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

Surevest’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 Q3	–	Sell	-4	Closed	–	–	571
2022 Q2	$0	Buy	+4	New	+$423	﹤0.01%	587

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Surevest's RWR Position: Q3 2022 in Review

Surevest sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2022, closing a stake of 4 shares.

Surevest first reported a position in RWR in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 243 funds tracked by Wall St. Rank hold RWR as of Q3 2022.

Surevest reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2022 after selling out during the quarter.
Surevest sold 4 State Street SPDR Dow Jones REIT ETF shares in Q3 2022.
Surevest first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2022 and held it in 1 quarter.
Surevest's State Street SPDR Dow Jones REIT ETF position peaked at $0 in Q2 2022.
243 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.