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Ridgewood Investments’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-102
Closed -$9.46K – 786
2024
Q2 		$9.46K Buy
+102
New +$9.25K ﹤0.01% 515
2023
Q3 		– Sell
-123
Closed -$11.1K – 627
2023
Q2 		$11.1K Hold
123
– – 0.01% 503
2023
Q1 		$10.9K Buy
+123
New +$11.2K 0.01% 505

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Ridgewood Investments's RWR Position: Q3 2024 in Review

Ridgewood Investments sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2024, closing a stake of 102 shares — an estimated $9.46K sold.

Ridgewood Investments first reported a position in RWR in Q1 2023 and held it in 3 quarters. The position peaked at $11.1K in Q2 2023. 256 funds tracked by Wall St. Rank hold RWR as of Q3 2024.

  • Ridgewood Investments reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Ridgewood Investments sold 102 State Street SPDR Dow Jones REIT ETF shares in Q3 2024, an estimated $9.46K.
  • Ridgewood Investments first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2023 and held it in 3 quarters.
  • Ridgewood Investments's State Street SPDR Dow Jones REIT ETF position peaked at $11.1K in Q2 2023.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2024.

Based on Ridgewood Investments's 13F filing for Q3 2024, filed 4 Oct 2024.