Avantax Advisory Services’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
Q1
Sell
-16,303
Closed -$1.61M 2318
2024
Q4
$1.61M Buy
+16,303
New +$1.7M 0.01% 829
2023
Q1
Sell
-2,577
Closed -$225K 1530
2022
Q4
$225K Buy
+2,577
New +$226K ﹤0.01% 1257

Other funds holding RWR

Avantax Advisory Services's RWR Position: Q1 2025 in Review

Avantax Advisory Services sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2025, closing a stake of 16,303 shares — an estimated $1.61M sold.

Avantax Advisory Services first reported a position in RWR in Q4 2022 and held it in 2 quarters. The position peaked at $1.61M in Q4 2024. 250 funds tracked by Wall St. Rank hold RWR as of Q1 2025.

  • Avantax Advisory Services reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 16,303 State Street SPDR Dow Jones REIT ETF shares in Q1 2025, an estimated $1.61M.
  • Avantax Advisory Services first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2022 and held it in 2 quarters.
  • Avantax Advisory Services's State Street SPDR Dow Jones REIT ETF position peaked at $1.61M in Q4 2024.
  • 250 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.