CI
RWR icon

CX Institutional’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

CX Institutional’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
Q2 		$37K Buy
324
+290
+853% +$31.8K ﹤0.01% 1034
2026
Q1 		$3K Sell
34
-39
-53% -$4.02K ﹤0.01% 1419
2025
Q4 		$7K Sell
73
-1,714
-96% -$171K ﹤0.01% 1238
2025
Q3 		$179K Buy
1,787
+1,602
+866% +$157K 0.01% 724
2025
Q2 		$18K Buy
185
+61
+49% +$5.86K ﹤0.01% 976
2025
Q1 		$12K Buy
+124
New +$12.4K ﹤0.01% 999
2023
Q1 		– Sell
-112,663
Closed -$9.82M – 570
2022
Q4 		$9.82M Buy
112,663
+15,415
+16% +$1.35M 0.6% 40
2022
Q3 		$8.19M Buy
97,248
+65,271
+204% +$6.36M 0.57% 43
2022
Q2 		$3.04M Buy
+31,977
New +$3.38M 0.23% 111
2021
Q4 		– Sell
-12
Closed -$1K – 802
2021
Q3 		$1K Hold
12
– – ﹤0.01% 950
2021
Q2 		$1K Hold
12
– – ﹤0.01% 947
2021
Q1 		$1K Hold
12
– – ﹤0.01% 861
2020
Q4 		$1K Hold
12
– – ﹤0.01% 850
2020
Q3 		$1K Sell
12
-24
-67% -$1.91K ﹤0.01% 865
2020
Q2 		$3K Sell
36
-64
-64% -$4.9K ﹤0.01% 727
2020
Q1 		$7K Sell
100
-14,467
-99% -$1.37M ﹤0.01% 512
2019
Q4 		$1.49M Buy
14,567
+75
+0.5% +$7.76K 0.26% 84
2019
Q3 		$1.51M Sell
14,492
-1,362
-9% -$139K 0.24% 99
2019
Q2 		$1.57M Buy
15,854
+2,989
+23% +$297K 0.25% 91
2019
Q1 		$1.27M Buy
12,865
+2,861
+29% +$271K 0.22% 112
2018
Q4 		$860K Buy
+10,004
New +$915K 0.18% 98

Other funds holding RWR

PFM
Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return
SCA
St. Clair Advisors Mayfield Hts, Ohio $389M AUM 19.46% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $147M AUM 24.54% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return