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

Caitlin John’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
Q4 		– Sell
-142
Closed -$14.3K – 990
2025
Q3 		$14.3K Buy
+142
New +$13.9K 0.01% 444
2024
Q1 		– Sell
-40
Closed -$3.77K – 924
2023
Q4 		$3.77K Buy
+40
New +$3.44K ﹤0.01% 600

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Caitlin John's RWR Position: Q4 2025 in Review

Caitlin John sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2025, closing a stake of 142 shares — an estimated $14.3K sold.

Caitlin John first reported a position in RWR in Q4 2023 and held it in 2 quarters. The position peaked at $14.3K in Q3 2025. 250 funds tracked by Wall St. Rank hold RWR as of Q4 2025.

  • Caitlin John reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Caitlin John sold 142 State Street SPDR Dow Jones REIT ETF shares in Q4 2025, an estimated $14.3K.
  • Caitlin John first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2023 and held it in 2 quarters.
  • Caitlin John's State Street SPDR Dow Jones REIT ETF position peaked at $14.3K in Q3 2025.
  • 250 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2025.

Based on Caitlin John's 13F filing for Q4 2025, filed 18 Feb 2026.