BluePointe Capital Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

BluePointe Capital 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	$432K	Buy	4,360 +1,249	+40%	+$125K	0.16%	81
2024 Q4	$308K	Hold	3,111	–	–	0.18%	77
2024 Q3	$332K	Hold	3,111	–	–	0.22%	74
2024 Q2	$290K	Hold	3,111	–	–	0.19%	77
2024 Q1	$293K	Hold	3,111	–	–	0.2%	78
2023 Q4	$297K	Buy	+3,111	New	+$267K	0.23%	76

Other funds holding RWR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BluePointe Capital Management's RWR Position: Q1 2025 in Review

BluePointe Capital Management increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 40% in Q1 2025, buying an estimated $125K and bringing the position to 4,360 shares worth $432K. The position accounts for 0.16% of the portfolio, ranked #81.

BluePointe Capital Management first reported a position in RWR in Q4 2023 and has held it in 6 quarters since. 250 funds tracked by Wall St. Rank hold RWR as of Q1 2025.

BluePointe Capital Management held 4,360 shares of State Street SPDR Dow Jones REIT ETF worth $432K as of Q1 2025.
BluePointe Capital Management bought 1,249 State Street SPDR Dow Jones REIT ETF shares in Q1 2025, an estimated $125K.
State Street SPDR Dow Jones REIT ETF made up 0.16% of BluePointe Capital Management's portfolio in Q1 2025, its #81 holding.
BluePointe Capital Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2023 and has held it in 6 quarters since.
250 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2025.

Based on BluePointe Capital Management's 13F filing for Q1 2025, filed 2 May 2025.