Cetera Investment Advisers’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 | $1.77M | Sell |
17,487
-1,585
| -8% | -$163K | ﹤0.01% | 2400 |
|
|
2025
Q4 | $1.87M | Buy |
19,072
+8,466
| +80% | +$843K | ﹤0.01% | 2268 |
|
|
2025
Q3 | $1.06M | Sell |
10,606
-14,748
| -58% | -$1.45M | ﹤0.01% | 2719 |
|
|
2025
Q2 | $2.45M | Buy |
25,354
+15,727
| +163% | +$1.51M | ﹤0.01% | 1701 |
|
|
2025
Q1 | $954K | Buy |
9,627
+537
| +6% | +$53.6K | ﹤0.01% | 2293 |
|
|
2024
Q4 | $899K | Buy |
9,090
+34
| +0.4% | +$3.54K | ﹤0.01% | 2233 |
|
|
2024
Q3 | $966K | Sell |
9,056
-452
| -5% | -$45.8K | ﹤0.01% | 2150 |
|
|
2024
Q2 | $885K | Sell |
9,508
-419
| -4% | -$38K | ﹤0.01% | 2165 |
|
|
2024
Q1 | $936K | Buy |
9,927
+6,671
| +205% | +$620K | ﹤0.01% | 2131 |
|
|
2023
Q4 | $310K | Buy |
3,256
+106
| +3% | +$9.11K | ﹤0.01% | 1770 |
|
|
2023
Q3 | $261K | Sell |
3,150
-397
| -11% | -$35.7K | ﹤0.01% | 1822 |
|
|
2023
Q2 | $321K | Buy |
3,547
+292
| +9% | +$25.8K | ﹤0.01% | 1697 |
|
|
2023
Q1 | $289K | Sell |
3,255
-417
| -11% | -$38.1K | ﹤0.01% | 1727 |
|
|
2022
Q4 | $320K | Buy |
3,672
+1,192
| +48% | +$104K | ﹤0.01% | 1626 |
|
|
2022
Q3 | $209K | Buy |
+2,480
| New | +$242K | ﹤0.01% | 1478 |
|
|
2022
Q2 | – | Sell |
-2,592
| Closed | -$304K | – | 1934 |
|
|
2022
Q1 | $304K | Sell |
2,592
-34
| -1% | -$3.87K | ﹤0.01% | 1469 |
|
|
2021
Q4 | $321K | Buy |
2,626
+241
| +10% | +$27.8K | ﹤0.01% | 1457 |
|
|
2021
Q3 | $251K | Sell |
2,385
-2,280
| -49% | -$250K | ﹤0.01% | 1547 |
|
|
2021
Q2 | $489K | Buy |
4,665
+116
| +3% | +$11.9K | 0.01% | 1133 |
|
|
2021
Q1 | $431K | Sell |
4,549
-173
| -4% | -$15.7K | 0.01% | 1065 |
|
|
2020
Q4 | $409K | Buy |
+4,722
| New | +$395K | 0.01% | 1066 |
|
|
2020
Q3 | – | Sell |
-4,461
| Closed | -$348K | – | 667 |
|
|
2020
Q2 | $348K | Buy |
4,461
+316
| +8% | +$24.2K | 0.03% | 438 |
|
|
2020
Q1 | $299K | Buy |
4,145
+344
| +9% | +$32.6K | 0.04% | 399 |
|
|
2019
Q4 | $388K | Sell |
3,801
-121
| -3% | -$12.5K | 0.04% | 393 |
|
|
2019
Q3 | $409K | Sell |
3,922
-50
| -1% | -$5.1K | 0.05% | 340 |
|
|
2019
Q2 | $392K | Sell |
3,972
-117
| -3% | -$11.6K | 0.05% | 335 |
|
|
2019
Q1 | $404K | Sell |
4,089
-207
| -5% | -$19.6K | 0.06% | 314 |
|
|
2018
Q4 | $371K | Sell |
4,296
-264
| -6% | -$24.1K | 0.06% | 304 |
|
|
2018
Q3 | $426K | Buy |
4,560
+544
| +14% | +$51.6K | 0.06% | 298 |
|
|
2018
Q2 | $379K | Buy |
4,016
+1
| +0% | +$89 | 0.07% | 290 |
|
|
2018
Q1 | $348K | Sell |
4,015
-141
| -3% | -$12.2K | 0.07% | 283 |
|
|
2017
Q4 | $388K | Sell |
4,156
-289
| -7% | -$27K | 0.07% | 282 |
|
|
2017
Q3 | $412K | Sell |
4,445
-363
| -8% | -$33.7K | 0.09% | 265 |
|
|
2017
Q2 | $447K | Sell |
4,808
-17
| -0.4% | -$1.58K | 0.11% | 237 |
|
|
2017
Q1 | $445K | Sell |
4,825
-691
| -13% | -$64.3K | 0.12% | 210 |
|
|
2016
Q4 | $514K | Buy |
5,516
+995
| +22% | +$91.1K | 0.17% | 161 |
|
|
2016
Q3 | $437K | Buy |
4,521
+367
| +9% | +$36.8K | 0.19% | 143 |
|
|
2016
Q2 | $411K | Buy |
4,154
+537
| +15% | +$50.9K | 0.16% | 170 |
|
|
2016
Q1 | $343K | Sell |
3,617
-554
| -13% | -$49.2K | 0.15% | 174 |
|
|
2015
Q4 | $383K | Buy |
+4,171
| New | +$377K | 0.18% | 155 |
|
Other funds holding RWR
MSA
