Cerity Partners
RWR icon

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

Cerity Partners’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
2026
Q1 		$2.22M Buy
22,012
+5,184
+31% +$534K ﹤0.01% 1435
2025
Q4 		$1.65M Sell
16,828
-1,234
-7% -$123K ﹤0.01% 1452
2025
Q3 		$1.81M Sell
18,062
-97
-0.5% -$9.52K ﹤0.01% 1341
2025
Q2 		$1.75M Sell
18,159
-52
-0.3% -$4.99K ﹤0.01% 1279
2025
Q1 		$1.81M Buy
18,211
+839
+5% +$83.8K ﹤0.01% 1172
2024
Q4 		$1.72M Buy
17,372
+686
+4% +$71.4K ﹤0.01% 1172
2024
Q3 		$1.78M Buy
16,686
+5,133
+44% +$520K ﹤0.01% 1143
2024
Q2 		$1.08M Buy
11,553
+9,146
+380% +$830K ﹤0.01% 1195
2024
Q1 		$227K Sell
2,407
-12,534
-84% -$1.17M ﹤0.01% 2040
2023
Q4 		$1.42M Buy
14,941
+576
+4% +$49.5K ﹤0.01% 874
2023
Q3 		$1.19M Sell
14,365
-3,789
-21% -$341K 0.01% 706
2023
Q2 		$1.64M Buy
18,154
+275
+2% +$24.3K 0.01% 772
2023
Q1 		$1.59M Sell
17,879
-350
-2% -$32K ﹤0.01% 797
2022
Q4 		$1.59M Buy
+18,229
New +$1.6M 0.01% 574

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