Aspiriant LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $304K | Hold |
|
|||||
|
2025
Q2 | $293K | Hold |
|
|||||
|
2025
Q1 | $301K | Hold |
|
|||||
|
2024
Q4 | $300K | Hold |
|
|||||
|
2024
Q3 | $324K | Hold |
|
|||||
|
2024
Q2 | $283K | Hold |
|
|||||
|
2024
Q1 | $286K | Hold |
|
|||||
|
2023
Q4 | $289K | Hold |
|
|||||
|
2023
Q3 | $252K | Hold |
|
|||||
|
2023
Q2 | $274K | Hold |
|
|||||
|
2023
Q1 | $269K | Hold |
|
|||||
|
2022
Q4 | $265K | Hold |
|
|||||
|
2022
Q3 | $256K | Sell |
|
|||||
|
2022
Q2 | $290K | Buy |
|
|||||
|
2022
Q1 | $356K | Hold |
|
|||||
|
2021
Q4 | $370K | Buy |
|
|||||
|
2021
Q3 | $207K | Hold |
|
|||||
|
2021
Q2 | $206K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $339K | Hold |
|
|||||
|
2019
Q4 | $479K | Hold |
|
|||||
|
2019
Q3 | $491K | Hold |
|
|||||
|
2019
Q2 | $464K | Hold |
|
|||||
|
2019
Q1 | $465K | Hold |
|
|||||
|
2018
Q4 | $404K | Hold |
|
|||||
|
2018
Q3 | $438K | Hold |
|
|||||
|
2018
Q2 | $442K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $442K | Sell |
|
|||||
|
2014
Q2 | $1.02M | Sell |
|
|||||
|
2014
Q1 | $1.18M | Buy |
|