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

Semmax 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
2022 Q1	–	Sell	-1	Closed	–	–	303
2021 Q4	$0	Hold	1	–	–	﹤0.01%	283
2021 Q3	$0	Hold	1	–	–	﹤0.01%	272
2021 Q2	$0	Hold	1	–	–	﹤0.01%	281
2021 Q1	$0	Hold	1	–	–	﹤0.01%	289
2020 Q4	$0	Hold	1	–	–	﹤0.01%	270
2020 Q3	$0	Hold	1	–	–	﹤0.01%	280
2020 Q2	$0	Hold	1	–	–	﹤0.01%	292
2020 Q1	$0	Hold	1	–	–	﹤0.01%	307
2019 Q4	$0	Hold	1	–	–	﹤0.01%	298
2019 Q3	$0	Sell	1 -20	-95%	-$2.04K	﹤0.01%	333
2019 Q2	$2K	Sell	21 -1,583	-99%	-$157K	﹤0.01%	294
2019 Q1	$159K	Sell	1,604 -423	-21%	-$40.1K	0.11%	142
2018 Q4	$174K	Buy	+2,027	New	+$185K	0.14%	118

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 $74.2B AUM 21.09% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Semmax Financial Advisors's RWR Position: Q1 2022 in Review

Semmax Financial Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2022, closing a stake of 1 share.

Semmax Financial Advisors first reported a position in RWR in Q4 2018 and held it in 13 quarters. The position peaked at $174K in Q4 2018. 279 funds tracked by Wall St. Rank hold RWR as of Q1 2022.

Semmax Financial Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2022 after selling out during the quarter.
Semmax Financial Advisors sold 1 State Street SPDR Dow Jones REIT ETF share in Q1 2022.
Semmax Financial Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2018 and held it in 13 quarters.
Semmax Financial Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $174K in Q4 2018.
279 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2022.

Based on Semmax Financial Advisors's 13F filing for Q1 2022, filed 11 May 2022.