Strategic Blueprint’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Strategic Blueprint’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 Q3	–	Sell	-526	Closed	-$55K	–	1133
2021 Q2	$55K	Buy	+526	New	+$53.9K	0.01%	592
2019 Q4	–	Sell	-287	Closed	-$30K	–	348
2019 Q3	$30K	Buy	+287	New	+$29.3K	0.02%	193

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Strategic Blueprint's RWR Position: Q3 2021 in Review

Strategic Blueprint sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2021, closing a stake of 526 shares — an estimated $55K sold.

Strategic Blueprint first reported a position in RWR in Q3 2019 and held it in 2 quarters. The position peaked at $55K in Q2 2021. 257 funds tracked by Wall St. Rank hold RWR as of Q3 2021.

Strategic Blueprint reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2021 after selling out during the quarter.
Strategic Blueprint sold 526 State Street SPDR Dow Jones REIT ETF shares in Q3 2021, an estimated $55K.
Strategic Blueprint first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2019 and held it in 2 quarters.
Strategic Blueprint's State Street SPDR Dow Jones REIT ETF position peaked at $55K in Q2 2021.
257 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.