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SPDR DJ Wilshire REIT shares owned by Mascoma Wealth Management

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

Historical chart of Mascoma 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 Mascoma 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 Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $534 5 106.80
2024-06-30 $466 5 93.20

More positions owned by Mascoma Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Fidelity Total Bond Etf Etf (FBND)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Short Treasury Bond Etf Etf (SHV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Fidelity High Dividend Etf Etf (FDVV)
Ishares Msci Kld 400 Social Etf Etf (DSI)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Mascoma 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