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Team Financial Group’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Team Financial Group’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
2024
Q1 		– Sell
-33
Closed -$3.15K – 170
2023
Q4 		$3.15K Buy
+33
New +$2.84K ﹤0.01% 163

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Team Financial Group's RWR Position: Q1 2024 in Review

Team Financial Group sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2024, closing a stake of 33 shares — an estimated $3.15K sold.

Team Financial Group first reported a position in RWR in Q4 2023 and held it in 1 quarter. The position peaked at $3.15K in Q4 2023. 247 funds tracked by Wall St. Rank hold RWR as of Q1 2024.

  • Team Financial Group reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Team Financial Group sold 33 State Street SPDR Dow Jones REIT ETF shares in Q1 2024, an estimated $3.15K.
  • Team Financial Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2023 and held it in 1 quarter.
  • Team Financial Group's State Street SPDR Dow Jones REIT ETF position peaked at $3.15K in Q4 2023.
  • 247 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2024.

Based on Team Financial Group's 13F filing for Q1 2024, filed 13 May 2024.