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Waldron Private Wealth’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Waldron Private Wealth’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
-836
Closed -$89.2K – 440
2024
Q3 		$89.2K Buy
+836
New +$84.6K ﹤0.01% 418

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

Waldron Private Wealth's RWR Position: Q4 2024 in Review

Waldron Private Wealth sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2024, closing a stake of 836 shares — an estimated $89.2K sold.

Waldron Private Wealth first reported a position in RWR in Q3 2024 and held it in 1 quarter. The position peaked at $89.2K in Q3 2024. 261 funds tracked by Wall St. Rank hold RWR as of Q4 2024.

  • Waldron Private Wealth reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 836 State Street SPDR Dow Jones REIT ETF shares in Q4 2024, an estimated $89.2K.
  • Waldron Private Wealth first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2024 and held it in 1 quarter.
  • Waldron Private Wealth's State Street SPDR Dow Jones REIT ETF position peaked at $89.2K in Q3 2024.
  • 261 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.