Sowell Financial Services’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-49	Closed	-$5K	–	2281
2021 Q1	$5K	Sell	49 -1,866	-97%	-$169K	﹤0.01%	2617
2020 Q4	$166K	Buy	1,915 +1,900	+12,667%	+$159K	0.01%	927
2020 Q3	$1K	Hold	15	–	–	﹤0.01%	2421
2020 Q2	$1K	Sell	15 -206	-93%	-$15.8K	﹤0.01%	2358
2020 Q1	$16K	Buy	221 +194	+719%	+$18.4K	﹤0.01%	1464
2019 Q4	$3K	Sell	27 -3	-10%	-$310	﹤0.01%	2097
2019 Q3	$3K	Buy	+30	New	+$3.06K	﹤0.01%	1974
2017 Q1	–	Sell	-46	Closed	-$4K	–	513
2016 Q4	$4K	Buy	+46	New	+$4.21K	﹤0.01%	553

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sowell Financial Services's RWR Position: Q2 2021 in Review

Sowell Financial Services sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2021, closing a stake of 49 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in RWR in Q4 2016 and held it in 8 quarters. The position peaked at $166K in Q4 2020. 235 funds tracked by Wall St. Rank hold RWR as of Q2 2021.

Sowell Financial Services reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 49 State Street SPDR Dow Jones REIT ETF shares in Q2 2021, an estimated $5K.
Sowell Financial Services first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2016 and held it in 8 quarters.
Sowell Financial Services's State Street SPDR Dow Jones REIT ETF position peaked at $166K in Q4 2020.
235 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.