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Tyler-Stone Wealth Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Tyler-Stone Wealth Management’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
Q3 		– Sell
-282
Closed -$26.3K – 810
2024
Q2 		$26.3K Hold
282
– – 0.01% 475
2024
Q1 		$26.6K Hold
282
– – 0.01% 470
2023
Q4 		$26.9K Buy
+282
New +$24.2K 0.01% 456

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Tyler-Stone Wealth Management's RWR Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2024, closing a stake of 282 shares — an estimated $26.3K sold.

Tyler-Stone Wealth Management first reported a position in RWR in Q4 2023 and held it in 3 quarters. The position peaked at $26.9K in Q4 2023. 256 funds tracked by Wall St. Rank hold RWR as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 282 State Street SPDR Dow Jones REIT ETF shares in Q3 2024, an estimated $26.3K.
  • Tyler-Stone Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2023 and held it in 3 quarters.
  • Tyler-Stone Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $26.9K in Q4 2023.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.