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Wealthspire Advisors (Maryland)’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Wealthspire Advisors (Maryland)’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
-708
Closed -$61K – 2579
2018
Q4 		$61K Buy
708
+9
+1% +$823 0.01% 774
2018
Q3 		$65K Buy
699
+9
+1% +$854 0.01% 873
2018
Q2 		$65K Buy
690
+6
+0.9% +$534 0.01% 885
2018
Q1 		$59K Sell
684
-515
-43% -$44.7K 0.01% 919
2017
Q4 		$112K Sell
1,199
-259
-18% -$24.2K 0.01% 671
2017
Q3 		$135K Buy
1,458
+12
+0.8% +$1.11K 0.01% 603
2017
Q2 		$134K Buy
1,446
+12
+0.8% +$1.12K 0.02% 588
2017
Q1 		$132K Sell
1,434
-1,981
-58% -$184K 0.02% 502
2016
Q4 		$319K Buy
3,415
+11
+0.3% +$1.01K 0.05% 259
2016
Q3 		$331K Buy
3,404
+11
+0.3% +$1.1K 0.05% 245
2016
Q2 		$337K Buy
3,393
+11
+0.3% +$1.04K 0.06% 228
2016
Q1 		$322K Buy
3,382
+15
+0.4% +$1.33K 0.06% 239
2015
Q4 		$308K Buy
+3,367
New +$304K 0.06% 254

Other funds holding RWR

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s RWR Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2019, closing a stake of 708 shares — an estimated $61K sold.

Wealthspire Advisors (Maryland) first reported a position in RWR in Q4 2015 and held it in 13 quarters. The position peaked at $337K in Q2 2016. 245 funds tracked by Wall St. Rank hold RWR as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 708 State Street SPDR Dow Jones REIT ETF shares in Q1 2019, an estimated $61K.
  • Wealthspire Advisors (Maryland) first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s State Street SPDR Dow Jones REIT ETF position peaked at $337K in Q2 2016.
  • 245 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.