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Zullo Investment Group’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-2
Closed -$174 – 589
2022
Q4 		$174 Hold
2
– – ﹤0.01% 757
2022
Q3 		$0 Buy
+2
New +$195 ﹤0.01% 789

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Zullo Investment Group's RWR Position: Q1 2023 in Review

Zullo Investment Group sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2023, closing a stake of 2 shares — an estimated $174 sold.

Zullo Investment Group first reported a position in RWR in Q3 2022 and held it in 2 quarters. The position peaked at $174 in Q4 2022. 244 funds tracked by Wall St. Rank hold RWR as of Q1 2023.

  • Zullo Investment Group reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 2 State Street SPDR Dow Jones REIT ETF shares in Q1 2023, an estimated $174.
  • Zullo Investment Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2022 and held it in 2 quarters.
  • Zullo Investment Group's State Street SPDR Dow Jones REIT ETF position peaked at $174 in Q4 2022.
  • 244 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.