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

Strategic Investment 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
2020 Q3	–	Sell	-3,156	Closed	-$246K	–	186
2020 Q2	$246K	Sell	3,156 -3,367	-52%	-$258K	0.09%	155
2020 Q1	$471K	Sell	6,523 -574	-8%	-$54.3K	0.22%	83
2019 Q4	$724K	Sell	7,097 -456	-6%	-$47.2K	0.3%	66
2019 Q3	$790K	Buy	7,553 +3,157	+72%	+$322K	0.38%	56
2019 Q2	$431K	Buy	4,396 +660	+18%	+$65.6K	0.24%	72
2019 Q1	$370K	Buy	3,736 +498	+15%	+$47.2K	0.25%	76
2018 Q4	$278K	Buy	+3,238	New	+$296K	0.25%	84

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Strategic Investment Advisors's RWR Position: Q3 2020 in Review

Strategic Investment Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2020, closing a stake of 3,156 shares — an estimated $246K sold.

Strategic Investment Advisors first reported a position in RWR in Q4 2018 and held it in 7 quarters. The position peaked at $790K in Q3 2019. 202 funds tracked by Wall St. Rank hold RWR as of Q3 2020.

Strategic Investment Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2020 after selling out during the quarter.
Strategic Investment Advisors sold 3,156 State Street SPDR Dow Jones REIT ETF shares in Q3 2020, an estimated $246K.
Strategic Investment Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2018 and held it in 7 quarters.
Strategic Investment Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $790K in Q3 2019.
202 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2020.

Based on Strategic Investment Advisors's 13F filing for Q3 2020, filed 14 Oct 2020.