Cambridge Investment Research Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.33M | Buy |
13,170
+6,140
| +87% | +$633K | ﹤0.01% | 1931 |
|
|
2025
Q4 | $691K | Buy |
7,030
+26
| +0.4% | +$2.59K | ﹤0.01% | 2427 |
|
|
2025
Q3 | $702K | Sell |
7,004
-5,905
| -46% | -$580K | ﹤0.01% | 2348 |
|
|
2025
Q2 | $1.25M | Buy |
12,909
+5,301
| +70% | +$509K | ﹤0.01% | 1784 |
|
|
2025
Q1 | $754K | Sell |
7,608
-3,002
| -28% | -$300K | ﹤0.01% | 2083 |
|
|
2024
Q4 | $1.05M | Buy |
10,610
+1,265
| +14% | +$132K | ﹤0.01% | 1832 |
|
|
2024
Q3 | $997K | Buy |
9,345
+3,126
| +50% | +$316K | ﹤0.01% | 1853 |
|
|
2024
Q2 | $579K | Sell |
6,219
-630
| -9% | -$57.1K | ﹤0.01% | 2178 |
|
|
2024
Q1 | $645K | Sell |
6,849
-2,063
| -23% | -$192K | ﹤0.01% | 2049 |
|
|
2023
Q4 | $849K | Buy |
8,912
+2,678
| +43% | +$230K | ﹤0.01% | 1759 |
|
|
2023
Q3 | $517K | Sell |
6,234
-296
| -5% | -$26.6K | ﹤0.01% | 2052 |
|
|
2023
Q2 | $591K | Sell |
6,530
-471
| -7% | -$41.6K | ﹤0.01% | 2004 |
|
|
2023
Q1 | $622K | Sell |
7,001
-13,504
| -66% | -$1.23M | ﹤0.01% | 1941 |
|
|
2022
Q4 | $1.79M | Buy |
20,505
+15,357
| +298% | +$1.35M | 0.01% | 1144 |
|
|
2022
Q3 | $434K | Sell |
5,148
-12,709
| -71% | -$1.24M | ﹤0.01% | 2051 |
|
|
2022
Q2 | $1.7M | Sell |
17,857
-27,814
| -61% | -$2.94M | 0.01% | 1127 |
|
|
2022
Q1 | $5.36M | Sell |
45,671
-34,315
| -43% | -$3.91M | 0.02% | 607 |
|
|
2021
Q4 | $9.77M | Buy |
79,986
+10,189
| +15% | +$1.17M | 0.04% | 386 |
|
|
2021
Q3 | $7.36M | Buy |
69,797
+56,775
| +436% | +$6.22M | 0.04% | 455 |
|
|
2021
Q2 | $1.37M | Sell |
13,022
-301
| -2% | -$30.8K | 0.01% | 1324 |
|
|
2021
Q1 | $1.26M | Buy |
13,323
+1,086
| +9% | +$98.3K | 0.01% | 1277 |
|
|
2020
Q4 | $1.06M | Buy |
12,237
+480
| +4% | +$40.1K | 0.01% | 1262 |
|
|
2020
Q3 | $917K | Buy |
11,757
+2,934
| +33% | +$233K | 0.01% | 1240 |
|
|
2020
Q2 | $688K | Sell |
8,823
-6,070
| -41% | -$465K | 0.01% | 1354 |
|
|
2020
Q1 | $1.07M | Sell |
14,893
-1,406
| -9% | -$133K | 0.01% | 937 |
|
|
2019
Q4 | $1.66M | Buy |
16,299
+83
| +0.5% | +$8.59K | 0.01% | 871 |
|
|
2019
Q3 | $1.7M | Buy |
16,216
+1,695
| +12% | +$173K | 0.01% | 822 |
|
|
2019
Q2 | $1.44M | Sell |
14,521
-4,454
| -23% | -$442K | 0.01% | 855 |
|
|
2019
Q1 | $1.88M | Buy |
18,975
+2,383
| +14% | +$226K | 0.02% | 743 |
|
|
2018
Q4 | $1.43M | Buy |
16,592
+4,124
| +33% | +$377K | 0.02% | 774 |
|
|
2018
Q3 | $1.16M | Buy |
12,468
+5,327
| +75% | +$505K | 0.01% | 945 |
|
|
2018
Q2 | $671K | Sell |
7,141
-1,931
| -21% | -$172K | 0.01% | 1236 |
|
|
2018
Q1 | $781K | Sell |
9,072
-5,741
| -39% | -$498K | 0.01% | 1076 |
|
|
2017
Q4 | $1.39M | Sell |
14,813
-972
| -6% | -$90.9K | 0.02% | 747 |
|
|
2017
Q3 | $1.46M | Sell |
15,785
-2,326
| -13% | -$216K | 0.02% | 655 |
|
|
2017
Q2 | $1.68M | Buy |
18,111
+414
| +2% | +$38.5K | 0.02% | 586 |
|
|
2017
Q1 | $1.63M | Sell |
17,697
-652
| -4% | -$60.7K | 0.03% | 517 |
|
|
2016
Q4 | $1.71M | Sell |
18,349
-43,320
| -70% | -$3.97M | 0.03% | 480 |
|
|
2016
Q3 | $6M | Buy |
61,669
+2,241
| +4% | +$225K | 0.11% | 160 |
|
|
2016
Q2 | $5.91M | Buy |
59,428
+4,649
| +8% | +$440K | 0.13% | 147 |
|
|
2016
Q1 | $5.21M | Buy |
54,779
+3,516
| +7% | +$312K | 0.12% | 157 |
|
|
2015
Q4 | $4.7M | Buy |
51,263
+6,469
| +14% | +$585K | 0.11% | 166 |
|
|
2015
Q3 | $3.86M | Buy |
44,794
+36,661
| +451% | +$3.19M | 0.11% | 185 |
|
|
2015
Q2 | $686K | Sell |
8,133
-22,703
| -74% | -$2.04M | 0.02% | 661 |
|
|
2015
Q1 | $2.92M | Buy |
30,836
+281
| +0.9% | +$26.7K | 0.08% | 241 |
|
|
2014
Q4 | $2.78M | Buy |
30,555
+274
| +0.9% | +$24K | 0.09% | 228 |
|
|
2014
Q3 | $2.42M | Buy |
30,281
+2,499
| +9% | +$209K | 0.07% | 270 |
|
|
2014
Q2 | $2.31M | Buy |
27,782
+1,615
| +6% | +$132K | 0.08% | 247 |
|
|
2014
Q1 | $2.04M | Buy |
26,167
+1,874
| +8% | +$141K | 0.08% | 253 |
|
|
2013
Q4 | $1.73M | Buy |
24,293
+1,082
| +5% | +$79.5K | 0.07% | 267 |
|
|
2013
Q3 | $1.69M | Buy |
23,211
+12,470
| +116% | +$935K | 0.07% | 252 |
|
|
2013
Q2 | $816K | Buy |
+10,741
| New | +$859K | 0.04% | 373 |
|
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