Austin Private Wealth’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
Q4
$426K Sell
4,339
-78
-2% -$7.77K 0.03% 197
2025
Q3
$443K Sell
4,417
-44,660
-91% -$4.38M 0.03% 194
2025
Q2
$4.73M Buy
49,077
+45,378
+1,227% +$4.36M 0.37% 49
2025
Q1
$367K Buy
3,699
+1,217
+49% +$122K 0.03% 192
2024
Q4
$245K Buy
2,482
+29
+1% +$3.02K 0.02% 246
2024
Q3
$262K Sell
2,453
-669
-21% -$67.7K 0.03% 219
2024
Q2
$291K Buy
3,122
+528
+20% +$47.9K 0.03% 181
2024
Q1
$237K Sell
2,594
-30
-1% -$2.79K 0.03% 202
2023
Q4
$250K Buy
+2,624
New +$226K 0.03% 175
2023
Q3
Sell
-2,514
Closed -$227K 218
2023
Q2
$227K Buy
2,514
+56
+2% +$4.94K 0.03% 146
2023
Q1
$218K Buy
2,458
+142
+6% +$13K 0.03% 138
2022
Q4
$202K Buy
+2,316
New +$203K 0.04% 147

Other funds holding RWR

Austin Private Wealth's RWR Position: Q4 2025 in Review

Austin Private Wealth reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 1.8% in Q4 2025, selling an estimated $7.77K and leaving 4,339 shares worth $426K. The position accounts for 0.03% of the portfolio, ranked #197.

Austin Private Wealth first reported a position in RWR in Q4 2022 and has held it in 12 quarters since. The position peaked at $4.73M in Q2 2025. 251 funds tracked by Wall St. Rank hold RWR as of Q4 2025.

  • Austin Private Wealth held 4,339 shares of State Street SPDR Dow Jones REIT ETF worth $426K as of Q4 2025.
  • Austin Private Wealth sold 78 State Street SPDR Dow Jones REIT ETF shares in Q4 2025, an estimated $7.77K.
  • State Street SPDR Dow Jones REIT ETF made up 0.03% of Austin Private Wealth's portfolio in Q4 2025, its #197 holding.
  • Austin Private Wealth first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2022 and has held it in 12 quarters since.
  • Austin Private Wealth's State Street SPDR Dow Jones REIT ETF position peaked at $4.73M in Q2 2025.
  • 251 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.