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

Sheets Smith Wealth Management’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
2023 Q4	–	Sell	-1,024	Closed	-$84.9K	–	461
2023 Q3	$84.9K	Buy	+1,024	New	+$92K	0.01%	363
2015 Q1	–	Sell	-8,099	Closed	-$736K	–	255
2014 Q4	$736K	Buy	8,099 +782	+11%	+$68.5K	0.19%	151
2014 Q3	$584K	Sell	7,317 -561	-7%	-$46.9K	0.16%	163
2014 Q2	$654K	Sell	7,878 -822	-9%	-$67K	0.18%	166
2014 Q1	$679K	Buy	8,700 +2,975	+52%	+$225K	0.19%	145
2013 Q4	$408K	Buy	5,725 +1,124	+24%	+$82.6K	0.11%	192
2013 Q3	$336K	Buy	4,601 +445	+11%	+$33.4K	0.11%	192
2013 Q2	$316K	Buy	+4,156	New	+$333K	0.11%	194

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

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

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Sheets Smith Wealth Management's RWR Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2023, closing a stake of 1,024 shares — an estimated $84.9K sold.

Sheets Smith Wealth Management first reported a position in RWR in Q2 2013 and held it in 8 quarters. The position peaked at $736K in Q4 2014. 268 funds tracked by Wall St. Rank hold RWR as of Q4 2023.

Sheets Smith Wealth Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2023 after selling out during the quarter.
Sheets Smith Wealth Management sold 1,024 State Street SPDR Dow Jones REIT ETF shares in Q4 2023, an estimated $84.9K.
Sheets Smith Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2013 and held it in 8 quarters.
Sheets Smith Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $736K in Q4 2014.
268 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.