Clearstead 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 | $3.8M | Hold |
37,616
| – | – | 0.03% | 267 |
|
|
2025
Q4 | $3.7M | Sell |
37,616
-40,716
| -52% | -$4.06M | 0.05% | 236 |
|
|
2025
Q3 | $7.86M | Sell |
78,332
-5,287
| -6% | -$519K | 0.1% | 156 |
|
|
2025
Q2 | $8.06M | Buy |
83,619
+37,664
| +82% | +$3.62M | 0.11% | 147 |
|
|
2025
Q1 | $4.56M | Buy |
45,955
+923
| +2% | +$92.2K | 0.07% | 193 |
|
|
2024
Q4 | $4.45M | Sell |
45,032
-377
| -0.8% | -$39.3K | 0.07% | 194 |
|
|
2024
Q3 | $4.85M | Buy |
45,409
+2,327
| +5% | +$236K | 0.08% | 188 |
|
|
2024
Q2 | $4.01M | Buy |
43,082
+49
| +0.1% | +$4.44K | 0.07% | 198 |
|
|
2024
Q1 | $3.93M | Buy |
43,033
+29
| +0.1% | +$2.7K | 0.19% | 93 |
|
|
2023
Q4 | $4.1M | Sell |
43,004
-49,894
| -54% | -$4.29M | 0.22% | 92 |
|
|
2023
Q3 | $7.7M | Buy |
92,898
+46,242
| +99% | +$4.16M | 0.22% | 90 |
|
|
2023
Q2 | $4.22M | Buy |
46,656
+3,662
| +9% | +$323K | 0.26% | 81 |
|
|
2023
Q1 | $3.82M | Buy |
42,994
+244
| +0.6% | +$22.3K | 0.28% | 79 |
|
|
2022
Q4 | $3.73M | Buy |
42,750
+57
| +0.1% | +$4.99K | 0.29% | 76 |
|
|
2022
Q3 | $3.6M | Buy |
42,693
+50
| +0.1% | +$4.88K | 0.33% | 63 |
|
|
2022
Q2 | $4.05M | Sell |
42,643
-2,117
| -5% | -$224K | 0.32% | 66 |
|
|
2022
Q1 | $5.25M | Buy |
44,760
+40,251
| +893% | +$4.59M | 0.36% | 62 |
|
|
2021
Q4 | $551K | Sell |
4,509
-156
| -3% | -$18K | 0.04% | 245 |
|
|
2021
Q3 | $492K | Buy |
4,665
+33
| +0.7% | +$3.62K | 0.04% | 240 |
|
|
2021
Q2 | $486K | Sell |
4,632
-136
| -3% | -$13.9K | 0.04% | 232 |
|
|
2021
Q1 | $451K | Buy |
4,768
+39
| +0.8% | +$3.53K | 0.04% | 228 |
|
|
2020
Q4 | $410K | Sell |
4,729
-1,190
| -20% | -$99.5K | 0.04% | 222 |
|
|
2020
Q3 | $461K | Buy |
5,919
+51
| +0.9% | +$4.06K | 0.05% | 181 |
|
|
2020
Q2 | $458K | Buy |
5,868
+3,051
| +108% | +$234K | 0.05% | 183 |
|
|
2020
Q1 | $203K | Buy |
+2,817
| New | +$267K | 0.03% | 235 |
|
|
2019
Q2 | – | Sell |
-4,526
| Closed | -$448K | – | 278 |
|
|
2019
Q1 | $448K | Hold |
4,526
| – | – | 0.06% | 177 |
|
|
2018
Q4 | $389K | Buy |
+4,526
| New | +$414K | 0.06% | 180 |
|
|
2018
Q2 | – | Sell |
-3,090
| Closed | -$266K | – | 231 |
|
|
2018
Q1 | $266K | Buy |
+3,090
| New | +$268K | 0.04% | 198 |
|
|
2017
Q4 | – | Sell |
-47,738
| Closed | -$4.42M | – | 250 |
|
|
2017
Q3 | $4.42M | Buy |
47,738
+92
| +0.2% | +$8.55K | 0.58% | 39 |
|
|
2017
Q2 | $4.43M | Buy |
47,646
+2,230
| +5% | +$207K | 0.65% | 33 |
|
|
2017
Q1 | $4.19M | Sell |
45,416
-246
| -0.5% | -$22.9K | 0.61% | 36 |
|
|
2016
Q4 | $4.26M | Buy |
+45,662
| New | +$4.18M | 0.69% | 29 |
|
Other funds holding RWR
MSA
Clearstead Advisors's RWR Position: Q1 2026 in Review
Clearstead Advisors held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q1 2026 at 37,616 shares worth $3.8M. The position accounts for 0.03% of the portfolio, ranked #267.
Clearstead Advisors first reported a position in RWR in Q4 2016 and has held it in 32 quarters since. The position peaked at $8.06M in Q2 2025. 257 funds tracked by Wall St. Rank hold RWR as of Q1 2026.
- Clearstead Advisors held 37,616 shares of State Street SPDR Dow Jones REIT ETF worth $3.8M as of Q1 2026.
- Clearstead Advisors left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q1 2026.
- State Street SPDR Dow Jones REIT ETF made up 0.03% of Clearstead Advisors's portfolio in Q1 2026, its #267 holding.
- Clearstead Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2016 and has held it in 32 quarters since.
- Clearstead Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $8.06M in Q2 2025.
- 257 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2026.
Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.