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

Bellwether Advisors’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	-1,109	Closed	-$110K	–	529
2024 Q4	$110K	Buy	+1,109	New	+$115K	0.02%	171
2023 Q2	–	Sell	-1,131	Closed	-$100K	–	357
2023 Q1	$100K	Sell	1,131 -673	-37%	-$61.5K	0.03%	155
2022 Q4	$157K	Buy	1,804 +819	+83%	+$71.8K	0.05%	132
2022 Q3	$83K	Buy	985 +56	+6%	+$5.46K	0.03%	133
2022 Q2	$88K	Buy	929 +9	+1%	+$952	0.03%	139
2022 Q1	$107K	Sell	920 -199	-18%	-$22.7K	0.03%	153
2021 Q4	$136K	Hold	1,119	–	–	0.04%	139
2021 Q3	$119K	Sell	1,119 -70	-6%	-$7.67K	0.04%	165
2021 Q2	$124K	Buy	1,189 +122	+11%	+$12.5K	0.04%	145
2021 Q1	$101K	Buy	1,067 +226	+27%	+$20.5K	0.04%	136
2020 Q4	$72K	Buy	+841	New	+$70.3K	0.03%	142

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

Bellwether Advisors's RWR Position: Q1 2025 in Review

Bellwether Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2025, closing a stake of 1,109 shares — an estimated $110K sold.

Bellwether Advisors first reported a position in RWR in Q4 2020 and held it in 11 quarters. The position peaked at $157K in Q4 2022. 250 funds tracked by Wall St. Rank hold RWR as of Q1 2025.

Bellwether Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2025 after selling out during the quarter.
Bellwether Advisors sold 1,109 State Street SPDR Dow Jones REIT ETF shares in Q1 2025, an estimated $110K.
Bellwether Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2020 and held it in 11 quarters.
Bellwether Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $157K in Q4 2022.
250 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2025.

Based on Bellwether Advisors's 13F filing for Q1 2025, filed 7 May 2025.