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SPDR DJ Wilshire REIT shares owned by Bright Futures Wealth Management

Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Bright Futures Wealth Management from 13F filings

Historical chart of Bright Futures Wealth Management investment in SPDR DJ Wilshire REIT

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire REIT held by Bright Futures Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire REIT by Bright Futures Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 10k 105.31
2024-06-30 $624k 6.3k 99.43

More positions owned by Bright Futures Wealth Management

Apple (AAPL)
Amazon (AMZN)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Ser Tr S&p Regl Bkg (KRE)
Ishares Tr 3 7 Yr Treas Bd (IEI)
NVIDIA Corporation (NVDA)
Pacer Fds Tr Pacer Us Small (CALF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Alphabet Cap Stk Cl C (GOOG)
Broadcom (AVGO)
Vanguard World Mega Grwth Ind (MGK)
Blackstone Mtg Tr Com Cl A (BXMT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)

View all positions for Bright Futures Wealth Management

Top funds holding SPDR DJ Wilshire REIT

Northern Trust
Charles Schwab Investment Management
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Mason Street Advisors
Morgan Stanley
BlackRock
Bank of America Corporation
BlackRock
Envestnet Asset Management
Branch Banking & Trust Company
LPL Financial
Bnp Paribas Arbitrage, Snc
Goldman Sachs Group
Patton Fund Management

View all funds holding SPDR DJ Wilshire REIT