Carolinas Wealth Consulting’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-800	Closed	-$79.3K	–	756
2025 Q1	$79.3K	Hold	800	–	–	0.02%	281
2024 Q4	$79.1K	Hold	800	–	–	0.02%	291
2024 Q3	$85.4K	Hold	800	–	–	0.02%	289
2024 Q2	$74.5K	Hold	800	–	–	0.01%	307
2024 Q1	$75.4K	Hold	800	–	–	0.01%	313
2023 Q4	$76.3K	Hold	800	–	–	0.02%	274
2023 Q3	$63.3K	Hold	800	–	–	0.02%	284
2023 Q2	$72.4K	Hold	800	–	–	0.01%	302
2023 Q1	$71K	Hold	800	–	–	0.02%	307
2022 Q4	$69.7K	Hold	800	–	–	0.02%	309
2022 Q3	$67K	Hold	800	–	–	0.02%	292
2022 Q2	$76K	Hold	800	–	–	0.02%	283
2022 Q1	$94K	Hold	800	–	–	0.02%	261
2021 Q4	$98K	Sell	800 -100	-11%	-$11.5K	0.02%	266
2021 Q3	$95K	Hold	900	–	–	0.02%	252
2021 Q2	$94K	Hold	900	–	–	0.02%	270
2021 Q1	$85K	Hold	900	–	–	0.02%	276
2020 Q4	$78K	Buy	+900	New	+$75.2K	0.02%	263

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return

Carolinas Wealth Consulting's RWR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2025, closing a stake of 800 shares — an estimated $79.3K sold.

Carolinas Wealth Consulting first reported a position in RWR in Q4 2020 and held it in 18 quarters. The position peaked at $98K in Q4 2021. 254 funds tracked by Wall St. Rank hold RWR as of Q2 2025.

Carolinas Wealth Consulting reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 800 State Street SPDR Dow Jones REIT ETF shares in Q2 2025, an estimated $79.3K.
Carolinas Wealth Consulting first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2020 and held it in 18 quarters.
Carolinas Wealth Consulting's State Street SPDR Dow Jones REIT ETF position peaked at $98K in Q4 2021.
254 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.