Aptus Capital Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$55.9K	Sell	554 -1,157	-68%	-$119K	﹤0.01%	1260
2025 Q4	$168K	Hold	1,711	–	–	﹤0.01%	1062
2025 Q3	$172K	Hold	1,711	–	–	﹤0.01%	1009
2025 Q2	$165K	Buy	1,711 +171	+11%	+$16.4K	﹤0.01%	987
2025 Q1	$153K	Hold	1,540	–	–	﹤0.01%	943
2024 Q4	$152K	Hold	1,540	–	–	﹤0.01%	940
2024 Q3	$164K	Buy	1,540 +104	+7%	+$10.5K	﹤0.01%	791
2024 Q2	$134K	Sell	1,436 -1,385	-49%	-$126K	﹤0.01%	781
2024 Q1	$266K	Hold	2,821	–	–	0.01%	659
2023 Q4	$269K	Buy	2,821 +2,432	+625%	+$209K	0.01%	484
2023 Q3	$32.3K	Buy	389 +8	+2%	+$719	﹤0.01%	720
2023 Q2	$34.5K	Buy	+381	New	+$33.6K	﹤0.01%	612
2023 Q1	–	Sell	-8	Closed	-$697	–	879
2022 Q4	$697	Sell	8 -13	-62%	-$1.14K	﹤0.01%	773
2022 Q3	$2K	Sell	21 -227	-92%	-$22.1K	﹤0.01%	746
2022 Q2	$24K	Hold	248	–	–	﹤0.01%	524
2022 Q1	$23K	Hold	248	–	–	﹤0.01%	558
2021 Q4	$23K	Hold	248	–	–	﹤0.01%	463
2021 Q3	$23K	Hold	248	–	–	﹤0.01%	442
2021 Q2	$23K	Buy	+248	New	+$25.4K	﹤0.01%	458
2020 Q4	–	Sell	-496	Closed	-$46K	–	521
2020 Q3	$46K	Buy	+496	New	+$39.5K	﹤0.01%	359