Sutton Wealth Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Sutton Wealth 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
2019 Q3	–	Sell	-699	Closed	-$69.1K	–	1211
2019 Q2	$69.1K	Hold	699	–	–	0.04%	242
2019 Q1	$69.1K	Hold	699	–	–	0.04%	246
2018 Q4	$60.1K	Hold	699	–	–	0.04%	249
2018 Q3	$65.2K	Hold	699	–	–	0.04%	244
2018 Q2	$65.7K	Hold	699	–	–	0.05%	239
2018 Q1	$60.2K	Hold	699	–	–	0.04%	242
2017 Q4	$65.5K	Hold	699	–	–	0.05%	229
2017 Q3	$64.7K	Hold	699	–	–	0.05%	232
2017 Q2	$65K	Hold	699	–	–	0.05%	228
2017 Q1	$64.5K	Hold	699	–	–	0.05%	222
2016 Q4	$65.3K	Hold	699	–	–	0.06%	223
2016 Q3	$68.1K	Hold	699	–	–	0.06%	215
2016 Q2	$69.5K	Hold	699	–	–	0.07%	211
2016 Q1	$66.5K	Buy	+699	New	+$62.1K	0.06%	210

Other funds holding RWR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Sutton Wealth Advisors's RWR Position: Q3 2019 in Review

Sutton Wealth Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2019, closing a stake of 699 shares — an estimated $69.1K sold.

Sutton Wealth Advisors first reported a position in RWR in Q1 2016 and held it in 14 quarters. The position peaked at $69.5K in Q2 2016. 254 funds tracked by Wall St. Rank hold RWR as of Q3 2019.

Sutton Wealth Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2019 after selling out during the quarter.
Sutton Wealth Advisors sold 699 State Street SPDR Dow Jones REIT ETF shares in Q3 2019, an estimated $69.1K.
Sutton Wealth Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2016 and held it in 14 quarters.
Sutton Wealth Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $69.5K in Q2 2016.
254 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2019.

Based on Sutton Wealth Advisors's 13F filing for Q3 2019, filed 7 Nov 2023.