Avior Wealth Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Avior Wealth Management’s Portfolio RWR Stock Details RWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-85	Closed	-$8.48K	–	2011
2024 Q4	$8.48K	Buy	85 +1	+1%	+$104	﹤0.01%	1674
2024 Q3	$9.03K	Buy	84 +1	+1%	+$101	﹤0.01%	1592
2024 Q2	$7.82K	Buy	+83	New	+$7.53K	﹤0.01%	1588
2020 Q1	–	Sell	-7	Closed	–	–	883
2019 Q4	$0	Hold	7	–	–	﹤0.01%	850
2019 Q3	$0	Buy	+7	New	+$713	﹤0.01%	856

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avior Wealth Management's RWR Position: Q1 2025 in Review

Avior Wealth Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2025, closing a stake of 85 shares — an estimated $8.48K sold.

Avior Wealth Management first reported a position in RWR in Q3 2019 and held it in 5 quarters. The position peaked at $9.03K in Q3 2024. 250 funds tracked by Wall St. Rank hold RWR as of Q1 2025.

Avior Wealth Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 85 State Street SPDR Dow Jones REIT ETF shares in Q1 2025, an estimated $8.48K.
Avior Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2019 and held it in 5 quarters.
Avior Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $9.03K in Q3 2024.
250 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.