Eagle Strategies’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Eagle Strategies’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	-2,119	Closed	-$210K	–	230
2025 Q1	$210K	Sell	2,119 -209	-9%	-$20.9K	0.04%	207
2024 Q4	$230K	Sell	2,328 -388	-14%	-$40.4K	0.04%	200
2024 Q3	$290K	Sell	2,716 -1,180	-30%	-$119K	0.05%	169
2024 Q2	$363K	Buy	+3,896	New	+$353K	0.07%	154
2024 Q1	–	Sell	-3,776	Closed	-$360K	–	325
2023 Q4	$360K	Sell	3,776 -99	-3%	-$8.51K	0.08%	145
2023 Q3	$321K	Sell	3,875 -565	-13%	-$50.8K	0.08%	141
2023 Q2	$402K	Sell	4,440 -9,141	-67%	-$807K	0.1%	131
2023 Q1	$1.21M	Sell	13,581 -10,528	-44%	-$962K	0.3%	67
2022 Q4	$2.1M	Sell	24,109 -11,430	-32%	-$1M	0.63%	42
2022 Q3	$3M	Sell	35,539 -1,954	-5%	-$191K	1.57%	22
2022 Q2	$3.56M	Buy	+37,493	New	+$3.97M	1.3%	23

Other funds holding RWR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return

Eagle Strategies's RWR Position: Q2 2025 in Review

Eagle Strategies sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2025, closing a stake of 2,119 shares — an estimated $210K sold.

Eagle Strategies first reported a position in RWR in Q2 2022 and held it in 11 quarters. The position peaked at $3.56M in Q2 2022. 254 funds tracked by Wall St. Rank hold RWR as of Q2 2025.

Eagle Strategies reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2025 after selling out during the quarter.
Eagle Strategies sold 2,119 State Street SPDR Dow Jones REIT ETF shares in Q2 2025, an estimated $210K.
Eagle Strategies first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2022 and held it in 11 quarters.
Eagle Strategies's State Street SPDR Dow Jones REIT ETF position peaked at $3.56M in Q2 2022.
254 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2025.

Based on Eagle Strategies's 13F filing for Q2 2025, filed 23 Jul 2025.