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Financial Advocates Investment Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Financial Advocates Investment Management’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
-6,015
Closed -$596K – 745
2025
Q1 		$596K Buy
6,015
+4
+0.1% +$399 0.04% 391
2024
Q4 		$594K Buy
+6,011
New +$626K 0.03% 405
2024
Q3 		– Sell
-5,997
Closed -$558K – 808
2024
Q2 		$558K Buy
+5,997
New +$544K 0.03% 408
2023
Q3 		– Sell
-6,384
Closed -$577K – 732
2023
Q2 		$577K Sell
6,384
-44
-0.7% -$3.88K 0.04% 369
2023
Q1 		$571K Sell
6,428
-1,361
-17% -$124K 0.04% 405
2022
Q4 		$679K Sell
7,789
-6
-0.1% -$526 0.05% 375
2022
Q3 		$657K Sell
7,795
-10,170
-57% -$992K 0.05% 343
2022
Q2 		$1.71M Sell
17,965
-1,892
-10% -$200K 0.14% 181
2022
Q1 		$2.33M Buy
19,857
+2,661
+15% +$303K 0.15% 158
2021
Q4 		$2.1M Buy
17,196
+6,665
+63% +$768K 0.13% 190
2021
Q3 		$981K Buy
10,531
+4,989
+90% +$547K 0.07% 320
2021
Q2 		$581K Sell
5,542
-30
-0.5% -$3.07K 0.04% 449
2021
Q1 		$527K Sell
5,572
-160,265
-97% -$14.5M 0.04% 473
2020
Q4 		$5.17M Buy
165,837
+160,198
+2,841% +$13.4M 0.35% 62
2020
Q3 		$439K Buy
+5,639
New +$449K 0.04% 398
2019
Q1 		– Sell
-6,594
Closed -$567K – 468
2018
Q4 		$567K Sell
6,594
-1,995
-23% -$182K 0.08% 229
2018
Q3 		$800K Sell
8,589
-167
-2% -$15.8K 0.09% 216
2018
Q2 		$822K Buy
8,756
+75
+0.9% +$6.67K 0.1% 208
2018
Q1 		$748K Sell
8,681
-591
-6% -$51.3K 0.1% 209
2017
Q4 		$869K Buy
+9,272
New +$867K 0.12% 180

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return

Financial Advocates Investment Management's RWR Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2025, closing a stake of 6,015 shares — an estimated $596K sold.

Financial Advocates Investment Management first reported a position in RWR in Q4 2017 and held it in 20 quarters. The position peaked at $5.17M in Q4 2020. 254 funds tracked by Wall St. Rank hold RWR as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,015 State Street SPDR Dow Jones REIT ETF shares in Q2 2025, an estimated $596K.
  • Financial Advocates Investment Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2017 and held it in 20 quarters.
  • Financial Advocates Investment Management's State Street SPDR Dow Jones REIT ETF position peaked at $5.17M in Q4 2020.
  • 254 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.