RAFFA WEALTH MANAGEMENT, LLC’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q1	–	Sell	-104	Closed	-$8.91K	–	742
2018 Q4	$8.91K	Buy	104 +2	+2%	+$183	﹤0.01%	216
2018 Q3	$9.54K	Buy	102 +1	+1%	+$95	﹤0.01%	222
2018 Q2	$9.49K	Sell	101 -974	-91%	-$86.6K	﹤0.01%	209
2018 Q1	$92.6K	Hold	1,075	–	–	0.03%	91
2017 Q4	$101K	Buy	1,075 +1	+0.1%	+$94	0.04%	94
2017 Q3	$99.3K	Buy	1,074 +1	+0.1%	+$93	0.04%	100
2017 Q2	$99.8K	Buy	1,073 +1	+0.1%	+$93	0.04%	97
2017 Q1	$98.9K	Buy	1,072 +1	+0.1%	+$93	0.05%	69
2016 Q4	$100K	Buy	1,071 +1	+0.1%	+$92	0.05%	67
2016 Q3	$104K	Sell	1,070 -139	-11%	-$13.9K	0.06%	72
2016 Q2	$120K	Buy	1,209 +2	+0.2%	+$189	0.07%	62
2016 Q1	$115K	Buy	1,207 +977	+425%	+$86.8K	0.07%	67
2015 Q4	$21.1K	Buy	230 +3	+1%	+$271	0.01%	129
2015 Q3	$19.6K	Buy	227 +2	+0.9%	+$174	0.01%	136
2015 Q2	$19K	Hold	225	–	–	0.01%	136
2015 Q1	$21.3K	Hold	225	–	–	0.01%	120
2014 Q4	$20.5K	Hold	225	–	–	0.01%	116
2014 Q3	$18K	Hold	225	–	–	0.01%	118
2014 Q2	$18.7K	Hold	225	–	–	0.01%	115
2014 Q1	$17.6K	Hold	225	–	–	0.01%	114
2013 Q4	$20.5K	Buy	+225	New	+$16.5K	0.01%	116

Other funds holding RWR

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

CSIA

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

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's RWR Position: Q1 2019 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2019, closing a stake of 104 shares — an estimated $8.91K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in RWR in Q4 2013 and held it in 21 quarters. The position peaked at $120K in Q2 2016. 245 funds tracked by Wall St. Rank hold RWR as of Q1 2019.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2019 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 104 State Street SPDR Dow Jones REIT ETF shares in Q1 2019, an estimated $8.91K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2013 and held it in 21 quarters.
RAFFA WEALTH MANAGEMENT, LLC's State Street SPDR Dow Jones REIT ETF position peaked at $120K in Q2 2016.
245 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2019.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2019, filed 27 Jul 2026.