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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-3,085
Closed -$289K 126
2017
Q4
$289K Buy
3,085
+503
+19% +$47K 0.09% 89
2017
Q3
$239K Sell
2,582
-578
-18% -$53.7K 0.09% 66
2017
Q2
$294K Buy
+3,160
New +$294K 0.12% 52

Other funds holding RWR

Ritholtz Wealth Management's RWR Position: Q1 2018 in Review

Ritholtz Wealth Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2018, closing a stake of 3,085 shares — an estimated $289K sold.

Ritholtz Wealth Management first reported a position in RWR in Q2 2017 and held it in 3 quarters. The position peaked at $294K in Q2 2017. 209 funds tracked by Wall St. Rank hold RWR as of Q1 2018.

  • Ritholtz Wealth Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2018 after selling out during the quarter.
  • Ritholtz Wealth Management sold 3,085 State Street SPDR Dow Jones REIT ETF shares in Q1 2018, an estimated $289K.
  • Ritholtz Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2017 and held it in 3 quarters.
  • Ritholtz Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $294K in Q2 2017.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2018.

Based on Ritholtz Wealth Management's 13F filing for Q1 2018, filed 17 Apr 2018.