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Thurston Springer Miller Herd & Titak’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Thurston Springer Miller Herd & Titak’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
Q4 		– Sell
-67
Closed -$7.15K – 1377
2024
Q3 		$7.15K Buy
+67
New +$6.78K ﹤0.01% 1128

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Thurston Springer Miller Herd & Titak's RWR Position: Q4 2024 in Review

Thurston Springer Miller Herd & Titak sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2024, closing a stake of 67 shares — an estimated $7.15K sold.

Thurston Springer Miller Herd & Titak first reported a position in RWR in Q3 2024 and held it in 1 quarter. The position peaked at $7.15K in Q3 2024. 261 funds tracked by Wall St. Rank hold RWR as of Q4 2024.

  • Thurston Springer Miller Herd & Titak reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 67 State Street SPDR Dow Jones REIT ETF shares in Q4 2024, an estimated $7.15K.
  • Thurston Springer Miller Herd & Titak first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2024 and held it in 1 quarter.
  • Thurston Springer Miller Herd & Titak's State Street SPDR Dow Jones REIT ETF position peaked at $7.15K in Q3 2024.
  • 261 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2024.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q4 2024, filed 14 Jan 2025.