Hold	14	–	–	﹤0.01%	626
2020 Q3	$1K	Hold	14	–	–	﹤0.01%	629
2020 Q2	$1K	Buy	+14	New	+$1.07K	﹤0.01%	614
2019 Q4	$1K	Buy	+14	New	+$1.45K	﹤0.01%	617

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Retirement Group's RWR Position: Q1 2024 in Review

Retirement Group held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q1 2024 at 14 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Retirement Group first reported a position in RWR in Q4 2019 and has held it in 17 quarters since. The position peaked at $2K in Q1 2022. 247 funds tracked by Wall St. Rank hold RWR as of Q1 2024.

Retirement Group held 14 shares of State Street SPDR Dow Jones REIT ETF worth $1.32K as of Q1 2024.
Retirement Group left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q1 2024.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #695 holding.
Retirement Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's State Street SPDR Dow Jones REIT ETF position peaked at $2K in Q1 2022.
247 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.