Global Financial Private Client’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Global Financial Private Client’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 Q3	–	Sell	-2,303	Closed	-$222K	–	235
2025 Q2	$222K	Buy	+2,303	New	+$221K	0.08%	209
2025 Q1	–	Sell	-1	Closed	-$99	–	1697
2024 Q4	$99	Hold	1	–	–	﹤0.01%	1489
2024 Q3	$107	Hold	1	–	–	﹤0.01%	802
2024 Q2	$93	Buy	+1	New	+$91	﹤0.01%	676
2024 Q1	–	Sell	-292	Closed	-$27.8K	–	717
2023 Q4	$27.8K	Buy	292 +80	+38%	+$6.88K	0.01%	357
2023 Q3	$17.3K	Buy	212 +37	+21%	+$3.33K	0.01%	383
2023 Q2	$16K	Buy	175 +1	+0.6%	+$88	0.01%	388
2023 Q1	$15.3K	Buy	+174	New	+$15.9K	0.01%	399
2022 Q3	–	Sell	-370	Closed	-$35.8K	–	673
2022 Q2	$35.8K	Buy	+370	New	+$39.1K	0.02%	293
2020 Q3	–	Sell	-1,236	Closed	-$98.8K	–	503
2020 Q2	$98.8K	Sell	1,236 -1,317	-52%	-$101K	0.09%	149
2020 Q1	$171K	Sell	2,553 -336	-12%	-$31.8K	0.18%	103
2019 Q4	$295K	Buy	+2,889	New	+$299K	0.25%	90

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

MSA

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Global Financial Private Client's RWR Position: Q3 2025 in Review

Global Financial Private Client sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2025, closing a stake of 2,303 shares — an estimated $222K sold.

Global Financial Private Client first reported a position in RWR in Q4 2019 and held it in 12 quarters. The position peaked at $295K in Q4 2019. 245 funds tracked by Wall St. Rank hold RWR as of Q3 2025.

Global Financial Private Client reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2025 after selling out during the quarter.
Global Financial Private Client sold 2,303 State Street SPDR Dow Jones REIT ETF shares in Q3 2025, an estimated $222K.
Global Financial Private Client first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2019 and held it in 12 quarters.
Global Financial Private Client's State Street SPDR Dow Jones REIT ETF position peaked at $295K in Q4 2019.
245 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2025.

Based on Global Financial Private Client's 13F filing for Q3 2025, filed 21 Oct 2025.