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Salomon & Ludwin’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Salomon & Ludwin’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
Q2 		– Sell
-17
Closed -$1.6K – 813
2024
Q1 		$1.6K Hold
17
– – ﹤0.01% 743
2023
Q4 		$1.41K Hold
17
– – ﹤0.01% 675
2023
Q3 		$1.41K Buy
+17
New +$1.53K ﹤0.01% 673

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Salomon & Ludwin's RWR Position: Q2 2024 in Review

Salomon & Ludwin sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2024, closing a stake of 17 shares — an estimated $1.6K sold.

Salomon & Ludwin first reported a position in RWR in Q3 2023 and held it in 3 quarters. The position peaked at $1.6K in Q1 2024. 251 funds tracked by Wall St. Rank hold RWR as of Q2 2024.

  • Salomon & Ludwin reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Salomon & Ludwin sold 17 State Street SPDR Dow Jones REIT ETF shares in Q2 2024, an estimated $1.6K.
  • Salomon & Ludwin first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2023 and held it in 3 quarters.
  • Salomon & Ludwin's State Street SPDR Dow Jones REIT ETF position peaked at $1.6K in Q1 2024.
  • 251 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2024.

Based on Salomon & Ludwin's 13F filing for Q2 2024, filed 25 Jul 2024.