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

Wealth Quarterback’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
2021 Q3	$13K	Buy	118 +2	+2%	+$219	0.01%	424
2021 Q2	$13K	Buy	+116	New	+$11.9K	0.01%	420
2020 Q2	–	Sell	-248	Closed	-$17.9K	–	628
2020 Q1	$17.9K	Sell	248 -12,530	-98%	-$1.19M	0.02%	359
2019 Q4	$14K	Buy	+12,778	New	+$1.32M	0.01%	448

Other funds holding RWR

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Wealth Quarterback's RWR Position: Q3 2021 in Review

Wealth Quarterback increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 1.7% in Q3 2021, buying an estimated $219 and bringing the position to 118 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #424.

Wealth Quarterback first reported a position in RWR in Q4 2019 and has held it in 4 quarters since. The position peaked at $17.9K in Q1 2020. 257 funds tracked by Wall St. Rank hold RWR as of Q3 2021.

Wealth Quarterback held 118 shares of State Street SPDR Dow Jones REIT ETF worth $13K as of Q3 2021.
Wealth Quarterback bought 2 State Street SPDR Dow Jones REIT ETF shares in Q3 2021, an estimated $219.
State Street SPDR Dow Jones REIT ETF made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #424 holding.
Wealth Quarterback first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2019 and has held it in 4 quarters since.
Wealth Quarterback's State Street SPDR Dow Jones REIT ETF position peaked at $17.9K in Q1 2020.
257 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.