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Wetzel Investment Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Wetzel Investment Advisors’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
-156
Closed -$14.7K – 741
2024
Q2 		$14.7K Hold
156
– – 0.01% 396
2024
Q1 		$13.5K Hold
156
– – 0.01% 459
2023
Q4 		$15K Buy
+156
New +$13.4K 0.01% 434

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

Wetzel Investment Advisors's RWR Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2024, closing a stake of 156 shares — an estimated $14.7K sold.

Wetzel Investment Advisors first reported a position in RWR in Q4 2023 and held it in 3 quarters. The position peaked at $15K in Q4 2023. 256 funds tracked by Wall St. Rank hold RWR as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 156 State Street SPDR Dow Jones REIT ETF shares in Q3 2024, an estimated $14.7K.
  • Wetzel Investment Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $15K in Q4 2023.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.