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

Bensler’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
-2,504
Closed -$248K – 165
2024
Q4 		$248K Sell
2,504
-201
-7% -$20.9K 0.03% 149
2024
Q3 		$289K Sell
2,705
-1,963
-42% -$199K 0.04% 132
2024
Q2 		$435K Sell
4,668
-2,126
-31% -$193K 0.06% 109
2024
Q1 		$640K Sell
6,794
-3,152
-32% -$293K 0.09% 97
2023
Q4 		$948K Sell
9,946
-2,131
-18% -$183K 0.16% 92
2023
Q3 		$1M Sell
12,077
-1,154
-9% -$104K 0.19% 92
2023
Q2 		$1.2M Sell
13,231
-2,681
-17% -$237K 0.23% 91
2023
Q1 		$1.41M Sell
15,912
-2,230
-12% -$204K 0.29% 86
2022
Q4 		$1.58M Sell
18,142
-2,678
-13% -$235K 0.35% 79
2022
Q3 		$1.75M Sell
20,820
-175
-0.8% -$17.1K 0.42% 73
2022
Q2 		$2M Buy
20,995
+1,309
+7% +$138K 0.48% 67
2022
Q1 		$2.31M Buy
+19,686
New +$2.24M 0.49% 69

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bensler's RWR Position: Q1 2025 in Review

Bensler sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2025, closing a stake of 2,504 shares — an estimated $248K sold.

Bensler first reported a position in RWR in Q1 2022 and held it in 12 quarters. The position peaked at $2.31M in Q1 2022. 250 funds tracked by Wall St. Rank hold RWR as of Q1 2025.

  • Bensler reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Bensler sold 2,504 State Street SPDR Dow Jones REIT ETF shares in Q1 2025, an estimated $248K.
  • Bensler first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2022 and held it in 12 quarters.
  • Bensler's State Street SPDR Dow Jones REIT ETF position peaked at $2.31M in Q1 2022.
  • 250 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2025.

Based on Bensler's 13F filing for Q1 2025, filed 16 Apr 2025.